Wrike Adoption & Onboarding

Fellow Wrikers — I'm seeking your advice on best practices for onboarding new employees to Wrike and encouraging adoption. Our entire marketing org is on Wrike with varying levels of adoption which can provide challenges when some folks are fully working within Wrike and some just never really adopted it. 

For new employees, we've been asking them to complete the training available in discover.wrike which are helpful, but we've gotten feedback that the training doesn't really help them learn how our team is using Wrike.

For those who are holdouts on adopting Wrike, how do you encourage them to get in there?

We are thinking having a couple of Wrike experts on the team to do 1:1 onboarding sessions is a good idea, but just wondering what you all have done that is working well for you. 

TIA!

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Hi Mandy Schnirel,

we had a similar problem. The courses from Wrike are good for everybody who really needs to understand Wrike in total (so admins). For normal users it is too much. Also we had the same experience that our use of Wrike is not expalined in the trainings (as you normally adapt Wrike to your processes). 

What we have done:

  • made a power point on how to use Wrike and give a talk as an introduction, as it was during Corona it was remote and we recorded it for further use
  • made in Wrike a Knowledge Base Space for your company. We used again power point slides to show the most important things in our workflow (like the workflow, who is responsible for which task, how to make a new task, how to handle documents, ...) Each with a meaningful name so you have a Wiki (at the moment we think of tansfering the Wiki to Sharepoint)
  • established an ownboarding plan as blueprint everybody has to pass
  • made a Training Space. So a Space everybody can try everything, assign tasks, whatever, that is totally seperated from our normal work
  • made some training tasks (so each project manager had to make a project plan in Wrike for an actual project or a fictive one)
  • in each team we have a Wrike champion who is first contact for questions. Tehse champions exchange about theri experiences in the teams together with the admin
  • tell everybody that somebody is new and that they help him
  • give them time to learn

So that worked out for us. It was really a lot of work, but I think at the end it pays off (without having numbers for it).

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Sven Passinger Thank you so much for the detailed response! We are definitely going to try implementing some of what you are doing and see if it helps!

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Love some of your ideas Sven, I'll definitely borrow them!  

 

Mandy, I also recorded about eight 5-min Loom videos on the basics of how our team uses wrike, doing a screen share. New team members have found that to be helpful!

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Ditto on pretty much all of Sven Passinger 's points above. The only thing I would add is that we also present regular Wrike refresh trainings, to go over basics like email settings, workflows, and adjusting projects. I also assign "homework" training tasks for users to practice and give feedback, so we have topics to cover next time.

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Hi everyone 🙋🏻‍♀️

Really great tips from Sven, thank you for sharing! I also would like to use this opportunity to share this best practices post from a Community member on how to create a knowledge base. 

 

Cansu Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Cansu Wrike Team member Become a Wrike expert with Wrike Discover

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Thanks, everyone! So helpful!

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