Detailed information on what's included with your Expert Configuration Services
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.
The execution of the services listed below is dependent upon the subscription purchased by the Client. Elements of software functionality are restricted to different subscription levels.
edison365 will only provide services that cover the subscription procured by the Client, and will not execute any works for the Client that pertain to functionality not available at the subscription level procured.
The execution of the services contained within the Statement of Work are bound by the conditions set out within the Master Services Agreement.
2. In Scope
The works executed throughout each phase of the project are subject to the following limits. The tables below highlight the maximum possible effort (budget) that may be allocated by edison365 resources to each element of work. All meetings and collaborative sessions included in the scope will be delivered remotely via Microsoft Teams.
Budget is allocated at the discretion of the lead consultant. Budget allocation is driven by the requirements of the Client, therefore where the requirements of the Client do not call for allocation of the full budget it shall not be utilized by edison365.
It is the responsibility of the lead consultant to manage the budget, and where necessary inform the Client of progress in each area. Should the project involve work that may result in the full allocation of a given budget prior to the works being completed, the lead consultant will advise the Client of the situation, confirming the total and remaining budget. As such, it is the responsibility of the Client to prioritize efforts for edison365 based on the available budget.
If you require additional budget, speak to your account manager about pricing and availability.
Preparation
Configuration
*A maximum of one template will be configured within this budget.
**A maximum of one .pbix Power BI report, up to 20 pages, will be produced within this budget
Education
2.1 edison365 installation
If the Client have opted for a full cloud-hosted SaaS solution, no installation is required. As such, section 2.1 may be discounted as it is not relevant.
If the Client have not opted for a full cloud-hosted SaaS solution, installation is required. As such, edison365 will execute the works detailed within section 2.1.
2.1.1 Pre-requisites Call
edison365 will meet with the Client IT team to establish that all necessary technical pre-requisites are in place within the organization, so that edison365 may begin the actual technical installation of edison365.
edison365 will confirm the required permissions within this call that the Client must have in place in order to successfully execute the installation.
2.1.2 Technical Installation Call
edison365 will meet with the Client IT team and work directly with technical experts to complete installation.
It is incumbent upon the Client to ensure this session is attended by people who have the required permissions to complete the technical installation.
Failure to complete the installation of the software may lead to implementation delays.
2.2 Preparation
2.2.1 Kickoff Session
edison365 will meet with the Client to address the high-level delivery plan, cover key requirements, and begin gathering the necessary information to begin implementation.
2.2.2 Orientation
The orientation session will introduce the Client to the edison365 solution. This includes a brief walkthrough of the user interface, admin settings, core functionality and capabilities.
2.2.3 Discovery Session
edison365 will explore the Client requirements prior to configuration of the solution. edison365 will work with the Client to define key requirements, core functionality and implementation strategy. Information gathered within the discovery session will be used used to facilitate configuration of the edison365 platform. The Client must provide concise information on key requirements, which covers:
- Desired outcomes
- Desired process
- Desired data capture
- Desired business analytics and intelligence
- Desired user permissions and access control
It is incumbent upon the Client to prepare for this session by defining desired outcomes, processes, data and reporting needs. Information on outcomes, processes, data and reporting requirements must be provided before or during the Discovery session.
Requirements documentation must be sent via email to the lead consultant prior to or during the session. Acceptable formats include:
- .docx
- .xlsx
- .pptx
- .png
- .jpeg
Failure by the Client to provide this information during the discovery session will result in delays to the implementation process.
2.3 Configuration
Each member of the edison365 team working on the project requires a service account to access the Client's tenant and instance, in order to complete these works. It is incumbent upon the Client to provide access prior to the configuration works commencing.
Access via virtual machine, remote desktop, or other systems or processes which result in an increase to the amount of time required to complete the works are outside of the scope of works.
2.3.1 Initial Base Configuration
After the Discovery Session, edison365 will leverage information provided by the Client to begin configuration. edison365 will make changes exclusively to the edison365 software to address the Client requirements. The work will be done within the Client's tenant and instance of choice. Configuration of other systems, software or platforms is excluded from the scope of work.
This work will commence only once the discovery elements have concluded and the lead consultant has been provided sufficient information to begin configuration. This work may take up to two weeks depending upon the complexity, scope and volume of configuration work as agreed during the discovery process.
2.3.2 Configuration
edison365 will meet with the Client to present the configuration work for feedback and comment. edison365 will work with the Client to evaluate the work done to date. The Client will provide feedback on the configuration work, and highlight any components that must be changed in order to address their requirements. Any changes not highlighted by the Client during these sessions will not be addressed by the lead consultant.
The capabilities include:
- Challenges
- Ideas
- Business Case
- Projects
- Programs
Configuration includes:
It is incumbent upon the Client to make decisions about process, requirements, configuration and needs outside of these sessions. The purpose of these sessions is strictly to focus on the technical implementation of the edison365 software.
Change documentation must be sent via email to the lead consultant prior to or during the session. Acceptable formats include:
- .docx
- .xlsx
- .pptx
- .png
- .jpeg
Changes may also be described verbally during the session, at which time the lead consultant will document and record those changes.
2.3.3 Reporting Discovery Session
edison365 will work with the Client to define their reporting requirements, based on the configuration work completed previously. edison365 will translate these requirements into actionable outputs, leading onto report development work.
The session will either focus on existing templates / wireframes that the Client wish to replicate, or if not known, existing edison365 best practice templates.
This will last no longer than two hours and will be delivered over a maximum of six meetings at two hours per meeting.
It is the responsibility of the Client to decide what information must be presented within the report, including:
- Source fields
- Source tables
- Source capability
- Transformations (how the data is modelled)
- Calculations (additional expressions to be built into the report)
It is incumbent upon the Client to discuss and agree reporting requirements internally prior to this session. Information on reporting requirements must be provided before or during the Reporting Discovery session.
Requirements documentation must be sent via email to the lead consultant prior to or during the session. Acceptable formats include:
- .pbix
- .docx
- .xlsx
- .pptx
- .png
- .jpeg
Requirements may also be described verbally during the session, at which time the lead consultant will document and record those requirements.
The edison365 implementation team require access to the Client's tenant, instance and data to complete these works. It is incumbent upon the Client to provide access to edison365 prior to the works commencing.
Access via virtual machine, remote desktop, or other systems or processes which result in an increase to the amount of time required to complete the works are outside of the scope of works.
2.3.4 Reporting Development
edison365 will leverage information provided by the Client to begin developing the Power BI report.
Throughout the development process, edison365 may meet with the Client to present progress, seek clarifications, or request more information. This also grants the Client the opportunity to evaluate, comment, and propose changes to the report.
Reports will always be developed using the most recent version of Microsoft Power BI. Per the Power BI website; "Only the most recent version of Power BI Desktop is supported"
It is incumbent upon the Client to ensure they are using the most up to date software in order to use the reports created by edison365. You can check the current version here.
2.4 Education
2.4.1 Reporting Workshop
edison365 will deliver reporting workshops following completion of the Reporting Development work.
In this workshop, edison365 will assist the Client in the publication and scheduled refresh of the report via the Power BI online service within the tenant of the Client.
edison365 will also provide basic guidance on the use of the Power BI report once it has been published to the Power BI online service. This includes;
- Navigation of the User Interface
- Interacting with visualizations
- Sharing the report
- Embedding the report within edison365
- Key insights from each report
It is incumbent upon the Client to ensure, prior to the session:
- There is a nominated person responsible for publishing and maintaining the report.
- This person is present for the Reporting Workshop.
- This person has access to the data sources queries within the Power BI report.
- This person has either;
- Permission to create a new workspace within the Power BI online service, or;
- Access to the target workspace where the report shall be published
2.4.2 Admin Training Session
edison365 will deliver feature-led training to the Client on both the front and back end of the edison365 software. This includes the following:
- Front end
- User interface
- Creating a Record
- Managing a Record
- Interacting with news
- Interacting with cards
- Engaging with other users (likes, comments, votes)
- Back end
- How to create, edit and delete fields
- How to create, edit and delete tables
- How to create, edit and delete forms
- How to create, edit and delete templates
- How to create, edit and delete workflows
- How to create, edit, and delete resources and resource reports
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
- Timesheet / individual progress collection
- 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 Change Request (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.
Both edison365 and the Client must agree and accept the CR prior to the works commencing. Work on any CR will not begin until it is formally accepted in writing by the Client.
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