Exhibit B
Professional Services Deployment Packages

LAST UPDATE: NOVEMBER 15, 2022. WRIKE, INC.

Table of contents:

1. DEPLOYMENTS

2. DEPLOYMENT ROLES

3. DEPLOYMENT PACKAGE DESCRIPTIONS

A. Full Deployment—Remote Package - Business A

B. Full Deployment—Remote Package - Business B

C. Full Deployment—Remote Package - Business C

D. Full Deployment—Remote Package - Business D

E. Full Deployment—Remote Package - Enterprise A

F. Full Deployment—Remote Package - Enterprise B

G. Full Deployment—Remote Package - Enterprise C

H. Full Deployment—Remote Package - Enterprise D

I. Full Deployment—Remote Package - Pinnacle A 

J. Full Deployment—Remote Package - Pinnacle B 

K. Full Deployment—Remote Package - Pinnacle C 

L. Full Deployment—Remote Package - Pinnacle D 

4. PROFESSIONAL SERVICES TERMS & CONDITIONS

 

1. DEPLOYMENTS

Wrike Professional Services (“Wrike PS”) utilizes a coaching model to assist with the onboarding and deployment of the Wrike Service (“Deployment”). Through a series of steps (outlined below), Wrike will guide the Customer Deployment Team (defined below) through the onboarding process so Customer’s Deployment Team may learn to use and configure the Wrike Service and drive internal adoption.

Business A and Business B packages employ a combination of self-led online trainings along with sessions with a Wrike Professional Services Consultant. Full Deployment Packages (Professional A – BBusiness C – DEnterprise A – D, or Pinnacle A – D, whichever purchased) include process and change management sessions, best practice configuration, user training, and adoption guidance. The quantity and content of each session scales according to team size and complexity. The purchase of full deployment packages may be required for teams of a certain size.

2. DEPLOYMENT ROLES

To support Wrike’s collaborative Deployment, Wrike expects that Customer’s personnel are identified and made available to collaborate with their Wrike counterparts throughout the Deployment. Below is a breakdown of the key roles and responsibilities of each Party during the Deployment.

A. Customer Personnel

  1. Deployment Lead: Customer’s project leader and point of contact for communications with the Wrike team, coordination and facilitation of meetings, and deployment of the appropriate Customer’s personnel.
  2. Sponsor: Person(s) with authority to clarify project need, identify participants, and act as point of escalation, as needed.
  3. Subject Matter Experts (SMEs): Customer resources whom the Deployment Team can consult with to understand organizational structure and processes at a detailed level.
  4. Deployment Team: Consists of the Deployment Lead, Sponsor(s), Subject Matter Experts, and team leaders and department heads that have the proper authority and knowledge to define Customer’s workflow(s) and processes. The Deployment Team will work with the Professional Services Consultant to map and refine Customer’s processes and translate them into Wrike.
  5. User: An individual who is authorized to use or access the Service and who has been supplied an identification and password by Customer or at Customer’s direction.

B. Wrike Personnel

  1. Professional Services Consultant: Designated point of contact throughout the Deployment, responsible for delivering Wrike’s portion of the Deployment activities. The Wrike attendee for all applicable sessions shall be the Professional Services Consultant.

3. DEPLOYMENT PACKAGE DESCRIPTIONS

A. Full Deployment—Remote Package - Business A

If purchased, the Remote Deployment Package Business A includes:

  • Quick Start online learning module outlined in the “Quick Start” package in Exhibit E.
  • Consulting sessions include those depicted below.

Remote Package - Business A

Maximum Number of Remote Sessions

5 (Five) Sessions

Maximum Number of Teams or Processes

1 (One) Team or Process

Maximum Number of Users

Up to 35 (thirty-five) Users

Timeline for Deployment

Deployment must start within 30 (thirty) days of Customer’s purchase; Deployment activities will expire 75 (seventy-five) days from Customer’s purchase

Applicable Subscription Type

Wrike Business

 

Remote Package Business A: Activities/Steps

Deployment

Step

Mode of Delivery /

Expected Effort*

Customer Attendees

Activities Involved

Customer Action Items

1. Kickoff

Remote /

Up to 30 minutes

1. Deployment Lead(s)

• Introductions

•Restatement of scope and purpose

•Preparation for Kickoff call (ensure appropriate audience, schedule call/s)

•Discussion of timelines, training approach and team roles

Pre-Session:

•Provide any supporting documentation to Wrike PS prior to session

Post-Session:

•Complete Champion Training as defined in Exhibit E

2. Champion Training

Self-led online training / 12-18 hours total

1. Deployment Lead(s)

2. Additional Champions (if applicable)

The following activities are to be completed by Customer as part of the self-led portion of the Champion Training:

  1. Review of pre-defined courses that are part of the Champion Training
  2. Completion of practical exercises and homework designed to help build out the Deployment Lead’s Wrike account during implementation
  3. Creation of initial Wrike account structure as described in the Champion Training
  4. Review content about sharing and permissioning in Wrike
  5. Creation of monitoring tools that will help keep track of Customer’s work within Wrike
  6. Review the change management practices that will help deploy Customer’s Wrike account
  7. Identification of current processes and mapping them to Wrike

Pre-Training:

•Provide a list of Additional Champions to be enrolled into the Champion portion of the Training

Post-Training:

•Schedule remaining sessions with the Professional Services Consultant

3. Consulting Sessions

Remote /

Up to 4 Sessions of up to 1 hour each

1. Deployment Team

2. Sponsor

These sessions can used for the following, based on agreement between the Consultant and Customer:

•Review of homework completed by Customer

•Discussion on opportunities for improvement

•Discussion on additional Wrike functionality

•Change Management best practice

•Training sessions/office hours

Pre-Session:

•Configure account based on self-led modules defined in Exhibit E

Post-Session:

•Complete action items discussed in preparation for next session


*NOTE: “Expected Effort” refers to time spent in meetings or workshops between Wrike and Customer teams. It does not account for time spent on preparation or follow-up actions for either team.

B. Full Deployment—Remote Package - Business B

If purchased, the Remote Deployment Package Business B includes:

  • Quick Start online learning module outlined in the “Quick Start” package in Exhibit E.
  • Consulting sessions include those depicted below.

Remote Package - Business B

Maximum Number of Remote Sessions

8 (Eight) Sessions

Maximum Number of Teams or Processes

1 (One) Team or Process

Maximum Number of Users

Up to 65 (sixty-five) Users

Timeline for Deployment

Deployment must start within 30 (thirty) days of Customer’s purchase; Deployment activities will expire 90 (ninety) days from Customer’s purchase

Applicable Subscription Type

Wrike Business

 

Remote Package Business B: Activities/Steps

Deployment

Step

Mode of Delivery /

Expected Effort*

Customer Attendees

Activities Involved

Customer Action Items

1. Kickoff

Remote /

Up to 60 minutes

1. Deployment Lead(s)

• Introductions

•Restatement of scope and purpose

•Preparation for Kickoff call (ensure appropriate audience, schedule call/s)

•Discussion of timelines, training approach and team roles

Pre-Session:

•Provide any supporting documentation to Wrike PS prior to session

Post-Session:

•Complete Champion Training as defined in Exhibit E

2. Champion Training

Self-led online training / 12-18 hours total.

1. Deployment Lead(s)

2. Additional Champions (if applicable)

The following activities are to be completed by Customer as part of the self-led portion of the Champion Training:

  1. Review of pre-defined courses that are part of the Champion Training
  2. Completion of practical exercises and homework designed to help build out the Deployment Lead’s Wrike account during implementation
  3. Creation of initial Wrike account structure as described in the Champion Training
  4. Review content about sharing and permissioning in Wrike
  5. Creation of monitoring tools that will help keep track of Customer’s work within Wrike
  6. Review the change management practices that will help deploy Customer’s Wrike account
  7. Identification of current processes and mapping them to Wrike

Pre-Training:

•Provide a list of Additional Champions to be enrolled into the Champion portion of the Training

Post-Training:

•Schedule remaining sessions with the Professional Services Consultant

3. Consulting sessions

Remote /

Up to 7 Sessions of up to 1 hour each

1. Deployment Team

2. Sponsor

These sessions can used for the following, based on agreement between the Consultant and Customer:

•Review of homework completed by Customer

•Discussion on opportunities for improvement

•Discussion on additional Wrike functionality

•Training sessions/office hours

Pre-Session:

•Configure account based on self-led modules defined in Exhibit E

Post-Session:

•Complete action items discussed in preparation for next session

*NOTE: “Expected Effort” refers to time spent in meetings or workshops between Wrike and Customer teams. It does not account for time spent on preparation or follow-up actions for either team.

C. Full Deployment—Remote Package - Business C

If purchased, the Remote Deployment Package Business C includes:

Remote Package - Business C

Maximum Number of Remote Sessions

15 (Fifteen) Sessions

Maximum Number of Teams or Processes

1 (One) Team or Process

Maximum Number of Users

Up to 100 (one hundred) Users

Timeline for Deployment

Deployment must start within 30 (thirty) days of Customer’s purchase; Deployment activities will expire 90 (ninety) days from Customer’s purchase

Applicable Subscription Type

Wrike Business

 

Remote Package Business C: Activities/Steps

Deployment

Step

Mode of Delivery /

Expected Effort*

Customer Attendees

Activities Involved

Customer Action Items

1. Pre-Kickoff

Remote /

Up to 30 minutes

1. Deployment Lead(s)

• Introductions

•Restatement of scope and purpose

•Preparation for Kickoff call (ensure appropriate audience, schedule call/s)

•Discussion of timelines, training approach and team roles

Pre-Session:

•Provide any supporting documentation to Wrike PS prior to session

Post-Session:

•Complete action items discussed in preparation for next session

2. Kickoff

Remote /

Up to 1 hour

1. Deployment Team

2. Sponsor

• Introductions

•Review team processes and collect background information

•Agree on timelines, training approach and team roles

Pre-Session:

•Provide any supporting documentation to Wrike PS prior to session

Post-Session:

•Complete action items discussed in preparation for next session

3. Change Management

Remote /

Up to 1 hour

1. Deployment Team

2. Sponsor

• Introduction to Change Management concepts

•Review of change readiness questionnaire

•Identification of affected stakeholders and change management planning

Post-Session:

•Develop Communications Plan and content

•Determine process to be reviewed during next session and identify leads and SMEs for each process

4. Discovery

Remote /

Up to 1 hour

1. Deployment Team

2. Sponsor

• In-depth review of current processes and future-state design considerations

•Discussion on opportunities for improvement

Post-Session:

•Communicate with affected stakeholders

5. Process Configuration

Remote /

Up to 2 Sessions of up to 1 hour each

1. Deployment Team

2. Process SMEs

• Identification of desired process refinements

•Training and guidance on translating Customer business process into Wrike

•Recommendations on Wrike usage proven practice(s)

Pre-Session:

•Watch required Wrike Discover courses

Post-Session:

•Complete process configuration tasks as defined during session(s)

6. Workspace Configuration

Remote /

Up to 1 hour

1. Deployment Team

2. Process SMEs

• Creation of initial account structure

•Recommendations on sharing and visibility

Pre-Session:

•Watch required Wrike Discover courses

Post-Session:

•Complete workspace configuration tasks as defined during session(s)

7. Configuration Walk-through

Remote /

Up to 1 hour

1. Deployment Team

2. Process SMEs

• Validation of end-to-end process via a walkthrough from process initiation to completion

Post-Session:

•Address any identified changes prior to team trainings

8. Dashboards and Reporting

Remote /

Up to 1 hour

1. Deployment Team

2. Process SMEs

• Identification and initial build out of work monitoring needs (dashboards, reports, calendars)

Post-Session:

•Continue to build out identified dashboards, reports and calendars

9. Launch Planning

Remote /

Up to 1 hour

1. Deployment Team

• Discussion to identify potential roadblocks to adoption and usage

•Preparation for training sessions

Post-Session:

•Develop identified collateral and communications

10. Training

Remote /

Up to 4 Sessions of up to 1 hour each

1. Deployment Team

2. Process SMEs

3. Other team members as identified by Deployment Team

• Training sessions can focus on account administration, end user capabilities, champions, specific functionality, open office hours, train-the-trainer, Space administrators

Pre-Session:

•Watch required Wrike Discover courses in preparation for training

•Coordinate attendees to ensure participation

During Session:

•Deployment Lead or Sponsor to assist in the delivery of agreed upon agenda content

11. Deployment Closeout

Remote / Up to 30 minutes

1. Deployment Lead

2. Sponsor

• Summary of outcomes and knowledge transfer with Wrike and Customer teams

• N/A

*NOTE: “Expected Effort” refers to time spent in meetings or workshops between Wrike and Customer teams. It does not account for time spent on preparation or follow-up actions for either team.

D. Full Deployment—Remote Package - Business D

If purchased, the Remote Deployment Package Business D includes:

Remote Package - Business D

Maximum Number of Remote Sessions

27 (Twenty-seven) Sessions

Maximum Number of Teams or Processes

2 (Two) Teams or Processes

Maximum Number of Users

Up to 250 (two hundred fifty) Users

Timeline for Deployment

Deployment must start within 30 (thirty) days of Customer’s purchase; Deployment activities will expire 120 (one hundred twenty) days from Customer’s purchase

Applicable Subscription Type

Wrike Business

 

Remote Package Business D: Activities/Steps

Deployment 

Step

Mode of Delivery /

Expected Effort*

Customer Attendees

Activities Involved

Customer Action Items

1. Pre-Kickoff

Remote /

Up to 30 minutes

1. Deployment Lead(s)

• Introductions

•Restatement of scope and purpose

•Preparation for Kickoff call (ensure appropriate audience, schedule call/s)

•Discussion of timelines, training approach and team roles

Pre-Session:

•Provide any supporting documentation to Wrike PS prior to session

Post-Session:

•Complete action items discussed in preparation for next session

2. Kickoff

Remote /

Up to 1 hour

1. Deployment Team

2. Sponsor

• Introductions

•Review team processes and collect background information

•Agree on timelines, training approach and team roles

Pre-Session:

•Provide any supporting documentation to Wrike PS prior to session

Post-Session:

•Complete action items discussed in preparation for next session

3. Change Management

Remote /

Up to 1 hour

1. Deployment Team

2. Sponsor

• Introduction to Change Management concepts

•Review of change readiness questionnaire

•Identification of affected stakeholders and change management planning

Post-Session:

•Develop Communications Plan and content

•Determine process to be reviewed during next session and identify leads and SMEs for each process

4. Discovery

Remote /

Up to 2 Sessions of up to 1 hour each

1. Deployment Team

2. Sponsor

• In-depth review of current processes and future-state design considerations

•Discussion on opportunities for improvement

Post-Session:

•Communicate with affected stakeholders

5. Requirements Review

Remote /

Up to 2 Sessions of up to 1 hour each

1. Deployment Team

2. Sponsor

• Review design plans based on Discovery conversations

Post-Session:

•Review final requirements document with affected stakeholders

6. Process Configuration

Remote /

Up to 4 Sessions of up to 1 hour each

1. Deployment Team

2. Process SMEs

• Identification of desired process refinements

•Training and guidance on translating Customer business process into Wrike

•Recommendations on Wrike usage proven practice(s)

Pre-Session:

•Watch required Wrike Discover courses

Post-Session:

•Complete process configuration tasks as defined during session(s)

7. Workspace Configuration

Remote /

Up to 2 Sessions of up to 1 hour each

1. Deployment Team

2. Process SMEs

• Creation of initial account structure

•Recommendations on sharing and visibility

Pre-Session:

•Watch required Wrike Discover courses

Post-Session:

•Complete workspace configuration tasks as defined during session(s)

8. Configuration Walk-through

Remote /

Up to 2 Sessions of up to 1 hour each

1. Deployment Team

2. Process SMEs

• Validation of end-to-end process via a walkthrough from process initiation to completion

Post-Session:

•Address any identified changes prior to team trainings

9. Dashboards and Reporting

Remote /

Up to 1 hour

1. Deployment Team

2. Process SMEs

• Identification and initial build out of work monitoring needs (dashboards, reports, calendars)

Post-Session:

•Continue to build out identified dashboards, reports and calendars

10. Launch Planning

Remote /

Up to 1 hour

1. Deployment Team

• Discussion to identify potential roadblocks to adoption and usage

•Preparation for training sessions

Post-Session:

•Develop identified collateral and communications

11. Training

Remote /

Up to 8 Sessions of up to 1 hour each

1. Deployment Team

2. Process SMEs

3. Other team members as identified by Deployment Team

• Training sessions can focus on account administration, end user capabilities, champions, specific functionality, open office hours, train-the-trainer, Space administrators

Pre-Session:

•Watch required Wrike Discover courses in preparation for training

•Coordinate attendees to ensure participation

During Session:

•Deployment Lead or Sponsor to assist in the delivery of agreed upon agenda content

12. Adoption Monitoring

Remote /

Up to 30 minutes held the week after the Champion Training

1. Deployment Team

2. Sponsor

• Post training follow-up reviewing usage data and identifying risk areas

Post-Session:

•Communicate with affected stakeholders

13. Deployment Closeout

Remote / Up to 30 minutes

1. Deployment Lead

2. Sponsor

• Summary of outcomes and knowledge transfer with Wrike and Customer teams

• N/A

*NOTE: “Expected Effort” refers to time spent in meetings or workshops between Wrike and Customer teams. It does not account for time spent on preparation or follow-up actions for either team.

E. Full Deployment—Remote Package - Enterprise A

If purchased, the Remote Deployment Package Enterprise A includes:

Remote Package - Enterprise A

Maximum Number of Remote Sessions

9 (Nine) Sessions

Maximum Number of Teams or Processes

1 (One) Team or Process

Maximum Number of Users

Up to 35 (thirty-five) Users

Timeline for Deployment

Deployment must start within 30 (thirty) days of Customer’s purchase; Deployment activities will expire 75 (seventy-five) days from Customer’s purchase

Applicable Subscription Type

Wrike Enterprise

 

Remote Package Enterprise A: Activities/Steps

Deployment

Step

Mode of Delivery /

Expected Effort*

Customer Attendees

Activities Involved

Customer Action Items

1. Pre-Kickoff

Remote /

Up to 30 minutes

1. Deployment Lead(s)

• Introductions

•Restatement of scope and purpose

•Preparation for Kickoff call (ensure appropriate audience, schedule call/s)

•Discussion of timelines, training approach and team roles

Pre-Session:

•Provide any supporting documentation to Wrike PS prior to session

Post-Session:

•Complete action items discussed in preparation for next session

2. Kickoff

Remote /

Up to 1 hour

1. Deployment Team

2. Sponsor

• Introductions

•Review team processes and collect background information

•Agree on timelines, training approach and team roles

Pre-Session:

•Provide any supporting documentation to Wrike PS prior to session

Post-Session:

•Complete action items discussed in preparation for next session

3. Process Configuration

Remote /

Up to 2 Sessions of up to 1 hour each

1. Deployment Team

2. Process SMEs

• Identification of desired process refinements

•Training and guidance on translating Customer business process into Wrike

•Recommendations on Wrike usage proven practice(s)

Pre-Session:

•Watch required Wrike Discover courses

Post-Session:

•Complete process configuration tasks as defined during session(s)

4. Workspace Configuration

Remote /

Up to 1 hour

1. Deployment Team

2. Process SMEs

• Creation of initial account structure

•Recommendations on sharing and visibility

Pre-Session:

•Watch required Wrike Discover courses

Post-Session:

•Complete workspace configuration tasks as defined during session(s)

5. Launch Planning

Remote /

Up to 1 hour

1. Deployment Team

• Discussion to identify potential roadblocks to adoption and usage

•Preparation for training sessions

Post-Session:

•Develop identified collateral and communications

6. Training

Remote /

Up to 2 Sessions of up to 1 hour each

1. Deployment Team

2. Process SMEs

3.  Other team members as identified by Deployment Team

• Training sessions can focus on account administration, end user capabilities, champions, specific functionality, open office hours, train-the-trainer, Space administrators

Pre-Session:

•Watch required Wrike Discover courses in preparation for training

•Coordinate attendees to ensure participation

During Session:

•Deployment Lead or Sponsor to assist in the delivery of agreed upon agenda content

7. Deployment Closeout

Remote / Up to 30 minutes

1. Deployment Lead

2. Sponsor

• Summary of outcomes and knowledge transfer with Wrike and Customer teams

• N/A

*NOTE: “Expected Effort” refers to time spent in meetings or workshops between Wrike and Customer teams. It does not account for time spent on preparation or follow-up actions for either team.

F. Full Deployment—Remote Package - Enterprise B

If purchased, the Remote Deployment Package Enterprise B includes:

Remote Package - Enterprise B

Maximum Number of Remote Sessions

16 (Sixteen) Sessions

Maximum Number of Teams or Processes

1 (One) Team or Process

Maximum Number of Users

Up to 65 (sixty-five) Users

Timeline for Deployment

Deployment must start within 30 (thirty) days of Customer’s purchase; Deployment activities will expire 90 (ninety) days from Customer’s purchase

Applicable Subscription Type

Wrike Enterprise

 

Remote Package Enterprise B: Activities/Steps

Deployment

Step

Mode of Delivery /

Expected Effort*

Customer Attendees

Activities Involved

Customer Action Items

1. Pre-Kickoff

Remote /

Up to 30 minutes

1. Deployment Lead(s)

• Introductions

•Restatement of scope and purpose

•Preparation for Kickoff call (ensure appropriate audience, schedule call/s)

•Discussion of timelines, training approach and team roles

Pre-Session:

•Provide any supporting documentation to Wrike PS prior to session

Post-Session:

•Complete action items discussed in preparation for next session

2. Kickoff

Remote /

Up to 1 hour

1. Deployment Team

2. Sponsor

• Introductions

•Review team processes and collect background information

•Agree on timelines, training approach and team roles

Pre-Session:

•Provide any supporting documentation to Wrike PS prior to session

Post-Session:

•Complete action items discussed in preparation for next session

3.

Change Management

Remote /

Up to 1 hour

1. Deployment Team

2. Sponsor

• Introduction to Change Management concepts

•Review of change readiness questionnaire

•Identification of affected stakeholders and change management planning

Post-Session:

•Develop Communications Plan and content

•Determine process to be reviewed during next session and identify leads and SMEs for each process

4. Discovery

Remote /

Up to 1 hour

1. Deployment Team

2. Sponsor

• In-depth review of current processes and future-state design considerations

•Discussion on opportunities for improvement

Post-Session:

•Communicate with affected stakeholders

5. Requirements Review

Remote /

Up to 1 hour

1. Deployment Team

2. Sponsor

• Review design plans based on Discovery conversations

Post-Session:

•Review final requirements document with affected stakeholders

6. Process Configuration

Remote /

Up to 3 Sessions of up to 1 hour each

1. Deployment Team

2. Process SMEs

• Identification of desired process refinements

•Training and guidance on translating Customer business process into Wrike

•Recommendations on Wrike usage proven practice(s)

Pre-Session:

•Watch required Wrike Discover courses

Post-Session:

•Complete process configuration tasks as defined during session(s)

7. Workspace Configuration

Remote /

Up to 1 hour

1. Deployment Team

2. Process SMEs

• Creation of initial account structure

•Recommendations on sharing and visibility

Pre-Session:

•Watch required Wrike Discover courses

Post-Session:

•Complete workspace configuration tasks as defined during session(s)

8. Configuration Walk-through

Remote /

Up to 1 hour

1. Deployment Team

2. Process SMEs

• Validation of end-to-end process via a walkthrough from process initiation to completion

Post-Session:

•Address any identified changes prior to team trainings

9. Dashboards and Reporting

Remote /

Up to 1 hour

1. Deployment Team

2. Process SMEs

• Identification and initial build out of work monitoring needs (dashboards, reports, calendars)

Post-Session:

•Continue to build out identified dashboards, reports and calendars

10. Launch Planning

Remote /

Up to 1 hour

1. Deployment Team

• Discussion to identify potential roadblocks to adoption and usage

•Preparation for training sessions

Post-Session:

•Develop identified collateral and communications

11. Training

Remote /

Up to 3 Sessions of up to 1 hour each

1. Deployment Team

2. Process SMEs

3.  Other team members as identified by Deployment Team

• Training sessions can focus on account administration, end user capabilities, champions, specific functionality, open office hours, train-the-trainer, Space administrators

Pre-Session:

•Watch required Wrike Discover courses in preparation for training

•Coordinate attendees to ensure participation

During Session:

•Deployment Lead or Sponsor to assist in the delivery of agreed upon agenda content

12. Deployment Closeout

Remote / Up to 30 minutes

1. Deployment Lead

2. Sponsor

• Summary of outcomes and knowledge transfer with Wrike and Customer teams

• N/A

*NOTE: “Expected Effort” refers to time spent in meetings or workshops between Wrike and Customer teams. It does not account for time spent on preparation or follow-up actions for either team.

G. Full Deployment—Remote Package - Enterprise C

If purchased, the Remote Deployment Package Enterprise C includes:

Remote Package - Enterprise C

Maximum Number of Remote Sessions

28 (Twenty-eight) Sessions

Maximum Number of Teams or Processes

2 (Two) Teams or Processes

Maximum Number of Users

Up to 100 (one hundred) Users

Timeline for Deployment

Deployment must start within 30 (thirty) days of Customer’s purchase; Deployment activities will expire 120 (one hundred twenty) days from Customer’s purchase

Applicable Subscription Type

Wrike Enterprise

 

Remote Package Enterprise C: Activities/Steps

Deployment

Step

Mode of Delivery /

Expected Effort*

Customer Attendees

Activities Involved

Customer Action Items

1. Pre-Kickoff

Remote /

Up to 30 minutes

1. Deployment Lead(s)

• Introductions

•Restatement of scope and purpose

•Preparation for Kickoff call (ensure appropriate audience, schedule call/s)

•Discussion of timelines, training approach and team roles

Pre-Session:

•Provide any supporting documentation to Wrike PS prior to session

Post-Session:

•Complete action items discussed in preparation for next session

2. Kickoff

Remote /

Up to 1 hour

1. Deployment Team

2. Sponsor

• Introductions

•Review team processes and collect background information

•Agree on timelines, training approach and team roles

Pre-Session:

•Provide any supporting documentation to Wrike PS prior to session

Post-Session:

•Complete action items discussed in preparation for next session

3.

Change Management

Remote /

Up to 1 hour

1. Deployment Team

2. Sponsor

• Introduction to Change Management concepts

•Review of change readiness questionnaire

•Identification of affected stakeholders and change management planning

Post-Session:

•Develop Communications Plan and content

•Determine process to be reviewed during next session and identify leads and SMEs for each process

4. Discovery

Remote /

Up to 2 Sessions of up to 1 hour each

1. Deployment Team

2. Sponsor

• In-depth review of current processes and future-state design considerations

•Discussion on opportunities for improvement

Post-Session:

•Communicate with affected stakeholders

5. Requirements Review

Remote /

Up to 2 Sessions of up to 1 hour each

1. Deployment Team

2. Sponsor

• Review design plans based on Discovery conversations

Post-Session:

•Review final requirements document with affected stakeholders

6. Process Configuration

Remote /

Up to 5 Sessions of up to 1 hour each

1. Deployment Team

2. Process SMEs

• Identification of desired process refinements

•Training and guidance on translating Customer business process into Wrike

•Recommendations on Wrike usage proven practice(s)

Pre-Session:

•Watch required Wrike Discover courses

Post-Session:

•Complete process configuration tasks as defined during session(s)

7. Workspace Configuration

Remote /

Up to 2 Sessions of up to 1 hour each

1. Deployment Team

2. Process SMEs

• Creation of initial account structure

•Recommendations on sharing and visibility

Pre-Session:

•Watch required Wrike Discover courses

Post-Session:

•Complete workspace configuration tasks as defined during session(s)

8. Configuration Walk-through

Remote /

Up to 2 Sessions of up to 1 hour each

1. Deployment Team

2. Process SMEs

• Validation of end-to-end process via a walkthrough from process initiation to completion

Post-Session:

•Address any identified changes prior to team trainings

9. Dashboards and Reporting

Remote /

Up to 1 hour

1. Deployment Team

2. Process SMEs

• Identification and initial build out of work monitoring needs (dashboards, reports, calendars)

Post-Session:

•Continue to build out identified dashboards, reports and calendars

10. Launch Planning

Remote /

Up to 1 hour

1. Deployment Team

• Discussion to identify potential roadblocks to adoption and usage

•Preparation for training sessions

Post-Session:

•Develop identified collateral and communications

11. Training

Remote /

Up to 7 Sessions of up to 1 hour each

1. Deployment Team

2. Process SMEs

3. Other team members as identified by Deployment Team

• Training sessions can focus on account administration, end user capabilities, champions, specific functionality, open office hours, train-the-trainer, Space administrators

Pre-Session:

•Watch required Wrike Discover courses in preparation for training

•Coordinate attendees to ensure participation

During Session:

•Deployment Lead or Sponsor to assist in the delivery of agreed upon agenda content

12. Adoption Monitoring

Remote /

Up to 2 Sessions of up to 30 minutes each held weekly starting the week after the Champion Training

1. Deployment Team

2. Sponsor

• Post training follow-up reviewing usage data and identifying risk areas

Post-Session:

•Communicate with affected stakeholders

13. Deployment Closeout

Remote / Up to 30 minutes

1. Deployment Lead

2. Sponsor

• Summary of outcomes and knowledge transfer with Wrike and Customer teams

• N/A

*NOTE: “Expected Effort” refers to time spent in meetings or workshops between Wrike and Customer teams. It does not account for time spent on preparation or follow-up actions for either team.

H. Full Deployment—Remote Package - Enterprise D

If purchased, the Remote Deployment Package Enterprise D includes:

Remote Package - Enterprise D

Maximum Number of Remote Sessions

40 (Forty) Sessions

Maximum Number of Teams or Processes

3 (Three) Teams or Processes

Maximum Number of Users

Up to 250 (two hundred fifty) Users

Timeline for Deployment

Deployment must start within 30 (thirty) days of Customer’s purchase; Deployment activities will expire 150 (one hundred fifty) days from Customer’s purchase

Applicable Subscription Type

Wrike Enterprise

 

Remote Package Enterprise D: Activities/Steps

Deployment

Step

Mode of Delivery /

Expected Effort*

Customer Attendees

Activities Involved

Customer Action Items

1. Pre-Kickoff

Remote /

Up to 30 minutes

1. Deployment Lead(s)

• Introductions

•Restatement of scope and purpose

•Preparation for Kickoff call (ensure appropriate audience, schedule call/s)

•Discussion of timelines, training approach and team roles

Pre-Session:

•Provide any supporting documentation to Wrike PS prior to session

Post-Session:

•Complete action items discussed in preparation for next session

2. Kickoff

Remote /

Up to 1 hour

1. Deployment Team

2. Sponsor

• Introductions

•Review team processes and collect background information

•Agree on timelines, training approach and team roles

Pre-Session:

•Provide any supporting documentation to Wrike PS prior to session

Post-Session:

•Complete action items discussed in preparation for next session

3. Change Management

Remote /

Up to 1 hour

1. Deployment Team

2. Sponsor

• Introduction to Change Management concepts

•Review of change readiness questionnaire

•Identification of affected stakeholders and change management planning

Post-Session:

•Develop Communications Plan and content

•Determine process to be reviewed during next session and identify leads and SMEs for each process

4. Discovery

Remote /

Up to 3 Sessions of up to 1 hour each

1. Deployment Team

2. Sponsor

• In-depth review of current processes and future-state design considerations

•Discussion on opportunities for improvement

Post-Session:

•Communicate with affected stakeholders

5. Requirements Review

Remote /

Up to 3 Sessions of up to 1 hour each

1. Deployment Team

2. Sponsor

• Review design plans based on Discovery conversations

Post-Session:

•Review final requirements document with affected stakeholders

6. Process Configuration

Remote /

Up to 9 Sessions of up to 1 hour each

1. Deployment Team

2. Process SMEs

• Identification of desired process refinements

•Training and guidance on translating Customer business process into Wrike

•Recommendations on Wrike usage proven practice(s)

Pre-Session:

•Watch required Wrike Discover courses

Post-Session:

•Complete process configuration tasks as defined during session(s)

7. Workspace Configuration

Remote /

Up to 3 Sessions of up to 1 hour each

1. Deployment Team

2. Process SMEs

• Creation of initial account structure

•Recommendations on sharing and visibility

Pre-Session:

•Watch required Wrike Discover courses

Post-Session:

•Complete workspace configuration tasks as defined during session(s)

8. Configuration Walk-through

Remote /

Up to 3 Sessions of up to 1 hour each

1. Deployment Team

2. Process SMEs

• Validation of end-to-end process via a walkthrough from process initiation to completion

Post-Session:

•Address any identified changes prior to team trainings

9. Dashboards and Reporting

Remote /

Up to 1 hour

1. Deployment Team

2. Process SMEs

• Identification and initial build out of work monitoring needs (dashboards, reports, calendars)

Post-Session:

•Continue to build out identified dashboards, reports and calendars

10. Launch Planning

Remote /

Up to 1 hour

1. Deployment Team

• Discussion to identify potential roadblocks to adoption and usage

•Preparation for training sessions

Post-Session:

•Develop identified collateral and communications

11. Training

Remote /

Up to 10 Sessions of up to 1 hour each

1. Deployment Team

2. Process SMEs

3. Other team members as identified by Deployment Team

• Training sessions can focus on account administration, end user capabilities, champions, specific functionality, open office hours, train-the-trainer, Space administrators

Pre-Session:

•Watch required Wrike Discover courses in preparation for training

•Coordinate attendees to ensure participation

During Session:

•Deployment Lead or Sponsor to assist in the delivery of agreed upon agenda content

12. Adoption Monitoring

Remote /

Up to 2 Sessions of up to 30 minutes each held weekly starting the week after the Champion Training

1. Deployment Team

2. Sponsor

• Post training follow-up reviewing usage data and identifying risk areas

Post-Session:

•Communicate with affected stakeholders

13. Executive Briefing

Remote /

Up to 1 hour

1. Deployment Lead

2. Sponsor

3. Executive Sponsor

• Summary of accomplishments and process improvements

•Identification of areas for growth

•Introduction of Customer Success model

• N/A

14. Deployment Closeout

Remote / Up to 30 minutes

1. Deployment Lead

2. Sponsor

• Summary of outcomes and knowledge transfer with Wrike and Customer teams

• N/A

*NOTE: “Expected Effort” refers to time spent in meetings or workshops between Wrike and Customer teams. It does not account for time spent on preparation or follow-up actions for either team.

I. Full Deployment—Remote Package - Pinnacle A 

If purchased, the Remote Deployment Package Pinnacle A includes:

  • Access for 1 (one) User to complete the self-paced Report Mastery Silver Certification on Wrike Discover;
  • Deployment sessions include those depicted below.

Remote Package - Pinnacle A

Maximum Number of Remote Sessions

13 (Thirteen) Sessions

Maximum Number of Teams or Processes

1 (One) Team or Process

Maximum Number of Users

Up to 35 (thirty-five) Users

Timeline for Deployment

Deployment must start within 30 (thirty) days of Customer’s purchase; Deployment activities will expire 120 (one hundred twenty) days from Customer’s purchase

Applicable Subscription Type

Wrike Pinnacle

 

Remote Package Pinnacle A: Activities/Steps

Deployment

Step

Mode of Delivery /

Expected Effort*

Customer Attendees

Activities Involved

Customer Action Items

1. Pre-Kickoff

Remote /

Up to 30 minutes

1. Deployment Lead(s)

• Introductions

•Restatement of scope and purpose

•Preparation for Kickoff call (ensure appropriate audience, schedule call/s)

•Discussion of timelines, training approach and team roles

Pre-Session:

•Provide any supporting documentation to Wrike PS prior to session

Post-Session:

•Complete action items discussed in preparation for next session

2. Kickoff

Remote /

Up to 1 hour

1. Deployment Team

2. Sponsor

• Introductions

•Review team processes and collect background information

•Agree on timelines, training approach and team roles

Pre-Session:

•Provide any supporting documentation to Wrike PS prior to session

Post-Session:

•Complete action items discussed in preparation for next session

3. Discovery

Remote /

Up to 1 hour

1. Deployment Team

2. Sponsor

• In-depth review of current processes and future-state design considerations

•Discussion on opportunities for improvement

Post-Session:

•Communicate with affected stakeholders

4. Process Configuration

Remote /

Up to 3 Sessions of up to 1 hour each

1. Deployment Team

2. Process SMEs

• Identification of desired process refinements

•Training and guidance on translating Customer business process into Wrike

•Recommendations on Wrike usage proven practice(s)

Pre-Session:

•Watch required Wrike Discover courses

Post-Session:

•Complete process configuration tasks as defined during session(s)

5. Workspace Configuration

Remote /

Up to 1 hour

1. Deployment Team

2. Process SMEs

• Creation of initial account structure

•Recommendations on sharing and visibility

Pre-Session:

•Watch required Wrike Discover courses

Post-Session:

•Complete workspace configuration tasks as defined during session(s)

6. Configuration Walk-through

Remote /

Up to 1 hour

1. Deployment Team

2. Process SMEs

• Validation of end-to-end process via a walkthrough from process initiation to completion

Post-Session:

•Address any identified changes prior to team trainings

7. Dashboards and Reporting

Remote /

Up to 1 hour

1. Deployment Team

2. Process SMEs

• Identification and initial build out of work monitoring needs (dashboards, reports, calendars)

Post-Session:

•Continue to build out identified dashboards, reports and calendars

8. Launch Planning

Remote /

Up to 1 hour

1. Deployment Team

• Discussion to identify potential roadblocks to adoption and usage

•Preparation for training sessions

Post-Session:

•Develop identified collateral and communications

9. Training

Remote / Up to 2 sessions with a maximum of 90 mins for a single session; not to exceed 150 mins (2.5 hours) total for 2 sessions

1. Deployment Team

2. Process SMEs

3. Other team members as identified by Deployment Team

• Training sessions can focus on account administration, end user capabilities, champions, specific functionality, open office hours, train-the-trainer, Space administrators

Pre-Session:

•Watch required Wrike Discover courses in preparation for training

•Coordinate attendees to ensure participation

During Session:

•Deployment Lead or Sponsor to assist in the delivery of agreed upon agenda content

10. Deployment Closeout

Remote / Up to 30 minutes

1. Deployment Lead

2. Sponsor

• Summary of outcomes and knowledge transfer with Wrike and Customer teams

• N/A

*NOTE: “Expected Effort” refers to time spent in meetings or workshops between Wrike and Customer teams. It does not account for time spent on preparation or follow-up actions for either team.

J. Full Deployment—Remote Package - Pinnacle B 

If purchased, the Remote Deployment Package Pinnacle B includes:

  • Access for 1 (one) User to complete the self-paced Report Mastery Silver Certification on Wrike Discover;
  • Deployment sessions include those depicted below.

Remote Package - Pinnacle B

Maximum Number of Remote Sessions

18 (Eighteen) Sessions

Maximum Number of Teams or Processes

1 (One) Team or Process

Maximum Number of Users

Up to 65 (sixty-five) Users

Timeline for Deployment

Deployment must start within 30 (thirty) days of Customer’s purchase; Deployment activities will expire 120 (one hundred twenty) days from Customer’s purchase

Applicable Subscription Type

Wrike Pinnacle

 

Remote Package Pinnacle B: Activities/Steps

Deployment

Step

Mode of Delivery /

Expected Effort*

Customer Attendees

Activities Involved

Customer Action Items

1. Pre-Kickoff

Remote /

Up to 30 minutes

1. Deployment Lead(s)

• Introductions

•Restatement of scope and purpose

•Preparation for Kickoff call (ensure appropriate audience, schedule call/s)

•Discussion of timelines, training approach and team roles

Pre-Session:

•Provide any supporting documentation to Wrike PS prior to session

Post-Session:

•Complete action items discussed in preparation for next session

2. Kickoff

Remote /

Up to 1 hour

1. Deployment Team

2. Sponsor

• Introductions

•Review team processes and collect background information

•Agree on timelines, training approach and team roles

Pre-Session:

•Provide any supporting documentation to Wrike PS prior to session

Post-Session:

•Complete action items discussed in preparation for next session

3.

Change Management

Remote /

Up to 1 hour

1. Deployment Team

2. Sponsor

• Introduction to Change Management concepts

•Review of change readiness questionnaire

•Identification of affected stakeholders and change management planning

Post-Session:

•Develop Communications Plan and content

•Determine process to be reviewed during next session and identify leads and SMEs for each process

4. Discovery

Remote /

Up to 1 hour

1. Deployment Team

2. Sponsor

• In-depth review of current processes and future-state design considerations

•Discussion on opportunities for improvement

Post-Session:

•Communicate with affected stakeholders

5. Requirements Review

Remote /

Up to 1 hour

1. Deployment Team

2. Sponsor

• Review design plans based on Discovery conversations

Post-Session:

•Review final requirements document with affected stakeholders

6. Process Configuration

Remote /

Up to 4 Sessions of up to 1 hour each

1. Deployment Team

2. Process SMEs

• Identification of desired process refinements

•Training and guidance on translating Customer business process into Wrike

•Recommendations on Wrike usage proven practice(s)

Pre-Session:

•Watch required Wrike Discover courses

Post-Session:

•Complete process configuration tasks as defined during session(s)

7. Workspace Configuration

Remote /

Up to 1 hour

1. Deployment Team

2. Process SMEs

• Creation of initial account structure

•Recommendations on sharing and visibility

Pre-Session:

•Watch required Wrike Discover courses

Post-Session:

•Complete workspace configuration tasks as defined during session(s)

8. Configuration Walk-through

Remote /

Up to 1 hour

1. Deployment Team

2. Process SMEs

• Validation of end-to-end process via a walkthrough from process initiation to completion

Post-Session:

•Address any identified changes prior to team trainings

9. Dashboards and Reporting

Remote /

Up to 1 hour

1. Deployment Team

2. Process SMEs

• Identification and initial build out of work monitoring needs (dashboards, reports, calendars)

Post-Session:

•Continue to build out identified dashboards, reports and calendars

10. Launch Planning

Remote /

Up to 1 hour

1. Deployment Team

• Discussion to identify potential roadblocks to adoption and usage

•Preparation for training sessions

Post-Session:

•Develop identified collateral and communications

11. Training

Remote /

Up to 4 Sessions of up to 1 hour each

1. Deployment Team

2. Process SMEs

3. Other team members as identified by Deployment Team

• Training sessions can focus on account administration, end user capabilities, champions, specific functionality, open office hours, train-the-trainer, Space administrators

Pre-Session:

•Watch required Wrike Discover courses in preparation for training

•Coordinate attendees to ensure participation

During Session:

•Deployment Lead or Sponsor to assist in the delivery of agreed upon agenda content

12. Deployment Closeout

Remote / Up to 30 minutes

1. Deployment Lead

2. Sponsor

• Summary of outcomes and knowledge transfer with Wrike and Customer teams

• N/A

*NOTE: “Expected Effort” refers to time spent in meetings or workshops between Wrike and Customer teams. It does not account for time spent on preparation or follow-up actions for either team.

K. Full Deployment—Remote Package - Pinnacle C 

If purchased, the Remote Deployment Package Pinnacle C includes:

  • Analyze sessions as outlined in the “Analyze Standard” package in Exhibit D.
  • Deployment sessions include those depicted below.

Remote Package - Pinnacle C

Maximum Number of Remote Sessions

31 (Thirty-one) Sessions

Maximum Number of Teams or Processes

2 (Two) Teams or Processes

Maximum Number of Users

Up to 100 (one hundred) Users

Timeline for Deployment

Deployment must start within 30 (thirty) days of Customer’s purchase; Deployment activities will expire 120 (one hundred twenty) days from Customer’s purchase

Applicable Subscription Type

Wrike Pinnacle

 

Remote Package Pinnacle C: Activities/Steps

Deployment

Step

Mode of Delivery /

Expected Effort*

Customer Attendees

Activities Involved

Customer Action Items

1. Pre-Kickoff

Remote /

Up to 30 minutes

1. Deployment Lead(s)

• Introductions

•Restatement of scope and purpose

•Preparation for Kickoff call (ensure appropriate audience, schedule call/s)

•Discussion of timelines, training approach and team roles

Pre-Session:

•Provide any supporting documentation to Wrike PS prior to session

Post-Session:

•Complete action items discussed in preparation for next session

2. Kickoff

Remote /

Up to 1 hour

1. Deployment Team

2. Sponsor

• Introductions

•Review team processes and collect background information

•Agree on timelines, training approach and team roles

Pre-Session:

•Provide any supporting documentation to Wrike PS prior to session

Post-Session:

•Complete action items discussed in preparation for next session

3. Change Management

Remote /

Up to 1 hour

1. Deployment Team

2. Sponsor

• Introduction to Change Management concepts

•Review of change readiness questionnaire

•Identification of affected stakeholders and change management planning

Post-Session:

•Develop Communications Plan and content

•Determine process to be reviewed during next session and identify leads and SMEs for each process

4. Discovery

Remote /

Up to 2 Sessions of up to 1 hour each

1. Deployment Team

2. Sponsor

• In-depth review of current processes and future-state design considerations

•Discussion on opportunities for improvement

Post-Session:

•Communicate with affected stakeholders

5. Requirements Review

Remote /

Up to 2 Sessions of up to 1 hour each

1. Deployment Team

2. Sponsor

• Review design plans based on Discovery conversations

Post-Session:

•Review final requirements document with affected stakeholders

6. Process Configuration

Remote /

Up to 7 Sessions of up to 1 hour each

1. Deployment Team

2. Process SMEs

• Identification of desired process refinements

•Training and guidance on translating Customer business process into Wrike

•Recommendations on Wrike usage proven practice(s)

Pre-Session:

•Watch required Wrike Discover courses

Post-Session:

•Complete process configuration tasks as defined during session(s)

7. Workspace Configuration

Remote /

Up to 2 Sessions of up to 1 hour each

1. Deployment Team

2. Process SMEs

• Creation of initial account structure

•Recommendations on sharing and visibility

Pre-Session:

•Watch required Wrike Discover courses

Post-Session:

•Complete workspace configuration tasks as defined during session(s)

8. Configuration Walk-through

Remote /

Up to 2 Sessions of up to 1 hour each

1. Deployment Team

2. Process SMEs

• Validation of end-to-end process via a walkthrough from process initiation to completion

Post-Session:

•Address any identified changes prior to team trainings

9. Dashboards and Reporting

Remote /

Up to 1 hour

1. Deployment Team

2. Process SMEs

• Identification and initial build out of work monitoring needs (dashboards, reports, calendars)

Post-Session:

•Continue to build out identified dashboards, reports and calendars

10. Launch Planning

Remote /

Up to 1 hour

1. Deployment Team

• Discussion to identify potential roadblocks to adoption and usage

•Preparation for training sessions

Post-Session:

•Develop identified collateral and communications

11. Training

Remote /

Up to 8 Sessions of up to 1 hour each

1. Deployment Team

2. Process SMEs

3. Other team members as identified by Deployment Team

• Training sessions can focus on account administration, end user capabilities, champions, specific functionality, open office hours, train-the-trainer, Space administrators

Pre-Session:

•Watch required Wrike Discover courses in preparation for training

•Coordinate attendees to ensure participation

During Session:

•Deployment Lead or Sponsor to assist in the delivery of agreed upon agenda content

12. Adoption Monitoring

Remote /

Up to 2 Sessions of up to 30 minutes each held weekly starting the week after the Champion Training

1. Deployment Team

2. Sponsor

• Post training follow-up reviewing usage data and identifying risk areas

Post-Session:

•Communicate with affected stakeholders

13. Deployment Closeout

Remote / Up to 30 minutes

1. Deployment Lead

2. Sponsor

• Summary of outcomes and knowledge transfer with Wrike and Customer teams

• N/A

*NOTE: “Expected Effort” refers to time spent in meetings or workshops between Wrike and Customer teams. It does not account for time spent on preparation or follow-up actions for either team.

L. Full Deployment—Remote Package - Pinnacle D 

If purchased, the Remote Deployment Package Pinnacle D includes:

  • Analyze sessions as outlined in the “Analyze Standard” package in Exhibit D.
  • Deployment sessions include those depicted below.

Remote Package - Pinnacle D

Maximum Number of Remote Sessions

42 (Forty-two) Sessions

Maximum Number of Teams or Processes

3 (Three) Teams or Processes

Maximum Number of Users

Up to 250 (two hundred fifty) Users

Timeline for Deployment

Deployment must start within 30 (thirty) days of Customer’s purchase; Deployment activities will expire 150 (one hundred fifty) days from Customer’s purchase

Applicable Subscription Type

Enterprise Pinnacle

 

Remote Package Pinnacle D: Activities/Steps

Deployment

Step

Mode of Delivery /

Expected Effort*

Customer Attendees

Activities Involved

Customer Action Items

1. Pre-Kickoff

Remote /

Up to 30 minutes

1. Deployment Lead(s)

• Introductions

•Restatement of scope and purpose

•Preparation for Kickoff call (ensure appropriate audience, schedule call/s)

•Discussion of timelines, training approach and team roles

Pre-Session:

•Provide any supporting documentation to Wrike PS prior to session

Post-Session:

•Complete action items discussed in preparation for next session

2. Kickoff

Remote /

Up to 1 hour

1. Deployment Team

2. Sponsor

• Introductions

•Review team processes and collect background information

•Agree on timelines, training approach and team roles

Pre-Session:

•Provide any supporting documentation to Wrike PS prior to session

Post-Session:

•Complete action items discussed in preparation for next session

3.

Change Management

Remote /

Up to 1 hour

1. Deployment Team

2. Sponsor

• Introduction to Change Management concepts

•Review of change readiness questionnaire

•Identification of affected stakeholders and change management planning

Post-Session:

•Develop Communications Plan and content

•Determine process to be reviewed during next session and identify leads and SMEs for each process

4. Discovery

Remote /

Up to 3 Sessions of up to 1 hour each

1. Deployment Team

2. Sponsor

• In-depth review of current processes and future-state design considerations

•Discussion on opportunities for improvement

Post-Session:

•Communicate with affected stakeholders

5. Requirements Review

Remote /

Up to 3 Sessions of up to 1 hour each

1. Deployment Team

2. Sponsor

• Review design plans based on Discovery conversations

Post-Session:

•Review final requirements document with affected stakeholders

6. Process Configuration

Remote /

Up to 9 Sessions of up to 1 hour each

1. Deployment Team

2. Process SMEs

• Identification of desired process refinements

•Training and guidance on translating Customer business process into Wrike

•Recommendations on Wrike usage proven practice(s)

Pre-Session:

•Watch required Wrike Discover courses

Post-Session:

•Complete process configuration tasks as defined during session(s)

7. Workspace Configuration

Remote /

Up to 3 Sessions of up to 1 hour each

1. Deployment Team

2. Process SMEs

• Creation of initial account structure

•Recommendations on sharing and visibility

Pre-Session:

•Watch required Wrike Discover courses

Post-Session:

•Complete workspace configuration tasks as defined during session(s)

8. Configuration Walk-through

Remote /

Up to 3 Sessions of up to 1 hour each

1. Deployment Team

2. Process SMEs

• Validation of end-to-end process via a walkthrough from process initiation to completion

Post-Session:

•Address any identified changes prior to team trainings

9. Dashboards and Reporting

Remote /

Up to 1 hour

1. Deployment Team

2. Process SMEs

• Identification and initial build out of work monitoring needs (dashboards, reports, calendars)

Post-Session:

•Continue to build out identified dashboards, reports and calendars

10. Launch Planning

Remote /

Up to 1 hour

1. Deployment Team

• Discussion to identify potential roadblocks to adoption and usage

•Preparation for training sessions

Post-Session:

•Develop identified collateral and communications

11. Training

Remote /

Up to 12 Sessions of up to 1 hour each

1. Deployment Team

2. Process SMEs

3. Other team members as identified by Deployment Team

• Training sessions can focus on account administration, end user capabilities, champions, specific functionality, open office hours, train-the-trainer, Space administrators

Pre-Session:

•Watch required Wrike Discover courses in preparation for training

•Coordinate attendees to ensure participation

During Session:

•Deployment Lead or Sponsor to assist in the delivery of agreed upon agenda content

12. Adoption Monitoring

Remote /

Up to 2 Sessions of up to 30 minutes each held weekly starting the week after the Champion Training

1. Deployment Team

2. Sponsor

• Post training follow-up reviewing usage data and identifying risk areas

Post-Session:

•Communicate with affected stakeholders

13. Executive Briefing

Remote /

Up to 1 hour

1. Deployment Lead

2. Sponsor

3. Executive Sponsor

• Summary of accomplishments and process improvements

•Identification of areas for growth

•Introduction of Customer Success model

• N/A

14. Deployment Closeout

Remote / Up to 30 minutes

1. Deployment Lead

2. Sponsor

• Summary of outcomes and knowledge transfer with Wrike and Customer teams

• N/A

*NOTE: “Expected Effort” refers to time spent in meetings or workshops between Wrike and Customer teams. It does not account for time spent on preparation or follow-up actions for either team.

4. PROFESSIONAL SERVICES TERMS & CONDITIONS

Professional services terms & conditions can be found here.

For Professional Service Packages purchased prior to November 15, 2022, the terms and conditions for those packages can be found here.

For Professional Service Packages purchased prior to August 27, 2021, the terms and conditions for those packages can be found here.

For Professional Service Packages purchased prior to July 1, 2021, the terms and conditions for those packages can be found here.

For Professional Service Packages purchased prior to October 14, 2019, the terms and conditions for those packages can be found here.