2022 Wrike Overview

Wrike
Overview
Yvonne Chuang
Sr. Account Executive
Confidential | All Rights Reserved by Wrike, Inc

Exploding COMPLEXITY and the It is now exacerbated by demands of
exponential SPEED of market change remote and hybrid work and is driving
were pushing organizations to a breaking the NEED for increased Collaboration,
point… even before COVID Visibility and Automation
Analysts
Bake-off
Prospects Creative
Personas
200+ 28%
Keyword
Ranking Events
Trends Social
Listening
Deal Size
Competitor Industry
Positioning Marketing
apps on average used average time spent Competitive SharePoint

Content
Solutions
Sheets
Sales
Target
Accounts
Intelligence
by large enterprises on email*

Type
Google Drive Operations
Fonts
CRM
Tagging
Naming Forecasting
Convention Seasoned
Product Reps
Marketing
15% 36%
Permissions Meeting
Reports
Accurate Data
Win Rate
Sales API Road Maps Quota
organizations’ collective productivity of

Email Commission
Engineering Activity
Certifications
Services Training Sales
meeting time** average worker***
25%
*Front: How much time are you spending on email?
of workforce will be remote
**The Muse: How Much Time Do We Spend in Meetings?
***Inc. Magazine: In an 8-Hour Day, the Average Worker Is Productive for This Many Hours by 2025 end****
****Global Workplace Analytics: Work-at-Home After Covid-19 – Our Forecast
Wrike Overview | Confidential | All Rights Reserved by Wrike, Inc

Wrike at a Glance
FOUNDED IN 2006 2M+ 130+

Over 3.2M engineering hours 20,000+ users countries
invested in the product.
CUSTOMERS 10+ 100M+
Backed by Vista Equity Partners
languages completed tasks
(on close of Citrix deal)
1000+ AWARDS VERSATILE USE CASES

EMPLOYEES Deloitte Fast 500 & Top Serving C-Levels, Marketers.
Workplace, both 5 years Agencies, PMO, Professional
San Jose Tokyo in a row Forrester Wave Services, IT, Ops, Finance & HR
San Diego Melbourne Leader in CWM
Dallas Dublin
Prague Cypres

Future of work relies on We are together
having a scalable digital everyday through Wrike.
workplace to bring every Wrike is our new office.
team, program, and system
Andrea Flores,
together Commercial Director, IURO

Help every person, team and
organization achieve their best
Mission by reducing chaos and complexity
through visibility, contextual
collaboration, and automation.

SUPPORTING CUSTOMERS AT SCALE
● Over 1000 Customers use Wrike to support team larger
than 100
● Largest deployment 40K+ users
● Numerous wall-to-wall deployments across enterprise
organizations and entire divisions in Fortune 500’s
Most versatile
collaborative ENTERPRISE GROWTH MOMENTUM
work management ● Only truly global CWM with multi-time zone support
organization
platform ● Most secure and scalable enterprise CWM
● Hundreds of companies have consolidated disparate tools
onto Wrike
● Customized deployments to fully meet customer environment
● Trusted by the largest and most respected marketing
organizations and agencies
● 400+ out of the box connectors
With Wrike’s Breadth & Depth
that Supports Diverse Workflows
Powerful platform and broad set of integrations enable
enterprise-wide adoption
IT PROGRAM MGMT
IT Service Management, Strategic Program Planning, Portfolio Health
IT Project Mgmt, Agile Monitoring, Project Delivery At Scale
FINANCE MARKETING & CREATIVE

Purchase requests & approvals, Company wide Creative Asset Production, Campaign
monthly/quarterly reconciliation, Management, Event Management, Product
financial audits ● Requests & Approvals Launches
● ESM
HR & ADMIN OPERATIONS
Employee Onboarding, OKRs, Employee ● Actionable Meetings Requests Management & Approvals,
Development, HR Planning, Employee ● OKR Resource & Strategic Project Mgmt
Comms, Events and Engagement
● Remote Work
LEGAL PROF. SERVICES
Requests Management, ● Business Continuity Client Project Delivery & Portfolio Mgmt,
Contract Management Resource Mgmt, Project Accounting
SALES PM/ENGINEERING
Sales Onboarding & Enablement, Talent Roadmap And Sprint
Development, Sales Ops & Strategic Project Planning, Agile
Mgmt, Lead, Pipeline & Deal reporting &
automation
Wrike is the only solution that gives the entire marketing
organization a better way to work together across all
functions at scale
Powerful Versatile
● Measure, Grow, Optimize ● Work Your Way
● Plan, Launch & Pivot with Speed ● Collaborate With Context
● Analyze the Impact of Your Work ● 360° Visibility
● Create More, Faster ● Accelerate Work Intelligence
Work as One, across teams and use cases

8
Accelerating work that
matters most
A unified workspace connecting all departments, The most versatile

teams, initiatives, processes and projects
platform in-office
or remote work
The strongest
Work your way Collaborate 360° visibility Accelerate work
enterprise work
with context with intelligence
foundation
Highest data Scale enterprise- Analyze the Integrate with

security wide impact of work the ecosystem

Work your way
Powerful Views
boards, lists, table, calendar, gantt
Template library
for best practices
Custom field management
Blueprints
to simplify creation
Gantt Chart Animation

Collaborate with context
Comments on each task, folders,

projects and portfolios
Wrike AI:
Smart reply saves time
Collaborate with project level

chat across tasks
Marketing Project Management

360° visibility
Comments on each task, folders,

projects and portfolios
Wrike AI:
Smart reply saves time
Collaborate with project level

chat across tasks
Wrike Tour

Accelerate work with intelligence
Built-in automation in request

forms, approval process
No code Rule-based automation

engine to remove redundancy
Wrike AI with OCR and Siri Voice

integratio
Rich search to make it easy

to find contextual information
Wrike Integrate
Project Management

Highest data security
Use Permission Management

and reporting limits
Bullet Proof SSO
Login separation supporting multiple

accounts for partners and suppliers
Control permissions by user roles
Encrypted via Wrike Lock

Wrike Tour

Scale enterprise-wide
Project tree extends 100K+

centralizing work for teams,
departments and entire company
Remote work templates with best

practices to optimize work
Highly responsive at scale
Sandbox clones production

to test changes
Global support
and professional services teams

Analyze the impact of work
Widgets wizards
speeds dashboard creation
Embed dashboards
in website, presentations
Rapid data refresh rate

to understand live impact

Integrate with the ecosystem
Automation engine
to automate workflows
400+ out of box integrations
100+ out of box integrations

with adtech and martech
Apps

Rapidly Growing
Marquee Accounts

30
Brands
5
Tools Replaced
Estée Lauder Companies Inc. chose Wrike over Workfront, Asana, and MS
Project for the robust functionalities within a visual, intuitive and flexible
UI. Global deployment across 30 brands resulted in increased agility and
cross-team transparency.
Jessica Wolfe Tom Alpers

VP of Tom Ford Beauty Global VP of Creative Operations and
Marketing Acceleration at Tom Ford Beauty
Global Marketing
“Each of our 30 brands has their own way “With Workfront, we still needed Excel to
of working. Wrike gives us consistency track work. But with Wrike, everything’s
across our enterprise so we can report going to be in one place. That is what’s going
properly, but also allow for to make us more efficient.”
individualization.”
Industry: Beauty
Headquarters: New York, NY, USA
Department: Marketing, Creative Center of
Wrike Overview | Confidential | All Rights Reserved by Wrike, Inc Read Case Study >>
Excellence for Tom Ford Beauty, Clinique,
La Mer, Estée Lauder, and Bobbi Brown
90% 2X
On-time delivery Faster project delivery
Stitch Fix achieved 90% on-time delivery of creative and

marketing projects. Wrike enabled them to double
project delivery by improving collaboration and resource
management.
Eve Maidenberg
Creative Services Director
“We've seen increases in productivity

and fewer questions about when
projects are due. There is so much
more transparency across the board.”
Industry: Retail, Technology

Headquarters:
WrikeSan Francisco,
Overview CA USA | All Rights Reserved by Wrike, Inc
| Confidential Read Case Study >>
Department: Marketing & Creative
4hrs 30%
Saved per week Increase in output
Chosen Foods eliminated 4 hours of meetings per week and

increased creative output volume by 30% with no change to
resources. Implemented new process in Wrike with 100%
buy-in from all employees and leadership.
Jessica Wooding
Kaizen Manager
“Wrike eliminated the need for a role I had

considered adding, a traffic controller, to support
our intake and administrative system. And in 2019,
we completed 2,800 unique deliverables and 93
packaging projects with an in-house Creative team
of two full-time and one part-time employee for a
business with revenues of over $140 million a year.”
Industry: Retail, Technology
Headquarters: San Francisco, CA USA
Department: Marketing & Creative Read Case Study >>
Ogilvy improved client communications, internal
collaboration, and employee workload balance by
standardizing and automating their intake workflow and
work management process to deliver ground-breaking
creatives.
Pedro Da Palma Rosa Ashley Risstrom

Digital Operations Director Senior Production Manager
“When work comes in, there's no longer “Everything I see now in Wrike is live
finger pointing, because if it's not in and in its current status, which is a big
Wrike it doesn't exist. Because once it's plus to me. We can jump on the job,
look at the last couple of comments on
in Wrike, we can see when it hit the
it, and pick up the ball and run with it
department how long it sat in there from there.”
before it was turned out.”
Industry:Advertising/Marketing/PR
Headquarters: New York, NY, USA
Department: Creative & Operations
Wrike Overview | Confidential | All Rights Reserved by Wrike, Inc Read Case Study >>
Outperforming teams 20,000 135
rely on Wrike. Users customers countries
delight in Wrike.
Everyday.
2.3 million 1,000
users employees
58M Data
Digital assets centers
created In U.S. and EU

Wrike’s plans are designed to serve all types of teams
For fast growing For enterprise teams For teams with custom
Teams needs
BUSINESS ENTERPRISE PINNACLE
Customized work Security, Advanced tools

management for governance, and and analytics for
all teams across scalability for teams with
the organization enterprise teams complex needs

Wrike Supports End-to-End Workflows
Take on work Resource Do the work Report & Invoice
Intake Planning Resourcing Project Time & Budget Reporting & Billing
Execution Tracking Visibility
Trigger automated project roll out Lock timesheet for billing

with salesforce integration Project-level resource estimation
Export time for invoicing
Standardize on best practices Drag & drop workload assignment Estimate effort & track time
(templates) Backlog and demand mgmt Manage project / team time in
Manage requests with dynamic Hourly rates by job role, team timesheets
request forms member or specific project Track budget spend & monitor Team utilization
margins in real-time
Table view: project progress
Fee estimation for billable / non Collaborate cross functionally Budget reporting
billable projects Portfolio overview dashboard
Project, tasks & workflows
Effort & resource planning (WA)
Streamline customer approval
Plan to best practices with & document sign-off
Blueprints (templates)

26
Wrike for Marketing Teams
Unify the entire marketing and creative department across priorities
and processes to supercharge the full marketing work life cycle
● Align teams and accelerate product launches
● Coordinate teams to launch campaigns across

multiple channels and geographies
● Accelerate creative production, make it more

transparent, increase visual brand consistency and
quality
● Plan better events with less chaos and smoother

execution
● Elevate content quality and productivity
Wrike gives the art department a sense of control over what they're doing but also it ● Establish repeatable workflows and reduce
allows them to be a little more organized so they're able to get projects knocked out administrative overhead
really quickly. I rarely have to wait more than a day to get what I need done.
Kellee Vopelak, Project Manager

31
Wrike for Professional Services Teams
Helps service-based organizations increase profit margin and client satisfaction with visibility and
tools for every stage of a project lifecycle
● Gain insight into progress and team performance
● Automate repetitive tasks to scale on demand
● Templatize workflow and processes help teams

focus on impactful, billable work
● Prioritize work and increase billable hours with

flexible scheduling
● Balance team workload and minimize burnout or

bench time
● Simplify time tracking so teams can focus on client

(Wrike) saves time, which has improved productivity. It's given me more visibility into projects and relationships
what people are doing and where they're spending their time, which in itself has
improved productivity.
David Palmer, CEO & Founder

32
Wrike for PMO Teams
Align effort, investment, and resources to drive strategy to outcomes.
Keep projects moving forward to achieve milestones on time.
● Optimize strategic impact with analytical and scoring

tools to assess initiatives
● Deliver at a higher pace with automated cross-team

rollout that aligns effort, investment, and resources
● Gain full program lifecycle visibility by connecting the

project portfolio to any activity, team and owner
● Forecast and mitigate risk with predictive project risk,

risk impact scoring and RAID logs
● Monitor program health with dashboards

that highlight status, budget utilization
With Wrike, we now have visibility into our team’s pipeline of work, which means they and progress to KPIs
can manage their workload and the expectations of different stakeholders, and ensure
delivery deadlines are met. Not only does this help improve their work, but it also reduces ● Meet delivery targets with Gantt chart visualization,
burnout of staff. pragmatic resourcing, custom workflows, and
automated approval hand-offs
Nancy Peaty, Production and Traffic Manager

33
Available as Add-on & Included
Proofing in Wrike for Marketers
Deliver better work faster by streamlining
and centralizing the digital asset review and approvals
● Clear and actionable feedback for faster review

cycles for images, video, PDF,
and now DOC & PPT
● Explicitly identify who approves an asset

and by when for streamlined approval
workflows
● Invite important clients and executive

stakeholders outside of Wrike to participate
in review and approval
Time to value within our team has certainly increased. We're collaborating more than we
ever have before, but we’ve also cut the time it takes to revise and approve assets by
50%, if not more.
Andrea Bonk, Program Manager of Market
Research and Operations

34
Publish Included in Wrike for Marketers
Save time. Maximize impact.

Protect your brand
● Minimize time spent switching between tabs and

tools, and publish both new and updated assets
with ease.
● Quickly find and use approved assets for projects

and campaigns.
● Share assets on DAM with key stakeholders, and

review edits using Wrike’s Proofing feature.
DAM integrations
Sharepoint, Adobe Experience Manager (beta), Bynder,
MediaValet
MediaValet plus Wrike is a powerful combination for fast-cycle marketing projects. With From partners: WoodWing (Elvis), Brandfolder
one click, a Wrike workflow lands a finished asset within MediaValet (acquired by Smartsheet), Filestage, CoSchedule
for management, global access and distribution.
Jake Sorofman, CMO

35
Extension for Adobe CC Included in Wrike for Marketers
Keep creatives in the tools they love by accessing Wrike

within Adobe Creative Cloud Applications
● Receive creative briefs
● Update job statuses
● Collaborate with team members
● Attach previews of Adobe

Projects to Wrike
● Update and track different

attachment versions
● Submit attachments for approval

Time to value within our team has certainly increased. We're collaborating more than we
ever have before, but we’ve also cut the time it takes to revise and approve assets by
50%, if not more. ● View proofing markups and review statuses for
HTML, email, image, video and more file types
Andrea Bonk, Program Manager of Market -
Research and Operations
All without leaving Adobe Creative Cloud
36
Included in Wrike for Marketers
Easy Access to Performance Metrics Performance
Launch, Measure, Grow.
With simplified digital data insights, at your fingertips
● Easy access to performance metrics, right where

work happens. No engineering, data analyst or code
needed
● Unify and standardize metrics from

the digital platforms you use
● Performance metric automatically flows-in and is

available for all the teams contributing to the
campaign
● Measure goal attainment in real time to optimize

cross-channel ROI with
“My team collaborates with these channels with the goal of accommodating customers’ ● Hone in on the best performing strategies with
needs. It was really a new way of doing business performance data that is connected to your work,
for the entire department.” your campaigns, the asset, the creative and the
teams
Matt Andrews, Marketing Campaign Manager

37
Available as Add-on & Included in
Resource Wrike for Professional Services
Optimize team performance with efficient resource utilization

and time tracking
● Real-time visibility of team workload
● Role-based resource scheduling helps plan

upcoming projects and assign work to suitable
teams
● Drag and drop to prioritize resources to align with

business initiatives
● Easy time tracking helps team focus on billable

works than clock
● Monitor team utilization for optimal utilization and

reduce burnout
The Workload view has been kind of a go-to for me. It’s nice, it’s intuitive,
and I’m able to sit down with the product managers and sales personnel,
and they can quickly see what projects are taking up a lot of the workload Use Case
and suggest ideas for how to move things around.
● Balance team workload: avoid burnout by spreading
Ted Somerville, R&D Program Manager the load
● Assign the right resource: align the right resources to
Wrike Overview | Confidential | All Rights Reserved by Wrike, Inc key priorities
38
● Track time & monitor timesheets:
Analytics
Advanced reporting and analytics that provides deeper visibility
into project progress and performance without the need for an analyst
● Create analytics dashboards that can contain

any number of report widgets
● Build analytics dashboards from scratch or

from prebuilt templates
● Visualize data in widgets using pie, column, bar,

& line charts, pivot tables & many more
● Apply filters by project, folder, and task as well

as custom fields
● Transform Wrike data with formulas
Use Case
● Report up to management: More easily expose stakeholders
to project status and custom metrics.
● Assess project progress & performance: Get greater insight
into project bottlenecks and respond more quickly.
● Project portfolio visibility: Get a larger view of how all the
projects 39
in a portfolio are progressing.
Integration
Increase productivity by removing integration and automation gaps in workflow,
automate entire workflows across your business, customize integrations to meet your need
● No code: 180+ prebuilt connectors to apps

and pre-built automation workflows
● 1000’s more apps using universal

connectors with ready-made APIs
● Connect to on-premises apps
● Low code: customize any integration with

simple code, data transformations and
conditional logic
Use Case
● Automate repetitive processes: Automate repetitive
processes in Wrike as well as workflows with HR, legal,
security and other applications
● Integrate sales and accounting through Wrike’s API:
Wrike’s robust API supports granular functionality40
for
automating workflows across the ecosystem
Wrike Lock
Get increased access control and audit access activity
even though Wrike data is in the cloud
● Customers own a “master” encryption key

for all their Wrike data, which is solely under
their control
● Keys to encrypted Wrike data

are themselves encrypted
● Customers decide whether their Wrike data

can be accessed
● Master keys are stored externally

with Amazon Web Services’ highly secure
Key Management Service
Use Case
● Entertainment companies must protect screenplays
and other sensitive content
● Biomedical or tech companies must protect their IP
● Legal, Financial, and Professional Services must
protect client data 41
Wrike & Microsoft
Deep integrations across Office, Office 365 and TEAMS
Key integrations:
● Wrike for Microsoft Teams - collaborate on any Project right in Teams, with a UI similar to Wrike.
Also schedule on a Gantt chart, post task previews to chats, get Wrike notifications,
and get a personal view of your tasks.
● Wrike for Outlook - create new tasks from emails and view and edit existing tasks
just like you can in Wrike, right in Outlook.
Additional Integrations:
● Microsoft OneDrive
● Office 365 Single Sign-On
● Actionable Messages
● Microsoft Project

42
Wrike for Microsoft Teams
● Tab: Add any Wrike project as a tab

in a Teams channel
● Connector: Receive Wrike

notifications in Teams
● Messaging app: Post Wrike task

previews to Teams chats
● Personal experience: See and work

with all your Wrike tasks

43
Wrike and G-Suite A Better Way to Work
• Unified Project Management • Create - Everything you need

to bring your project to life
• Entire project lifecycle –
From intake, planning, • Connect - Reach your
execution and reporting colleagues wherever they are
• Task and Project Management • Access - Store files and find
with Process Workflows what you need instantly
Schedule events Work in Wrike Attach files from Turn emails into tasks Single Sign-On with
from Wrike to Google through G Suite your Google Drive Google SSO
Calendar to your work in Wrike

44
Highest Level of Enterprise Security: Permissions and Privacy
Selectively share projects and always stay on top with end-to-end visibility
With Wrike, you can manage permission levels for administrative, power users, contractors,
clients and contributors. Superior permission capabilities has been the biggest winning factor
External sharing options in enterprise deployments that require highest access management and delegation.
configurable by admin;
including configuration Only Wrike has...
of guest reviews ● Locked spaces
for approvals
● Every user has an account role - Admin, Regular, External, Collaborator - that defines
abilities across the whole product. Access roles that can be configured
from 50+ permissions and 25+ admin permissions.
Selective sharing of folders ● Admin rights can be distributed to multiple admins - for example, one admin can have
with different access levels access to user's management, another to security settings. You can set admins at the
space level to manage settings within a space.
● With Custom Access Roles admins can simply select one of the available roles to set
permissions. Admins can define different ways of authentication for internal and external
users - e.g. users with company domain at email could be forced to use sso, and all others
could have password.
● Selectively share projects or part of projects with external users. Selectively share task,
sub-task, partial project, or folder with team members by tagging into a shared
workspace. Invite to a specific space/folder/project. Share Gantt chart snapshot, calendar,
reports and boards, depending on permissions.
● Permissions can be granted to individual workspaces (Wrike Spaces)

setting different access roles to different users and groups
45
Why Wrike for your organization?
Service
Scaleable
Secure
Flexible

47
Thank you!
Yvonne Chuang – Sr. Account Executive
Yvonne.chuang@team.wrike.com

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Wrike

Confidential | All Rights Reserved by Wrike, Inc

apps on average used average time spent Competitive SharePoint

by large enterprises on email*

Sales API Road Maps Quota

organizations’ collective productivity of

Services Training Sales

meeting time** average worker***

Wrike Overview | Confidential | All Rights Reserved by Wrike, Inc

FOUNDED IN 2006 2M+ 130+

1000+ AWARDS VERSATILE USE CASES

Confidential | All Rights Reserved by Wrike, Inc

Wrike Overview | Confidential | All Rights Reserved by Wrike, Inc

Wrike Overview | Confidential | All Rights Reserved by Wrike, Inc

FINANCE MARKETING & CREATIVE

Work as One, across teams and use cases

A unified workspace connecting all departments, The most versatile

Highest data Scale enterprise- Analyze the Integrate with

Wrike Overview | Confidential | All Rights Reserved by Wrike, Inc

Custom field management

Gantt Chart Animation

Wrike Overview | Confidential | All Rights Reserved by Wrike, Inc

Comments on each task, folders,

Collaborate with project level

Marketing Project Management

Wrike Overview | Confidential | All Rights Reserved by Wrike, Inc

Comments on each task, folders,

Collaborate with project level

Wrike Overview | Confidential | All Rights Reserved by Wrike, Inc

Built-in automation in request

No code Rule-based automation

Wrike AI with OCR and Siri Voice

Rich search to make it easy

Wrike Overview | Confidential | All Rights Reserved by Wrike, Inc

Use Permission Management

Bullet Proof SSO

Login separation supporting multiple

Control permissions by user roles

Encrypted via Wrike Lock

Wrike Overview | Confidential | All Rights Reserved by Wrike, Inc

Project tree extends 100K+

Remote work templates with best

Highly responsive at scale

Sandbox clones production

Wrike Overview | Confidential | All Rights Reserved by Wrike, Inc

Rapid data refresh rate

Wrike Overview | Confidential | All Rights Reserved by Wrike, Inc

400+ out of box integrations

100+ out of box integrations

Wrike Overview | Confidential | All Rights Reserved by Wrike, Inc

Wrike Overview | Confidential | All Rights Reserved by Wrike, Inc

Jessica Wolfe Tom Alpers

Stitch Fix achieved 90% on-time delivery of creative and

“We've seen increases in productivity

Industry: Retail, Technology

Chosen Foods eliminated 4 hours of meetings per week and

“Wrike eliminated the need for a role I had

Pedro Da Palma Rosa Ashley Risstrom

Wrike Overview | Confidential | All Rights Reserved by Wrike, Inc

BUSINESS ENTERPRISE PINNACLE

Customized work Security, Advanced tools

Wrike Overview | Confidential | All Rights Reserved by Wrike, Inc

Take on work Resource Do the work Report & Invoice

Trigger automated project roll out Lock timesheet for billing

meeting time average worker*