Does your team receive a lot of similar requests? If so, you have an opportunity to scale your team's productivity and project volume.
According to a recent study by McKinsey Global Institute, over 70% of time spent collecting and processing data can be automated with current technologies today.* In comparison, time spent interfacing with stakeholders (24%), applying expertise (23%), and managing and developing people (14%) are much less likely to be automated anytime soon.
If you haven’t already automated the intake of your most common inbound requests, it’s time. Automate the capture and assignment of more routine work so you can shift your focus to more creative, complex, and higher impact work for your clients and stakeholders. If you cement the high visibility project meaning from the beginning for your team, you can ensure that tasks don't get lost in the process.
We've just released a new feature in Wrike to automatically assign the right work from inbound requests. Now, you can set Request Forms to trigger the right project template based on a requester's specific need, captured in a dropdown response. The new project can be aligned with the requester’s preferred start or end date, and you can set the form to add assignees, owners, or folders based on drop-down or checkbox field selections.
The result? Lots of time saved across your teams, and error-free, standardized projects created with all necessary visibility from the beginning. Work gets started faster because inbound requests are immediately assigned.
4 Quick Steps to Automating Your Inbound Work
1. Identify your simplest, most repetitive streams of work.
Map out the common types of information needed to complete this work successfully without any back and forth.
2. Create a project template to define those steps.
Assign team members to each step, and set up a schedule of tasks with proper spacing (i.e. number of days) between each task.
3. Build a Dynamic Request Form, and incorporate the required fields.
Include a dropdown field to trigger different kinds of projects from templates, depending on your customers' primary need.
Dynamic Request form Example (Page 1)
If a requester chooses an email campaign vs. a social campaign on page 1, a different page of requirements questions will follow.
4. Create a Dashboard or a Report to track the workflow, or balance workload across the team using the Workload View.
Examples: Dashboard, Report and Workload Views of Projects Created from Inbound Requests
Request Forms are a powerful way to capture complete requirements from any internal or external customer. Now you can also automate the assignment of the right work directly upon receiving an inbound request.
For more information on Dynamic Request Forms or how to auto-assign tasks, projects, or projects from templates, watch our video, register for a webinar, or check out our help page article.
Request Forms are a feature available to Wrike Business and Enterprise plans only. To upgrade your account, please contact Support or start a free 2-week Business Plan trial now.
* McKinsey Global Institute, "A Future That Works: Automation, Employment and Productivity", January, 2017.