Professional Services Archives | Blog Wrike

Project Management 10 min read

What is lead time? (Definition, examples, and why it matters)

Learn how to calculate and reduce lead time to speed up delivery, improve planning, and increase operational efficiency across your business.

Project Management 10 min read

Healthcare project management: Tips, tools, and templates

Wrike’s Carolyn Lum examines the best ways to tackle common issues in healthcare project management and how Wrike’s software squares up to those challenges.

News 5 min read

Wrike wins TrustRadius 2025 Buyer’s Choice Award

We’re taking home a 2025 Buyer’s Choice Award from TrustRadius! This recognition is based on reviews from users who rely on Wrike to do impactful work.

Project Management 10 min read

Professional services automation software: Features and examples

How do the top professional services businesses manage to get everything done? They use smart automations that literally do your work for you.

Project Management 10 min read

How to measure success: Key performance indicators for consultants

Working in consultancy? Here’s how to take control of your KPIs.

Project Management 10 min read

How To Enhance Customer Experience With Client Intake Forms

Entice potential clients and get them on board using a client intake form.

Marketing 7 min read

How To Craft Your Ideal Client Profile

Learn how to craft your ideal client profile and attract the right audience for your business.

Leadership 5 min read

Collaborate 2023: Hand-Picked Sessions for PS Teams

This one’s for the professional services teams! Here are some of the most exciting sessions from Wrike Collaborate 2023, tailored just for you.

Project Management 7 min read

Wrike in Action: How Wrike Lightspeed Powers Our Professional Services Team

Learn how Wrike Lightspeed powers Wrike’s professional services, helping the team deliver game-changing results to teams, departments, and organizations around the world.

Project Management 10 min read

Simple Bill of Sale: Explanation and Examples

A simple bill of sale is a document that transfers the ownership of a good from one person to another. Here’s how to write a bill of sale, plus examples.

Marketing 10 min read

How to Turn 404s From a Bad Experience to a Good One for Prospective Clients

What are 404 errors? They’re status update pages that tell you the webpage you navigated to doesn’t exist. Here’s how to make the most of 404 error pages.

Project Management 10 min read

Real Estate Vendor Spreadsheets: A How-to Guide

A real estate vendor spreadsheet helps property owners, agents, and managers to organize their work and assets. Learn more about using this tool with Wrike.

Project Management 5 min read

8 Must-Read Resources for Professional Service Teams

Drive profitable growth, deliver better outcomes, and make your clients happier than ever with eight vital resources for modern professional services teams.

Wrike Tips 3 min read

How To Write an RFP for Work Management Solutions

If you’re reading this, you’ve likely already compared top work management vendors, sat through product demonstrations, and trialed a few solutions. Now comes the time to write a request for proposal (RFP) to each of your top selections. But before you send off this all-important document, you need to know everything to include so you’re not

Productivity 5 min read

Dark Matter of Work: The Cost of Work Complexities in Professional Services

Over the past few years, modern work complexities have been eating away at your bottom line through an invisible yet powerful presence in your organization — what we call the Dark Matter of Work. Just as CERN identified Dark Matter as the “invisible” content that makes up 95% of the mass of the universe, the

Project Management 10 min read

7 Steps to Creating a CRM Strategy

Customer relationship management is the process of nurturing relationships with your customers. Here’s how to build your CRM strategy.

Project Management 5 min read

Receipt and Invoice Templates for All Your Clients

Track your payments easily and get paid promptly with Wrike’s easy-to-use invoice receipt template options.

Project Management 10 min read

3 Types of Financial Statements and How to Use Them

Financial statements record a company’s activities and financial performance for a period. Learn how to use financial reports to keep your business on track.

Leadership 10 min read

Profit and Loss Statement Template and Examples

Understanding finances is an essential part of running any business. Placing blind faith in ideas and processes will only get you so far. It isn’t until you see the impact of your efforts on your bottom line that you can scale sustainably. That’s what profit and loss statements are for: seeing the financial health of your company

Collaboration 10 min read

Professional References: What They Are & How to Use Them

Learn what professional references are and easily create your own reference sheet with this template and examples.

Collaboration 10 min read

How To Create a Fillable Form in Word for Your Clients

Need to create fillable forms for your clients? Learn how to create a fillable form in Word with this easy-to-follow guide from Wrike.

Project Management 10 min read

How to Use Amortization Schedules

Unless you're a whiz with financial mathematics, "amortization schedule" is probably one of those terms that immediately makes your eyes glaze over. Well, take a few blinks — because an amortization schedule is something you're highly likely to encounter at some point in your life. It's worth understanding (at least at a high level) what it