Process Design – Medara Moses

A Truck Management System (TMS) for a Logistics and Freight Company

Role: Operations System Consultant and Designer Client: (Client name changed for privacy.) Headquarters: Illinois, USA Industry: Logistics / Freight Transportation Team Size: 30+ drivers, operations staff Tools: Airtable Year: 2024 Areas Impacted: Accounting, Dispatch, Safety, Operations This is a logistics and freight company with a fleet of drivers working under two models: Company Drivers and […]

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Online D2C Tile Retailer Reduced Product Launch Delays Using Airtable

Client: (Client name changed for privacy.) Role: Operations and Systems Designer Headquarters: Australia Industry: Retail / E-commerce Team Size: 11-50 employees Year: 2023 Areas Impacted: Operations, Product Management, Marketing, Sales The tools behind the product pipeline. The operations lead at this business had already put in the effort to define a solid product launch process.

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Blueprints vs Templates in Wrike: What Is the Difference and When to Use Each

Getting more serious about your Wrike setup means running into the question of whether to use Templates or Blueprints. They both serve a similar purpose and give you a starting point for new work, but they work differently and have different capabilities. My preferred choice is Blueprints. How templates work A template in Wrike is

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The Words in Your Tools Are Doing More Than You Think

When building internal tools or project management setups, most of the time goes into the fields, folders, automations, and dashboards. Very little time is spent on what those fields and buttons say, and that is a missed opportunity. The language in your tool shapes whether people trust it, understand it, and come back to it.

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Managing Reminders and Recurring Tasks in Wrike

The most common setup for recurring work is recurring tasks. You create the task once, set it to repeat on whatever schedule the work requires, assign it to the right person, and it appears in the system automatically when it is due. Each recurring task should include when the work needs to run, when it

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Using Wrike to Track Purchasing and Procurement

Wrike is not a dedicated procurement system, but your team can configure it for purchasing. Here are some approaches that work. A full procurement workflow in Wrike This first setup uses a purchase request form as the entry point. Every purchase starts with a form submission that captures all the data the procurement team needs.

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