Case Study: Swift Performance Equipment achieves clear, client-facing project overviews and seamless team collaboration with Wrike

How to Give a High-Level Project Overview to Customers and Upper Management

Swift Performance Equipment, a small maker of athletic performance-measuring products, needed a way to keep clients and upper management informed of major deadlines without exposing them to hundreds of detailed tasks. The team required full, actionable schedules internally while clients wanted a simple, high-level view that fit on one screen.

They solved this by creating two project views in Wrike: an “Overview” folder shared with clients that contains only major milestones, and separate, team-only subfolders with the detailed plans. Tasks can appear in multiple folders so updates sync everywhere; clients can open task details when needed. The result was clearer communications, easier executive updates, seamless team collaboration, and cost-effective client access thanks to Wrike’s collaborator model.

Swift Performance Equipment

Mark Fisher

Owner