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Phase 04: Configuration

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Intro

During the Configuration phase, the PSC serves as your "sherpa", guiding you through the process of configuring your Wrike account. Using a coaching methodology, the PSC will help you and your team become Wrike experts so you are able to maintain and expand the account on an ongoing basis which, in turn, helps lead to lasting adoption

We will get into the look and feel of your day-to-day life in Wrike. We’ll focus on the overall design of your team’s workspace and you will begin configuring various aspects of your Wrike account. 

The goal in this phase is to have a configured account, designed for intuitive use and high end-user adoption, that is ready to be used for your training sessions. 

It is important to set up a proper framework to support your work. While there are many different ways to categorize work, it is best to start with some generic buckets in which you, your team, and your organization can build your work management system. Here are some samples of typical work groupings:

  • Work type
  • Agile framework
  • External clients
  • Internal clients
  • Departments

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Further reading

blog post
Project Management Basics
blog post
Project Lifecycle
blog post
Agile Methodology Basics

Types of sessions

Wrike configuration

  • It’s time to translate your business process(es) into Wrike. Multiple sessions will guide you through configuring your Wrike account. During the Process and Workspace Configuration calls a technical expert will guide you through the process and will help you to unlock the full value of Wrike.

Configuration walk-through 

  • This session is an opportunity for subject matter experts (SMEs) outside the deployment team to “pressure test” the newly-created Wrike workspace. Configuration walk-through helps to ensure that the workflows you have established make sense and will work well for your broader team of end-users. 

Launch Planning 

  • At this time we will finalize training agendas, set training schedules, introduce Standard Operating Procedures in a form of a Knowledge Base, and establish a plan, timeline, and methodology for migrating current projects into Wrike.