Tips & Tricks New User · Dallas | November 14, 2017 | All Rights Reserved by Wrike, Inc. 1 New...
Transcript of Tips & Tricks New User · Dallas | November 14, 2017 | All Rights Reserved by Wrike, Inc. 1 New...
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1Dallas | November 14, 2017 | All Rights Reserved by Wrike, Inc.
New User Tips & Tricks
November 14th, 2017
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Meet the Presenters
Renee OlsonCustomer Success Manager
Specialty: Change Management Guru and Productivity Expert
Fun Fact: Avid Green Bay Packers Fan
Julie MillsSenior Manager, Customer Success
Specialty: Collaborative Work Management & Change Management for teams
Fun Fact: Former Peace Corps Volunteer who specialized in org. development
Steven KearneyCustomer Success Manager
Specialty: Workflow strategy and customization
Fun Fact: Former member of the Stanford Varsity Men’s Golf team
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Dallas | November 14, 2017 | All Rights Reserved by Wrike, Inc.
Agenda
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Operational Excellence
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Starting Point: React
Organize
Scale
Optimize
Continuous Improvement
React
REACT:
➔ Teams are reacting to outside requests
➔ Don’t always know status of work
➔ Information spread across systems
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Phase 1: Organize
Organize
Scale
Optimize
Continuous Improvement
React
ORGANIZE:
➔ Teams have adopted a Single Source of Truth
➔ Defined workflow and roles of team
➔ Defined expectations of turn-around times
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Managing the Change to Wrike
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Dallas | November 14, 2017 | All Rights Reserved by Wrike, Inc.
The Secret to Managing the Change to Wrike
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Dallas | November 14, 2017 | All Rights Reserved by Wrike, Inc.
Communicate the Change
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Dallas | November 14, 2017 | All Rights Reserved by Wrike, Inc.
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Script the Critical Moves
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Dallas | November 14, 2017 | All Rights Reserved by Wrike, Inc.
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Communicate, Improve & Make Wrike Stick
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12Dallas | November 14, 2017 | All Rights Reserved by Wrike, Inc.
Work Intake
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Dallas | November 14, 2017 | All Rights Reserved by Wrike, Inc.
● Create a single avenue for work intake
● Methods of Intake: ○ Request forms○ Production Schedules○ Meetings○ Recurring operational work
● Leverage automation to streamline work creation
● Examples?
Where Does the Work Start on Your Team?
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Dallas | November 14, 2017 | All Rights Reserved by Wrike, Inc.
● Determine who will submit requests to the team and who will traffic the requests
● Gather all information up front with Request Forms
● Eliminate the need for status updates
Tips & Tricks for Requests
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Demo
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Templates
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What are Some of Your Team’s Repeated Processes?
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Tips & Tricks for Templates
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19Dallas | November 14, 2017 | All Rights Reserved by Wrike, Inc.
Demo
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Collaboration:Centralize &Capture
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Dallas | November 14, 2017 | All Rights Reserved by Wrike, Inc.
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Collaboration Best Practices
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Dallas | November 14, 2017 | All Rights Reserved by Wrike, Inc.
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Dallas | November 14, 2017 | All Rights Reserved by Wrike, Inc.
Bringing it all together
PLANNING
PROCESS
VISIBILITY
COLLABORATION
Organize
Scale
Optimize
Continuous Improvement
React
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24Dallas | November 14, 2017 | All Rights Reserved by Wrike, Inc.
Q&A
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25Dallas | November 14, 2017 | All Rights Reserved by Wrike, Inc.Chicago| November 8, 2017 | All Rights Reserved by Wrike, Inc.
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26Dallas | November 14, 2017 | All Rights Reserved by Wrike, Inc.
Bonus! Dashboards &Reports
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Dallas | November 14, 2017 | All Rights Reserved by Wrike, Inc.
Individuals Have Visibility Over Their Work
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Dallas | November 14, 2017 | All Rights Reserved by Wrike, Inc.
Create Team-Based Dashboards for Managers
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Dallas | November 14, 2017 | All Rights Reserved by Wrike, Inc.
Build Reports for Management
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Dallas | November 14, 2017 | All Rights Reserved by Wrike, Inc.
Best Practices for Reports
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Dallas | November 14, 2017 | All Rights Reserved by Wrike, Inc.
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