The team starts from scratch every time
Use a project template for a process the client runs regularly. Give tasks, documents, owners and deadlines a consistent structure, then adapt it for the next project.
Explore reusable projectsPartner programme · Consulting and implementation firms
You map out processes, recommend improvements and help clients make changes. The value comes when people actually work that way. WorkVine helps turn your recommendations into clear tasks, responsibilities and repeatable processes.

Not every improvement needs a large software project. Choose a process that involves several people and where handovers or follow-up are currently falling short.
Use a project template for a process the client runs regularly. Give tasks, documents, owners and deadlines a consistent structure, then adapt it for the next project.
Explore reusable projectsAsk WorkVine to turn existing HR forms into digital versions. First agree on who completes them, who reads them and what should happen after an acknowledgment.
Explore digital formsHelp people learn the new approach and use it in their work. Training explains what to do; communication and targeted actions help them follow through.
Explore training and developmentFrom design to handover
For example, you might help a client open a new branch. Use that project to test whether roles, tasks and handovers work in practice.
Agree on the opening tasks, who makes decisions and what counts as complete. Appoint a responsible person at the client and be clear about what falls outside the engagement.
Create a project with tasks, owners and deadlines, and keep the relevant documents alongside it. Have the people involved use it for one real project, then discuss what needs improving.
Apply what you've learned, make recurring steps reusable and agree on who will maintain the setup. The handover is complete when the client knows how to start the next project.

For your pilot and handover
Use these points to define the initial setup together. They help prevent an engagement from quietly expanding into a redesign of the whole organization.
You help clients analyze their processes, make decisions and get people involved in the rollout. We agree on the consulting and implementation work you will deliver before you start.
We help identify what the platform can support, carry out the agreed setup and answer product questions. Joining the programme does not automatically make your firm a certified partner or reseller.
A designated owner looks after the content, permissions and follow-up. Clarify which questions the client handles internally and when to involve your firm or WorkVine.
Good to know
Here are the key points. We're happy to talk through your situation.
No. You can focus on improving processes and helping people adopt the changes. WorkVine provides product guidance and setup support. For specific needs, such as digitizing an existing HR form, we work out the requirements together.
Yes. A specific process, such as onboarding or opening a branch, is a useful starting point. We look at the required steps, roles and relevant modules before defining the scope.
WorkVine supports task-based employee and organizational processes with tasks, documents, owners, deadlines and progress tracking. It is not a project accounting or portfolio planning system.
The partner fee is for referring clients under the programme. Your own consulting or implementation work, responsibilities and any fees are subject to separate agreements made upfront.
Interested in partnering?
Bring a process outline, an existing form or a specific implementation question. We'll explore how WorkVine can support it and where your firm's expertise adds value.

Your email app will open with the subject already filled in. There's no commitment at this stage.
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