Exhibit B
Professional Services Deployment Packages

1. WRIKE DEPLOYMENTS

Wrike Professional Services (“Wrike PS”) utilizes a coaching model to assist with the onboarding/deployment (“Deployment”) of the Wrike Service purchased. Through a series of steps (see below and further detailed under the package descriptions), Wrike will guide the Customer Deployment Team through the onboarding process so Deployment Team may learn to use and configure the system and drive internal adoption.

  • Jumpstart Deployment: Clients with 15 seats or fewer can learn to optimize processes with Wrike best practices. Package includes process mapping, workspace setup, and templates to streamline repeatable work.

  • Full Deployment (different packages and mode of fulfillment—onsite vs remote): Full Deployment packages are required for teams of 20 or more, enabling Customer to optimize Wrike to achieve objectives with expert training. Includes Jumpstart Deployment plus workflow training, change management prep, user training, launch prep and management, and resource documents and media.

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 roles and responsibilities of each Party during the Deployment.

1.1. Customer Personnel
  1. Deployment Lead - Customer’s project leader and point of contact for communications with the Wrike team, coordination and facilitation of calls/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 team 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. Users - means 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.

1.2. Wrike Personnel
  1. Professional Services Consultant – Designated point of contact throughout the Deployment, responsible for delivering Wrike’s portion of the Deployment activities.

 

2. PACKAGE DESCRIPTIONS

2.1. Jumpstart Deployment
Maximum Number of Remote Sessions 3 sessions; 1 hour each
Maximum Number of Teams or Processes 1
Maximum Number of Users 15
Timeline for Jumpstart Deployment Deployment must start within 30 days of purchase and will expire within 45 days of purchase

 

Deployment Step Customer Attendees¹ Activities Involved Customer Personnel Action Items
Kickoff and Use Case Analysis Deployment Team, Sponsor Initial meeting with core team members of Customer Deployment Team and Wrike PS to discuss deployment scope and expectations, review the Customer’s use case, and assist with the initial folder structure setup
  • Pre-Call: Provide any supporting documentation to Wrike PS prior to call
  • Post-Call: Complete the build-out of folders and workspace permissions
Process Mapping & Change Management Deployment Team High-level review of established process, focusing on ideal mapping from current process into Wrike, recommendations on Wrike best-practices and usage, and guidance on navigating change and driving adoption
  • Pre-Call: Complete open items from previous call
  • Post-Call: Complete the setup, templates and account configuration
Training Deployment Team, Users, Sponsor Training focused on functionality important to Customer’s team members day-to-day work. Customer has the choice of selecting one (1) of the following trainings: Option 1. Champion training: Training specialized to members of the Customer team who are responsible for creating, coordinating, and managing work in Wrike. Option 2. End user training: Training specialized to members of the Customer team who are primarily receiving work assignments and executing their work
  • Pre-Call: Invite trainees and ensure they are successfully able to log into Wrike
  • Post-Call: Train individuals who did not attend the training call

¹Wrike Attendee for all sessions shall be a Professional Services Consultant.

 

2.2. Standard Small Deployment
2.2.1 Standard Small Remote Deployment
Deployment Package Small Remote
Maximum Number of Remote Sessions 7
Maximum Number of Onsite Days 0
Maximum Number of Teams or Processes 1
Timeline for Deployment Deployment must start within 30 days of purchase and will expire within 60 days of purchase

 

Deployment Step Mode of Delivery/ Expected Effort¹ Customer Attendees² Activities Involved Customer Personnel Action Items
Kickoff Remote / Up to 1 hour Deployment Team, Sponsor
  • Introductions; restatement of Deployment scope and purpose
  • Review team processes and collect background information
  • Agree on timelines, training approach and team roles
  • Additional discovery
  • Pre-Call: Provide any supporting documentation to Wrike PS prior to call
  • Post-Call: Determine process to be reviewed during next call and provide appropriate documentation
Process Mapping Remote / Up to 1.5 hours Deployment Team, Process SMEs
  • In-depth review of current tools and established process
  • Identification of desired process refinements
  • Training and guidance on translating Customer’s business process into Wrike
  • Recommendation on Wrike usage best practice(s)
  • Post-Call: Complete the setup, templates, and account configuration
Workspace Setup Remote / Up to 1 hour Deployment Team, Process SMEs
  • Identification of organizational hierarchies and visibility requirements
  • Creation of initial folder structure
  • Identification of reporting and dashboard needs
  • Post-Call: Complete the build-out of folders, permissions, and input of work prior to team trainings
Change Management Remote / Up to 1 hour Deployment Team
  • Discuss and identify potential roadblocks to adoption and usage
  • Specification of process changes for user roles during launch
  • Finalize rollout strategy and collateral in preparation for training sessions
  • Post-Call: Develop identified collateral
Workflow Training Remote / Up to 1 hour Deployment Team, Process SMEs, other team members as identified by Deployment Team
  • Train relevant Users to perform specific functions for identified use case(s)
  • Pre-Call:
    -Create desired training materials and collateral
    -Coordinate attendees to ensure participation
  • During Call: Assist in the delivery of agreed upon agenda content
User Training Remote / Up to 1 hour All Deployment Members
  • Discuss best practices for effective Wrike use and adoption
  • Pre-Call:
    • Create desired training materials and collateral
    • Coordinate attendees to ensure participation
  • During Call: Assist in the delivery of agreed upon agenda content
Deployment Close Out Remote / Up to 30 minutes Deployment Lead, Sponsor
  • Summarize deployment outcomes and facilitate knowledge transfer with Wrike and Customer teams
N/A


¹Expected 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.
²Wrike Attendee for all sessions shall be a Professional Services Consultant.

 

2.2.2 Standard Small Onsite Deployment
Deployment Package Small Onsite
Maximum Number of Remote Sessions 3
Maximum Number of Onsite Days 2 in 1 trip
Maximum Number of Teams or Processes 1
Timeline for Deployment Deployment must start within 30 days of purchase and will expire within 60 days of purchase

 

Deployment Step Mode of Delivery/ Expected Effort¹ Customer Attendees² Activities Involved Customer Personnel Action Items
Kickoff Remote / Up to 1 hour Deployment Team, Sponsor
  • Introductions; restatement of Deployment scope and purpose
  • Review team processes, collect background information, agree on timelines, training approach and team roles
  • Define logistics and agenda for onsite workshops
  • Pre-Call:Provide any supporting documentation to Wrike PS prior to call
  • Post-Call:
    • Determine process to be reviewed during onsite workshop, provide appropriate documentation
    • Coordinate attendees to ensure participation and finalize agenda
Onsite Workshops Onsite / Up to 2 consecutive 8hr days Deployment Team, Process SMEs, other identified users
  • Guidance on translating Customer business process into Wrike
  • Recommendation on Wrike usage best practice(s)
  • Creation of initial folder structure
  • Discussion focusing on the identification of potential roadblocks to adoption and usage
  • Training on day-to-day best practices for effective Wrike use & adoption
  • Post Onsite: Complete the setup templates, account configuration and build- out of folders
Onsite Follow-up Remote / Up to 1 hour Deployment Team, Process SMEs, other identified users Follow-up session covering one or more of the following topics:
  • Reporting and Dashboards
  • End user training
  • Ad hoc Q&A
N/A
Deployment Close Out Remote / Up to 30 minutes Deployment Lead, Sponsor
  • Summary of deployment outcomes and knowledge transfer with Wrike and Customer teams
N/A


¹Expected 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.
²Wrike Attendee for all sessions shall be a Professional Services Consultant.

 

 

2.3. Standard Medium Deployment
2.3.1 Standard Medium Remote Deployment
Deployment Package Medium Remote
Maximum Number of Remote Sessions 9
Maximum Number of Onsite Days 0
Maximum Number of Teams or Processes 2
Timeline for Deployment Deployment must start within 30 days of purchase and will expire within 75 days of purchase

 

Deployment Step Mode of Delivery/ Expected Effort¹ Customer Attendees² Activities Involved Customer Personnel Action Items
Kickoff Remote / Up to 1 hour Deployment Team, Sponsor
  • Introductions; restatement of Deployment scope and purpose
  • Review team processes, collect background information, agree on timelines, training approach and team roles
  • Additional discovery
  • Pre-Call: Provide any supporting documentation to Wrike PS prior to call
  • Post-Call: Determine process to be reviewed during next call and provide appropriate documentation
Process Mapping Remote / Up to two 1.5 hour sessions Deployment Team, Process SMEs For each of the 2 teams or processes:
  • In-depth review of current tools and established process
  • Identification of desired process refinements
  • Training and guidance on translating Customer business process into Wrike
  • Recommendation on Wrike usage best practice(s)
  • Post-Call: Complete the setup, templates, and account configuration
Workspace Setup Remote / Up to 1 hour Deployment Team, Process SMEs
  • Identification of organizational hierarchies and visibility requirements
  • Creation of initial folder structure
  • Identification of reporting and dashboard needs
  • Post-Call: Complete the setup, templates, and account configuration
Workspace Setup Remote / Up to 1 hour Deployment Team, Process SMEs
  • Identification of organizational hierarchies & visibility requirements
  • Creation of initial folder structure
  • Identification of reporting & dashboard needs
  • Post-Call: Complete the build-out of folders, permissions, and input of work prior to team trainings
Change Management Remote / Up to 1 hour Deployment Team
  • Discussion focusing on the identification of potential roadblocks to adoption and usage
  • Specification of process changes for user roles during launch
  • Finalizing rollout strategy and collateral in preparation for training sessions
  • Post-Call: Develop identified collateral
Workflow Training Remote / Up to 1 hour Deployment Team, Process SMEs, other team members as identified by Deployment Team
  • Training of users to perform specific functions for identified use case(s)
  • Pre-Call:
    • Create desired training materials and collateral
    • Coordinate attendees to ensure participation
  • During Call: Assist in the delivery of agreed upon agenda content
User Training Remote / Up to two 1 hour sessions All Deployment Members For each of the two teams or groups of users:
  • Training on day-to-day best practices for effective Wrike use & adoption
  • Pre-Call:
    • Create desired training materials and collateral Coordinate attendees to ensure participation
    • Coordinate attendees to ensure participation
  • During Call: Assist in the delivery of agreed upon agenda content
Deployment Close Out Remote / Up to 30 minutes Deployment Lead, Sponsor
  • Summary of deployment outcomes and knowledge transfer with Wrike and Customer teams
N/A


¹Expected 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.
²Wrike Attendee for all sessions shall be a Professional Services Consultant.

 

2.3.1 Standard Medium Onsite Deployment
Deployment Package Medium Onsite
Maximum Number of Remote Sessions 5
Maximum Number of Onsite Days 2 in 1 trip
Maximum Number of Teams or Processes 2
Timeline for Deployment Deployment must start within 30 days of purchase and will expire within 75 days of purchase

 

Deployment Step Mode of Delivery/ Expected Effort¹ Customer Attendees² Activities Involved Customer Personnel Action Items
Kickoff Remote / Up to 1 hour Deployment Team, Sponsor
  • Introductions; restatement of Deployment scope and purpose
  • Review team processes, collect background information, agree on timelines, training approach and team roles
  • Define logistics and agenda for onsite workshops
  • Pre-Call: Provide any supporting documentation to Wrike PS prior to call
  • Post-Call:
    • Determine process to be reviewed during onsite workshop, provide appropriate documentation
    • Coordinate attendees to ensure participation in Pre-onsite calls
Pre-Onsite Configuration Remote / Up to two 1.5-hour sessions Deployment Team, Process SMEs, other identified users For each of up to 2 teams or processes
  • Familiarization of customer team with Wrike configuration and usage
  • Analysis of selected process to be focused on during onsite sessions
  • Plan onsite agenda
  • Post-Call:
    • Coordinate attendees for onsite sessions
    • Finalize onsite agenda
Onsite Workshops Onsite / Up to 2 consecutive 8hr days Deployment Team, Process SMEs, other identified users
  • Guidance on translating Customer business process into Wrike
  • Recommendation on Wrike usage best practice(s)
  • Creation of initial folder structure
  • Discussion focusing on the identification of potential roadblocks to adoption and usage
  • Training on day-to-day best practices for effective Wrike use & adoption
  • Post Onsite: Complete the setup: templates, account configuration and build- out of folders
Onsite Follow-up Remote / Up to 1 hour Deployment Team, Process SMEs, other identified users Follow-up session covering one or more of the following topics:
  • Reporting and Dashboards
  • End user training
  • Ad hoc Q&A
N/A
Deployment Close Out Remote / Up to 30 minutes Deployment Lead, Sponsor
  • Summary of deployment outcomes and knowledge transfer with Wrike and Customer teams
N/A


¹Expected 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.
²Wrike Attendee for all sessions shall be a Professional Services Consultant.

 

2.4. Standard Large Deployment
2.4.1 Standard Large Remote Deployment
Deployment Package Large Remote
Maximum Number of Remote Sessions 12
Maximum Number of Onsite Days 0
Maximum Number of Teams or Processes 3
Timeline for Deployment Deployment must start within 30 days of purchase and will expire within 90 days of purchase

 

Deployment Step Mode of Delivery/ Expected Effort¹ Customer Attendees² Activities Involved Customer Personnel Action Items
Kickoff Remote / Up to 1 hour Deployment Team, Sponsor
  • Introductions; restatement of deployment scope and purpose
  • Review team processes, collect background information, agree on timelines, training approach and team roles
  • Additional discovery
  • Pre-Call: Provide any supporting documentation to Wrike PS prior to call
  • Post-Call: Determine process to be reviewed during next call and provide appropriate documentation
Process Mapping Remote / Up to three 1.5 hour sessions Deployment Team, Process SMEs For each of up to 3 teams or processes:
  • In-depth review of current tools and established process
  • Identification of desired process refinements
  • Training and guidance on translating Customer business process into Wrike
  • Recommendation on Wrike usage best practice(s)
  • Post-Call: Complete the setup, templates, and account configuration
Workspace Setup Remote / Up to two 1 hour session Deployment Team, Process SMEs
  • Identification of organizational hierarchies & visibility requirements for up to 3 teams
  • Creation of initial folder structure
  • Identification of reporting & dashboard needs
  • Post-Call: Complete the setup, templates, and account configuration
Workspace Setup Remote / Up to 1 hour Deployment Team, Process SMEs
  • Identification of organizational hierarchies & visibility requirements
  • Creation of initial folder structure
  • Identification of reporting & dashboard needs
  • Post-Call: Complete the build-out of folders, permissions, and input of work prior to team trainings
Change Management Remote / Up to 1 hour Deployment Team
  • Discussion focusing on the identification of potential roadblocks to adoption and usage
  • Specification of process changes for user roles during launch
  • Finalizing rollout strategy and collateral in preparation for training sessions
  • Post Call: Develop identified collateral
Workflow Training Remote / Up to 1 hour Deployment Team, Process SMEs, other team members as identified by Deployment Team
  • Training of users to perform specific functions for identified use case(s)
  • Pre-Call:
    • Create desired training materials and collateral
    • Coordinate attendees to ensure participation
  • During Call: Assist in the delivery of agreed upon agenda content
User Training Remote / Up to three 1-hour sessions All Deployment Members For each of up to 3 teams:
  • Training on day-to-day best practices for effective Wrike use & adoption
  • Pre-Call:
    • Create desired training materials & collateral
    • Coordinate attendees to ensure participation
  • During Call: Assist in the delivery of agreed upon agenda content
Deployment Close Out Remote / Up to 30 minutes Deployment Lead, Sponsor
  • Summary of deployment outcomes and knowledge transfer with Wrike and Customer teams.
N/A


¹Expected 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.
²Wrike Attendee for all sessions shall be a Professional Services Consultant.

 

2.4.1 Standard Large Onsite Deployment
Deployment Package Large Onsite
Maximum Number of Remote Sessions 5
Maximum Number of Onsite Days 3 in no more than 2 trips
Maximum Number of Teams or Processes 3
Timeline for Deployment Deployment must start within 30 days of purchase and will expire within 90 days of purchase

 

Deployment Step Mode of Delivery/ Expected Effort¹ Customer Attendees² Activities Involved Customer Personnel Action Items
Kickoff Remote / Up to 1 hour Deployment Team, Sponsor
  • Introductions; restatement of Deployment scope and purpose
  • Review team processes, collect background information, agree on timelines, training approach and team roles
  • Define logistics and agenda for onsite workshops
  • Pre-Call:Provide any supporting documentation to Wrike PS prior to call
  • Post-Call:
    • Determine process to be reviewed during onsite workshop, provide appropriate documentation
    • Coordinate attendees to ensure participation and finalize agenda
Pre-Onsite Configuration Remote / Up to two 1.5 hour sessions Deployment Team, Process SMEs, other identified users For each of up to 2 teams or processes
  • Familiarization of customer team with Wrike configuration and usage
  • Analysis of selected process to be focused on during onsite sessions
  • Plan onsite agenda
  • Post-Call:
    • Coordinate attendees for onsite sessions
    • Finalize agenda
Onsite Workshops Onsite / Up to 2 consecutive 8hr days Deployment Team, Process SMEs, other identified users
  • Guidance on translating Customer business process into Wrike
  • Recommendation on Wrike usage best practice(s)
  • Creation of initial folder structure
  • Discussion focusing on the identification of potential roadblocks to adoption and usage
  • Training on day-to-day best practices for effective Wrike use & adoption
  • Post Onsite: Complete the setup: templates, account configuration and build- out of folders
Onsite Follow-up Remote / Up to 1 hour Deployment Team, Process SMEs, other identified users Follow-up session covering the configuration items completed after the onsite workshops:
  • Reporting and Dashboards
  • Folder structure
  • Request Forms
Plan onsite training agenda
Post-Call:
  • Coordinate attendees and finalize agenda for onsite training sessions
Onsite Training Onsite / One 8hr day Deployment Team, Process SMEs, other identified users
  • Training of power users/champions on basic and advanced Wrike functions
  • Enablement of power users to act as resources to other users
  • Training of users to on basic Wrike functions
  • Training on day-to-day best practices for effective Wrike use & adoption
  • Training on reporting and dashboards
N/A
Deployment Close Out Remote / Up to 30 minutes Deployment Lead, Sponsor
  • Summary of deployment outcomes and knowledge transfer with Wrike and Customer teams
N/A


¹Expected 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.
²Wrike Attendee for all sessions shall be a Professional Services Consultant.

3. PROFESSIONAL SERVICES TERMS & CONDITIONS

This Professional Services Terms of Service (“PSTC”) is hereby incorporated and part of the Wrike Terms and Conditions and sets forth the additional terms and conditions under which Wrike will provide Professional Services pursuant to the applicable Order Form. Terms used herein without definition shall have meanings ascribed to such terms in the Wrike Terms and Conditions.

3.1. Performance of Professional Services
  1. Order of Interpretation. If there is a conflict between the terms set forth in the Wrike Terms and Conditions and those set forth herein, the terms set forth herein will control for Professional Services only.
  2. Delivery and Cooperation. Customer acknowledges that Customer’s cooperation is essential to the timely performance of Wrike’s services. Customer will, to the extent required in connection with the performance of Wrike’s Professional Services: (i) provide Wrike with any necessary Customer materials; (ii) provide Wrike with any necessary access to Customer’s personnel, facilities or data; (iii) cause the appropriate personnel to cooperate with Wrike as required for Wrike to provide Wrike’s services, including subject matter experts and decision makers that can provide timely critical project decisions; and (iv) make all payments when due. Customer’s delay or failure to do so may delay the estimated delivery of Service(s). If Customer fails to do any of the foregoing, both Parties will cooperate in good faith to develop a revised written SOW or change order signed by both Parties with new pricing.
  3. Place of Performance. Unless agreed to between the Parties and indicated in the applicable Quote/Order Form, all Professional Services are to be provided remotely. When Professional Services will be provided on-site at Customer’s facilities, such on-site day(s) will be scheduled in advance by the Parties. On-site days will be consecutive within each trip and each day will be limited to regular eight-hour workdays (partial days are not permitted). Customer’s office resources, such as facility and internet access, will be made accessible to Wrike. Both Parties will use reasonable efforts to accommodate any requested change in the scheduled dates for on-site services, subject to the availability of appropriate personnel.
  4. Qualified Personnel. Wrike will provide all Professional Services in accordance with Wrike’s industry standards and practices using qualified personnel with the necessary skills, qualifications and experience to provide the Professional Services. Wrike will not allocate personnel prior to the signing of the applicable Quote/Order Form. Staffing decisions will be based on availability of Wrike personnel at the time of signature. Personnel providing Professional Services will be Wrike’s employees acting within the scope of their employment or will be Wrike subcontractors (see Section 4 below).
3.2. Payment Terms
  1. Fees. Customer will pay Wrike for all undisputed Professional Services provided in accordance with the Payment Terms in the applicable Quote/Order Form. Professional Services are billed as a fixed fee.
  2. Expenses. If applicable, Customer agrees to remit payment to Wrike for such travel, lodging, and applicable out of pocket expenses reasonably incurred by Wrike in support of on-site Professional Services. Expenses shall be incurred in accordance with Wrike’s then-current corporate travel policies, unless reasonable Customer on-site guidelines have been agreed to and incorporated into the applicable Quote/Order Form, and will be billed at-cost with no mark-up in addition to the Professional Services Fees. At Customer’s request, Wrike will provide receipts or other reasonably satisfactory evidence of such expenses.
3.3. Changes to Professional Service(s) Scope

Any scope changes shall be documented in writing in a Change Order signed by both Parties. Wrike shall be responsible for drafting the Change Order and providing to Customer for review.

3.4. Subcontractors

A Subcontractor is a person, or an entity who may provide services or personnel to Wrike, with whom Wrike has contracted to provide some component of the Professional Services. The Parties agree Wrike shall have the right to utilize Subcontractors to fulfill its Professional Service obligations. Subcontractors shall be subject to the same material obligations and requirements of Wrike, as set forth in the Wrike Terms and Conditions, and except as may be specifically agreed to in writing by the Parties, Wrike shall remain fully liable for the acts or omissions of its Subcontractors. Wrike shall have sole discretion as to whether to use Subcontractors, subject to Wrike providing notice to Customer of any Subcontractor who, in the course of providing the subcontracted Services, will have access to any personally identifiable Customer Data.

 

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

Last update: October, 2019. Wrike, Inc.