[Use Cases] Services Scoping and Initiation ๐Ÿข

Hi Community ๐Ÿค—

Weโ€™re continuing our Use Cases series and are hoping these posts help you get familiar with Wrikeโ€™s pre-built templates. Today, letโ€™s talk about Services Scoping and Initiation. Weโ€™ll walk you through this templateโ€™s content, where to find it, and how to use it, from capturing scoping information to reporting on leads won or lost.ย 

Letโ€™s dive in!ย 

  • Use Case: Services Scoping and Initiation.
  • Can be used by: Services and Consulting teams.
  • How to launch: From the space creation dialogue.
  • Functionality used: Folders, projects, tasks, a template, custom fields, a request form, a custom workflow, dashboards, a calendar, and a report.
  • Whatโ€™s inside: Folders for lost, won, and ongoing scoping projects, a template folder; two dashboards -ย  โ€˜PS Scoping Action Itemsโ€™, and โ€˜PS Scoping Statusesโ€™; a โ€˜PS Sales Scoping Calendarโ€™, a โ€˜PS Scopingโ€™ report.
  • Additional resources:ย 

- Costing, Scoping, Reporting: Introducing Budget Management for Professional Services on the Wrike blog.
- How To Write a Project Scope Document on the Wrike blog.
- The templateโ€™s page on the Wrike website.ย 

Services Scoping and Initiation

The three main folders here are โ€˜Closed Lostโ€™, โ€˜Closed Wonโ€™, and โ€˜Ongoing scopingโ€™. These folders contain sample projects that represent a customer.ย 

The pre-built โ€˜PS Sales Scoping Requestโ€™ populates the โ€˜Ongoing Scopingโ€™ folder with a new project and captures all necessary client and scoping information.ย 

The request form uses a pre-made sample project. You can check out the project in your main folder tree, in the folder called โ€˜Z. Templateโ€™. The project contains sample tasks that represent a typical scoping flow, like reviewing RFP (request for proposal) or RFI (request for information), drafting an SOW (statement of work), etc.ย 

The projects in this template will contain pre-built custom fields to capture important data like customer ID, estimated contract value, opportunity type, etc.ย 

The client projects here use a pre-built custom workflow - โ€˜PS Sales Scoping Workflowโ€™ - with statuses representing an example of a typical flow for services scoping.ย 

The tools section includes two dashboards: โ€˜PS Scoping Action Itemsโ€™, and โ€˜PS Scoping Statusesโ€™; a โ€˜PS Sales Scoping Calendarโ€™, and a โ€˜PS Scopingโ€™ report. These tools can help you successfully plan, track, deliver and report on your services scoping projects and activities.ย 



Does your services team use a similar flow for scope management? Please let us know in the comments if this template would be useful for your team๐Ÿ‘‡

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

Lisa Wrike Team member Become a Wrike expert with Wrike Discover

3
๐Ÿ‘ Spot On ๐Ÿ’ก Innovative Approach ๐Ÿ’ช Stellar Advice โœ… Solved ๐Ÿช„ Remove Kudos
10 comentรกrios

We actually utilize CRM for our sales / services. Our team wouldn't utilize this template however great concept and could see where others could definitely use it!

2
๐Ÿ‘ Spot On ๐Ÿ’ก Innovative Approach ๐Ÿ’ช Stellar Advice โœ… Solved ๐Ÿช„ Remove Kudos

I like the use case. We will review on some of the process you describe to help us with our portfolio set up.

0
๐Ÿ‘ Spot On ๐Ÿ’ก Innovative Approach ๐Ÿ’ช Stellar Advice โœ… Solved ๐Ÿช„ Remove Kudos

Thanks for your thoughts here, folks ๐Ÿ™‚

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

Lisa Wrike Team member Become a Wrike expert with Wrike Discover

0
๐Ÿ‘ Spot On ๐Ÿ’ก Innovative Approach ๐Ÿ’ช Stellar Advice โœ… Solved ๐Ÿช„ Remove Kudos

I definitely love the ideas on this one - and the potential for reporting to high level exec teams!!

0
๐Ÿ‘ Spot On ๐Ÿ’ก Innovative Approach ๐Ÿ’ช Stellar Advice โœ… Solved ๐Ÿช„ Remove Kudos

Not for us as service does not use Wrike.

0
๐Ÿ‘ Spot On ๐Ÿ’ก Innovative Approach ๐Ÿ’ช Stellar Advice โœ… Solved ๐Ÿช„ Remove Kudos

I know that my department uses Custom Workflows.

0
๐Ÿ‘ Spot On ๐Ÿ’ก Innovative Approach ๐Ÿ’ช Stellar Advice โœ… Solved ๐Ÿช„ Remove Kudos

Thank you for sharing ๐Ÿ˜Š

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

Lisa Wrike Team member Become a Wrike expert with Wrike Discover

0
๐Ÿ‘ Spot On ๐Ÿ’ก Innovative Approach ๐Ÿ’ช Stellar Advice โœ… Solved ๐Ÿช„ Remove Kudos

We already use a CRM for this. I see how this could be useful, but we wouldn't want to have to onboard another 20-30 people just for this functionality.

0
๐Ÿ‘ Spot On ๐Ÿ’ก Innovative Approach ๐Ÿ’ช Stellar Advice โœ… Solved ๐Ÿช„ Remove Kudos

Echoing some of the above in that it's not for our direct team, but could see it's influence on others.

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๐Ÿ‘ Spot On ๐Ÿ’ก Innovative Approach ๐Ÿ’ช Stellar Advice โœ… Solved ๐Ÿช„ Remove Kudos

Thanks Ashley Fischer, Sean Wright ๐Ÿ™Œ

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

Lisa Wrike Team member Become a Wrike expert with Wrike Discover

0
๐Ÿ‘ Spot On ๐Ÿ’ก Innovative Approach ๐Ÿ’ช Stellar Advice โœ… Solved ๐Ÿช„ Remove Kudos

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