Detailed information on what's included with your Marketing Boost Implementation Services
1. Background
The Client have selected edison365 as the technology solution to meet core business requirements.
This Statement of Work provides the effort and pricing to undertake marketing efforts in support of the implementation.
Where the Client procures more than one module of the edison365 suite, work is not repeated to cover the distinct implementation of each module.
It is incumbent upon the Client to prioritize work and marketing effort across the entire suite.
2. In Scope
2.1 Exploration
Through a dedicated Exploration session up to 2h in length, edison365 will explore and capture the Client needs, desires, ambitions and objectives. In comparison to the product-focused implementation services, edison365 will be focusing entirely on the soft elements of launch, as opposed to the technical elements.
Following the session, edison365 will provide detailed guidance to the Client on the necessary next steps to continue the work. It is incumbent upon the Client to provide, via email, as soon as is reasonably practicable:
- Branding information / guidelines – a single document in .docx or .pdf format, covering font, sizing, corporate colours (provided in HEX or RGB values)
- If non-standard fonts are to be used, provision of font files in .tiff format.
- If separate, a tone of voice document - a single document in .docx or .pdf format
- Logo – up to 3 logos, in .png or .svg format.
2.2 Communication Plan
Leveraging information from the exploration session, edison365 will build a comprehensive communications plan, to outline the steps to be taken by the Client in the weeks and months leading up to the launch. edison365 will collaboratively review this with the Client so the execution plan is clear and viable.
The communications plan will be provided in .pdf format, up to 6 pages of A4 in length. Up to 1 revision of this communications plan will be provided, which is timeboxed to 8 hours of effort.
It is incumbent upon the Client to provide the Marketing team access to the edison365 app in order to begin content production, where necessary, using real information and insights from the the Client application instance(s).
2.3 Bespoke Video Presentation
Using insights generated through the previous sessions, edison365 will develop a unique co-branded slideshow video explaining how the Client is driving success and achieving their objectives through edison365.
The edison365 team will document the video structure and script. This document, provided in .pdf format, will be shared with the Client for approval prior to content creation.
If the bespoke video presentation requires inclusion of video content from the Client (for example, interviews or testimonials from internal teams), these must be provided in .mp4 format, in 1920 x 1080p aspect ratio. No more than 3 videos should be provided, at a total duration of 90 seconds per video.
If the bespoke video presentation requires inclusion of audio content from the Client (for example, voiceovers, narrative or music), these must be provided in .mp3 or .wav format. No more than 3 audio clips should be provided, at a total duration of 120 seconds per clip.
If the bespoke video presentation requires inclusion of visual / graphics content from the Client (for example, charts, images, visualisations), these must be provided in .png format. Provision of source material is preferable to maximise quality of the output.
It is incumbent on the Client to ensure that they own the relevant rights and licenses to any content shared with the edison365 team.
The bespoke video presentation will be provided in .mp4 format, up to 2 minutes in length. It is incumbent upon the Client, to publish and distribute the final output.
2.4 Press Release
edison365 will produce content that may be used for an internal announcement / press-release, to broadcast progress and nurture wider support. This will be provided to the Client, up to 2 pages of A4 in length in .pdf, who will be responsible for publication and distribution. Up to 1 revision of this press release will be provided, which is timeboxed to 2 hours of effort.
2.5 FAQs
Using insight gathered from the exploration session, edison365 will produce a comprehensive document designed specifically for your employees, to answer their questions and concerns.
This document will be up to 6 slides of A4, provided in .pdf format. This will address:
- Process
- People
- Technology
- Access
- Training
2.6 Emails
edison365 will provide several email templates to the Client, encouraging employees to use the software in a way that helps the Client achieve their successes. The edison365 team will draft the content, based on prior conversations and sessions, so that the correspondence accurately reflects strategy, vision and requirements. These emails will be provided to the Client, who will be responsible for publication and distribution.
Up to 4 emails will be provided, each up to 200 words in length in either HTML or .docx format. These will include imagery and visuals. edison365 will also provide summary guidance on how to leverage these resources. Up to 1 revision of these emails will be provided, which is timeboxed to 2 hours of effort for all 4 emails (not per email)
2.7 Content Library
edison365 will provide a collection of visual assets to improve engagement, retention and impact. edison365 will provide the Client with up to 15 images, provided in .png format via email, that are bespoke to the Client and reflect the branding guidelines as required. the Client can use the images without further attribution or credit in communications, presentations and further engagements.
edison365 will also provide access to a central content library, where the Client can access a growing collection of visuals and graphics for use in future communications, presentations and engagements. Access will be available whilst the Client possesses licenses for the edison365 platform.
3 Out of Scope
The items listed below are specifically excluded from the scope of this engagement. Should the Client wish to include these into the defined scope later, this will be managed through formal Change Requests and may require additional budget.
- Production of video custom animations
- Production of in-video graphics
- Production of video voiceovers
- Outsourced administration – edison365 will not conduct any product configuration
- Outsourced report writing – edison365 will not conduct and report development or customization
- Management of any licenses
- Portfolio Analysis (Drivers, selection & prioritisation)
- Resource engagements
- Integration to other systems
- SharePoint Online workflows
- Timesheet / individual progress collection
- Custom development of the toolset
- Additional instances or installations
- Changes to SharePoint Online (outside of agreed deliverables)
- Data migration
- Any customization / development
- Customer specific documentation
- Microsoft Project training
- Project Planning & Project Management upskilling
- Project Lifecycle Workflow including Phases, Stages and Actions
- On going Support
- End user training
- Reporting developing using any tool other than Microsoft Power BI
- Connection to external (non-edison365) data sources for report development
- Publication / distribution of reports
2.2 Readiness
2.2.1 Kickoff Session
edison365 will address the high-level delivery plan, cover key requirements, and begin gathering the necessary information to begin implementation.
2.2.2 Launch Planning Workshop
The launch planning session will deliver recommendations for consideration that aim to increase engagement, stimulate adoption, and ensure the Client gets teams on board quickly and smoothly.
2.2.3 Communication Planning Workshop
edison365 will provide consulting guidance on how to build a simple but effective communications plan that reflects your strategy and ensures that the Client brings internal users and stakeholders on this journey.
2.2.4 Learning & Support Planning Workshop
edison365 will provide recommendations on how to build a simple but effective learning plan that explores the varying needs of your user base, reflects your launch plan and strategy, and allows the Client to cultivate a user base that contribute to the overarching success criteria.
2.2.5 Rewards & Recognition Planning Workshop
edison365 will provide guidance on mechanisms of recognition and reward that nurture the types of behaviours and attitudes that Client needs for successful long-term adoption and utilization.
2.2.6 Making Ideas Pay Workshop
For this workshop, edison365 will focus on value and benefits management. edison365 will explore value definition, innovation horizons, and suggest steps the Client can take to ensure long term, clear and visible value realization.
2.2.7 Stakeholder & Sponsor Planning
edison365 will deliver a stakeholder and sponsor planning workshop. The session will cover models for building and maintaining a network of stakeholders, plus how to managed stakeholders to ensure project success.
2.3 Discovery
2.3.1 Discovery Session
edison365 will explore the Client requirements prior to configuration of the solution. The edison365 team will work with the Client core team across to define key requirements, core functionality and implementation strategy. edison365 consultants will document the discovery findings and action them accordingly through the configuration phase.
2.3.2 Process Mapping Workshop
During this session edsion365 will review and, where appropriate, capture the desired process, to inform configuration work.
2.3.3 Strategy Mapping Workshop
During this session edsion365 will review and, where appropriate, capture the desired strategy, to inform configuration work.
2.4 Configuration
2.4.1 Initial Base Configuration
After the Discovery session, the edison365 team will take the feedback away and begin configuration. edison365 will be making changes exclusively to the edison365 platform to address Client requirements.
2.4.2 Configuration Cycles
edison365 will reconvene with the Client to present the configuration work for feedback and comment. Prior to completion, the configuration will be presented to the Client team for evaluation and any changes agreed will be implemented. edison365 will deliver up to four iterations of revision, including the initial configuration. edison365 will configure a maximum of two types per application:
- edison365ideas: two challenge types
- edison365business case: two business case types
- edison365projects: two project types
2.5 Training
2.5.1 Admin Training Session
The admin training session is designed to give practical guidance on how to use the edison365 platform. edison365 will train the Client on the “back-end” of the platform, available only to the administrators. The Client team will learn how to change the configuration, rebrand the tool, and govern idea submissions from users.
2.5.2 Champion Training Session
The champion training session is designed to give practical guidance on how to use the edison365 platform. We will be training on the “front-end” of the platform, available only to end users. The Client team will learn how to interact with the platform, create submissions, manage submissions, interact with other submissions on the platform, and collaborate with colleagues.
2.6 Reporting
2.6.1 Reporting Discovery Session
edison365 will deliver a reporting discovery workshop, where the reporting requirements of the Client will be explored. The edison365 team will translate these requirements into actionable outputs, leading onto report development work.
The session will either focus on existing templates / wireframes that the Client are looking to replicate, or if not known, on existing edison365 best practise templates.
2.6.2 Reporting Development
edison365 will take the reporting insight provided by the Client and configure reports to reflect and deliver the information specified in the discovery session. The reporting development shall be executed using the most recent version of Microsoft Power BI. A single .pbix file shall be delivered to the Client following the development work. This activity is timeboxed to 40 hours.
2.6.3 Reporting Workshop
edison365 will deliver a reporting workshop to review the report prior to handover, as well as a quick introduction to Microsoft Power BI.
3 Out of Scope
The items listed below are specifically excluded from the scope of this engagement. Should the Client wish to include these into the defined scope later, this will be managed through formal Change Requests and may require additional budget.
- Portfolio Analysis (Drivers, selection & prioritisation)
- Resource engagements
- Integration to other systems
- SharePoint Online workflows
- Timesheet / individual progress collection
- Custom development of the toolset
- Additional instances or installations
- Changes to SharePoint Online (outside of agreed deliverables)
- Data migration
- Any customization / development
- Customer specific documentation
- Microsoft Project training
- Project Planning & Project Management upskilling
- Project Lifecycle Workflow including Phases, Stages and Actions
- On going Support
- End user training
- Reporting developing using any tool other than Microsoft Power BI
- Connection to external (non-edison365) data sources for report development
- Publication / distribution of reports
Changes to Scope
Any changes to scope, deliverables or budget will be subject to a standard change request process and will be documented in a change log, estimated, impact assessed and agreed by both parties prior to commencement.