---
title: Who Does What During a Workflow Optimization Project?
description: Not sure who owns what during your Cirface engagement? Here’s a quick breakdown of responsibilities between your team and ours.
---

[Skip to content](https://help.cirface.com/en/knowledge/roles-and-responsibilities-client-vs-cirface#main-content)

English

Show submenu for translations

[Submit a Support Ticket](https://help.cirface.com/en/knowledge/kb-tickets/new?hsLang=en)

[![Cirface\_Blue Yellow - 1920](https://help.cirface.com/hs-fs/hubfs/Cirface/%5BCirface%5D%20Logo%20and%20Branding/Cirface_Blue%20Yellow%20-%201920.png?width=150&height=60&name=Cirface_Blue%20Yellow%20-%201920.png)](https://help.cirface.com/en/knowledge?hsLang=en)

Open main navigation

Close main navigation

- English
  
  Show submenu for translations
- [Submit a Support Ticket](https://help.cirface.com/en/knowledge/kb-tickets/new)
- [Contact us](https://cirface.com/contact)

[Contact us](https://cirface.com/contact)

 How can we help you?

- There are no suggestions because the search field is empty.

1. [Cirface Knowledge Base](https://help.cirface.com/en/knowledge?hsLang=en)
2. [Services Onboarding](https://help.cirface.com/en/knowledge/services-onboarding?hsLang=en)
3. [Kickoff Prep & Discovery](https://help.cirface.com/en/knowledge/services-onboarding?hsLang=en#kickoff-prep-discovery)

April 24, 2025

# Who Does What During a Workflow Optimization Project?

## Not sure who owns what during your Cirface engagement? Here’s a quick breakdown of responsibilities between your team and ours.

Every project is a partnership. This guide gives a quick overview of who’s responsible for what during your engagement, so expectations stay clear and momentum stays strong.

You can use this as a reference throughout your project—especially during handoffs or when you’re adding new team members to the mix.

---

### 🧩 What Cirface Owns

- Running discovery sessions and capturing requirements
- Designing sandbox environments and workflow prototypes
- Building and configuring projects in your Asana environment
- Delivering training sessions and coaching
- Managing the project plan, timelines, and deliverables
- Providing documentation (SOPs, templates, recordings)
- Offering recommendations based on best practices
- Ongoing support (if enrolled in a support plan)

---

### 🧠 What Your Team Owns

- Assigning internal champions and decision-makers
- Submitting workflows via Loom + the Workflow Definition Form
- Granting access to your Asana workspace and tools
- Providing timely feedback during testing and validation
- Participating in trainings and internal adoption
- Approving deliverables and raising red flags early
- Implementing internal change management (if support not included)

---

### 🔄 What We Co-Own

- Weekly status check-ins
- Timeline accountability (we’ll hold you to it—you hold us to it)
- Shared documentation folder access
- Change requests or new workflows outside of original scope
- Communication norms: clear, prompt, collaborative

---

### 💡 Tip

If you’re ever unclear on who’s responsible for something, just ask your Cirface Project Manager. We’ll clarify it right away—no runarounds.

- [Cirface FAQs: Pricing, Training, Support, and More](https://help.cirface.com/en/knowledge/cirface-faqs-pricing-training-support-and-more?hsLang=en#main-content)

    - [Getting Started](https://help.cirface.com/en/knowledge/cirface-faqs-pricing-training-support-and-more?hsLang=en#getting-started)
    - [Pricing & Billing](https://help.cirface.com/en/knowledge/cirface-faqs-pricing-training-support-and-more?hsLang=en#pricing-billing)
    - [Training & Learning Paths](https://help.cirface.com/en/knowledge/cirface-faqs-pricing-training-support-and-more?hsLang=en#training-learning-paths)
    - [Support & Post-Implementation Resources](https://help.cirface.com/en/knowledge/cirface-faqs-pricing-training-support-and-more?hsLang=en#support-post-implementation-resources)
    - [Service Details & Deliverables](https://help.cirface.com/en/knowledge/cirface-faqs-pricing-training-support-and-more?hsLang=en#service-details-deliverables)
    - [Region & Scheduling](https://help.cirface.com/en/knowledge/cirface-faqs-pricing-training-support-and-more?hsLang=en#region-scheduling)
- [Asana License Management](https://help.cirface.com/en/knowledge/asana-license-management?hsLang=en#main-content)

    - [License Procurement & Ordering](https://help.cirface.com/en/knowledge/asana-license-management?hsLang=en#license-procurement-ordering)
    - [License Onboarding & Account Access](https://help.cirface.com/en/knowledge/asana-license-management?hsLang=en#license-onboarding-account-access)
    - [SSO, SCIM, and Security Setup](https://help.cirface.com/en/knowledge/asana-license-management?hsLang=en#sso-scim-and-security-setup)
    - [Seat & License Management](https://help.cirface.com/en/knowledge/asana-license-management?hsLang=en#seat-license-management)
- [Sales & Demo Resources](https://help.cirface.com/en/knowledge/sales-demo-resources?hsLang=en#main-content)

    - [Pre-Call Prep](https://help.cirface.com/en/knowledge/sales-demo-resources?hsLang=en#pre-call-prep)
    - [Product & Services Overview](https://help.cirface.com/en/knowledge/sales-demo-resources?hsLang=en#product-services-overview)
    - [Buyer FAQs & Decision Support](https://help.cirface.com/en/knowledge/sales-demo-resources?hsLang=en#buyer-faqs-decision-support)
- [Services Onboarding](https://help.cirface.com/en/knowledge/services-onboarding?hsLang=en#main-content)

    - [Post-Signature Welcome](https://help.cirface.com/en/knowledge/services-onboarding?hsLang=en#post-signature-welcome)
    - [Kickoff Prep & Discovery](https://help.cirface.com/en/knowledge/services-onboarding?hsLang=en#kickoff-prep-discovery)
    - [Project Delivery & Engagement](https://help.cirface.com/en/knowledge/services-onboarding?hsLang=en#project-delivery-engagement)
- [Enterprise Admin Enablement](https://help.cirface.com/en/knowledge/enterprise-admin-enablement?hsLang=en#main-content)

    - [Security & Compliance Controls](https://help.cirface.com/en/knowledge/enterprise-admin-enablement?hsLang=en#security-compliance-controls)
    - [Organization Settings & Configuration](https://help.cirface.com/en/knowledge/enterprise-admin-enablement?hsLang=en#organization-settings-configuration)
    - [AI Security & Compliance](https://help.cirface.com/en/knowledge/enterprise-admin-enablement?hsLang=en#ai-security-compliance)
    - [Migration & Upgrades](https://help.cirface.com/en/knowledge/enterprise-admin-enablement?hsLang=en#migration-upgrades)
- [Training & Adoption](https://help.cirface.com/en/knowledge/training-adoption?hsLang=en#main-content)

    - [Executive Visibility](https://help.cirface.com/en/knowledge/training-adoption?hsLang=en#executive-visibility)

[![Chill listening crop-3](https://help.cirface.com/hs-fs/hubfs/Cirface/%5BCirface%5D%20Logo%20and%20Branding/Cirface_Blue%20Yellow%20-%201920.png?width=60&height=24&name=Cirface_Blue%20Yellow%20-%201920.png "Chill listening crop-3")](https://cirface.com/)

<https://www.linkedin.com/company/cirface/> [mailto:info@cirface.com](mailto:info@cirface.com)

Copyright © 2025, Cirface