Database Ideas

What kind of databases do you have? What information do you hold? I'd like to hear examples, great and small. We rarely collaborate outside our organization, but I'm sure that with the right inspiration, we could still utilize databases to their full potential.

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Comments

Pietro Poli

I follow!

Sven Passinger

Databases can be used very different. In production we use a customized Azure database for all our production data. For things like quality issue tracking, change requests for our products, meeting minutes we have SQL databases which are also linked to Wrike. So we store the data outside Wrike, but can link the data to tasks and projects.

Ali Moses

Currently, we are using Oracle to store customer and order data. We are hoping to be able to use Wrike's data hub for something similar in future, but are awaiting the ability to update via excel upload and also to link existing custom fields so as not to break our existing structure within Wrike.

Rachel Moore

I am just now learning about all the databases so I would love to see which ones each company uses!

Sarah Dungey

Within Wrike, we have a "database" of content creators we have worked with, and which projects they worked on. We can see what type of item they helped us create, the themes or other tags for that content, and when we launched it.

Heather Hernandez

I don't think my Marketing group uses databases.

Alyssa Spangenberg

@Sven Passinger could you elaborate on how you use databases for quality issue tracking and change requests?

Florian Gascho

Well we have a smaller Database for our CRM outside of that I dipped my toes in some datahub games.

Florian Gascho

Been debating to set up a database based on our ERP System with data hub though!

Kendra Ciszczon

We use an Azure database.

Cynthia Sperry

We're only just starting to explore Datahub, but we're seeing the potential!

Jessica Kvanvig

Our marketing team uses Salesforce and Marketo for customer data. Due to our legal and compliance requirements, we utilize SharePoint to collaborate on working documents outside of Wrike.

Baleace Foster

We don't have a true database at the moment, but it's absolutely needed. We're in discussions to upgrade our license and get Datahub.

Eric Fiero

We use SharePoint as a repository of files, but Salesforce is more of our database for our work, contacts, contracts, initiatives, and more. Hoping to one day get my org to embrace the Salesforce-Wrike integration for connection on this.

Sherrie Besecker

We use databases for managing roles, rate cards, assets, inventories (hardware) and more!

Tom Halbert

We use an Azure database and databases that come from specific products.

Starting to work on getting all the data required into a data lake setup to give us more control.

I am not technical in this area so I don't have a full understanding of what the team is doing in this regard.

Hitesh Karkal

We use sharepoint as database for all data requirements

Mark Hemmis

We have a very complex customer database, but we don't have it connected to wrike. Only exception is building lists for email sends, but again that still happens outside of wrike.

Tiffany Sands

We’re a digital advertising agency, and we’ve structured our Wrike workspace to include three main folders that house our internal databases:

Active Clients
Past Clients
Staffing

We’ve separated Active and Past Clients intentionally. When using Workato for automations, each row checked in a database counts as one call. To preserve data without inflating API calls, we opted to move former clients to a separate folder rather than delete them.

Active Clients

All databases in this folder contain dynamic information that feeds into custom fields across projects and tasks.

Companies
This is our master database for client information. Each row represents a client, with columns for:
- Main point of contact (pulled from the Contacts database)
- Internal leads for each service (SEO, Paid, Design, etc.)
- Brand guidelines
- Asset links
- Key notes and must-know details for the team
  Many of these fields are populated by pulling data from other databases, making this a central source of truth.
Contacts
A database of all client-related contacts. The primary contact field is referenced in the Companies database.
Department/Deliverable Databases
Each department/deliverable type (e.g., SEO, CRO, Paid, Social, Email) has its own database within its respective Wrike space.
I personally manage SEO, CRO, ORM, and Email Marketing, so we maintain a dedicated database for each of these deliverables, with one row per client receiving that service.
These databases connect back to the Companies database to consolidate key roles per client.

Past Clients

This folder mirrors the structure of the Active Clients folder. When a client’s contract ends, we move their data into the corresponding Past Clients table. This allows us to retain historical information without increasing Workato automation calls.

Staffing

Staff Database
This database contains a row for every team member. We ensure their name matches their Wrike account exactly and include their company email. This setup enables several efficiencies:
1. Error prevention: Mapping names prevents typos and ensures consistency.
2. Internal visibility: We populate custom fields on projects and tasks from the Department/Deliverable DB that pulls from this DB so team members know who to contact.
3. Automation:
  We’ve built automations that assign tasks based on status changes using the data in this database.
  For example, a content workflow might include:
  - Create Content Brief – Assigned to the SEO Specialist
  - Client Approval – Handled by the SEO Account Manager
  - Implement Content – Completed by the Implementation Specialist assigned to that client
  When a task status changes, the automation references the appropriate custom field (populated from the the Department/Deliverable Type database) and reassigns the task accordingly. If staffing changes occur, we only need to update the database once—no need to modify dozens of tasks individually.

Shelly Erickson

Our main database is Sequel Server but that isn't connected to Wrike. It stores all sorts of information, charge data and quality metrics that are reported back to our clients. We also utilize CRM with all client information.

Lea Labastida

We use OneDrive for files Data base and Media Valet for Design assets. We have a knowledge base in wrike!

Pietro Poli

In this moment I'll implementing a Database with all customers we have and in future all project and contracts active with them, taken from our ERP.

Jeffrey Bond

Multiple databases and large server stacks to support but not that interface with Wrike...yet