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Ways of Working: Tools, Access, and Communication Channels

Learn how Cirface collaborates with your team during the project, including tools used, how we communicate, and how to get support.

To make sure your project runs smoothly, we follow a consistent, transparent working model. This article outlines how we'll stay aligned, where communication will happen, and how you can get help along the way.

🔄 Status Updates

Your Cirface Project Manager will send regular updates via email summarizing:

  • What we accomplished

  • What’s next

  • What we need from you

We keep updates clear, short, and actionable.

💻 Meetings

  • All calls are hosted and recorded in Google Meet for your reference.

  • Recordings and slides are shared in your project folder on Google Drive.

📌 Tip: Make sure your team can access Google Meet links ahead of time (no firewalls or IT blockers).

✉️ Ongoing Communication

  • We primarily communicate over email.

  • You’ll also receive links to shared working docs, training recordings, and forms via email.

  • If you’re enrolled in a support plan, you may also get access to a shared Slack channel.

📥 Submitting Workflows for Review

If you haven’t already submitted your workflows:

✅ Feedback & Approvals

We’ll identify your internal:

  • Workflow Champion

  • Tech Champion

  • UAT (User Acceptance Tester)

These roles help review solutions, test them in sandbox, and approve before final deployment.

🔐 Access Requests

If your project involves Asana setup or workflow design:

  • Please grant admin access to the Cirface implementation team.

  • Admin access allows us to configure permissions, integrations, and test workflows efficiently.

📩 Typical access emails:

🧭 Next Steps & Surveys

  • After your first call, we’ll share a Drive folder with templates, training slides, and shared notes.

  • You’ll also be asked to complete a quick implementation survey so we can better understand your team’s needs and preferred learning style.

🆘 Support Resources

  • You can visit the Cirface Help Center to find FAQs, onboarding articles, and training resources.

  • You can also submit a ticket if you’re stuck or need to request help asynchronously.