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Wrike’s API Helps a Marketing Team Create Custom Reports Automatically

Published by Anne  |  Friday, 15 March, 2013
Northcutt’s team of inbound marketing experts takes care of several simultaneous projects for each of its multiple clients. No wonder they need to collect and analyze large amounts of data on a daily basis.
 
Before adopting Wrike, Northcutt used Baseсamp without much success. According to Corey Northcutt, the team’s project manager, it seemed to slow the team down even more, instead of making it easier to work on several ongoing projects at the same time.
 
What the team was looking for was an easy way to track the status of each campaign and to report on the progress to the clients easily. Now, with Wrike’s help, they have a complete overview of tasks in the pipeline for each client. But the main key to success turned out to be Wrike’s API, which saved them more than five hours of work per week on creating reports. Since the team needed to get detailed information on the progress in each area of work, Wrike’s API helped them to retrieve this data from each folder automatically. Here are more details of how they achieved such great results.
 
Pulling custom data with Wrike’s API. First, Corey Northcutt created folders to indicate each area of inbound marketing: Building external links, creating social media content, website optimization, etc. The integration they built with Wrike’s API automatically pulls the data from each folder into the special Google Drive spreadsheets. By looking at the spreadsheets, the project manager instantly sees the number of tasks assigned to each team member in each area of work, as well as the percentage of completed goals and the number of days left until the end of the current project. There are separate tables for active, backlogged, completed and deferred tasks.
 
Whenever the task is updated in Wrike, the new data automatically gets updated in the corresponding table cell. Since the updates are collected in real time, team members are always sure that the table data is up-to-date. This way, Northcutt's team creates detailed and accurate monthly reports for clients much faster than ever.



Additionally, Corey Northcutt set up custom widgets with tasks of each stage on his dashboard. As a result, with every login, Corey Northcutt instantly sees all current marketing initiatives at each stage and the people who are responsible for them. If some of the assignments become overdue, they are highlighted in red at the top of the list, so it's easy to quickly track them and adjust the deadlines appropriately.
 
What about your team? Have you considered using Wrike’s API to integrate it with your favorite tools and optimize your work? Then let us know in comments!
 
 
“Wrike succeeded at simplifying some of our really complex problems. It allowed me to manage tasks via simple task lists and a Gantt chart while letting all the complex organization happen in our reports. We also now use the Wrike API to help generate our monthly digest summaries for reporting, which is a better alternative than paying for a solution that wasted someone's time by forcing them to manually re-compile data by hand each month.” —Corey Northcutt, CEO at Northcutt


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