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1 Clarizen s Advanced On-boarding Program is designed to ensure new enterprise customers adopt and deploy the Clarizen platform as quickly and smoothly as possible. Through the program, you'll benefit from our experience in successfully delivering thousands of Clarizen implementations. We'll help you set up your business processes and work collaboration to ensure rapid team adoption and strategic success. The program consists of a series of customized interactive sessions (both onsite and remote), with a dedicated Clarizen expert, who will guide you through configuring, deploying and adopting Clarizen to meet your organization s strategic needs. The program covers a wide range of key areas including: + Collecting and building your organization s requirements + Planning and designing processes to implement within Clarizen + Consulting on work process best practices + Defining and configuring reports and dashboards + Deploying an end-user adoption program + Delivering extensive training for your users This program is designed so that you achieve a high level of self-sufficiency, while giving you direct access to Clarizen experts. Although setting up workflows and advanced customizations can take some time and effort, it was extremely worth it. And when needed, Clarizen s services were there for us every step of the way. Konstantin Valchev Affinnova On-boarding Benefits Access to Experts: Customized sessions with a dedicated Clarizen expert ensures the best knowledge transfer for you and your users Personalized: Optimize your Clarizen deployment so the system best meets your business requirements Faster ROI: Build a path to get more value from Clarizen faster and more efficiently

2 10-week plan from kickoff to roll-out, including: + 5-day onsite discovery & design workshop + 2-day onsite training workshop + Additional 50 hours of remote support to maintain and optimize: o Enhanced reports/customizations/integrations o Personalized training o User adoption monitoring o Weekly implementation and adoption reviews + Unlimited online support and training on Clarizen s Success website (success.clarizen.com) to accommodate different learning styles in your organization. The resources are designed to help you hone your business processes and work collaboration skills, including: o Daily Webinars: Q&A and role-based webinars for new users, administrators, and power users o Tutorials: Learn at your own pace and convenience. Access a wide range of on-demand tutorials, from getting started with Clarizen to using any of its modules o Clarizen University: Web-based training program that allows you and your team to learn at your own pace. It consists of presentations, interactive hands-on lessons and certification exams

3 The Clarizen Success Service Delivery Methodology is a framework for all Clarizen services. The system is structured to promote alignment between Clarizen and its customers. Each phase defines a clear objective with a set of high-level activities, which can be customized per customer within the same structure. Clarizen will assign a Clarizen Subject Matter Expert (SME), alongside a Clarizen Customer Success Manager (CSM), to work with your project leaders to provide tangible value for your organization. The Clarizen Success Service Delivery pack consists of 5 phases: 1. Phase 1 - Discover needs 2. Phase 2 - Design solution 3. Phase 3 - Develop configuration 4. Phase 4 - Deploy solution 5. Phase 5 - Discuss & review

4 People Objectives Deliverables Discover needs Customer Champion Customer Business Clarizen SME Clarizen CSM Identify customer s business requirements Define success criteria Define service schedule Clarizen draft project plan Processes design draft document Design solution Customer Champion Customer Business Clarizen SME Clarizen CSM Agree on required changes Clarizen baseline project plan Defined rollout plan Defined training and adoption plan Processes design final document Develop configuration Customer Champion Clarizen SME Develop & test the agreed-upon solution Configuration, customization & flows specifications Deploy solution Customer Champion Customer Business Clarizen SME Customer deployment and training User acceptance testing Working solution Fine tuning of configuration & customizations (if needed) Historical data available with Clarizen Discuss & review Customer Champion Customer Business Clarizen SME Clarizen CSM Collect feedback Agree on next check point Respond to customer feedback Ongoing plan

5 Each program will be built and shared as a Clarizen project, so your team and Clarizen s Customer Success Managers will always be in sync about upcoming milestones and deliverables. Week Phase Recommended Description Week 1 Kick off call Remote Review package information Explore-high level requirements and expectations Review Clarizen s business alignment form Agree on workshop date Week 2 Workshop preparations Remote Prepare for onsite workshop Week 3 Discover Two-days onsite Introduction to customer team Review customer business requirements/analyze use cases Define scope, objectives and success criteria Present Clarizen best practices Initial Training One-day onsite Set up user management Admin overview training Basic power-user training Design Two-days onsite workshop Define account settings Define data migration needs (if applicable) Identify templates Agree on project and portfolio structure Outline required custom fields & customization Explore required integrations Define reporting needs Outline roll-out timelines

6 Week Phase Recommended Description Week 4-5 Develop Remote Develop advanced customizations Import legacy data (if applicable) Develop advanced reporting & dashboards Optimize configuration Week 6 Deploy - System Review Remote Review and modify system as needed Week 7 Deploy - Training Remote Compile end users training materials Week 8 Deploy - Training Two-days onsite Conduct advanced power-user training Conduct end-user training Collect end-user feedback Fine-tune system based on end-user feedback Week 9 Deploy - Rollout Readiness Remote Review system for deployment readiness Conduct power-user/end-user readiness review Week 10 Deploy Go Live Remote Roll out system Discuss Post Go-Live Review Remote Conduct post-deployment review Outline ongoing plan Decide future phase implementations

7 Units Item Description Total 1 CLZ-CS-AO Clarizen Advanced On-boarding $18,000 1 Travel & Expense Travel & Expense (T&E) ACTUAL Total Price $18,000 + ACTUAL T&E + Should additional services be added to the defined scope above, at the request of the customer, Clarizen will provide an estimate for the specific services, and such services may be provided under a change request or separate statement of work. + Services shall be delivered by Clarizen experts, which may include Clarizen-authorized third-party vendors. + All travel & expenses are subject to the Clarizen Travel Policy. At Clarizen, we endeavor to keep our travel & expenses cost-effective and efficient. + This program is limited to six (6) months from the purchase order date. Thereafter, any remaining unused hours will expire and are not refundable.