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 includes discussion on configuration and training on Wrike features, for Customers with up to 15 licensed Users. Full Deployment Package (Remote I-V or Onsite II-V package, whichever purchased) includes process and change management sessions, best practice configuration, User training, and adoption guidance. The quantity and content of sessions scale with team size and complexity. The purchase of a Full Deployment Package is required for teams of 20 Users or more, enabling Customer to optimize Wrike to achieve their business objectives.

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

If purchased, the Jumpstart Deployment Package includes:

Jumpstart Deployment  
Maximum Number of Remote Sessions 3 (Three) Sessions; 1-Hour per Session
Maximum Number of Onsite Days None / Not applicable
Maximum Number of Teams or Processes 1 (One) Team or Process
Maximum Number of Users Up to 15 Users
Timeline for Deployment Deployment must start within 30 (thirty) days of Customer’s purchase; Deployment activities will expire 45 (forty-five) days from Customer’s purchase

 

Jumpstart Package: Activities/Steps
Deployment Step Customer Attendees Activities Involved Customer Action Items
1. Kickoff and Use Case Analysis
  1. Deployment Team; and
  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; and
  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 I

If purchased, the Remote Deployment Package I includes:

Remote Package I  
Maximum Number of Remote Sessions 7 (Seven) Sessions
Maximum Number of Onsite Days None / Not applicable
Maximum Number of Teams or Processes 1 (One) Team or Process
Maximum Number of Users Up to 30 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

 

Remote Package I: Activities/Steps
Deployment Step Mode of Delivery/ Expected Effort¹ Customer Attendees Activities Involved Customer Action Items
1. Kickoff Remote / Up to 1 hour
  1. Deployment Team;
  2. Sponsor
  • Introductions
  • Restatement of scope and purpose
  • Review team processes and collect background information
  • Agree on timelines, training approach and team roles
  • Review of change readiness questionnaire
  • Identification of affected stakeholders and change management planning
Pre-Session:
  • Provide any supporting documentation to Wrike PS prior to session
Post-Session:
  • Complete action items discussed in preparation for next session
  • Develop Communications Plan and content
  • Determine process to be reviewed during next call and identify leads and SMEs for each process
2. Process Configuration Remote / Up to 90 minutes
  1. Deployment Team;
  2. Process SMEs
  • In-depth review of current processes and future-state design considerations
  • Identification of desired process refinements
  • Training and guidance on translating Customer business process into Wrike
  • Recommendation on Wrike usage best practice(s)
Pre-Session:
  • Watch required Wrike Discover courses
Post-Session:
  • Complete the setup of templates, request forms and any other work started in this session
3. Workspace Configuration Remote / Up to 1 hour
  1. Deployment Team;
  2. Process SMEs
  • Creation of initial account structure
  • Recommendations on sharing and visibility
  • Identification and initial build out of work monitoring needs (reports, dashboards)
Pre-Session:
  • Watch required Wrike Discover courses
Post-Session:
  • Complete the build-out of folders, permissions, and input of work prior to team trainings
4. 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
5. Launch Planning Remote / Up to 30 minutes
  1. Deployment Team;
  • Discussion to identify potential roadblocks to adoption and usage
  • Preparation for training sessions
Post-Session:
  • Develop identified collateral and communications
6. End User Training Remote / Up to 1 hour
  1. All Deployment Members
  • Training on day-to-day best practices for effective Wrike use and adoption
Pre-Session:
  • Watch required Wrike Discover courses in preparation for training
  • Coordinate attendees to ensure participation
During Session:
  • Deployment Lead or Sponsor to assist in the delivery of agreed upon agenda content
7. Deployment Closeout Remote / Up to 30 minutes
  1. Deployment Lead
  2. Sponsor
  • Summary of outcomes and knowledge transfer with Wrike and Customer teams
N/A
¹NOTE: “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 II

If purchased, the Remote Deployment Package II includes:

Remote Package II  
Maximum Number of Remote Sessions 11 (Eleven) Sessions
Maximum Number of Onsite Days None / Not applicable
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

 

Remote Package II: Activities/Steps
Deployment Step Mode of Delivery/ Expected Effort¹ Customer Attendees Activities Involved Customer Action Items
1. Kickoff Remote / Up to 1 hour
  1. Deployment Team;
  2. Sponsor
  • Introductions
  • Restatement of scope and purpose
  • Review team processes and collect background information
  • Agree on timelines, training approach and team roles
  • Review of change readiness questionnaire
  • Identification of affected stakeholders and change management planning
Pre-Session:
  • Provide any supporting documentation to Wrike PS prior to session
Post-Session:
  • Complete action items discussed in preparation for next session
  • Develop Communications Plan and content
  • Determine process to be reviewed during next call and identify leads and SMEs for each process
2. Discovery Remote / Up to 90 minutes
  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
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
  • Recommendation on Wrike usage best practice(s)
Pre-Session:
  • Watch required Wrike Discover courses
Post-Session:
  • Complete the setup of templates, request forms and any other work started in this session
4. 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
  • Identification and initial build out of work monitoring needs (reports, dashboards)
Pre-Session:
  • Watch required Wrike Discover courses
Post-Session:
  • Complete the build-out of folders, permissions, and input of work prior to team trainings
5. 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
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. End User Training Remote / Up to 2 Sessions of up to 1 hour each
  1. All Deployment Members
  • Training on day-to-day best practices for effective Wrike use & adoption
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


¹NOTE: “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 III

If purchased, the Remote Deployment Package III includes:

Remote Package III  
Maximum Number of Remote Sessions 22 (Twenty-two) Sessions
Maximum Number of Onsite Days None / Not applicable<
Maximum Number of Teams or Processes 3 (Three) Teams or Processes
Maximum Number of Users Up to 80 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

 

Remote Package III: Activities/Steps
Deployment Step Mode of Delivery/ Expected Effort¹ Customer Attendees Activities Involved Customer Action Items
1. Kickoff Remote / Up to 1 hour
  1. Deployment Team;
  2. Sponsor
  • Introductions
  • Restatement of scope and purpose
  • 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
2. 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
3. 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
4. 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
5. Administrator Training Remote / Up to 1 hour each
  1. As identified by Deployment Team
  • Training on administrative functionality, including permissions, user groups, sharing, workflows, administrative reporting
  • Discussion on general Wrike administration best practices
Pre-Session:
  • Coordinate attendees to ensure participation
  • Watch required Wrike Discover courses in preparation for training
Post-Session:
  • Perform identified administrative change
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
  • Recommendation on Wrike usage best practice(s)
Pre-Session:
  • Watch required Wrike Discover courses
Post-Session:
  • Complete the setup of templates, request forms and any other work started in this session
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
  • Identification and initial build out of work monitoring needs (reports, dashboards)
Pre-Session:
  • Watch required Wrike Discover courses
Post-Session:
  • Complete the build-out of folders, permissions, and input of work prior to team trainings
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. 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. End User Training Remote / Up to 3 Sessions of up to 1 hour each
  1. All Deployment Members
  • Training on day-to-day best practices for effective Wrike use & adoption
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. Champion Training Remote / Up to 1 hour each
  1. Deployment Team;
  2. Process SMEs; and
  3. Other team members as identified by Deployment Team
  • Training for relevant Users covering advanced features necessary to perform specific functions relating to the identified use case(s)
  • Demonstrate advanced features
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

¹NOTE: “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 IV

If purchased, the Remote Deployment Package IV includes:

Remote Package IV  
Maximum Number of Remote Sessions 35 (Thirty-five) Sessions
Maximum Number of Onsite Days< None / Not applicable
Maximum Number of Teams or Processes 3 (Three) Teams or Processes
Maximum Number of Users Up to 125 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

 

Remote Package IV: Activities/Steps
Deployment Step Mode of Delivery/ Expected Effort¹ Customer Attendees Activities Involved Customer Action Items
1. Kickoff Remote / Up to 1 hour
  1. Deployment Team;
  2. Sponsor
  • Introductions
  • Restatement of scope and purpose
  • 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
2. 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
3. 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
4. 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
5. Administrator Training Remote / Up to 1 hour each
  1. As identified by Deployment Team
  • Training on administrative functionality, including permissions, user groups, sharing, workflows, administrative reporting
  • Discussion on general Wrike administration best practices
Pre-Session:
  • Coordinate attendees to ensure participation
  • Watch required Wrike Discover courses in preparation for training
Post-Session:
  • Perform identified administrative change
6. Process Configuration Remote / Up to 8 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
  • Recommendation on Wrike usage best practice(s)
Pre-Session:
  • Watch required Wrike Discover courses
Post-Session:
  • Complete the setup of templates, request forms and any other work started in this session
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
  • Identification and initial build out of work monitoring needs (reports, dashboards)
Pre-Session:
  • Watch required Wrike Discover courses
Post-Session:
  • Complete the build-out of folders, permissions, and input of work prior to team trainings
8. Configuration Walk-through Remote / Up to 4 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. 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. End User Training Remote / Up to 3 Sessions of up to 1 hour each
  1. All Deployment Members
  • Training on day-to-day best practices for effective Wrike use & adoption
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. Champion Training Remote / Up to 2 Sessions of up to 1 hour each
  1. Deployment Team;
  2. Process SMEs; and
  3. Other team members as identified by Deployment Team
  • Training for relevant Users covering advanced features necessary to perform specific functions relating to the identified use case(s)
  • Demonstrate advanced features
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

¹NOTE: “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 V

If purchased, the Remote Deployment Package V includes:

Remote Package V  
Maximum Number of Remote Sessions 48 (Forty-eight) Sessions
Maximum Number of Onsite Days None / Not applicable
Maximum Number of Teams or Processes 5 (Five) Teams or Processes
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 120 (one hundred twenty) days from Customer’s purchase

 

Remote Package V: Activities/Steps
Deployment Step Mode of Delivery/ Expected Effort¹ Customer Attendees Activities Involved Customer Action Items
1. Kickoff Remote / Up to 1 hour
  1. Deployment Team;
  2. Sponsor
  • Introductions
  • Restatement of scope and purpose
  • 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
2. Change Management Remote / Up to 2 Sessions of 1 hour each
  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
3. Discovery Remote / Up to 5 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
4. 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
5. Administrator Training Remote / Up to 1 hour each
  1. As identified by Deployment Team
  • Training on administrative functionality, including permissions, user groups, sharing, workflows, administrative reporting
  • Discussion on general Wrike administration best practices
Pre-Session:
  • Coordinate attendees to ensure participation
  • Watch required Wrike Discover courses in preparation for training
Post-Session:
  • Perform identified administrative change
6. Process Configuration Remote / Up to 10 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
  • Recommendation on Wrike usage best practice(s)
Pre-Session:
  • Watch required Wrike Discover courses
Post-Session:
  • Complete the setup of templates, request forms and any other work started in this session
7. Workspace Configuration Remote / Up to 5 Sessions of up to 1 hour each
  1. Deployment Team;
  2. Process SMEs
  • Creation of initial account structure
  • Recommendations on sharing and visibility
  • Identification and initial build out of work monitoring needs (reports, dashboards)
Pre-Session:
  • Watch required Wrike Discover courses
Post-Session:
  • Complete the build-out of folders, permissions, and input of work prior to team trainings
8. Configuration Walk-through Remote / Up to 5 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. Launch Planning Up to 2 Sessions of up to 1 hour each
  1. Deployment Team;
  • Discussion to identify potential roadblocks to adoption and usage
  • Preparation for training sessions
Post-Session:
  • Develop identified collateral and communications
10. End User Training Remote / Up to 5 Sessions of up to 1 hour each
  1. All Deployment Members
  • Training on day-to-day best practices for effective Wrike use & adoption
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. Champion Training Remote / Up to 3 Sessions of up to 1 hour each
  1. Deployment Team;
  2. Process SMEs; and
  3. Other team members as identified by Deployment Team
  • Training for relevant Users covering advanced features necessary to perform specific functions relating to the identified use case(s)
  • Demonstrate advanced features
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 3 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 2 Session of up to 1 hour each
  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

¹NOTE: “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—Onsite Package II

If purchased, the Onsite Deployment Package II includes:

Onsite Package II  
Maximum Number of Remote Sessions 3 (Three) Sessions
Maximum Number of Onsite Days 2 (Two) consecutive business days in one trip
Maximum Number of Teams or Processes 1 (One) Teams or Processes
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

 

Onsite Package II: Activities/Steps
Deployment Step Mode of Delivery/ Expected Effort¹ Customer Attendees Activities Involved Customer Action Items
1. Kickoff Remote / Up to 1 hour
  1. Deployment Team;
  2. Sponsor
  • Introductions
  • Restatement of scope and purpose
  • Review team processes and collect background information
  • Agree on timelines, training approach and team roles
  • Review of change readiness questionnaire
  • Identification of affected stakeholders and change management planning
Pre-Session:
  • Provide any supporting documentation to Wrike PS prior to session
Post-Session:
  • Complete action items discussed in preparation for next session
  • Develop Communications Plan and content
  • Determine process to be reviewed during next call and identify leads and SMEs for each process
2. Discovery Remote / Up to 90 minutes
  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
3.Onsite Planning Remote / Up to 1 hour each
  1. Deployment Lead
  • Confirm agenda for onsite
  • Review onsite logistics
Post-Session:
  • Invite team members to onsite sessions
  • Watch required Wrike Discover courses
4. Configuration On-site Onsite / Up to 2 days in a single trip
  1. Deployment Team;
  2. Sponsor
  3. Process SMEs
  • Identification of desired process refinements
  • Training and guidance on translating Customer business process into Wrike
  • Recommendations on Wrike usage best practice(s)
  • Creation of initial account structure
  • Recommendations on sharing and visibility
  • Identification and initial build out of work monitoring needs (reports, dashboards)
Post On-site:
  • Complete the setup of templates, request forms and any other work started in this session
  • Complete the build-out of folders, permissions, and input of work prior to team trainings
5. On-site Follow-up Remote / Up to 1 hour
  1. Deployment Team;
  • Review outstanding questions following on-site
  • Identify any further changes which need to be made
Post-Session:
  • Address any identified changes prior to team trainings
6. Launch Planning 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
  • Watch required Wrike Discover courses
7. End User Training Remote / Up to 2 Sessions of up to 1 hour each
  1. All Deployment Members
  • Training on day-to-day best practices for effective Wrike use & adoption
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 Team;
  2. Sponsor
  • Summary of outcomes and knowledge transfer with Wrike and Customer teams
N/A

¹NOTE: “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—Onsite Package III

If purchased, the Onsite Deployment Package III includes:

Onsite Package III  
Maximum Number of Remote Sessions 13 (Thirteen) Sessions
Maximum Number of Onsite Days 3 (Three) consecutive business days in one trip
Maximum Number of Teams or Processes 3 (Three) Teams or Processes
Maximum Number of Users Up to 80 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

 

Onsite Package III: Activities/Steps
Deployment Step Mode of Delivery/ Expected Effort¹ Customer Attendees Activities Involved Customer Action Items
1. Kickoff Remote / Up to 1 hour
  1. Deployment Team;
  2. Sponsor
  • Introductions
  • Restatement of scope and purpose
  • Review team processes and collect background information
  • Agree on timelines, training approach and team roles
  • Review of change readiness questionnaire
  • Identification of affected stakeholders and change management planning
Pre-Session:
  • Provide any supporting documentation to Wrike PS prior to session
Post-Session:
  • Complete action items discussed in preparation for next session
  • Develop Communications Plan and content
  • Determine process to be reviewed during next call and identify leads and SMEs for each process
2. 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
3. Discovery Remote / Up to 90 minutes
  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. Onsite Planning Remote / Up to 1 hour each
  1. Deployment Lead
  • Confirm agenda for onsite
  • Review onsite logistics
Post-Session:
  • Invite team members to onsite sessions
  • Watch required Wrike Discover courses
5. Configuration On-site Onsite / Up to 3 days in a single trip
  1. Deployment Team;
  2. Sponsor
  3. Process SMEs
  • Identification of desired process refinements
  • Training and guidance on translating Customer business process into Wrike
  • Recommendations on Wrike usage best practice(s)
  • Creation of initial account structure
  • Recommendations on sharing and visibility
  • Identification and initial build out of work monitoring needs (reports, dashboards)
Post On-site:
  • Complete the setup of templates, request forms and any other work started in this session
  • Complete the build-out of folders, permissions, and input of work prior to team trainings
6. On-site Follow-up Remote / Up to 2 sessions of up to 1 hour each
  1. Deployment Team;
  2. Sponsor; and
  3. Process SMEs
  • Review outstanding questions following on-site
  • Identify any further changes which need to be made
Post-Session:
  • Address any identified changes prior to team trainings
7. Launch Planning 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
  • Watch required Wrike Discover courses
8. End User Training Remote / Up to 3 Sessions of up to 1 hour each
  1. All Deployment Members
  • Training on day-to-day best practices for effective Wrike use & adoption
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. Champion Training Remote / Up to 1 hour each
  1. Deployment Team;
  2. Process SMEs; and
  3. Other team members as identified by Deployment Team
  • Training for relevant Users covering advanced features necessary to perform specific functions relating to the identified use case(s)
  • Demonstrate advanced features
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. 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
11. Deployment Closeout Remote / Up to 30 minutes
  1. Deployment Team;
  2. Sponsor
  • Summary of outcomes and knowledge transfer with Wrike and Customer teams
N/A

¹NOTE: “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—Onsite Package IV

If purchased, the Onsite Deployment Package IV includes:

Onsite Package IV  
Maximum Number of Remote Sessions 14 (Fourteen) Sessions
Maximum Number of Onsite Days 6 (Six) across 3 trips (minimum 2 consecutive business days per trip)
Maximum Number of Teams or Processes 3 (Three) Teams or Processes
Maximum Number of Users Up to 125 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

 

Onsite Package IV: Activities/Steps
Deployment Step Mode of Delivery/ Expected Effort¹ Customer Attendees Activities Involved Customer Action Items
1. Kickoff Remote / Up to 1 hour
  1. Deployment Team;
  2. Sponsor
  • Introductions
  • Restatement of scope and purpose
  • Review team processes and collect background information
  • Agree on timelines, training approach and team roles
  • Review of change readiness questionnaire
  • Identification of affected stakeholders and change management planning
Pre-Session:
  • Provide any supporting documentation to Wrike PS prior to session
Post-Session:
  • Complete action items discussed in preparation for next session
  • Develop Communications Plan and content
  • Determine process to be reviewed during next call and identify leads and SMEs for each process
2. 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
3. Discovery Remote / Up to 90 minutes
  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. Onsite Planning Remote / Up to 1 hour each
  1. Deployment Lead
  • Confirm agenda for onsite
  • Review onsite logistics
Post-Session:
  • Invite team members to onsite sessions
  • Watch required Wrike Discover courses
5. Configuration On-site Onsite / Up to 4 days in a total of up to 2 trips
  1. Deployment Team;
  2. Sponsor
  3. Process SMEs
  • Identification of desired process refinements
  • Training and guidance on translating Customer business process into Wrike
  • Recommendations on Wrike usage best practice(s)
  • Creation of initial account structure
  • Recommendations on sharing and visibility
  • Identification and initial build out of work monitoring needs (reports, dashboards)
Post On-site:
  • Complete the setup of templates, request forms and any other work started in this session
  • Complete the build-out of folders, permissions, and input of work prior to team trainings
6. On-site Follow-up Remote / Up to 3 sessions of up to 1 hour each
  1. Deployment Team;
  2. Sponsor; and
  3. Process SMEs
  • Review outstanding questions following on-site
  • Identify any further changes which need to be made
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
  • Watch required Wrike Discover courses
  • Invite team members to onsite sessions
8. Training On-site Onsite / Up to 2 days in a single trip
  1. All Deployment Team;
  2. Process SMEs; and
  3. Other team members as identified by Deployment Team
  • Training for relevant Users covering advanced features necessary to perform specific functions relating to the identified use case(s)
  • Training on administrative functionality, including permissions, user groups, sharing, workflows, administrative reporting
  • Training on day-to-day best practices for effective Wrike use & adoption
  • Discussion on general Wrike administration best practices
Post On-site:
  • Set up any further training sessions, as needed
9. End User Training Remote / Up to 2 Sessions of up to 1 hour each
  1. All Deployment Members
  • Training on day-to-day best practices for effective Wrike use & adoption
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. 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
11. Executive Briefing Remote / Up to 1 hour
  1. Deployment Lead;
  2. Sponsor; and
  3. Executive Sponsor
  • Summary of accomplishments and process improvements
  • Identification of areas for growth
  • Introduction of Customer Success model
N/A
12. Deployment Closeout Remote / Up to 30 minutes
  1. Deployment Team;
  2. Sponsor
  • Summary of outcomes and knowledge transfer with Wrike and Customer teams
N/A

¹NOTE: “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—Onsite Package V

If purchased, the Onsite Deployment Package V includes:

Onsite Package V  
Maximum Number of Remote Sessions 21 (Twenty-one) Sessions
Maximum Number of Onsite Days 7 (Seven) across 3 trips (minimum 2 consecutive business days per trip)
Maximum Number of Teams or Processes 5 (Five) Teams or Processes
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 120 (one hundred twenty) days from Customer’s purchase

 

Onsite Package V: Activities/Steps
Deployment Step Mode of Delivery/ Expected Effort¹ Customer Attendees Activities Involved Customer Action Items
1. Kickoff Remote / Up to 1 hour
  1. Deployment Team;
  2. Sponsor
  • Introductions
  • Restatement of scope and purpose
  • Review team processes and collect background information
  • Agree on timelines, training approach and team roles
  • Review of change readiness questionnaire
  • Identification of affected stakeholders and change management planning
Pre-Session:
  • Provide any supporting documentation to Wrike PS prior to session
Post-Session:
  • Complete action items discussed in preparation for next session
  • Develop Communications Plan and content
  • Determine process to be reviewed during next call and identify leads and SMEs for each process
2. Change Management Remote / Up to 2 Sessions of 1 hour each
  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
3. Discovery Remote / Up to 2 Sessions of up to 90 minutes 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
4. Onsite Planning Remote / Up to 1 hour each
  1. Deployment Lead
  • Confirm agenda for onsite
  • Review onsite logistics
Post-Session:
  • Invite team members to onsite sessions
  • Watch required Wrike Discover courses
5. Configuration On-site Onsite / Up to 5 days in a total of up to 2 trips
  1. Deployment Team;
  2. Sponsor
  3. Process SMEs
  • Identification of desired process refinements
  • Training and guidance on translating Customer business process into Wrike
  • Recommendations on Wrike usage best practice(s)
  • Creation of initial account structure
  • Recommendations on sharing and visibility
  • Identification and initial build out of work monitoring needs (reports, dashboards)
Post On-site:
  • Complete the setup of templates, request forms and any other work started in this session
  • Complete the build-out of folders, permissions, and input of work prior to team trainings
6. On-site Follow-up Remote / Up to 5 sessions of up to 1 hour each
  1. Deployment Team;
  2. Sponsor; and
  3. Process SMEs
  • Review outstanding questions following on-site
  • Identify any further changes which need to be made
Post-Session:
  • Address any identified changes prior to team trainings
7. Launch Planning Remote / Up to 2 Sessions of up to 1 hour each
  1. Deployment Team;
  • Discussion to identify potential roadblocks to adoption and usage
  • Preparation for training sessions
Post-Session:
  • Develop identified collateral and communications
  • Watch required Wrike Discover courses
  • Invite team members to onsite sessions
8. Training On-site Onsite / Up to 2 days in a single trip
  1. All Deployment Team;
  2. Process SMEs; and
  3. Other team members as identified by Deployment Team
  • Training for relevant Users covering advanced features necessary to perform specific functions relating to the identified use case(s)
  • Training on administrative functionality, including permissions, user groups, sharing, workflows, administrative reporting
  • Training on day-to-day best practices for effective Wrike use & adoption
  • Discussion on general Wrike administration best practices
Post On-site:
  • Set up any further training sessions, as needed
9. End User Training Remote / Up to 2 Sessions of up to 1 hour each
  1. All Deployment Members
  • Training on day-to-day best practices for effective Wrike use & adoption
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. Adoption Monitoring Remote / Up to 3 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
11. Executive Briefing Remote / Up to 2 Sessions of up to 1 hour each
  1. Deployment Lead;
  2. Sponsor; and
  3. Executive Sponsor
  • Summary of accomplishments and process improvements
  • Identification of areas for growth
  • Introduction of Customer Success model
N/A
12. Deployment Closeout Remote / Up to 30 minutes
  1. Deployment Team;
  2. Sponsor
  • Summary of outcomes and knowledge transfer with Wrike and Customer teams
N/A

¹NOTE: “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

These Professional Services Terms and Conditions are hereby incorporated into and form part of the Agreement and sets forth the additional terms and conditions (“Additional Terms”) under which Wrike will provide Professional Services to Customer in connection with the Professional Services package purchased by Customer pursuant to an applicable Order Form. “Order Form” for these Additional Terms means an ordering document executed by Customer that specifies its purchase and is governed by its own Terms and Conditions as outlined in said Order Form. The Order Form, its applicable Terms and Conditions, and these Additional Terms together shall be defined as the “Agreement”. Wrike and Customer may be referred to individually as a “Party” and collectively as the “Parties” in these Additional Terms. Other terms used in these Additional Terms without definition shall have meanings ascribed to such terms elsewhere in the Agreement.

4.1. Performance of Professional Services

  1. Order of Precedence. To the extent of any conflict or inconsistency between the provisions in the body of these Additional Terms and any Order Form, the terms of such Order Form shall prevail as to the conflict.

  2. Delivery and Cooperation. Customer acknowledges that Customer’s cooperation is essential to the timely performance of Wrike’s Professional 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 the Professional Services. If Customer fails to do any of the foregoing, both Parties will cooperate in good faith to develop a formal Amendment or Change Order, as applicable.

  3. Place of Performance. Unless agreed to between 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 between Parties in advance. Professional Services which are performed on-site at Customer’s facilities will be performed on consecutive business days and subject to a standard eight-hour workday. Unless otherwise agreed upon between Parties, on-site Professional Services will be performed in a single on-site visit by one Wrike consultant. To the extent required, Customer’s office resources, such as facility and internet access, will be made accessible to Wrike during such visits. 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. Project Personnel. Staffing decisions will be based on availability of Wrike personnel at the time of signature of the applicable Order Form. Personnel providing Professional Services will be Wrike’s employees acting within the scope of their employment or will be Wrike Subcontractors. A Subcontractor is a person, or an entity who may provide services or personnel to Wrike or on Wrike’s behalf, 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 Agreement. Wrike shall remain fully liable for the acts or omissions of its Subcontractors. 

4.2. Payment Terms

  1. Fees. Customer will pay Wrike all undisputed Fees associated with the Professional Services outlined in the applicable Order Form.

  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 and will be billed at-cost with no mark-up. At Customer’s request, Wrike will provide receipts or other reasonably satisfactory evidence of such expenses.

4.3. Changes to Professional Service(s) Scope

All requested changes that deviate from the purchased Professional Services Package must be outlined in an order form signed by both Parties (“Amendment”) or (“Change Order”). The Wrike Professional Services Consultant will be responsible for drafting and managing all such requests.  The Change Order will be valid only upon authorized signature of both Customer and Wrike.

 

 

For Professional Service Packages purchased prior to April 1, 2020, 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: April 1, 2020. Wrike, Inc.