Case Study: Philz Coffee achieves scalable quality and efficiency with Wrike

How Philz Coffee Scales Quality Through Consistency

Philz Coffee, a fast-growing specialty-roaster with nearly 50 stores, faced the challenge of scaling nationwide while preserving its high-quality, sustainable sourcing and personalized in-store experience. Long lead times, contract and forecasting complexities, and a small expert team made consistency across the supply chain and operations difficult as the business expanded.

Philz centralized work in Wrike—using it for monthly purchasing reviews, action-item tracking, and process documentation—while automating repeatable upstream tasks to free people for customer-facing work. The result: roughly 50% of the coffee-and-sustainability director’s week was optimized, forecasts and action completion improved, processes became more consistent and scalable, and the company maintained quality and sustainability as it grew.

Philz Coffee

Andi Trindle Mersch

Director of Coffee and Sustainability