Ineffective processes
Outline your teams’ current work methods with Wrike’s business process template. Identify opportunities for improvement that allow you to implement company practices to increase productivity and effectiveness.
Unclear strategies
Once you’ve identified problem processes, you can adjust strategies with Wrike’s business process improvement template. Teams will be able to visualize and understand their responsibilities within these new processes.
Employee disengagement
When processes are ineffective, employees get frustrated. A clear business process management template will help motivate employees and offer guidelines that work for everyone.
How to use the business process management template
Are you running into the same roadblocks repeatedly? Are there gaps in your employee training or stakeholder communication?
Wrike’s business process management template will help you review your methods and make improvements.
- Identify business processes that need review with request forms
- Organize process improvement tasks into folders and projects
- Visualize progress with customizable dashboards
- Monitor processes with calendars and reports
Businesses often rely on processes and systems of working that can become outdated or clunky, causing frustration for employees, clients, and stakeholders. It can be difficult to find the time to review processes that aren’t working, resulting in methods that cost organizations energy and resources.
Wrike’s business process template provides the perfect framework for reviewing, adjusting, and monitoring business processes.
Step 1: Identify the process for review
Start by using the business process request form to highlight a method or system that requires review. Select the team responsible for the business process review, outline why it needs to be reviewed, and whether it’s tied to a company OKR or goal.
Step 2: Initiate the review process
The request form submission will initiate a template with pre-set tasks to help drive the business process review journey. These include defining success metrics, mapping out the current process, identifying areas for improvement, designing and modeling better processes, and executing them.
Step 3: Monitor and measure progress
Once the business process review has been initiated, you can monitor progress using the calendar and dashboard views, which allow you to quickly understand what tasks are overdue or completed. Generate a business process management progress report to determine the status of the review project.
Make Wrike work for you
Interested in how Wrike can streamline other areas of your work? Wrike’s versatile work management software has a range of powerful tools to help you take company projects to the next level. Our powerful features include:
Wrike can be tailored to suit any project, team, or organization. Personalize your action plans and design your workspace to match your team’s processes.
The BPM template is used to review, adjust, optimize, and monitor business processes that are holding your company back.
The business process management template is designed to be used with any type of business process, from employee onboarding to resource procurement and more.
This template includes a custom request form, folders with pre-set tasks for process review and improvement, calendar and dashboard views, and an automated progress report.
You can only access this template when you create a new space. You can access the use case templates gallery through the space creation wizard. When you opt to create a new space, the template gallery opens by default.
- Click the “+” button in the upper-right corner of your workspace.
- Select “Space.”
- On the page that opens, hover over the use case you want and click “Preview.” Look for the “Business process management” template in the list (use the search bar if needed).
- Now, you can see more information about the use case. Click “Select” to create a space.
Yes, there are.
- To use this template, you need to have at least the Business plan or up. Check our plans here.
- You must have the required permission to create a public space in your account.
- If the template contains account-level custom fields, custom item types, workflows, request forms, or automation, you must have the permission required to create those items.
- This template is only available when the workspace language is set to English.
Check the prerequisites above. If you don’t match one of the prerequisites, talk to your space admin or your account owner. If you match all the prerequisites and you still can’t see the “Business process management“ template, feel free to reach out to the Wrike support team.