Statement of Works: Guided Launch

Detailed information on what's included with your Guided Launch Services

1. Background
2. In Scope
   1. Installation
   2. Preparation
   3. Education
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 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 via Microsoft Teams 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 via Microsoft Teams with the Client IT team and work directly with technical experts to complete installation.

2.2 Preparation

2.2.1 Kickoff Session

edison365 will meet with the Client via Microsoft Teams to address the high-level delivery plan, cover key requirements, and begin gathering the necessary information to begin implementation. 

edison365 will also conduct a brief maturity assessment to baseline the requirements of the Client and to inform the rest of the implementation.

This will last no longer than one hour and will be delivered in a single meeting.

2.3 Education

2.3.1 Reporting Workshop

edison365 will deliver reporting workshops via Microsoft Teams.

This will last no longer than two hours and will be delivered over a maximum of two meetings at two hours per meeting.

In this workshop, edison365 will assist the Client in the publication and scheduled refresh of the template edison365 Power BI 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

2.4.2 Admin Training Session

edison365 will deliver feature-led training to the Client via Microsoft Teams on both the front and back end of the edison365 software. This includes the following:

• Front end
  • User interface
  • Creating a Challenge
  • Creating an Idea
  • Creating a Business Case
  • Creating a Project
  • Managing a Challenge
  • Managing an Idea
  • Managing a Business Case
  • Managing a Project
  • Interacting with news
  • Interacting with cards
  • Engaging with other users (likes, comments, votes)
• Back end
  • How to create, edit and delete fields
    • Text
    • Rich Text
    • Number
    • Image
    • Choice
    • Multi-level choice
    • Tags (multi select)
    • Multi-level Tags (multi select)
    • Date
    • Switch
    • People Picker
    • URL
    • Calculated
    • email
    • Phone
    • Location
  • How to create, edit and delete tables
    • Standard
    • Periodic (Gregorian)
    • Periodic (Fiscal)
    • Calculated
  • How to create, edit and delete forms
  • How to create, edit and delete templates
  • How to create, edit and delete workflows
    • Create Stages
    • Configurable forms per stage
    • Unique forms per stage
    • Configurable cards per stage
    • Conditional Branching
    • Assign Reviewers
    • Conduct Triage
    • Automatic flows
    • Assign Review Tasks/checklists
    • Workflow Actions & notifications
    • Create Power Automate actions
  • How to create, edit and delete triage metrics
  • How to update the design
    • Logo
    • Theme
    • News Stories
    • Forms
    • Cards
    • Views
    • Homepage

This will last no longer than two hours and will be delivered over a maximum of four meetings at two hours per meeting.

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.