Creating a Culture of Process Improvement: Tips, Techniques, and Tools

May 21, 2023 - 7 min read

Wrike Team

Companies need to constantly improve their processes to stay ahead of the competition and meet the demands of customers. In this article, we will explore the importance of process improvement and cover how to establish a process improvement mindset, identify opportunities for improvement, and implement process improvement techniques.

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Understanding the Importance of Process Improvement

Process improvement is a critical component of organizational success. By continuously analyzing and refining their processes, organizations can reduce costs, improve product or service quality, and increase productivity.

These activities also serve as an impressive way to create a streamlined, efficient, and effective process that meets the needs of customers and the organization.

Benefits of a Process Improvement Culture

Establishing a process improvement culture provides several benefits to organizations, such as:

Reduced costs: Identify and eliminate waste to improve profitability.
Increased efficiency: Effectively streamline your organization’s processes.
Improved quality: Improve the quality of your products or services to enhance customer satisfaction.
Increased customer satisfaction: Enjoy the benefits of increased loyalty and repeat business.
Greater ability to adapt to changing market conditions: Become more agile and better equipped to deal with changing market conditions.
Enhanced employee engagement and retention: Increase engagement and retention, leading to a more motivated and productive workforce.

Common Barriers to Process Improvement

Despite the many benefits of process improvement, organizations often face barriers when trying to implement it, including:

Resistance to change: This is especially true for employees that have been at your company for a long time.
Lack of leadership commitment: Without the support of leadership, process improvement initiatives are unlikely to succeed.
Employee resistance or apathy: Employees may be resistant in general to change or apathetic towards process improvement initiatives.
Lack of resources: Significant resources, including time, money, and personnel, are required for process improvement.
Undefined goals or objectives: The lack of clear goals or objectives is a gateway to failure.

Establishing a Process Improvement Mindset

Establishing a process improvement mindset is crucial for any organization that wants to stay competitive and improve customer satisfaction. A process improvement mindset involves developing a clear understanding of the importance of process improvement and creating a culture that supports it.

Here are a few ways you can establish this mindset in your organization:

Leadership Commitment and Support

Leaders must communicate the importance of process improvement, allocate the necessary resources, and lead by example. When leadership is committed to process improvement, it creates a culture that values continuous improvement and accountability and encourages employees to embrace change.

Leaders can demonstrate their commitment to process improvement by actively participating in improvement initiatives, providing regular feedback to employees, and recognizing and rewarding success.

Encouraging Employee Buy-in

Employee buy-in is essential for successful process improvement initiatives. Employees are often resistant to change, but when they understand the benefits, are trained, and are given opportunities to get involved in the process, they are more likely to embrace it.

Consider creating cross-functional teams that include representatives from different departments. This helps to ensure that everyone has a voice and is invested in the success of the initiative. Providing training and support also aids employees in developing the skills and knowledge they need to contribute to the improvement process.

Continuous Learning and Development

Organizations must provide employees with the necessary skills and knowledge to identify areas for improvement, analyze processes, implement changes, and stay current with industry trends and best practices.

Be sure to offer training programs, workshops, opportunities to attend conferences and seminars, and mentoring to all employees.

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Identifying Opportunities for Process Improvement

Identifying opportunities for process improvement involves analyzing existing processes, gathering feedback from employees and customers, and utilizing process improvement frameworks.

Analyzing Current Processes

Analyze existing processes by mapping out the current process, identifying areas of waste, inefficiency, or bottlenecks, and looking at patterns, trends, and opportunities for improvement.

Consider creating a process flowchart to better visualize the steps involved in a process and identify where delays or inefficiencies occur. Analyzing data such as cycle time, lead time, and throughput draws attention to areas where processes can be improved.

Gathering Feedback from Employees and Customers

Employees and customers are valuable sources of information when it comes to understanding how processes can be improved to better meet their needs.

While employees who are involved in the day-to-day operations of a process can provide valuable feedback on how to streamline the process or eliminate unnecessary steps, customers can also give opinions on their experience with a process.

Utilizing Process Improvement Frameworks

There are several process improvement frameworks organizations can use to identify opportunities for improvement, including Lean Six Sigma, Business Process Reengineering, Total Quality Management, and Agile Methodology. Each framework offers a unique approach and set of tools to help organizations improve their processes, and are detailed in the next section.

Implementing Process Improvement Techniques

Here are a few of the top techniques for implementing process improvement.

Lean Six Sigma

Lean Six Sigma is a popular process improvement framework that combines the principles of Lean and Six Sigma and focuses on reducing waste and eliminating defects in processes. Waste refers to any activity that does not add value to the customer, while variability refers to any deviation from the standard process. Generally, organizations use Lean Six Sigma to improve quality, increase customer satisfaction, and reduce costs through continuous process improvement.

Business Process Reengineering

Business process reengineering involves radically redesigning processes to achieve significant improvements in performance by examining existing processes and rethinking how they can be optimized to better meet the needs of customers and the organization.

In order to do this, consider eliminating unnecessary steps and automating certain tasks.

Total Quality Management

Total Quality Management is a management philosophy that focuses on continuous improvement, customer satisfaction, and employee participation.

The Total Quality Management approach emphasizes the importance of involving all employees in the process of continuous improvement. This means that everyone in the organization is responsible for identifying areas for improvement and working together to implement changes that will benefit the customer and the organization.

Agile Methodology

The Agile methodology is based on the principles of the Agile Manifesto, which emphasizes individuals and interactions, working software, customer collaboration, and responding to change. This approach enables organizations to quickly adapt to changing customer needs and market conditions, which is essential in today's fast-paced business environment. The emphasis is on flexibility, collaboration, and rapid iteration.

Implementing Agile methodology involves breaking down projects into smaller, more manageable tasks and working collaboratively to complete them. Popular in software development, this approach enables organizations to quickly identify and resolve issues and make changes as needed to ensure that the final product meets the needs of the customer.

Overall, establishing a culture of process improvement is essential for organizations looking to optimize their operations, reduce waste, and increase efficiency. By understanding the importance of process improvement, establishing a process improvement mindset, identifying opportunities for improvement, and implementing process improvement techniques, organizations can create a streamlined, efficient, and effective process that meets the needs of customers and the organization.

Cultivate a culture of process improvement using these expert tips and Wrike's comprehensive suite of collaboration tools. Begin your free trial now and elevate your organization’s performance to new heights.

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Note: This article was created with the assistance of an AI engine. It has been reviewed and revised by our team of experts to ensure accuracy and quality.

Wrike Team

Occasionally we write blog posts where multiple people contribute. Since our idea of having a gladiator arena where contributors would fight to the death to win total authorship wasn’t approved by HR, this was the compromise.

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Productivity 5 min read

Dark Matter of Work: The Cost of Work Complexities in Professional Services

Over the past few years, modern work complexities have been eating away at your bottom line through an invisible yet powerful presence in your organization — what we call the Dark Matter of Work. Just as CERN identified Dark Matter as the “invisible” content that makes up 95% of the mass of the universe, the Dark Matter of Work represents activity and details that we can’t immediately see but that have a significant influence on everything around them. From the tools we use to conduct our work to where and when we execute it, work complexities have truly exploded in recent years and will only become more complicated over time — making it increasingly difficult for employees and business leaders to get visibility and truly understand work in progress. Wrike is focused on shining a light on the Dark Matter of Work. That’s why we recently commissioned research to investigate its impact on professional services leaders, employees, and organizations as a whole. We wanted to understand to what extent Dark Matter exists and discover the financial cost of Dark Matter affecting us all. The results are staggering and can point business leaders towards key ways they can increase efficiency to endure the unknown economic future. Let’s dive into what we found. Impact on professional services While we cannot “see” the Dark Matter of Work, we can identify where it exists. It lives in asynchronous applications and unstructured work, such as instant message threads and video calls, as well as the gaps between systems and applications that aren’t integrated. Without a single work platform that is powerful and versatile enough to track, manage, action, and align all work to goals across an organization, there exists a dangerously low level of visibility amongst knowledge workers and leaders. At present, most professional services leaders generally have little visibility into the work their teams are doing and can’t track the progress of much of that work in real time. And if we ask knowledge workers, they say employer visibility into their work is even lower — suggesting there may be more Dark Matter of Work than we think. Wasted time Time wasted on activities such as repeating work that’s already been done, attending unproductive meetings, or following up on actions and statuses costs the average enterprise millions. The cost of the Dark Matter of Work The total cost of Dark Matter for professional services teams is quite substantial and will continue to increase exponentially unless addressed. Low visibility For business and professional services leaders, visibility into work has only increased slightly since 2020 — from 51% to 57%. And other professional services workers are struggling to view their assignments and expectations. More human costs Amid the Great Resignation, mass layoffs, and continuing remote work environment, professional services teams must work to address the human costs of the Dark Matter of Work, as well. Too many applications As hybrid work continues, professional services teams rely more and more on applications to connect them. But many of these tech tools don’t integrate with each other, decreasing visibility, increasing wasted time, and resulting in duplicative work. Plus, app integration is also moving at a slow pace from 2020 (46%) to now (53%). Illuminating the path ahead If left unchecked, Dark Matter will increase by 49% in the next five years. According to the survey, the projected cost of Dark Matter in 2027 looks to be: How can you minimize these costs? A single source of truth is essential. Professional services teams need an approach that is robust enough to manage and orchestrate complex workflows and simple enough for team members to use. The organization with full visibility into these workflows and applications and the data they create will be best equipped to overcome the impacts of the Dark Matter of Work and come out on top. For more on the Dark Matter of Work, its costs, and the solutions, check out the full report here — and usher in a new age of digital collaboration. Or start a free two-week trial of Wrike today to see how our work management solution can centralize work and increase efficiency for your professional services team!

Project Management 5 min read

Dark Matter of Work: The Cost of Work Complexities in The PMO

Efficiency is everything for organizations – especially as we face a possible recession and mass layoffs continue. Plus, the way we work continues to evolve and become more complex, causing efficiency to suffer even more. Over the past few years, modern work complexities have been eating away at your bottom line through an invisible yet powerful presence in your organization — what we call the Dark Matter of Work. Just as CERN identified Dark Matter as the “invisible” content that makes up 95% of the mass of the universe, the Dark Matter of Work represents activity and details that we can’t immediately see but that have a significant influence on everything around it. From the tools we use to conduct our work to where and when we execute it, work complexities have truly exploded in recent years and will only become more complicated over time — making it increasingly difficult for employees and business leaders to get visibility into work and truly understand work in progress. Wrike is focused on shining a light on the Dark Matter of Work. That’s why we recently commissioned research to investigate its impact on PMO leaders, employees, and organizations as a whole. We wanted to understand to what extent Dark Matter exists and discover the financial cost of Dark Matter affecting us all. The results are staggering and can point PMOs towards key ways they can increase efficiency to endure the unknown economic future. Let’s explore the results. Impact on the PMO While we cannot “see” the Dark Matter of Work, we can identify where it exists. It lives in synchronous applications and unstructured work, such as instant message threads and video calls, as well as the gaps between systems and applications that aren’t integrated. Without a single work platform that is powerful and versatile enough to track, manage, action, and align all work to goals across an organization, there exists a dangerously low level of visibility amongst knowledge workers and leaders. At present, most project managers and PMO leaders generally have little visibility into the work their teams are doing and cannot track the progress of much of that work in real time. And if we ask knowledge workers, they say employer visibility into their work is even lower — suggesting there may be more Dark Matter of Work than we think. Wasted time Time wasted on activities such as repeating work that’s already been done, attending unproductive meetings, or following up on actions and statuses costs the average enterprise millions. The cost of the Dark Matter of Work The total cost of Dark Matter for PMOs and project managers is quite substantial and will continue to increase exponentially unless addressed. Low visibility For business and PMO leaders, visibility into work has only increased slightly since 2020 — from 48% to 51%. And other project managers are struggling to view their assignments and expectations. More human costs Amid the Great Resignation, the mass layoffs, and the continuing remote work environment, PMOs must work to address the human costs of the Dark Matter of Work, as well. Too many applications As hybrid work continues, PMOs rely more and more on applications to stay connected. But many of these tech tools do not integrate with each other, decreasing visibility, increasing wasted time, and resulting in duplicative work. Plus, app integration is also moving at a slow pace from 2020 (43%) to now (49%). Looking ahead If left unchecked, Dark Matter will increase by 42% in the next five years. According to the survey, the projected cost of Dark Matter in 2027 looks to be: How can you minimize these costs? A single source of truth is essential. PMOs need a solution that is robust enough to manage and orchestrate complex workflows and simple enough for team members to use. The organization with full visibility into these workflows and applications and the data they create at all levels will be best equipped to overcome the impacts of the Dark Matter of Work and come out on top. For more on the Dark Matter of Work, its costs, and the solutions, check out the full report here — and usher in a new age of digital collaboration. Or start a free two-week trial of Wrike today to see how our work management solution can centralize work and increase efficiency for your PMO!

Productivity 10 min read

Wrike vs. Zoho Projects: Which Project Management Platform Is Best?

There are many work management platforms on the market. And it can be difficult to vet each one and determine which one is the best fit for your team. Many project managers are choosing between popular tools like Wrike, Monday.com, Jira, and Zoho Projects. Initially, the features within each of these tools may look similar to each other. But there are some significant differentiators that make each platform unique. Let’s compare Wrike vs. Zoho Projects, so you can understand why Wrike outperforms the competition. Or start a free two-week trial of Wrike to jump straight in and see for yourself! What is Wrike? Wrike is a fully-featured project management software with functionalities ranging from resource allocation to budgeting and collaborative project management. It’s ideal for teams and organizations that are serious about optimizing and streamlining operations and processes and improving team productivity and engagement. The software makes it easy to customize your workspace to reflect your branding and tackle your needs. Rather than changing your processes to fit the software, you customize Wrike to fit your business. Explore Wrike for yourself by starting a free two-week trial. What is Zoho Projects? Zoho Projects is the project management tool from the renowned software company Zoho. This software has numerous features for managing projects like project planning, time tracking, reporting, calendars, reminders, and communications. Zoho Projects has a free plan and mid-range prices for paid plans. This software is used by businesses of every size, worldwide. What are the key features of Wrike? Key features are an essential factor when choosing a project management tool. Let’s take a quick look at the key features of Wrike. 1. Infinite item hierarchy Wrike users can create as many levels of spaces, projects, folders, tasks, and subtasks as needed to break down complex projects into manageable pieces. The hierarchy is flexible and can be customized to suit the needs of each space, department, or project. This feature helps teams stay organized and ensures that everyone has a clear understanding of their tasks and responsibilities. 2. Custom item types Within Wrike, users can create custom item types, custom fields, and custom workflows to match their unique project management needs. For example, a marketing team might create a custom item type for new campaign ideas, while a software development team might create a custom item type for tracking bugs and issues. This feature allows teams to tailor Wrike to their specific needs and workflows, improving their efficiency and productivity. 3. Native proofing functionality Wrike Proof allows users to review and approve files directly within the platform. This feature streamlines the review process and eliminates the need for external proofing tools or email chains. Users can annotate files, leave comments, and approve changes, all within the Wrike interface. This feature saves time and reduces the risk of errors or miscommunications. Try Wrike for free What are the key features of Zoho Projects? Now that we’ve discussed the key features of Wrike, let’s dive into the key features of Zoho Projects to better understand its capabilities. 1. Gantt charts Gantt charts are a visual representation of a project timeline that displays tasks, dependencies, and milestones in a single view. This feature allows teams to track project progress, identify potential delays, and adjust timelines as needed. The Gantt chart in Zoho Projects is interactive and customizable, making it easy to update and share with team members and stakeholders. 2. Issue management This feature allows teams to track and manage bugs, defects, and other issues that arise during the project lifecycle. Users can create custom workflows for issue resolution, assign tasks to team members, and track the status of each issue. Zoho Projects also offers built-in communication tools, such as commenting and tagging, that make it easy to collaborate and resolve issues quickly. 3. Time tracking Zoho’s time tracking feature makes use of a timesheet. Each user’s hours worked are logged in the timesheet. Users can opt to use the timers or choose to manually log in the hours worked. If you choose to use the timer, the time spent working is automatically added to the timesheet once the task is complete. Otherwise, you can manually add any time spent in your project timesheets. Timesheets in Zoho can be turned into invoices to send directly to your clients. Pricing comparison between Wrike and Zoho Projects In terms of pricing, Wrike and Zoho Projects offer similar options but with some differences. Wrike has four pricing plans, starting from a free option with basic functionalities and going up to an enterprise-level plan that can be customized according to specific needs. Prices vary depending on the number of users and features required. On the other hand, Zoho Projects also offers a free option and three paid plans, with prices determined by the number of projects and users. However, Zoho Projects offers more affordable paid plans than Wrike, with the cheapest plan starting at $3 per user per month, whereas Wrike's cheapest paid plan starts at $9.80 per user per month. Therefore, Zoho Projects may be a more budget-friendly option for teams, especially those with a lower budget or smaller size. However, Zoho users would be missing out on advanced functionality that may make Wrike worth paying for in the long run. Advantages of using Wrike Wrike is a powerful project management tool that offers numerous benefits to businesses of all sizes. Its advanced features and functionalities make it an ideal platform for optimizing and streamlining operations, increasing team productivity, and improving collaboration. Here are some of the top benefits of using Wrike: Customizable and versatile One of the main advantages of using Wrike is its high level of customization and versatility. Wrike is significantly more customizable than the competition. With customizable fields, workflows, and dashboards, users can tailor Wrike to their specific needs and workflows, making it a truly flexible platform. Wrike also allows for customization of request forms, work schedules, project templates, and reporting tools. 400+ integrations With over 400 integrations available, including popular tools like Slack, Gmail, and Microsoft Teams, Wrike can seamlessly integrate with existing workflows and tools. This not only saves time but also improves collaboration and communication across teams and departments. Additionally, Wrike offers a powerful API that allows for deeper integrations and customization. Use cases for every department Wrike can be used by every department within an organization, from marketing to operations to product development. This is because Wrike offers a range of tools and features that can be customized to fit the unique needs of each department. For example, marketing teams can use Wrike to track campaign performance, manage content calendars, and collaborate with agencies and vendors, while operations teams can use Wrike to manage inventory, track orders, and streamline logistics. Try Wrike for free Advantages of using Zoho Projects While Zoho Projects may not be the right fit for every team, its features can streamline processes and improve productivity. Here are some of the top benefits of using Zoho Projects: Team collaboration Zoho Projects offers a range of collaboration and communication tools, making it easy for teams to work together and stay connected. Users can leave comments, tag team members, and share files within the platform, improving communication and ensuring that everyone has access to the information they need. That being said, nearly every project management tool on the market offers the same type of collaborative features. So while this is a benefit of using Zoho Projects, it’s not a unique advantage. Multiple work views Zoho Projects offers multiple views that provide teams with different perspectives on their projects and tasks. The platform offers Kanban, Gantt chart, Calendar, List, and Dashboard views to its users. With these multiple views, Zoho Projects allows teams to choose the view that works best for them and their project management needs, improving their ability to stay organized and on track. However, many other project management solutions can also make this claim. In today’s modern workplace, every team and every professional wants to view their work in multiple ways. So this is offered by many of Zoho Project’s competitors and doesn’t necessarily set the system apart from the rest. Who should you choose: Zoho vs. Wrike Now that we've discussed the key features and benefits of Zoho Projects vs. Wrike, it's time to compare the two and see which platform is best suited for your team. Reporting: While both Wrike and Zoho Projects offer reporting capabilities, Wrike reports offer more advanced and customizable options. Wrike reports provide a more comprehensive overview of project progress, allowing teams to track critical project metrics in real time. Additionally, Wrike's reports are highly interactive and allow for easy drill down, enabling teams to identify and address issues quickly. In comparison, Zoho Projects' reporting options are more limited, with fewer customization options and visualization choices — making it difficult to identify key metrics and resolve risks in a timely manner. Creative Processes: When it comes to project management for creative teams, Wrike offers several advantages over Zoho Projects. Wrike's native proofing functionality streamlines the review and approval process of creative content, ensuring that teams can deliver high-quality work on time. Additionally, Wrike's 400+ integrations with popular creative tools like Adobe Creative Cloud, make it easy for creative teams to collaborate seamlessly and work with the tools they're already familiar with. While Zoho Projects offers some creative project management features, Wrike's robust and tailored functionalities make it the better option for creative teams. Collaboration: Both Wrike and Zoho Projects offer collaboration features, but Wrike's collaboration functionalities are more advanced and user-friendly. While Zoho Projects offers some collaboration features, Wrike's are more intuitive and the better option for teams looking to optimize collaboration and communication. Pricing: Wrike offers more pricing options, with plans starting at $9.80 per user per month. Zoho offers a free plan, but Wrike’s comparable plans offer much more for the user. Based on these factors, Wrike is the better option for larger teams that require extensive customization and integration options. On the other hand, Zoho Projects may be better suited for smaller teams looking for an issue-tracking platform. But if you’re looking for a better, similar app to Zoho Projects, Wrike is the best Zoho Projects alternative on the market. Streamline your workflows with Wrike After comparing the key features and benefits of both Wrike and Zoho Projects, it's clear that Wrike is the best project management software option for most teams. Wrike offers more extensive customization and integration options, making it ideal for larger teams with complex workflows. Wrike’s customizable templates and powerful reporting features make it easy to adapt to your specific needs and achieve your project goals. Plus, Wrike's intuitive interface, resource allocation, task management, and time-tracking features make it an all-in-one solution for your team's project management needs. If you're looking for a versatile project management platform that can be customized to your specific needs, Wrike is the clear choice. With Wrike, you can optimize and streamline your workflows and operations, improve team productivity, and achieve your project goals efficiently. Try Wrike today, and see how it can enhance your team's project management experience.

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Creating a Culture of Process Improvement: Tips, Techniques, and Tools

Understanding the Importance of Process Improvement