Restructured Marketing Agency into Specialized Departments and Improved On-Time Project Delivery by 20%

Better client service and reporting to clients

Since all clients' work in Wrike is clearly organized and updated constantly by the team, Account Managers can share current status of projects instantly with clients. In the past, this would require manually reviewing files and notes. "Now, the Account Coordinator can go into Wrike using filters, and search on tasks completed within a date range, and share that with the client. This documentation benefits our clients because they can see how all of the pieces of their campaign fit together."

Surfacing hidden value to clients

Much of the work that Blue Magnet Interactive delivers is behind the scenes vs. design-oriented, and can be overlooked by the client. With Wrike, the team can easily report on the impact this work has on a client's campaign results. "Wrike illustrates the value that we provide to our clients. They get to see every little thing that we put into their campaign. Now, we have a complete and clear list of everything we have done to achieve results for a client.”

Ensuring that every step is followed for projects

Blue Magnet Interactive uses carefully-defined templates and task checklists to ensure every step of the process is completed and reported in Wrike. “Being able to create templates has been phenomenal. It’s helped us keep on top of our services. It’s a checklist to make sure all of these tasks have been done. As an owner I can make sure that all of these initiatives have been executed the same way every time.”

Finding answers faster & having fewer, smaller meetings

When people are looped into projects, they can quickly get up to speed by reading through project details in Wrike, instead of requiring a meeting to transfer that knowledge. Bitzer estimates that meeting time has been reduced by approximately 20% across the entire organization. "With Wrike, because everything is so well-categorized by client or department, it makes it easier to reference information from past projects or those in-progress,” says Bitzer. “I don't have to CC everyone, I can tag people in Wrike as I need them. We tend to get bogged down in meetings and Wrike has really cut down on that.”

Team embraces Wrike as a tool to help them perform better

Bitzer knew that to ultimately succeed with the restructuring effort, all team members would have to find the system easy to use. In comparison to other software launches, Bitzer found that the team embraced Wrike and saw positive results. “Anytime we introduce a new software to our team, it is met with resistance", says Bitzer. But with Wrike, everybody seemed to really like how it was helping to keep our team more organized. Our team actually welcomed it because it helped them visualize what was on the horizon.”

Employees are more effective planners and able to onboard more projects

Typical projects last up to 12 months and resource planning is needed to account for spikes in delivery across client campaigns. Wrike not only supports Account Managers in this effort, it increases the amount of client projects they can onboard.

Using Wrike also helps to reduce the stress of the team because delivery timing is clear, and work has been balanced across the team ahead of time. "It helps our Account Coordinators sort through what tasks are important today, vs. those that are important 3 months from now. Before, there was always a sense of urgency to everything we did. With Wrike, it allows them to pace that out and prioritize their tasks,” says Bitzer. “Their time is better spent executing campaigns vs. keeping themselves organized. They can onboard more work because they are aware of what the team is working on.”

Improved accountability to clients and company transparency