Statement of Works: Pathfinder Customer Success

Detailed information on what's included with your Pathfinder Services

1. Background
2. In Scope
   1. 1-on-1 customer success clinics
   2. 1-on-1 product excellence clinics
   3. Detailed Insight reports
   4. Annual Success Plan
   5. Pulse checks
3. Out of Scope

1. Background

the Client have selected edison365 as the technology solution to support the realization of their business requirements. the Client have also selected edison365 to provide management consulting support for the initial implementation of the edison365 software.

This Statement of Work details the deliverables, scope, and conditions associated with the execution of these services.

2. In Scope

2.1 1-on-1 customer success clinics

edison365 will deliver up to six customer success clinics at one hour per meeting via Microsoft Teams over the duration of the contract. During these sessions, edison365 will agree and monitor key success criteria with the Client. It is incumbent upon the Client to define and, where necessary, measure performance against each of these key success criteria.

edison365 will provide guidance and support on how to reach and maintain high performance across the Client's key metrics. This consultative work will cover:

• Strategy
• Process
• People
• Skills
• Culture

2.2 1-on-1 product excellence clinics

edison365 will deliver up to six product excellence clinics at one hour per meeting via Microsoft Teams over the duration of the contract. During these sessions, edison365 will work with the Client to understand the evolution of requirements as maturity increases. It is incumbent upon the Client to define key requirements and pain points in order for edison365 to support in these areas.

edison365 will provide guidance and support on how to successfully meet these requirements, specifically within the bounds of the edison365 software platform. The product-led work is technology focused.

2.3 Detailed insight reports

edison365 will deliver up to two sessions at one hour per meeting via Microsoft Teams to train the core the Client team in the identification, interpretation and utilization of performance insights arising from end user interaction with the edison365 software.

edison365 will work with the Client to deploy a single .pbit file, containing a specialized Power BI report designed for edison365 software system administration or managers only. edison365 will demonstrate how to use this resource including:

• How to spot early warning signs pertaining to configuration, management and adoption
• How to interpret key visualizations to understand where the problems lie
• How to use this information to improve end user experience, optimize configuration, reduce waste, and increase end user adoption and engagement

2.5 Annual Success Plan

edison365 will work via Microsoft Teams with the Client to define the long term goals, objectives and ambitions of the Client organization / team.

edison365 will use this information to produce an Annual Success Plan. This plan will detail out key actions and tasks required in order to realize the goals and objectives set out by the Client. edison365 will have responsibility for some of that work, as will the Client.

Performance against this plan will be validated on an ongoing basis, and within the 1-on-1 customer success clinics.

The overarching Annual Success Plan will be provided natively, in-app, to assist the Client with the execution of the training plan.

Supporting material will be provided in multiple formats, including:

• .pptx
• .mp5
• .png
• .jpeg

2.6 Pulse Checks

edison365 will conduct regular, frequent checks with the Client via Microsoft Teams, up to twelve times at two hours per meeting. In these sessions, edison365 will look to understand current problems, issues, and opportunities faced by the Client.

edison365 will guide the Client to resolve any problems and issues, and also to maximize any opportunities. These frequent touch points also serve as an opportunity to validate progress against the Annual Success Plan.

3 Out of Scope

The items listed below are specifically excluded from the scope of this engagement. Should the Client wish to include these in the defined scope following the initial agreement and commencements of the works, this will be raised as a formal Change Request (CR) via the Account Manager.

edison365 will manage each the Client change request, and where necessary propose additional costs arising from the variation.

• Integration to other systems
• Custom software development of the edison365 platform
• The installation of additional instances
• Data migration from, or to, other systems
• Microsoft Power BI training*
• Publication and distribution of Microsoft Power BI reports
• Hosting of Microsoft Power BI reports
• Reporting developing using any tool other than Microsoft Power BI
• Connection to external (non-edison365) data sources for report development
• Strategic Innovation Management training*
• Project Planning training
• Project Management training
• End user software training*

3.1 Changes to Scope

Any changes to scope, deliverables or budget will be subject to a standard CR process. Each CR will be documented in a change log. The impact, risk, time and required cost of each CR will be estimated by edison365. This will be communicated to the Client via email.

Previous Versions

If you're searching for old versions:

• Statement of Works: Pathfinder Customer Success - October 2024
• Statement of Works: Pathfinder Customer Success - November 2024