This case study describes how a marketing company improved collaboration and productivity by implementing a web-based project management software integrated with email. Previously, the company struggled with poor visibility into projects, disconnected data, and overload from routine work. The new software allows tasks to be created and assigned within a shared workspace. It provides notifications to keep the entire team informed. As a result, the company has completed more projects, saved money on software, and increased its customer base while streamlining workflows.

1. Collaboration 2.0 Best Practices Case Study

2. Company 20 years of experience indeveloping marketing solutions for real world creative & production applications

3. Services Making your story matter: refining and crafting marketing messages integrating real world strategy with the internet maximizing exposure and sales opportunities

4. We’re a team of dedicated marketing professionals

5. We work together harmoniouslylike

6. Our collaboration is transparent efficient fast

7. Our customers are happy with our work, as they are always up-to-date on where their projects stand at

8. Was it always like this?

9. Well, not really

10. We had a problem

11. Poorvisibility

12. While our company was growing,we had to manage more projects

13. At the same time, our data was disconnected & kept in

14. This caused tremendous overload of routine work for the entire company

15. Team’s productivity suffered, as team members had to search for information they needed

16. Managers wasted hours oncollecting updates & making sure everyone had the right data

17. Executives didn’t see the big picture

18. Our customers didn’t clearly knowwhat was going on with their projects

19. So customers kept sending us numerous emails with their update requests

20. This made the routine work overload even worse…

21. But, it all changed, when we came up with a solution

22. Web-based project management software integrated with email

23. Our workflow in Wrike When we get a request from a client, the task describing this request is first created by the CTO or by the Marketing Director and assigned to the project development manager. He in turn processes the task and reassigns it to one of the developers. When the task is done, it is reassigned to the tester.

24. All this takes only a couple of clicks from a team member, so…

25. Our collaboration is fast & our team is productive

26. Shared workspace We run multiple activities in one single workspace, parts of which are shared with different team members and clients

27. Clientscanaccesstheir project data online Our customers are able to see the stage the project is at and how the team is working on each particular task

28. and create tasks on the fly 1. 2. 3. create an email addressed to a designer & put wrike@wrike.com in the CC field name the task and put project title in the subject attach a file, if necessary and hit “send”

29. Everyone involved in the project is instantly notified about the changes via email So the whole team is always in the loop

30. CEO has the big picture timeline view lets the CEO see the work of every department in detail, as well as have a bird’s eye view of the whole business

31. What are the results?

32. Our business is developing fast

33. We've completed twice as many projects as we did the previous year

34. saved 50% onproject management software

35. tripled the number of customers

36. Lessons learned People do their jobs better when they use better tools Innovations are not that scary Improved collaboration benefits the whole business

37. Viva la innovation!

38. Joseph Andrade SayitRight Media, LLC www.SayitRight.com www.MarineMotion.com www.NowWidget.com