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Professional Services

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RFQs explained: How to write a request for quote (with template)
Project Management 10 min read

RFQs explained: How to write a request for quote (with template)

Ready to write your request for quote (RFQ)? Read our best practices guide, complete with a handy template.

Wrike wins TrustRadius 2025 Buyer’s Choice Award
News 5 min read

Wrike wins TrustRadius 2025 Buyer’s Choice Award

We’re taking home a 2025 Buyer’s Choice Award from TrustRadius! This recognition is based on reviews from users who rely on Wrike to do impactful work.

Professional services automation software: Features and examples
Project Management 10 min read

Professional services automation software: Features and examples

How do the top professional services businesses manage to get everything done? They use smart automations that literally do your work for you.

What is a request for proposal? How to write an RFP
Project Management 10 min read

What is a request for proposal? How to write an RFP

In this guide, we’ll give you a full run-through of RFPs, including when to use one, how to write one, and how to select the right vendor.

Championing Change: Mike Fank on cutting implementation time by 83%
Project Management 5 min read

Championing Change: Mike Fank on cutting implementation time by 83%

We’re back with another installment of our Championing Change series, where we learn how real Wrike customers are using our platform in their daily work to reach their goals. Getting Wrike tips and tricks directly from customers is one of the best ways to get the most out of our platform.  This time, we’re hearing from

How To Enhance Customer Experience With Client Intake Forms
Project Management 10 min read

How To Enhance Customer Experience With Client Intake Forms

Entice potential clients and get them on board using a client intake form.

Collaborate 2023: Hand-Picked Sessions for PS Teams
Leadership 5 min read

Collaborate 2023: Hand-Picked Sessions for PS Teams

This one’s for the professional services teams! Here are some of the most exciting sessions from Wrike Collaborate 2023, tailored just for you.

Wrike in Action: How Wrike Lightspeed Powers Our Professional Services Team
Project Management 7 min read

Wrike in Action: How Wrike Lightspeed Powers Our Professional Services Team

Learn how Wrike Lightspeed powers Wrike’s professional services, helping the team deliver game-changing results to teams, departments, and organizations around the world.

Understanding the Value of IT Consulting Services in Business
Project Management 7 min read

Understanding the Value of IT Consulting Services in Business

In today's fast-paced and competitive business landscape, organizations are increasingly relying on technology to gain a competitive edge. However, many companies struggle with effectively harnessing the power of technology to achieve their business goals. This is where IT consulting services come into play. By providing expert advice and guidance, IT consultants help businesses leverage technology

Navigating the Consultant Business Model for Professional Success
Project Management 10 min read

Navigating the Consultant Business Model for Professional Success

The consultant business model has become increasingly popular in recent years, providing professionals with the opportunity to utilize their expertise in various industries and offer valuable insights to businesses. However, understanding and successfully navigating this business model requires a combination of knowledge, skills, and strategies. In this article, we will explore the key components of

Wrike Research Finds 82% of Professional Services Organizations Are Prioritizing Efficiency This Year
Productivity 5 min read

Wrike Research Finds 82% of Professional Services Organizations Are Prioritizing Efficiency This Year

As a professional services leader, you should equip yourself with the insights needed to illuminate unseen complexities, navigate economic uncertainties, and improve efficiency.  To make it easy to discover the strategies essential for your organization’s resilience and growth, Wrike has released new research that uncovers the most effective measures professional services teams take to enhance efficiency. Road

8 Must-Read Resources for Professional Service Teams
Project Management 5 min read

8 Must-Read Resources for Professional Service Teams

Drive profitable growth, deliver better outcomes, and make your clients happier than ever with eight vital resources for modern professional services teams.

Wrike in Action: How Wrike Professional Services Leveled Up Our Marketing Teams
Marketing 7 min read

Wrike in Action: How Wrike Professional Services Leveled Up Our Marketing Teams

Discover how Wrike’s professional services team upleveled our marketing operations, increasing productivity, boosting efficiency, and helping us do the best work of our lives.

Top File Management Software: A Review
Project Management 10 min read

Top File Management Software: A Review

It’s crucial for professionals to have excellent organizational skills. You must be able to manage data and files efficiently.  In today’s online world, organizing digital assets effectively is also increasingly important.  Discover how digital organizations improve productivity and find the best file management software for professionals in this comprehensive review. The role of digital organization in professional

The Ultimate Business Plan Template
Leadership 10 min read

The Ultimate Business Plan Template

A business plan template helps you set up your business for success. Download our free business plan template to begin planning and managing your business effectively.

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

Construction Proposals: Tips and Templates
Project Management 10 min read

Construction Proposals: Tips and Templates

Are you looking for a construction proposal template? Discover the ins and outs of construction proposals and how to create your own with Wrike’s guide.

7 Steps to Creating a CRM Strategy
Project Management 10 min read

7 Steps to Creating a CRM Strategy

Customer relationship management is the process of nurturing relationships with your customers. Here’s how to build your CRM strategy.

Receipt and Invoice Templates for All Your Clients
Project Management 5 min read

Receipt and Invoice Templates for All Your Clients

Track your payments easily and get paid promptly with Wrike’s easy-to-use invoice receipt template options.

14 Resources To Help Professional Services Teams Build Business Resilience for an Uncertain Economy
Leadership 7 min read

14 Resources To Help Professional Services Teams Build Business Resilience for an Uncertain Economy

Professional services firms must be efficient to weather market uncertainty. Discover resources to help professional services teams build business resilience.

New Wrike Template and Capabilities Enable Service Management Teams to Work As One
Wrike Tips 3 min read

New Wrike Template and Capabilities Enable Service Management Teams to Work As One

Every organization deals with enterprise service management uniquely, but the problems encountered are usually quite similar. On a day-to-day basis, service teams – from HR to IT to finance – are often:  Manually juggling repetitive tasks  Unable to streamline and organize multiple requests  Struggling to manage ongoing change and optimization Sound familiar? Fortunately, you're not alone or without help

RFIs Explained: How to Write a Request for Information
Project Management 10 min read

RFIs Explained: How to Write a Request for Information

Learn how to write a request for information (RFI) and how it differs from RFPs (request for proposal) and RFQs (request for quote).

Top Bookkeeping & Accounting Tips for Small Businesses
Leadership 10 min read

Top Bookkeeping & Accounting Tips for Small Businesses

The majority of small business owners and start-up founders are on their toes almost every day. Though several activities stake their claim on your time, accounting and bookkeeping form a significant chunk of your workload. Whether you are documenting your monthly expenses, getting tax papers in order, or taking care of bills, organizing your accounting back-office

Top Tips for Tracking Expenses
Project Management 10 min read

Top Tips for Tracking Expenses

Make tracking expenses easier by using apps to automate real-time expense processing and track unnecessary spending. Learn more with Wrike.