CHALLENGE
A fast-growing PE-backed healthcare marketing organization was struggling to manage operational complexity as it scaled. Disconnected tools, spreadsheets, emails, and informal updates led to manual coordination, unclear accountability, and limited visibility into progress. Leadership sought an enterprise solution to streamline operations, enhance oversight, and improve collaboration — and partnered with D4 Consulting Group to lead the transformation.

APPROACH
D4 led a phased Wrike implementation tailored to the client's needs:

- System Design: Created tailored workspaces, intake forms, templates, dashboards, calendars, and custom fields.
- Adoption and Training: Delivered structured training, developed internal champions, hosted live office hours, and provided tailored resources.
- Leadership Visibility: Built automated dashboards and reports to give leaders real-time insights into workloads, project status, and risks.
- Change Management: Secured leadership buy-in, fostered trust across teams, and transferred system ownership to internal administrators.

IMPACT
Within six months, the organization achieved full adoption, with nearly half of users self-rating as comfortable or advanced. Teams reported improved coordination, reduced manual work, and strong enthusiasm for the platform. Leaders gained unprecedented transparency, enabling proactive management and setting the stage for scalable, efficient growth.