Are you tired of having your project
information spread out in disconnected files, e-mails and papers around you? Do you feel you are constantly missing something important? Do you believe you and your team can collaborate more productively?
"Before Wrike, I had everything written down on multiple sheets of paper. At the end of every week, I spent hours on taking them all, consolidating, reprioritizing, and figuring out if these are the most recent notes or if there are some newer notes somewhere."
After adopting Wrike project management software
, Dave's entire marketing and sales department productivity increased by 25%
! This story is a great example of how project management
practices and a team's productivity can be improved with the help of an appropriate tool. Today we are glad to share Dave's experience with you in our new podcast:
Here's a list of 7 eye-opening things to do to help you boost efficiency in the management of marketing projects:
1.Don't get drowned in the data flow
It's not uncommon for marketing departments to be overloaded with campaign plans, sales reports, stats and multiple document versions. What a relief to know that the latest piece of data is always at your fingertips!
"We ended up with going with Wrike primarily because it had all of our projects in one screen, and we could easily manipulate back and forth between those projects," Dave says. "We just log notes to the tasks, and Wrike sorts it all for us, the most current ones."
2.Ensure you can descend with ease from the bird's-eye view to tiny project details
To run a project successfully, you need to have the full overview of it with all completion dates, as well as the ability to drill down instantly to any particular task
detail you are interested in right now.
"In Wrike, I see everything that I need in one view, not way too much information or not enough information to estimate the progress. It actually ended up a perfect fit that way," Dave comments.
3.Take your office anywhere instantly
Trade shows, meetings with customers and partners outside the office, business trips, and working from home
in the evenings... Rather than having papers scattered everywhere, now Dave can take his office with him anytime, anywhere:"I can go home or pull up Wrike anywhere in the world and have all the project folders in the same place. On the road, I just pull out my iPhone and plug in new updates and check on the status updates from the team."
4.Collaboration is vital, so share smartly!
Some tasks are to be done by a single team member, while others require collaboration. Wouldn't it be convenient to have all of the team's data stored in a central place, while the project view of other team members never gets cluttered? That's easy to do with Wrike's selective sharing!
"The thing that I love about the system is that everyone can have their own unique environment within Wrike. Team members have their to-do lists within their own view, and if they are collaborating with other team members, they just easily add other people to these tasks," Dave says.
Selective sharing also helps you create a common workspace for a distributed team: "Now with shared folders, remote employees don't feel as remote. They feel like they are a part of the organization," Dave adds.5.Keep worthy ideas safe for tomorrow
Quite often, you may not have enough resources to implement all of the great marketing ideas right away. Store them as "deferred
" or "backlogged
" in Wrike to get back to them at the right moment!"When we have brainstorming sessions, I add everything to Wrike. It's very easy for us to bring all those ideas right back to the forefront of our mind and to figure out whether now is the right time to implement them, now that we have some freed-up resources," Dave comments.
6.Time is precious, so make the most of every communication!
For a busy head of a marketing department, it's important to be efficient in both downward and upward communications. At the meetings with your direct reports, you can instantly filter out the tasks in Wrike by assignee for any given time period and give them immediate feedback on their productivity.
"I also have a folder specifically for the president's approval. This way, we are able to save a lot of time, as we don't necessarily need to meet on every single topic of discussion. If a resolution wasn't agreed on at a certain time, the task just stays there, and I don't have to write hundreds of reminder notes," Dave says.
7.Balance work and personal life
No matter how busy you are, you shouldn't forget about your personal life. Wrike is as efficient for work projects as for birthday shopping and party planning
!"I can mix my personal to-do lists and work in one workspace in Wrike. So whether I'm home or on the road, I find everything in one place from the personal perspective, as well," Dave says.
We enjoyed the podcast with Dave and believe it provides valuable, first-hand experience and useful examples of how the right technical solution can significantly improve planning and productivity in marketing teams. If you have helpful tips to share, too, we'd be happy to know about them!