Exhibit F
Professional Services Wrike Integrate Standard Package
LAST UPDATED: FEBRUARY 1, 2022. WRIKE, INC.
Exhibit F
Professional Services Wrike Integrate Standard Package
LAST UPDATED: FEBRUARY 1, 2022. WRIKE, INC.
Wrike Integrate is an automation platform whereby Customer and Wrike can create customized integrations between the Wrike platform and Customer’s cloud or on-premise applications.
The package description outlined below address the steps related to the delivery and implementation of the Wrike Integrate Standard Package purchased in the applicable Order Form between Wrike and Customer. The goal of this engagement is for Wrike Professional Services (“Wrike PS”) and Customer’s Implementation Team (defined below) to identify Customer’s business requirements, build and deliver an integration that meets such requirements, and train Customer’s Implementation Team on how to utilize and maintain the integration (the “Implementation”).
To support Wrike’s collaborative Implementation, Wrike expects that Customer’s personnel are identified and made available to collaborate with their Wrike counterparts throughout the Implementation. Below is a breakdown of the key roles and responsibilities of each Party during the Implementation.
If purchased, the Wrike Integrate Standard Package includes:
Wrike Integrate Standard Package | |
Mode of Delivery | Remote |
Maximum Number of Remote Sessions | 15 (Fifteen) |
Maximum Number of Integration Flows | 1 (One) |
Maximum Number of Recipes | Up to 5 (Five) |
Timeline for delivery | Kickoff must start within 70 (seventy) days of Customer’s purchase if purchased at the same time as the main deployment in Exhibit B or separate Statement of Work (otherwise shall be started within thirty (30) days of purchase); Implementation activities will expire 120 days (one hundred twenty) days later |
Steps | Customer Attendees | Activities Involved | Customer Action Items |
1. Kick Off | 1. Sponsor 2. Implementation Lead 3. Technical Lead 4. SME | • Define Customer’s expected outcomes from the Implementation • Confirm dependencies of the integrations on Wrike configuration • Discuss Implementation steps • Begin creating a project schedule that will be managed by Customer with input from Wrike throughout the Implementation | Post Call: • Grant the Wrike Implementation Consultant short-term access to Customer systems, applications (including Customer’s Wrike account) as reasonably required for Wrike to complete the Professional Services described herein • Complete any additional set up tasks as provided by Wrike Implementation Consultant • Hold necessary internal discussions regarding desired use case (Implementation Flow) |
2. Needs Analysis | 1. Implementation Lead 2. Technical Lead | Conduct brief needs analysis and scoping exercise to determine agreed scope of engagement | Post Call: • Complete prioritization decisions and/or scope related change orders if applicable |
3. Training | 1. Technical Lead 2. Anyone who will be involved in the ongoing maintenance of the Integration Flow | The following self-paced online training courses: 1. Workato “Getting Started with Workato 2. Workato “Automation Pro I" 3. Workato “Automation Pro II” 4. Workato “Using Callable Recipes” 5. Additional content, if relevant, as determined by the Implementation Consultant | Post Session: • Complete the Wrike-denoted required Workato courses by watching the online modules, participating in interactive modules (if any), and completing simulations, exercises and/or applicable homework for each module. If Customer has any questions about what was covered in the Workato content, Customer agrees to provide such questions to Wrike in advance, where feasible |
4. Use Case Analysis & Integration Mapping | 1. Implementation Lead 2. Technical Lead 3. SME | • Refine requirements • Review existing processes and Wrike workspace setup • Create Functional Requirements Document | Post Call: • Customer to provide Wrike Implementation Consultant with approval of the Functional Requirements Document • Customer to configure connections within Wrike Integrate to applications included in Integration Flow |
5. Integration Configuration | 1. Technical Lead 2. SME | • Building and testing the defined Integration Flow | • Customer to identify training attendees required for Step 6 • Notify Wrike Implementation Consultant of any Defects* promptly upon discovery (but no later than Step 5) by uploading a task to Wrike or email (the process to be mutually agreed upon near Kickoff). Wrike will attempt to resolve Defects or implement a workaround prior to the due date above. If Defects are identified after, Wrike Support should be contacted and a Change Order describing the additional scope and price, as applicable, must be executed |
6. Integration Validation | 1. Implementation Lead 2. SME 3. Additional UAT resources | • Wrike to facilitate Customer’s performance of UAT by stepping through each of the Recipes to confirm the Customer is provided with an overview of what each integration does • Address any Defects* identified during UAT (which may continue after these session(s) | Post Call: • Customer to continue testing and monitoring the integrations if not completed during the Integration Validation session(s) • Compile and prioritize issues from UAT within 3 (three) business days after Step 5 |
7. Use Case Training | 1. Implementation Lead 2. SME | • Provide virtual training on the end-to-end integration process. • Provide virtual training on use cases and relevant functions | Post Call: • Customer to set launch date that Wrike mutually agrees with in the project schedule • Identify resources to support launch. |
8. Technical Training | 1. Technical Lead | • Provide virtual training on how to manage/maintain the Recipe(s) (“Integration Life Cycle Enablement”) | N/A |
9. Launch | 1. Sponsor 2.Implementation Lead 3. SME 4. Technical Lead 5. Champion | • Integrations are made available to Customer Users and working within Customer’s legacy applications • Address remaining open issues or questions | N/A |
10. Post Launch & Close Out | 1. Sponsor 2. Implementation Lead 3. Champion | • Discuss Customer’s overall experience with the Implementation and whether there may be a need for future or additional integrations (to be scoped via a Change Order or separate SOW between Parties) • Discuss and/or revise Customer’s existing Wrike roadmap and plan next steps with Customer’s Implementation Team • Summarize Implementation outcomes and facilitate knowledge transfer with Wrike and Customer teams • Introduce the Wrike Customer Success Manager who will manage the ongoing Wrike relationship as it pertains to the Subscription licenses after expiration of this SOW | N/A |
*NOTE: Wrike will attempt to resolve Defects or implement a workaround prior to Use Case Training if the Defect(s) is identified prior to Launch. After Launch, Wrike Support should be contacted for newly identified Defects, and the Parties must execute a Change Order describing the added scope and price (if any).
Customer understands Wrike’s performance is dependent upon Customer’s timely and complete performance of its Customer Responsibilities. In addition, Wrike’s performance is based on the following assumptions (“Assumptions”). Deviations from the Assumptions or failure of Customer to perform its roles and responsibilities may result in price, schedule, and/or scope adjustments, and Wrike will not be liable for its inability to provide Wrike PS that result from such a delay. Any such change will be made pursuant to the Professional Services Terms & Conditions unless otherwise agreed to and signed between Parties.
Wrike Integrate Lite, the premium add-on that streamlines your workflow by seamlessly integrating popular CRMs (like Salesforce or HubSpot) with Wrike. Lite is a limited version of the Wrike Integrate automation platform that allows customers to create custom integrations between the Wrike platform and select cloud or on-premise applications. With Wrike Integrate Lite, your team can improve cross-departmental efficiency by syncing important deal information with Wrike tasks, freeing up valuable time and increasing productivity. Additionally, when a deal is closed in your CRM, Wrike automatically launches associated tasks, ensuring consistent project initiation and optimal outcomes. Wrike's powerful two-way sync with CRMs also increases real-time visibility, allowing relationship owners to better visualize project progress as it happens. With Wrike Integrate Lite, you have the ability to customize the pre-configured integration recipe with additional low-code logic to fit your specific needs.
The package description outlined below addresses the steps related to the delivery and implementation of the Wrike Integrate Lite Onboarding Assistance purchased in the applicable Order Form between Wrike and Customer. The goal of this engagement is for Wrike Professional Services (“Wrike PS”) and Customer’s Implementation Team (defined below) to identify Customer’s business requirements and provide advisory on how to meet such requirements.
To support Wrike’s collaborative Implementation, Wrike expects that Customer’s personnel are identified and made available to collaborate with their Wrike counterparts during the Onboarding phase. Below is a breakdown of the key roles and responsibilities of each Party during the Implementation.
1. Wrike Integrate Lite Onboarding Assistance
If purchased, the Wrike Integrate Lite Onboarding Assistance Package includes:
Wrike Integrate Lite Onboarding Assistance | |
Mode of Delivery | Remote |
Maximum Number of Remote Sessions | 2 (Two) |
Duration of session | 1 hr |
Timeline for delivery | Kickoff must start within 14 (Fourteen) days of Customer’s purchase of Wrike Integrate Lite; Onboarding activities will expire 30 (Thirty) days later. |
Scope Overview:
In Scope:
The scope of this Wrike Integrate Lite Package is limited to the onboarding and enablement of identified Customer Personnel regarding the Wrike Integrate Lite add on feature. Wrike Personnel will partner with Customer Personnel to work through the following activities:
Out of Scope:
Customer understands Wrike’s performance is dependent upon Customer’s timely and complete performance of its Customer Responsibilities. In addition, Wrike’s performance is based on the following assumptions (“Assumptions”). Deviations from the Assumptions or failure of Customer to perform its roles and responsibilities may result in price, schedule, and/or scope adjustments, and Wrike will not be liable for its inability to provide Wrike PS that result from such a delay. Any such change will be made pursuant to the Professional Services Terms & Conditions unless otherwise agreed to and signed between Parties.
Professional services terms & conditions can be found here.
For Professional Service Packages purchased prior to October 1, 2021, the terms and conditions can be found here.
For Professional Service Packages purchased prior to July 1, 2021, the terms and conditions can be found here.
For Professional Service Packages purchased prior to February 15, 2020, the terms and conditions can be found here.
LAST UPDATED: FEBRUARY 1, 2022.