Exhibit B
Professional Services Deployment Packages

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.

Jumpstart Deployment (for Customers with up to 15 licensed Users) includes discussion on configuration and training on Wrike features.  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, Business C – D, Enterprise A – D, Pinnacle A- D, or Pinnacle Core A- B, 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. Jumpstart Deployment

Not available for Customers in North America. If purchased, the Jumpstart Deployment Package includes:

Jumpstart Deployment  
Maximum Number of Remote Sessions 3 (Three) Sessions; 1-Hour per Session
Maximum Number of Teams or Processes 1 (One) Team or Process
Maximum Number of Users Depending on the Wrike subscription: Up to 50 Users for Wrike Professional and up to 10 Users for Wrike Business, Enterprise and Pinnacle subscription
Timeline for Deployment Deployment must start within 30 (thirty) days of Customer’s purchase; Deployment activities will expire 60 (sixty) days from Customer’s purchase
Applicable Subscription Type Wrike Professional, Business, Enterprise or Pinnacle

 

Jumpstart Package: Activities/Steps
Deployment Step Customer Attendees Activities Involved Customer Action Items
1. Kickoff and Use Case Analysis 1. Deployment Team
2. Sponsor
  • Initial meeting with core team members of Customer Deployment Team and the Wrike Professional Services Consultant to discuss deployment scope and expectations, review 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
2.
Process Mapping and Change Management
1. 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
3. Training 1. Deployment Team
2. Sponsor
3. Users
  • Training focused on functionality important to Customer’s team members’ day-to-day work. Customer has the choice of one (1) of the following options:
(a) Option 1. Champion training: Training specialized to members of the Customer team who are responsible for creating, coordinating, and managing work in Wrike
(b) 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

 

B. Full Deployment—Remote Package – Professional A

If purchased, the Remote Deployment Package Professional A includes:

Remote Package – Professional A  
Maximum Number of Remote Sessions 10 (Ten) Sessions
Maximum Number of Teams or Processes 1 (One) Team or Process
Maximum Number of Users Up to 200 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 Professional

 

 Remote Package Professional 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.
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. Process Configuration Remote /
Up to 1 hour
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. 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
8. 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
9. 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.
 
C. 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 25 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.

 

D. 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 50 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.

E. Full Deployment—Remote Package - Business C

If purchased, the Remote Deployment Package Business C includes:

Remote Package - Business C  
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 100 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 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 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)
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.

F. Full Deployment—Remote Package - Business D

If purchased, the Remote Deployment Package Business D includes:

Remote Package - Business D  
Maximum Number of Remote Sessions 29 (Twenty-nine) Sessions
Maximum Number of Teams or Processes 2 (Two) Teams or Processes
Maximum Number of Users Up to 250 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 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 6 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.

G. Full Deployment—Remote Package - Enterprise A

If purchased, the Remote Deployment Package Enterprise A includes:

Remote Package - Enterprise A  
Maximum Number of Remote Sessions 10 (Ten) Sessions
Maximum Number of Teams or Processes 1 (One) Team or Process
Maximum Number of Users Up to 25 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. 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
6. 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
7. 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
8. 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 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 50 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.

I. Full Deployment—Remote Package - Enterprise C

If purchased, the Remote Deployment Package Enterprise C includes:

Remote Package - Enterprise C  
Maximum Number of Remote Sessions 29 (Twenty-nine) Sessions
Maximum Number of Teams or Processes 2 (Two) Teams or Processes
Maximum Number of Users Up to 100 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 6 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.

J. 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 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.

K. Full Deployment—Remote Package - Pinnacle A 

If purchased, the Remote Deployment Package Pinnacle A includes:

  • Analyze sessions as outlined in the “Analyze Standard” package in Exhibit D.
  • Deployment sessions include those depicted below.
Remote Package - Pinnacle A  
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 25 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 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)
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 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
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.

L. Full Deployment—Remote Package - Pinnacle A Core

If purchased, the Remote Deployment Package Pinnacle A Core 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 Core  
Maximum Number of Remote Sessions 14 (Fourteen) Sessions
Maximum Number of Teams or Processes 1 (One) Team or Process
Maximum Number of Users Up to 25 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 Pinnacle

 

Remote Package Pinnacle A Core: 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 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)
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 of up to 90 mins each; for a total maximum of 2.5 hours 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.

M. Full Deployment—Remote Package - Pinnacle B 

If purchased, the Remote Deployment Package Pinnacle B includes:

  • Analyze sessions as outlined in the “Analyze Standard” package in Exhibit D.
  • 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 50 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.

N. Full Deployment—Remote Package - Pinnacle B Core

If purchased, the Remote Deployment Package Pinnacle B Core 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 Core  
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 50 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 Pinnacle

 

Remote Package Pinnacle B Core: 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.

O. 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 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.

P. 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 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 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.

Last update: August 27, 2021. Wrike, Inc.