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Wrike Session: Master the Adoption Process for Wrike

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    Kamini Patel

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    Hi - Below you will find the Q&A from our session. Feel free to ask additional questions in this Community post and we'll get back to you. 

    Q: Once we have adopted Wrike what is the next webinar we should take?

    A: We recommend that you take an Onboarding webinar session for your users as well as attend our Ask the Expert sessions.

    Q: You mentioned change control during your intro. How do you use Wrike as a change control tool?

    A: Using Wrike as a change control tool can be done by planning the change process through Wrike. Designing a plan to effectively rollout Wrike and track approvals through workflows is the easiest way to achieve this.

    Q: I'm part of our company's UX team. Our larger Project Management Office is going to begin using Wrike. Can my UX Team have it's own separate Wrike area for the work we do BEFORE it gets to development?

    A: Yes, this is very possible through sharing within Wrike. If you were to create a UX Folder and only share it with your UX team, the tasks within that Folder will remain private until you tag them into the larger PMO Project or PMO Folder.

    Q: What can we do to make it easier for first time users to adopt Wrike. Besides the Wrike Knowledge Base and demonstrating the "why", do you have any other suggestions?

    A: Having Wrike champions who can help facilitate Wrike's implementation goes a long way. Champions are resources to help people (especially in the beginning stages). From our side, we provide online sessions and access to Wrike experts who can help anyone who needs it. Setting up trainings with your team and then letting them know about additional sessions they could attend and about the Community forums where they can ask questions would be a great first step.

    Q: What best practices do you have for small and growing teams?

    A: Here are a few best practices that we find work well for smaller teams: 1)It is recommended that for smaller teams you identify a "champion" of Wrike. Champions are individuals that are tech savvy and can speak to your internal processes and will help smooth the adoption and ensure that Wrike is continuously being utilized according to your team's standards. 2) As the team is growing definitely point new users to the "knowledge base" within Wrike, which is there to help alleviate the work of other users so they aren't retraining other colleagues as the team grows. 3) Go back into the templates of "How to get it Wrike" and ensure that what you've set up in your original SOP still stands true. You may find that you need to update some of those SOP sections. 4) Find ways to include your team rhythms into Wrike (i.e. weekly meetings that you have, quarterly team objectives etc).

    Q: Our implementation team wants to only use email for external communication and Wrike for all internal team communication. Is this too tall of an order, or have you seen this succeed?

    A: This is actually a perfect use case and great implementation strategy. Wrike should be used for all internal communication/work, while email should be saved for communication with those who aren't part of the Wrike account.

    Q: Do you have standard operating procedure examples from companies that are not event planning or project based?

    A: We do, but unfortunately we are not allowed to share these publicly. Creating SOPs are meant to serve as a guideline and documentation of your specific processes in Wrike, and don't have to follow a templated format. The best SOPs simply help end users quickly figure out Wrike's value proposition and how to do their work within the tool, and are less of a 'Wrike Rulebook'.

    Q: Can I see a calendar view of all the work I have planned for the next month?

    A: We don't have a calendar view built directly into Wrike, but you can export all Wrike tasks to a Google calendar or Outlook calendar using an iCalendar feed. You can learn more about that here: https://help.wrike.com/hc/en-us/articles/210324085-Calendar

     

     

    Kamini Patel Community Team at Wrike 💡Aprenda sobre as funcionalidades e melhores práticas em Wrike com o nosso Treinamento Webinar Online

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