Wrike's complex folder structure can be a real maze, making it tough to find and analyze project data. For our client (drafting firm), this messiness can slow down efficiency and decision-making. To address this issue, it's recommended to create a folder structure that is logical, easy to understand, and tailored to the specific needs of the drafting firm. This structure should be easy to maintain and expandable as the company grows.
To tackle this issue, we set up a smooth integration between Wrike and Zoho Analytics.
Here’s how we did it:
Data Synchronization: We connected Wrike with Zoho Analytics using APIs and webhooks to sync both historical and real-time data from Wrike’s folders, projects, and tasks.
Hierarchical View: We recreated Wrike’s folder hierarchy in Zoho Analytics. This gave a clear, easy-to-navigate summary of projects and tasks, just like Wrike but more accessible.
Key Performance Indicators (KPIs): We helped our client to track their crucial metrics like project delivery rates, average completion times, and team performance through KPIs.
Custom Dashboards: To compare different teams’ performances, we set up customized dashboards in Zoho Analytics. These dashboards organized KPIs and reports, helping management see how drafting, production, and QC teams stacked up. This data-driven approach made it easier for the drafting firm to spot areas needing improvement and make smart decisions to streamline their operations.
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