I have successfully transitioned my entire management structure from another platform to Wrike. While I expected a long and painful period of adjustment, I was actually surprised by the speed with which my teams adopted Wrike. That’s not to say that there weren’t mistakes, but the lessons were learned. I will tell you all about them so that you can have a painless transition to Wrike as well. Click here to get a FREE Wrike account and test it yourself >>
When we first introduced Wrike to my marketing teams, I noticed some trends that clearly depicted where I made mistakes during this period. Let me outline these mistakes into three segments.
When we first started using Wrike, I made it a point that all communication needs to be conducted on it as well. And believe me, it wasn’t easy making people stop relying on e-mail as a primary form of communication and it took a lot of effort. But I was adamant about it and even made a rule regarding this segment: What isn’t on Wrike, it might as well not exist. I can safely say that this was the hardest part of the transition, but it didn’t take long. In fact, it took a lot less than 60 days I predicted it would.
By this, I mean the process of using Wrike with all the other tools required to complete tasks. Here is where I started leading by example. Whenever I found a new resource or formulated a new idea, I used Wrike to capture it and share it with my team. I also made sure that each member stores or references the resources used for the task completion. That way, whenever a backtrack of a task was required, we used Wrike to perform the search and dig up the project history along with the resource list. I can now access every task and know precisely what was used to complete it.
This is perhaps an obvious tip but I feel like it played a key role in shortening the adoption time. From the get go, my teams created a highly organized structure within Wrike and that made transition a lot easier on the staff. They got used to the precisely organized structure and once we started nesting everything under proper labels, there was no going back. I believe that if weren’t for this segment, it would take us (me in particular) a lot longer to adopt Wrike as our project management platform.
Hopefully, these tips will help you out during your transition period, and if you have already completed this journey, I would like to hear your comments. Share your opinion and point out the things I might have missed.