Work management industry’s most robust suite of
capabilities for client service delivery workflows enables
accelerated, intelligent decision making and drives revenue,
profit, and customer delight
Wrike, the most intelligent work management platform, today
announced new features that enable work to flow seamlessly for
professional services teams, including marketing consultants and
agencies, management consulting, IT Services, and architecture,
engineering, and construction firms. Wrike for Professional
Services now offers sweeping updates that power each stage of the
client service delivery (CSD) workflow, including advanced capacity
and resource planning, timesheet approvals, dashboard templates for
reporting, and ERP integrations to streamline billing. These
updates make Wrike the only work management platform with the
versatility to support all contract types, billing models, and
delivery methods. Together, Wrike is streamlining efficiency for
professional services teams by consolidating resource management,
time tracking, and project execution into one cohesive
platform.
This press release features multimedia. View
the full release here:
https://www.businesswire.com/news/home/20240730281005/en/
Wrike for Professional Services rolls out
new features to bring complete client service delivery workflow
into Wrike. (Graphic: Business Wire)
“When we were reassessing our CSD capabilities, we talked to a
number of professional services teams about their biggest pain
points, and it always came down to workflow inefficiencies that
were eating into their margins and inhibiting growth,” says Thomas
Scott, CEO, Wrike. “Teams are still spread thin across disparate
tools and systems, which creates barriers and makes work complex
and time consuming. Work can’t be compartmentalized. It needs
freedom to flow. We now completely streamline the entire client
service delivery workflow, from project scoping to billing. Our
customers are excited about the new features we’re rolling
out.”
Professional services teams are struggling with a lack of
pipeline visibility, difficulties with estimations, unpredictable
capacity planning, challenging resource management, poor or delayed
insight into project health/progress/financials, and even employee
morale. Work is often fragmented across multiple teams and systems,
wasting time and resources, disrupting decision making, and
reducing high-ROI outcomes. Wrike research found that nearly 60% of
professional services workers would like to use fewer software
applications to do their jobs, and 83% say that a single source of
truth will help them achieve results.
To address these challenges, Wrike is introducing new features
that bring all stages of the CSD workflow into Wrike, allowing
teams to focus on the most impactful work, increase utilization,
grow revenue, increase profit, and improve staff and client
satisfaction. Capabilities include:
Intelligent skills management and advanced resource
planning
Available now to all Pinnacle customers, this functionality
enables users to plan capacity and manage resources based on
skills, location, language, and other attributes. With insights
provided in customized user fields, Wrike will suggest the best
assignee based on matching skills and availability. Professional
services leaders can then effectively staff projects and reduce
burnout by assigning the right task to the right team member at the
right time. Leaders can also identify and address skills gaps and
training needs to build out their team’s abilities.
Timesheet approvals
Available now in Wrike Labs, timesheet approvals was one of the
most requested features from Wrike’s professional services
customers. Users get an all-in-one overview of their team’s
timesheets and can review, approve, and lock timesheets to prepare
for monthly billing or payroll. Timesheet approvals is designed to
drive time-tracking accountability and compliance by preventing
unexpected changes and preserving data for accurate reporting and
financial tracking.
Dashboard templates for professional services teams
Recently released dashboard templates help professional services
teams quickly and easily visualize their data and project metrics
so they can optimize performance based on multi-dimensional,
real-time insights. New quick-start templates include utilization,
client and project profitability, and team productivity
reporting.
ERP integrations
To synchronize projects and accounting and streamline CSD
workflows across multiple systems, Wrike is rolling out three new
enterprise resource planning integrations, including Intuit
QuickBooks, Oracle NetSuite, and Microsoft Dynamics 365. The Intuit
QuickBooks integration, available now, simplifies the
synchronization of time entries in Wrike with financial data in
Intuit QuickBooks for invoicing and financial reporting. Additional
ERP integrations help scale operations and ensure data accuracy by
integrating Wrike with popular systems used by professional
services teams.
“The powerful combination of these new features is a complete
game changer for services providers,” continues Scott. “Wrike helps
teams smooth out the kinks in their workflows and eliminate
friction, which will increase profits, free up resources for more
impactful work, improve the client experience, accelerate time to
value, and provide a competitive edge through efficiency.”
Hear from our customers:
“Wrike improves our time to value and customer satisfaction by
creating greater efficiency with the project manager, which makes
them more effective with their customers.” – Neal McCoy, Senior
Director Professional Services, BigCommerce
“We struggled to see capacity and forecast when we needed to
bring in extra resources. Wrike has allowed us to manage the team
in a very simplified way.” – G2 Crowd review
“With greater clarity, speed, and accountability in managing our
projects, we can easily reallocate resources to work on different
projects that are critical to the success of our organizations.
Being able to optimize project time, we save on average ~20% per
project. A significant cost reduction when multiplied by 50
projects each year.” – Kelly Maier, Project Manager, R&D and
Continuous Innovation, Arvig
“We’ve eliminated so many manual, paper tasks and processes with
Wrike.” – Cassidy Pillow, Senior Manager, Client Services
Operations, Granicus
“The ability to set up custom dashboards so that employees know
what to work on that day, with tasks grouped into widgets
customized for our processes and workflows keeps us running
efficiently.” – G2 Crowd review
For more information about Wrike’s new features for client
service delivery workflows, register for the Wrike Professional
Services Power Series and download the “How to Master the 3 Pillars
of Professional Services” eBook.
About Wrike
Wrike is the most powerful work management platform. Built for
teams and organizations looking to collaborate, create, and exceed
every day, Wrike brings everyone and all work into a single place
to remove complexity, increase productivity, and free people up to
focus on their most purposeful work. With unmatched power,
versatility, and intuitiveness, Wrike is the only work management
solution an organization will ever need to scale, optimize, and
move fast in a competitive world. More than 20,000 happy customers
power their future and come together in Wrike, including Estée
Lauder, Hootsuite, Nielsen, Ogilvy, Siemens, and Tiffany & Co.
For more information, visit www.wrike.com.
View source
version on businesswire.com: https://www.businesswire.com/news/home/20240730281005/en/
Rory Schaff Director, Corporate Marketing
rory.schaff@team.wrike.com