Exhibit D
Professional Services Packages for Add-Ons

1. WRIKE ENHANCED PACKAGES FOR ADD-ONS

A. Add-Ons: The Professional Services Packages for Add-Ons (each, an “Enhanced Package” or collectively, the “Enhanced Packages”) provide Customer with best practice guidance and onboarding for licensed premium add-on features of the Wrike Service (“Add-on Feature”). These Enhanced Packages may be purchased in conjunction with a Professional Services Deployment Package purchased for the onboarding and deployment of the Wrike Service, referenced in Exhibit B or separate Statement of Work, or as standalone engagements associated with the Add-on Feature only. These Enhanced Packages will be delivered concurrently in cases where Customer has purchased more than one package (Deployment Package and/or Enhanced Packages). All Enhanced Package sessions are delivered remotely and address only the specific features applicable to the specific Add-on Feature with the associated Enhanced Package. In cases where multiple Professional Services packages are purchased simultaneously, the longest timeline for Engagement (or Deployment) will prevail as the timeframe for all service delivery.
 
B. Deployment of Add-Ons: Wrike Professional Services utilizes a coaching model to assist with the onboarding and deployment of the Add-on Feature (“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 Add-on Feature and drive internal adoption.

2. ROLES

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

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.
  6. Admin 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 and has additionally been granted administrative rights within the Service.
  7. Analyze Trainees (Applicable for Wrike Analyze Enablement Training Package only): Wrike User(s) who have been identified by Sponsor as designated Wrike Analyze trainees and will be responsible for completing the required exercises during the training.
  8. Resource Managers (Applicable for Wrike for Professional Services or Wrike Resource Add-On Packages only): Person(s) who will be trained on Wrike Resource. These individuals should be limited only to those responsible for assignment of work within Wrike based on resourcing and bandwidth considerations.
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. ENHANCED PACKAGE DESCRIPTIONS

A. Wrike for MarketersTeam Package

If purchased, the Enhanced Package for Wrike for Marketers—Team includes:

Wrike for Marketers—Team Package  
Maximum Number of Remote Sessions Up to 3 (Three) Sessions; 1-Hour per Session
Maximum Number of Onsite Days None / Not applicable
Maximum Number of Users per Package Up to 80 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
 

Scope Overview:

  1. In Scope: The scope of this Enhanced Package for Wrike for Marketers—Team is limited to the training and enablement of identified Customer Personnel regarding the Wrike for Marketers Add-On Feature. Wrike Personnel will partner with Customer Personnel to work through the following activities:
    1. Review of Wrike configuration and discussion of leveraging Wrike for Marketers functionality within that use case according to best practices;
    2. Recommend and implement Wrike for Marketers best practices based on how Customer initiates, creates, reviews, and manages digital assets; and
    3. Training of up to twenty (20) identified Users on Wrike for Marketers functionality. Wrike agrees that training may be recorded by Customer for Customer’s internal use.
  2. Out of Scope: The following activities are out of scope for this Enhanced Package for Wrike for Marketers—Team:
    1. Configuration and onboarding of use cases not directly related to Wrike for Marketers functionality; and
    2. Integrations and configurations with other systems and Customer’s third-party partners, including but not limited to, importing/exporting to/from other systems.
B. Wrike for MarketersCorporate Package

If purchased, the Enhanced Package for Wrike for Marketers—Corporate includes:

Wrike for Marketers—Corporate Package  
Maximum Number of Remote Sessions Up to 6 (Six) Sessions; 1-Hour per Session
Maximum Number of Onsite Days None / Not applicable
Maximum Number of Users per Package 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
 

Scope Overview:

  1. In Scope: The scope of this Enhanced Package for Wrike for Marketers—Corporate is limited to the training and enablement of identified Customer Personnel regarding the Wrike for Marketers Add-On Feature. Wrike Personnel will partner with Customer Personnel to work through the following activities:
    1. Review of Wrike configuration and discussion of leveraging Wrike for Marketers functionality within that use case according to best practices;
    2. Recommend and implement Wrike for Marketers best practices based on how Customer initiates, creates, reviews, and manages digital assets; and
    3. Training of up to forty (40) identified Users on Wrike for Marketers functionality. Wrike agrees that training may be recorded by Customer for Customer’s internal use.
  2. Out of Scope: The following activities are out of scope for this Enhanced Package for Wrike for Marketers—Corporate:
    1. Configuration and onboarding of use cases not directly related to Wrike for Marketers functionality; and
    2. Integrations and configurations with other systems and Customer’s third-party partners, including but not limited to, importing/exporting to/from other systems.
C. Wrike Proof—Team Package

If purchased, the Enhanced Package for Wrike Proof—Team includes:

Wrike Proof—Team Package  
Maximum Number of Remote Sessions Up to 3 (Three) Sessions; 1-Hour per Session
Maximum Number of Onsite Days None / Not applicable
Maximum Number of Users per Package Up to 80 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
 
Scope Overview:
  1. In Scope: The scope of this Enhanced Package for Wrike Proof—Team is limited to the training and enablement of identified Customer Personnel regarding the Wrike Proof Add-On Feature. Wrike Personnel will partner with Customer Personnel to work through the following activities:
    1. Review of Wrike configuration and discussion of leveraging Wrike Proof functionality according to best practices;
    2. Recommend and implement Wrike Proof best practices based on how Customer initiates, creates, reviews, and approves digital assets within Wrike; and
    3. Training of up to twenty (20) identified Users on Wrike Proof functionality. Wrike agrees that training may be recorded by Customer for Customer’s internal use.
  2. Out of Scope: The following activities are out of scope for this Enhanced Package for Wrike Proof—Team:
    1. Configuration and onboarding of use cases not directly related to Wrike Proof functionality; and
    2. Integrations and configurations with other systems and Customer’s third-party partners, including but not limited to, importing/exporting to/from other systems.
D. Wrike Proof—Corporate Package

If purchased, the Enhanced Package for Wrike Proof—Corporate includes:

Wrike Proof—Corporate Package  
Maximum Number of Remote Sessions Up to 6 (Six) Sessions; 1-Hour per Session
Maximum Number of Onsite Days None / Not applicable
Maximum Number of Users per Package 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

Scope Overview:

  1. In Scope: The scope of this Enhanced Package for Wrike Proof—Corporate is limited to the training and enablement of identified Customer Personnel regarding the Wrike Proof Add-On Feature. Wrike Personnel will partner with Customer Personnel to work through the following activities:
    1. Review of Wrike configuration and discussion of leveraging Wrike Proof functionality according to best practices;
    2. Recommend and implement Wrike Proof best practices based on how Customer initiates, creates, reviews, and approves digital assets within Wrike; and
    3. Training of up to forty (40) identified Users on Wrike Proof functionality. Wrike agrees that training may be recorded by Customer for Customer’s internal use.
  2. Out of Scope: The following activities are out of scope for this Enhanced Package for Wrike Proof—Corporate:
    1. Configuration and onboarding of use cases not directly related to Wrike Proof functionality; and
    2. Integrations and configurations with other systems and Customer’s third-party partners, including but not limited to, importing/exporting to/from other systems.
E. Wrike Publish—Team Package

If purchased, the Enhanced Package for Wrike Publish—Team includes:

Wrike Publish—Team Package  
Maximum Number of Remote Sessions Up to 1 (One) Session; 1-Hour per Session
Maximum Number of Onsite Days None / Not applicable
Maximum Number of Users per Package Up to 80 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

Scope Overview:

  1. In Scope: The scope of this Enhanced Package for Wrike Publish—Team is limited to the training of identified Customer Personnel regarding the Wrike Publish Add-On Feature. Wrike Personnel will partner with Customer Personnel to work through the following activities:
    1. Review of Wrike configuration and discussion of leveraging Wrike Publish functionality;
    2. Walkthrough of custom field mapping from Wrike to identified Digital Asset Management provider in order to support Wrike Publish functionality; and
    3. Training of up to five (5) identified Admin Users on Wrike Publish functionality. Wrike agrees that training may be recorded by Customer for Customer’s internal use.
  2. Out of Scope: The following activities are out of scope for this Enhanced Package for Wrike Publish—Team:
    1. Configuration and onboarding of use cases not directly related to Wrike Publish functionality; and
    2. Integrations and configurations with other systems and Customer’s third-party partners, including but not limited to, importing/exporting to/from other systems.
F. Wrike Publish—Corporate Package

If purchased, the Enhanced Package for Wrike Publish—Corporate includes:

Wrike Publish—Corporate Package  
Maximum Number of Remote Sessions Up to 2 (Two) Sessions; 1-Hour per Session
Maximum Number of Onsite Days None / Not applicable
Maximum Number of Users per Package 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

Scope Overview:

  1. In Scope: The scope of this Enhanced Package for Wrike Publish—Team is limited to the training of identified Customer Personnel regarding the Wrike Publish Add-On Feature. Wrike Personnel will partner with Customer Personnel to work through the following activities:
    1. Review of Wrike configuration and discussion of leveraging Wrike Publish functionality;
    2. Walkthrough of custom field mapping from Wrike to identified Digital Asset Management provider in order to support Wrike Publish functionality; and
    3. Training of up to ten (10) identified Admin Users on Wrike Publish functionality. Wrike agrees that training may be recorded by Customer for Customer’s internal use.
  2. Out of Scope: The following activities are out of scope for this Enhanced Package for Wrike Publish—Team:
    1. Configuration and onboarding of use cases not directly related to Wrike Publish functionality; and
    2. Integrations and configurations with other systems and Customer’s third-party partners, including but not limited to, importing/exporting to/from other systems.
G. Wrike Resource—Team Package

If purchased, the Enhanced Package for Wrike Resource—Team includes:

Wrike Resource—Team Package  
Maximum Number of Remote Sessions Up to 4 (Four) Sessions; 1-Hour per Session
Maximum Number of Onsite Days None / Not applicable
Maximum Number of Users per Package Up to 80 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

Scope Overview:

  1. In Scope: The scope of this Enhanced Package for Wrike Resource—Team is limited to the enablement and training regarding the Wrike Resource Add-On Feature. Wrike Personnel will partner with Customer personnel to work through the following activities:
    1. Review of current Wrike configuration and discussion on leveraging Wrike Resource functionality within that use case according to best practices;
    2. Walkthrough of Workload Chart creation, assignment of User Roles, and assignment of tasks based on resource availability; and
    3. Discussion of other related activities to Wrike Resource, including Time Tracking and various Reporting needs and possibilities.
  2. Out of Scope: The following activities are out of scope for this Enhanced Package for Wrike Resource—Team:
    1. Integrations with other systems and Customer’s third-party partners, including but not limited to, importing/exporting to/from other systems;
    2. Recommendations and/or configuration of processes and use cases not already present within Customer’s Wrike environment; and
    3. Training for all Users on Wrike Resource Add-On Feature functionality. Resource Managers will be responsible for training other Wrike Users on applicable functionality of Wrike Resource, if any.
H. Wrike ResourceCorporate Package

If purchased, the Enhanced Package for Wrike Resource—Corporate includes:

Wrike Resource—Corporate Package  
Maximum Number of Remote Sessions Up to 8 (Eight) Sessions; 1-Hour per Session
Maximum Number of Onsite Days None / Not applicable
Maximum Number of Users per Package 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

Scope Overview:

  1. In Scope: The scope of this Enhanced Package for Wrike Resource—Corporate is limited to the enablement and training regarding the Wrike Resource Add-On Feature. Wrike Personnel will partner with Customer personnel to work through the following activities:
    1. Review of current Wrike configuration and discussion on leveraging Wrike Resource functionality within that use case according to best practices;
    2. Walkthrough of Workload Chart creation, assignment of User Roles, and assignment of tasks based on resource availability; and
    3. Discussion of other related activities to Wrike Resource, including Time Tracking and various Reporting needs and possibilities.
  2. Out of Scope: The following activities are out of scope for this Enhanced Package for Wrike Resource—Corporate:
    1. Integrations with other systems and Customer’s third-party partners, including but not limited to, importing/exporting to/from other systems;
    2. Recommendations and/or configuration of processes and use cases not already present within Customer’s Wrike environment; and
    3. Training for all Users on Wrike Resource Add-On Feature functionality. Resource Managers will be responsible for training other Wrike Users on applicable functionality of Wrike Resource, if any.
I. Wrike for Professional Services—Team Package

If purchased, the Enhanced Package for Wrike for Professional Services—Team includes:

Wrike for Professional Services—Team Package  
Maximum Number of Remote Sessions Up to 4 (Four) Sessions; 1-Hour per Session
Maximum Number of Onsite Days None / Not applicable
Maximum Number of Users per Package Up to 80 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

Scope Overview: 

  1. In Scope: The scope of this Enhanced Package for Wrike for Professional Services—Team is limited to the enablement and training regarding the Wrike for Professional Services Add-On Feature. Wrike Personnel will partner with Customer personnel to work through the following activities:
    1. Review of current Wrike configuration and discussion on leveraging Wrike for Professional Services functionality within that use case according to best practices;
    2. Walkthrough of Workload Chart creation, assignment of User Roles, and assignment of tasks based on resource availability; and
    3. Discussion of other related activities to Wrike for Professional Services, including Time Tracking and various Reporting needs and possibilities.
  2. Out of Scope: The following activities are out of scope for this Enhanced Package for Wrike for Professional Services—Team:
    1. Integrations with other systems and Customer’s third-party partners, including but not limited to, importing/exporting to/from other systems;
    2. Recommendations and/or configuration of processes and use cases not already present within Customer’s Wrike environment; and
    3. Training for all Users on Wrike Resource Add-On Feature functionality. Resource Managers will be responsible for training other Wrike Users on applicable functionality of Wrike Resource, if any.
J. Wrike for Professional Services—Corporate Package

If purchased, the Enhanced Package for Wrike for Professional Services—Corporate includes:

Wrike for Professional Services—Corporate Package  
Maximum Number of Remote Sessions Up to 8 (Eight) Sessions; 1-Hour per Session
Maximum Number of Onsite Days None / Not applicable
Maximum Number of Users per Package 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

Scope Overview:

  1. In Scope: The scope of this Enhanced Package for Wrike for Professional Services—Corporate is limited to the enablement and training regarding the Wrike for Professional Services Add-On Feature. Wrike Personnel will partner with Customer personnel to work through the following activities:
    1. Review of current Wrike configuration and discussion on leveraging Wrike for Professional Services functionality within that use case according to best practices;
    2. Walkthrough of Workload Chart creation, assignment of User Roles, and assignment of tasks based on resource availability; and
    3. Discussion of other related activities to Wrike for Professional Services, including Time Tracking and various Reporting needs and possibilities.
  2. Out of Scope: The following activities are out of scope for this Enhanced Package for Wrike for Professional Services—Corporate:
    1. Integrations with other systems and Customer’s third-party partners, including but not limited to, importing/exporting to/from other systems;
    2. Recommendations and/or configuration of processes and use cases not already present within Customer’s Wrike environment; and
    3. Training for all Users on Wrike Resource Add-On Feature functionality. Resource Managers will be responsible for training other Wrike Users on applicable functionality of Wrike Resource, if any.
K. Wrike Analyze—Enablement Training Package

If purchased, the Enhanced Package for Wrike Analyze—Enablement Training includes:

Wrike Analyze—Enablement Training Package  
Maximum Number of Remote Sessions Up to 3 (Three) Sessions; 1-Hour per Session
Maximum Number of Onsite Days None / Not applicable
Maximum Number of Trainees per Package Up to 10 Trainees
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

Scope Overview:

  1. In Scope: The scope of this Enhanced Package for Wrike Analyze—Enablement Training is limited to the enablement and training regarding the Wrike Analyze Add-On Feature. Note that the Wrike Analyze Add-On Feature is included in Wrike ‘Performance’ subscriptions, such as Wrike for Marketers Performance and Wrike for Professional Services Performance. Wrike Personnel shall leverage a pre-configured Wrike environment for training and enablement purposes; the Parties will discuss how Wrike Analyze will be leveraged in the Customer environment by working through the following activities:
    1. Review of generalized Wrike data structure and architecture in relation to Wrike Analyze capabilities;
    2. Hands-on walkthrough of dashboard creation by Customer attendees within a pre-configured Wrike Environment; and
    3. Discussion of applicable use cases for Customer-specific subscription configuration.
  2. Out of Scope: The following activities are out of scope for this Enhanced Package for Wrike Analyze—Enablement Training:
    1. Integrations with other systems and Customer’s third-party partners, including but not limited to, importing/exporting to/from other systems; and
    2. Conducting the training using Customer’s Wrike Environment. For purposes of added clarity, the training outlined herein will be conducted using a pre-configured environment with example/dummy data.

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.