My name is Miron, and I am a Wrike Solutions Architect. When I work with customers, I always make an effort to convey the need to think about what happens beyond the initial Wrike launch. During these conversations, I usually ask some of the following questions:
- How will you provide support for end-users who have questions or issues?
- Have you documented your process so you have a guide users can refer to?
- Have you established, documented, and communicated your ‘rules of Wrike’?
- What about naming conventions? Roles and Responsibilities?
I try to encourage my customers to think about these questions during the deployment process. But let’s be honest, while everyone agrees these are important aspects that need addressing, the reality is that they tend to be neglected. The short-term (go live quickly) trumps the longer term (drive adoption) … and this can create challenges down the road.
Going live with Wrike, or any other system for that matter, is a pre-requisite to success, but not a guarantee of one. In the long run, success and return on investment, depend upon adoption, which itself depends upon a positive user experience and a well-governed system.
We recently reached out to some of our customers and interviewed them at length, to try and better understand what their journey as Wrike champions had been. One of the common themes we heard, was about realizing how important governance was, but also about the challenges associated with implementing it, and the lack of insight into what ‘good governance’ looks like.
To address these concerns, we wanted to help customers and provide guidance and content to help them get started. Which is why I am happy to say that our team has just released a new template called Wrike Governance.
This template can be installed from within Wrike and will assist Wrike champions in managing and governing their Wrike account, including but not limited to, tasks such as account maintenance, new user onboarding and training, end-user support, and more. It includes the following features/capabilities:
- ‘Start Here’ guidance with a comprehensive template user guide
- End-user training and onboarding templates and plans
- Maintenance tasks by period
- Sample Knowledge Base, Rules of Wrike and FAQs
- Useful links to key resources
- Knowledge Base, Rules of Wrike, and FAQs template
- Request Forms for end-user support
- Suggestion box
- User adoption/sentiment survey
- Sample dashboards and reports
The Wrike Community team will be sharing a more detailed post on how to use this template shortly. It will give you a quick overview, but for detailed instructions, please refer to the user’s guide in the template itself. I hope you will find them all useful.
Please let us know what you think, and please post any questions you may have for me in this thread.
Miron Mizrahi Wrike Team member Learn about Wrike’s killer features and best practices with our Online Training Webinars