Case Study: Umpqua Bank achieves streamlined communications and enhanced vendor visibility with Wrike

Umpqua Bank's creative team turns to Wrike to consolidate communication and enhance vendor visibility

Umpqua Bank's Creative Services team, part of a regional bank headquartered in Roseburg, OR, was managing about 150 projects a month as requests and team size grew. Relying on email (and a short-lived Marketing Pilot) for collaboration led to forgotten messages, lost revisions and missed deadlines, so the team needed a stable process to consolidate communication, improve vendor visibility and reliably track timelines.

They adopted Wrike, leveraging email integration, an activity stream and detailed reporting to centralize project information and bring vendors into jobs early. The change eliminated scattered email threads, reduced meetings, improved prioritization and reporting on workload, and freed the team to focus more on creative work and customer-facing initiatives.

Umpqua Bank

Jason Resch

VP of Creative Services