We’re welcoming back Angela Sanfillipo, Head of Partner Engagement at Wrike, a Citrix company! For those who missed our last interview, we talked a bit about your research on employee burnout and how CIOs now rank this as one of the three biggest issues they will face in 2021 and beyond.
At the same time, collaborative work management (CWM) tools like Wrike are emerging as a top investment — along with three key pain points IT leaders want CWM to fix: tool proliferation; executive visibility; and requests and approvals.
Let’s talk about the opportunity for partners around requests and approvals. Why is this such a great use case for demonstrating Wrike to customers?
Whether it’s a facility request, a purchase request, a request for legal review, a creative brief, a help desk request — requests and approvals are a universal pain point that brings every department to the table.
Usually when we talk about verticals, we think of industries. But at Wrike, we’re concerned with horizontals, or departments. No matter the company, the request and approval use case has the largest reach, the shortest sales cycle and the highest growth potential. Everyone needs help in this area, and there simply isn’t a competing solution to Wrike.
We’ve all experienced instances where an approval or process gets “lost in the system” for days or weeks on end. Tell me more about the opportunity with Wrike to ease pain points around approvals.
Citrix recognizes the future of work is personal. Nothing unlocks human potential like space. The space to think. The space to explore. The space to breathe. But too often, bad process or lack of visibility on tasks have teams chasing rather than building.
In the rush towards remote work, many companies have digitized bad processes with potentially good systems. So rather than technology helping ease the burden, it creates undue complexity. Often we have different teams using different tools, databases and processes to manage the same requests.
Example: Imagine someone wants to make a PTO request, but the approver emails them and asks them to check with other people to ensure coverage. Or, someone makes a purchase request, but the approver pings them in Teams and asks them to consider other vendors.
Chokepoint: These additional clarifications are happening outside of the request itself. The overall process becomes poorly documented, context is lost and a lot of human intervention is required to complete basic tasks and doublecheck on governance. This back and forth adds up to significant loss of time and a drag on productivity.
Solution: No matter what department you’re working in, employees and managers alike enjoy one single, easy-to-use system for submitting, managing and tracking requests. There is a centralized view of all requests by status, and users have the ability to capture, clarify and collaborate on all the details related to the request.
How can users automate within Wrike or across systems to build custom workflows?
Users can digitize and configure document-based requests or convert ad hoc requests into structured workflows. Wrike can automate both the routing of the request as well as assigning to the appropriate approvers.
Let’s say you need to hire a contractor but need approval from multiple departments. A workflow can be set up so HR and IT can be automatically notified, retaining cross-departmental visibility, retaining all the context of the original request, but with a fraction of the time spent chasing the ball.
What’s the best way for partners to position the approval use case to their customers?
This is where Citrix partners are the secret ingredient to customer experience and success.
All the features of Wrike can live within Citrix Workspace. Partners whose core is Citrix Virtual Apps and Desktops or Workspace environments can easily extend to workspace with intelligence with Wrike because every department in every company can benefit from automating processes and tasks across applications.
Users can easily create a new task or project and leverage microapps to drive actions all within Citrix Workspace. At the same time, they can jump into Wrike to take advanced actions. You can see this solution in action in this Approvals video tutorial.
In our next installment, we’ll cover another top use case for CIOs: how Wrike simplifies tool proliferation and integrates with Citrix Workspace and other systems.
We’ll show you how Wrike can adapt and integrate any existing workflow or system, in any department, and how partners can help ensure all systems of record are aligned into a single workflow chain, with easy, simple visibility to the process. Stay tuned!
Partners, as we approach the general availability of Wrike, here are three steps you can take today:
- Learn at your own pace on the Wrike Learning Path on ECC.
- Access the latest enablement tools at the Citrix + Wrike Partner Resource Hub on SalesIQ.
- Trial the Wrike solution with Learn, Try and Buy.
Not currently a Citrix or Wrike Partner? Click here to apply today.
Thank you for your partnership! If you have feedback or questions, please drop them in the comments below.
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