Exhibit E
Wrike Discover & Training
Last update: October 10, 2022
I. QUICK START
1. QUICK START PACKAGE INTRODUCTION
Wrike Customer Education (“Wrike CSED”) and Professional Services (“Wrike PS”) offers online learning modules whereby Customer, specifically the Deployment Lead, may take various courses to facilitate a more detailed understanding on how to setup Wrike for their organization and how to effectively use Wrike functionality to align with their own business objectives. These training courses are a pre-cursor of, and in addition to, general User training offered separately as Wrike Discover Sessions. Wrike CSED will provide Customer with access to online training, hosted via a third-party Learning Management System, to allow the Deployment Lead to engage in self-guided learning at their own pace.
2. QUICK START SCOPE OF SERVICES
Quick Start consists of 6 (six) online self-led modules (“Champion Training”) that train Customer’s Wrike Deployment Lead (defined in Section 5 below) on Wrike functionality and change management techniques geared towards efficiently setting up Wrike for different User-types within their organization. Each module contains interactive exercises where the User can setup real Wrike features and functionality within their own Wrike account as well as homework exercises to complete after the module, which are intended to reiterate and put into practice what the Deployment Lead learned during the Champion Training.
3. QUICK START CHAMPION TRAINING MODULES DESCRIPTION
Champion Training is the online, self-led portion of the Quick Start deployment. It consists of 6 (six) online modules (outlined below) that cover important topics related to the Wrike implementation. Modules contain courses, homework, and practical exercises, which are to be completed by the Deployment Lead.
Table 2 – Champion Training Modules
Module Name | Description |
Introduction and Outcomes | A module that introduces the Quick Start Deployment, which provides an overview of the deployment, topics to be covered, expectations of Customer, suggested timing, as well as the first homework of the Champion Training. |
Get Started with Wrike | This module focuses on projects in Wrike: how to create, manage and complete a project in Wrike. This module also contains homework, practical exercises, and the following courses:
|
Prepare Your Workspace | This module focuses on organizing the Wrike workspace and sharing and permissions in Wrike. This module also contains homework, practical exercises, and the following courses:
|
Map Your Processes | This module focuses on identifying Customers’ existing workflow(s) and processes and carrying them over to Wrike. This module also contains homework, practical exercises, and the following courses:
|
Monitor Work | This module outlines the type of information needed to set up monitoring tools in Wrike. This module also contains homework, practical exercises, and the following courses:
|
Team Onboarding & Change Management | This module is designed to introduce Customer to organizational change management techniques that train Deployment Lead on how to get end-user buy-in to implement Wrike successfully. This module also includes a downloadable toolkit covering potential success blockers and how to fight them. |
4. QUICK START ACTIVITIES
Table 3 – Quick Start Activities
Deployment Step | Mode of Delivery | Delivery Due Date | Customer Attendees | Activities Involved |
1. Champion Training | Self-led online training / 12-18 hours total. | Customer must complete the Champion Training within 46 days after the Effective Date of the applicable Order Form. | Available to up to one (1) Deployment Lead within Customer’s Account | The following activities are to be completed by Customer as part of the self-led portion of the Champion Training:
|
5. QUICK START ROLES AND RESPONSIBILITIES
The following personnel are required to complete the scope of services:
A. Customer Personnel
- Deployment Lead: Customer’s project leader and point of contact for communications with the Wrike team. The Deployment Lead is responsible for completing the Champion Training. Generally, the Deployment Lead is Customer’s User assuming the role of administrator of the Wrike tool for other Users in its organization.
B. Wrike Personnel: (Not applicable: on-demand self-training only)
II. SMART START
1. SMART START PACKAGE INTRODUCTION
Wrike Customer Education (“Wrike CSED”) and Professional Services (“Wrike PS”) offers online learning modules whereby Customer, specifically the Deployment Lead and, if applicable, Additional Champions, may take various courses to facilitate a more detailed understanding on how to setup Wrike for their organization and how to effectively use Wrike functionality to align with their own business objectives. These training courses are a pre-cursor of, and in addition to, general User training offered separately as Wrike Discover Sessions. Wrike CSED will provide Customer with access to online training, hosted via a third-party Learning Management System, to allow User(s) to engage in self-guided learning at their own pace. In addition, Wrike PS makes itself available for a Kick-off and follow-up Review Call.
2. SMART START SCOPE OF SERVICES
Smart Start consists of 6 (six) online self-led modules (“Champion Training”) that train Customer’s Wrike Deployment Lead (defined in Section 5 below) on Wrike functionality and change management techniques geared towards efficiently setting up Wrike for different User-types within their organization. Each module contains interactive exercises where the User can setup real Wrike features and functionality within their own Wrike account as well as homework exercises to complete after the module, which are intended to reiterate and put into practice what the User learned during the Champion Training. Prior to the Champion Training, Customer will have access to 1 (one) 20-minute kick-off call with a Wrike Professional Services Consultant (defined in Section 5 below) outlining the Champion Training (“Kick-off Call”). Once Customer has completed the online, self-guided Champion Training, the Deployment Lead will have the opportunity to schedule 1 (one) 60-minute call with a Wrike Professional Services Consultant and any other Additional Champions (defined in Section 5 below) the Deployment Lead wishes to have attend (“Review Call”). The Champion Training and Review Call shall together be defined in this Smart Start offering as “Deployment”.
Table 1 – Smart Start Overview
Wrike Account Size | Smart Start is offered to the Deployment Lead of Wrike Account IDs containing no more than 15 Users. |
Mode of Delivery |
*the amount of training hours is approximate and depends on how quickly Customer completes practical exercises and homework |
Kickoff Call | 1 (One) Session; 20-Minutes |
Review Call | 1 (One) Session; 1-Hour |
Timeline for Deployment | Customer is required to complete the Kickoff Call within 14 days of purchasing Smart Start, complete Champion Training within 46 days of purchasing Smart Start, and complete the Review Call within 60 days of purchasing Smart Start. While Deployment activities will expire after 60 days, Customer’s Deployment Lead and Additional Champions, if applicable, will have access to the online modules for the duration of Customer’s Wrike Subscription Term. |
3. SMART START CHAMPION TRAINING MODULES DESCRIPTION
Champion Training is the online, self-led portion of the Smart Start deployment. It consists of 6 (six) online modules (outlined below) that cover important topics related to the Wrike implementation. Modules contain courses, homework, and practical exercises, which are to be completed by the Deployment Lead and up to four (4) Additional Users if the Deployment Lead so chooses to extend the Champion Training to any Additional Users.
Table 2 – Champion Training Modules
Module Name | Description |
Introduction and Outcomes | A module that introduces the Smart Start Deployment, which provides an overview of the deployment, topics to be covered, expectations of Customer, suggested timing, as well as the first homework of the Champion Training. |
Get Started with Wrike | This module focuses on projects in Wrike: how to create, manage and complete a project in Wrike. This module also contains homework, practical exercises, and the following courses:
|
Prepare Your Workspace | This module focuses on organizing the Wrike workspace and sharing and permissions in Wrike. This module also contains homework, practical exercises, and the following courses:
|
Map Your Processes | This module focuses on identifying Customers’ existing workflow(s) and processes and carrying them over to Wrike. This module also contains homework, practical exercises, and the following courses:
|
Monitor Work | This module outlines the type of information needed to set up monitoring tools in Wrike. This module also contains homework, practical exercises, and the following courses:
|
Team Onboarding & Change Management | This module is designed to introduce Customer to organizational change management techniques that train Deployment Lead and any Additional Champions on how to get end-user buy-in to implement Wrike successfully. This module also includes a downloadable toolkit covering potential success blockers and how to fight them. |
4. SMART START ACTIVITIES
Table 3 – Smart Start Activities
Deployment Step | Mode of Delivery | Delivery Due Date | Customer Attendees | Activities Involved | Customer Action Items |
1. Kickoff Call | Remote, 20 minutes. | Customer must schedule the Kickoff Call within 14 days of the Effective Date of the applicable Order Form. | Deployment Lead and Additional Champions, if applicable. | Wrike will outline the Champion Training the Deployment Lead will need to complete and enroll the Deployment Lead and Additional Champions, if applicable, to the Champion Training. | N/A |
2. Champion Training | Self-led online training / 12-18 hours total. | Customer must complete the Champion Training within 46 days after the Effective Date of the applicable Order Form. | Deployment Lead and Additional Champions, if applicable. | The following activities are to be completed by Customer as part of the self-led portion of the Champion Training:
| Pre-Training:
Post-Training:
|
3. Review Call | Remote, 1-hour. | The Review Call must be completed no later than 60 days after the Effective Date of the applicable Order Form. | Deployment Lead and Additional Champions, if applicable. |
| Pre-Session:
|
5. SMART START ROLES AND RESPONSIBILITIES
The following personnel are required to complete the scope of services:
A. Customer Personnel
- Deployment Lead: Customer’s project leader and point of contact for communications with the Wrike team. The Deployment Lead is responsible for completing the Champion Training and then coordinating and facilitating the Review Call. Generally, the Deployment Lead is Customer’s User assuming the role of administrator of the Wrike tool for other Users in its organization.
- Additional Champion(s): Up to four (4) additional Users from other User-types such as team leaders, process owners or Wrike administrators that have the proper authority and knowledge to define Customer’s workflow(s) and processes complete Champion Training.
B. Wrike Personnel
- Professional Services Consultant: Point of contact responsible for Participating in the Review Call with Customer’s Deployment Lead.
III. TEAM START
1. TEAM START PACKAGE INTRODUCTION
Wrike Customer Education (“Wrike CSED”) and Professional Services (“Wrike PS”) offer online learning modules whereby Customer, specifically the Deployment Lead and, if applicable, Additional Champions, may take various courses and watch educational videos to facilitate a more detailed understanding on how to setup Wrike for their organization and how to effectively use Wrike functionality to align with their own business objectives. Wrike CSED will provide Customer with access to online training, hosted via a third-party Learning Management System as well as a tutorial video, to allow User(s) to engage in self-guided learning at their own pace. In addition, Wrike PS makes itself available for a Kick-off and follow-up Review Call.
2. TEAM START SCOPE OF SERVICES
Team Start consists of an introductory video, and 5 (five) online self-led modules (“Champion Training”) that train Customer’s Wrike Deployment Lead (defined in Section 5 below) on Wrike functionality and change management techniques geared towards efficiently setting up Wrike for different User-types within their organization. Each module contains interactive exercises where the User can setup real Wrike features and functionality within their own Wrike account as well as homework exercises to complete after the module, which are intended to reiterate and put into practice what the User learned during the Champion Training. Prior to the Champion Training, Customer will have access to 1 (one) 30-minute kick-off call with a Wrike Professional Services Consultant (defined in Section 5 below) outlining the Champion Training (“Kick-off Call”), building the account structure and setting up the first project. Once Customer has completed the online, self-guided Champion Training, the Deployment Lead will have the opportunity to schedule 1 (one) 60-minute call with a Wrike Professional Services Consultant and any other Additional Champions (defined in Section 5 below) the Deployment Lead wishes to have attend (“Review Call”). The Kick-Off call, Champion Training and Review Call shall together be defined this Team Start offering as “Deployment”.
Table 1 – Team Start Overview
Wrike Account Size | Team Start is offered to the Deployment Lead of Wrike Account IDs on the Team subscription plan containing no more than 25 Users. |
Mode of Delivery |
*the amount of training hours is approximate and depends on how quickly Customer completes practical exercises and homework |
Kickoff Call | 1 (One) Session; 30-Minutes |
Review Call | 1 (One) Session; 1-Hour |
Timeline for Deployment | Customer is required to complete the Kickoff Call within 14 days of purchasing Team Start, complete Champion Training within 46 days of purchasing Team Start, and complete the Review Call within 60 days of purchasing Team Start. While Deployment activities will expire after 60 days, Customer’s Deployment Lead and Additional Champions, if applicable, will have access to the introductory video and online modules for the duration of Customer’s Wrike Subscription Term. |
3. TEAM START CHAMPION TRAINING MODULES DESCRIPTION
Champion Training is the online, self-led portion of the Team Start deployment. It consists of an introductory tutorial video and 5 (five) online modules (outlined below) that cover important topics related to the Wrike implementation. Modules contain courses, homework, and practical exercises, which are to be completed by the Deployment Lead and up to two (2) Additional Users if the Deployment Lead so chooses to extend the Champion Training to any Additional Users.
Table 2 – Champion Training Modules
Module Name | Description |
Team Start - Map Your Process | This module includes a Customer questionnaire designed to align this deployment with Customer needs. Answers will be reviewed by Customer’s Wrike Professional Services Consultant for further guidance to ensure Customer’s optimal usage of Wrike. |
Team Onboarding & Change Management | This module introduces Customer to organizational change management techniques to train the Deployment Lead and any Additional Champion(s) on how to increase the adoption of Wrike among end-users and implement Wrike successfully. This module also includes a downloadable toolkit covering potential onboarding and implementation challenges with recommendations on how to address them. |
Managing Meetings in Wrike Team | This module focuses on how to: organize the structure of the Customer’s Wrike account to track meeting agendas and notes, create templates for team meetings or one on one’s, and duplicate items to efficiently setup meetings in Wrike. |
Goal Tracking in Wrike | This module focuses on how to activate a goal tracking space template in Wrike, set up clear measurable goals, and track the process of such goals. |
Building a Workflow | This module focuses on how to define workflows, use default workflows, create and edit workflows, and update task statuses using Wrike views. |
4. TEAM START ACTIVITIES
Table 3 – Team Start Activities
Deployment Step | Mode of Delivery | Delivery Due Date | Customer Attendees | Activities Involved | Customer Action Items |
1. Kickoff Call | Remote, 30 minutes. | Customer must schedule the Kickoff Call within 14 days of the Effective Date of the applicable Order Form. | Deployment Lead and Additional Champions, if applicable. | Wrike will outline the Champion Training the Deployment Lead will need to complete and enroll the Deployment Lead and Additional Champions, if applicable, to the Champion Training. During the session Wrike consultant will guide the champion around building the structure of the account and creating a first project | N/A |
2. Champion Training | Self-led online training / 12-18 hours total. | Customer must complete the Champion Training within 46 days after the Effective Date of the applicable Order Form. | Deployment Lead and Additional Champions, if applicable. | The following activities are to be completed by Customer as part of the self-led portion of the Champion Training:
| Pre-Training:
Post-Training:
|
3. Review Call | Remote, 1-hour. | The Review Call must be completed no later than 60 days after the Effective Date of the applicable Order Form. | Deployment Lead and Additional Champions, if applicable. | Customer chooses between 2 options:
Advanced account setup session includes the following components: (a) best practices for setting up a project; (b) Setting up custom views (c) Table view: advanced setup; (d) Gantt chart: snapshots; (e) Managing repetitive work; (f) Creating custom fields; (g) Custom workflow: modifications; (h) Setting up a request form; (i) Version control: guidelines; and (j) Inviting collaborators.
The Professional Services Consultant will also provide guidance on next steps and resources that Customer team can leverage after onboarding. | Pre-Session:
|
5. TEAM START ROLES AND RESPONSIBILITIES
The following personnel are required to complete the scope of services:
A. Customer Personnel
- Deployment Lead: Customer’s project leader and point of contact for communications with the Wrike team. The Deployment Lead is responsible for completing the Champion Training and then coordinating and facilitating the Review Call. Generally, the Deployment Lead is Customer’s User assuming the role of administrator of the Wrike tool for other Users in its organization.
- Additional Champion(s): Up to two (2) additional Users from other User-types such as team leaders, process owners or Wrike administrators that have the proper authority and knowledge to define Customer’s workflow(s) and processes complete Champion Training.
B. Wrike Personnel
- Professional Services Consultant: Point of contact responsible for Participating in the Review Call with Customer’s Deployment Lead.
IV. ADDITIONAL TERMS
1. ADDITIONAL PS TERMS & CONDITIONS
The following Professional Services Terms and Conditions are hereby incorporated into and form part of the Agreement and set 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 under the Order Form. Material deviations from these Additional Terms may change the price, schedule, timing, and/or resources required to complete the activities described in the Order Form, and as such, a Change Order executed between the Parties is required to implement such material deviations.
A. 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 and access to Customer data; and (ii) cause the appropriate personnel to cooperate with Wrike as required for Wrike to provide the Professional Services described herein.
B. Additional Customer Responsibilities.
- Except for Quick Start (which has no Professional Services Consultant resource), Customer must provide Wrike a minimum of seven (7) days advance written notice before Wrike can schedule the Review Call with a Professional Services Consultant.
- Except for Quick Start (which has no Professional Services Consultant resource), Customer’s delay or failure to schedule the Review Call within 60 days of SOW Effective Date will be deemed a waiver to the Review Call and Wrike is then excused from performing such Review Call without penalty or refund.
C. Project Personnel. Except for Quick Start (which has no Professional Services Consultant resource), Staffing decisions will be based on availability of Wrike personnel at the time Customer requests to schedule the Review Call and the date such Review Call is requested to take place. 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.
D. Changes to Professional Service(s) Scope. All requested changes that deviate from the purchased package must be outlined in an Order Form signed by both Parties (a “Change Order”). The Wrike Professional Services Consultant will be responsible for drafting and managing change requests and Change Orders.