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Statement of Work

Activation - Salsify for Activation

Introduction

This Statement of Work (“SOW”) is subject to the attached Order Form with the associated Terms of Service and attachments between Salsify and Customer. Capitalized terms not otherwise defined herein will have the meaning ascribed to them in the Terms of Service, as the case may be. 

Objective

The objectives of this document are the following:

  • To gain agreement between Customer and Salsify on the project scope and requirements for the work described in this SOW
  • To serve as the blueprint for what will be delivered

Goals

  • Centralize content into a single platform
  • Activate and Enrich content across a broad set of retailers
  • Provide tools to share content with internal and external customers

Scope of Work 

Overview

This service package is designed to provide a Salsify lead onboarding focused on the set up and enablement of one of your operating units. The Salsify project team will perform hands on configuration of the Salsify platform based on the services outlined in this SOW and objectives defined in the planning phase. At the end of this onboarding period, customers should have centralized product content including digital asses, processes in place to help manage the enrichment of product content for distribution, the ability to distribute standard content a broad set of digital shelves, three configured catalogs for use by internal and external customers and system training and enablement allowing your team to self-manage the Salsify platform. 

Onboarding Services

Project Management

Salsify will assign a Project management resource that work as the primary project coordinator and point of contact for activities related to this project. The project manager will be responsible for:

  • Project planning and timeline management
  • Project team communication and status reporting
  • Salsify resource management 
  • Deliverable tracking

Data Model / Content Import 

Data Model Discovery / Advisory

Salsify will conduct a discovery session to review and consult with Customer on the following topics:

  • Best practice around configuration of a data model within Salsify focused on the identified digital shelves and source system data.
  • Review and confirmation on product identifiers, data types, category hierarchy / taxonomy, property definitions, property groups, property permissions focused on your retailer syndication and filename conventions for digital assets.

Data Model Configuration

Based on the information gathered during the discovery phase, Salsify will configure Customer’s data model within Salsify. The data model will account for properties required to support source, retailer and Customer’s digital catalog requirements. Salsify will also configure a readiness report for Customer which will allow the Customer team to evaluate content completeness and quality against Customer internal content standards. 

Initial Content Loads 

Once the data model is complete, Salsify will work with Customer to identify and load content into the Salsify system from Customer’s source system including up to 3 different data feeds that are expected to include copy and digital media. As part of the content loading process, Salsify is able to link digital assets to existing products based on a consistent file naming convention inclusive of the product ID. Salsify will link assets based on up to 25 variations of the file name. If additional naming conventions exist, additional effort may be required to include all variations. 

Ongoing Content Feeds

Salsify will also work with Customer to set up a semi-automated data feed process where Customer can place new or updated product information in a flat file format (.xlsx or .csv) on a Salsify provided SFTP server. This process will consume files placed on the SFTP and add or update product information in Salsify. 

Data Model and Content Import Review

Provide one overview session and supporting documentation for appropriate Customer personnel in content validation. The purpose of this session will be to review key decisions made during the content import milestone and the process designed to import content in an ongoing fashion. This session typically lasts thirty minutes and is expected to be in addition to the standard training courses. 

Syndication Milestone

The configuration and testing of up to five (5) digital shelves are included as part of this implementation. Multiple channels may be required to support the full syndication requirements of each digital shelf. For each of the configured channels, Salsify will published via best available method which could be an available connection or by flat file and use of an FTP server. As part of this milestone, Salsify will closely involve core project team members on how to manage and add additional digital shelves. 

Salsify will complete the following work for each of the in scope channels: 

Requirements Gathering

For each digital shelf Salsify will review the retailer template and requirement information provided by Customer during the readiness period of this onboarding. Conduct remote calls with your project team to understand the requirements and mappings for each of the channels selected.  

Readiness Report Setup

Configure a new Readiness Report based on each of the digital shelf requirements provided by the Customer which will provide users visibility into the completeness of their data and how ready they are to publish to each of the digital shelves.

Mapping / Configuration 

  • Salsify will map your category hierarchies to meet the digital shelf requirements
  • Salsify will configure mappings of product content to channel-specific attribute requirements across product categories
  • Salsify will conduct a review session of the mapped channel(s) with Customer's personnel and update mappings as necessary
  • Identify and communicate gaps in required attributes to Customer's personnel
  • Work with the Customer to identify the process or steps necessary for Customer to fill required content gaps for products and the timing related to filling those gaps in order to be ready for syndication

Publish

  • Complete one successful publish of each of  the selected channels for the Customer for any products that have all required content available and are approved to be published at completion of mapping. Publishing will use the method available between Salsify and the retailer, distributor or other identified end point.
  • Provide feedback to the Customer on the status of the publish and troubleshoot any errors

Syndication, Content Validation Training & Syndication Process Review

Provide one overview session and supporting documentation for appropriate Customer personnel in content validation and the defined syndication process. The purpose of this session will be to review key decisions made during the syndication milestone and how to publish to key digital shelves.. This session typically lasts thirty minutes and is expected to be in addition to the standard training courses. 

** See ‘Appendix A’ for more details about Salsify and customer responsibilities for setting up these initial five digital shelves and subsequent ones beyond the initial five

Workflow Milestone

During the workflow Milestone Salsify will configure three (3) “standard” workflows that reflect best practices on managing product content and syndication to key digital shelves. In addition, Salsify will review the workflow and train the core project team on how to incorporate their own business processes into salsify. As part of this Milestone, Salsify will complete the following: 

Workflow Configuration & Testing

Salsify will configure up to 3 standard workflow supporting: 

  • Item Enrichment 
  • Item Change Proposals 
  • Final Content Approval

Item Enrichment

The Item Enrichment workflow will cover the tasks associated with the enrichment requirements for new and existing products. This workflow will ensure that tasks will be assigned to users responsible for the enrichment of content for attributes they may be responsible for. 

Item Change Proposals

The Item Change Proposal workflow will route changes to of certain product content to the responsible parties for review and approval of the changes made. This workflow ensures that all key updates are reviewed prior to sending content to the retailer account team for review.

Final Content Approval

The Final Content Approval workflow routes a “Completed” product to the appropriate reviewers for final approval prior to publishing to the retailer. This workflow helps to ensure that quality product content is being published to each of Customers retailers. 

Workflow Testing

Salsify will facilitate a working session to execute an end-to-end test of the configured workflow(s) with the relevant subset of business users. 

Workflow Configuration Review and Administration

In addition to the standard eLearning courses Salsify will provide a detailed review of the Workflow configuration process to educate Customers team on the following: 

  • Workflow functionality
  • Options available for workflow configuration
  • Modifying the “standard” workflows

Digital Catalog

Digital Catalog Discovery

Salsify will perform a remote discovery session with the customer project teams to determine the required information and set up for a digital catalog, which may include clickable banners, HTML pop-out properties, digital asset downloads, and templated exports 

Digital Catalog Configuration

Salsify will configure up to 3 digital catalogs for the Customer, based on the information gathered during the discovery.

Salsify Rollout Support

In addition to Milestones outlined above, Salsify has also included rollout support time where an implementation consultant will schedule two (2) remote calls weekly for four (4) weeks following the completion of the services. These calls can be used to cover best practice recommendations on using Salsify and sharing ecommerce expertise. Examples of these topics include:

  • Content management guidance (i.e. advising on data modeling, loading content & digital assets into Salsify, and automation of content feeds)
  • Syndication guidance (i.e. advising on setting up channels, channel mapping, and publishing)
  • People, Process and Organizational Setup (i.e. advising on configuring lists, users, groups, permissions, and establishing workflows to foster internal collaboration)
  • Sales enablement (i.e. advising on setting up digital catalogs, lightboxes, and sell sheets)
  • Technical guidance (i.e. advising on writing formulas, computed properties, and using the Salsify APIs)

Timing

This project is estimated at 3 - 5 months from project kick-off to Go-live. This project timeline is an estimate based on the activities outlined above above. The assigned Salsify Consultant will create a detailed project schedule during the Planning Phase of the project based on actual assigned resource availability and project dependencies. While Salsify will try to adhere to the estimated project timeline, many factors such as delays in Customer providing deliverables or changes in scope can affect both the individual task dates and the projected Go-live date.

Training

  • Your Project Team will complete our Salsify Standard Platform Training curriculum, which provides foundational Salsify skills that ensure your team has the skills necessary to configure and administer Salsify.
  • Your Project Team will have access to both live group training sessions (included with your Salsify subscription) as well as on-demand recordings. The Salsify Standard Platform Training curriculum evolves regularly and includes topics such as:
    • Getting Started with Product Content Imports
    • Getting Started with Properties
    • Getting Started with Products
    • Getting Started with Parents & Variants
    • Content Organization - Filters & Lists
    • Getting Started with Digital Assets
    • Getting Started with Formulas
    • Introduction to Readiness Report Channels
    • Getting Started with Lightboxes
    • Introduction to Custom Channels
    • Getting Started with Catalogs
    • User Administration
    • Custom Channels: Digital Asset Exports
    • Getting Started with Enhanced Workflows
    • Introduction to Gap Analysis

Testing

A Salsify engineer/consultant will validate that the functionality delivered meets the completion criteria as defined in this SOW.  

Following successful Salsify testing, it is expected that an Customer resource will also test and validate that the delivered functionality meets the requirements as defined in this SOW or provided use cases. All feedback will be reported to Salsify so that resolution of defects can be tracked and resolved. 

Completion Criteria

The following completion criteria have been defined and agreed to by Customer and Salsify. Salsify will ensure the delivered functionality meets the criteria as defined below.  Upon meeting the completion criteria Salsify will deem the functionality delivered and complete. The delivered functionality will then fall under the standard warranty as defined in this SOW. 

  • Data Imported to support Customer’s configuration and key digital shelves
  • Fully configured, mapped and tested channel(s) supporting up to five (5)  key digital shelves
  • Standard workflows configured and reviewed

Warranty for Services

Customer must report any deficiency in Services to Salsify in writing within thirty (30) days of completion of such an applicable portion of the Services (the “Warranty Period”).  Salsify will promptly remedy and support any deficiency in the Services reported to Salsify during the Warranty Period; provided that Salsify will have no obligation to provide, remedy or support any requirements or functionality which are outside the scope of this Statement of Work.  

Following the expiration of the Warranty Period, Salsify will use commercially reasonable efforts to remediate any bugs or defects in the Services for so long as Customer is covered by an active paid subscription to Salsify’s proprietary Salsify Platform.

Assumptions

Salsify will deliver the services described in this document subject to the assumptions listed in this section. Invalidation of these assumptions may alter the scope of services required for successful implementation/administration of the Salsify platform and may require a change order or an SOW, where the change process will be followed as described in this document. 

  • Customer will ensure availability of key personnel ("Project Team") for the duration of the Services Period. This includes:
    • A primary point of contact will be made available to Salsify’s Project Manager that can align necessary resources as required in order to complete any tasks determined as part of the scope of services defined in this SOW.
    • A core project team, including at least one Salsify Administrator to drive ongoing administration of your Salsify account, including additional configuration beyond the initial implementation configuration outlined in this package.
    • At least one Salsify Administrator to oversee training completion and usage of advisory hours of the customer project team.
    • Additional personnel with expertise in source systems to be integrated into Salsify, expertise in customer/account relationships, and expertise in your product content to work closely with your Salsify Administrator and Salsify Project Team on integrating source systems, mapping product categories, mapping product attributes, and other implementation areas as appropriate.
  • Content Import Milestone: 
    • Customer will be responsible for providing product identifiers, data types, category hierarchy / taxonomy, and property definitions.
    • Customer will be responsible for translation of content for all localized data feeds
    • Customer will be responsible for providing a consistent naming convention across assets that reference a consistent product identifier and property identifier. For example, an asset filename can include your product SKU and image type delimited by underscore: 1234_Front.jpg.
    • Customer will be responsible for providing content extracts in a CSV (comma-separated value) or single-sheet tabular XLSX file export. 
  • Syndication Milestone:
    • Customer will engage any internal or 3rd party resources as needed in support of Syndication efforts. 
    • Customer will provide retailer  templates and requirements for the in-scope digital shelves for this package
    • Customer will provide Salsify the credentials for any retailer portals needed to publish content and assets.
    • Customer will make resources available to address all content gaps for required attributes in the retailer channel in a timely fashion for a minimum of five products. Customer is responsible for filling content gaps after Salsify identifies and communicates gaps. 
    • If the customer does not have all content based on the retailer requirements, Salsify will not be able to publish until the content is complete. If the required content can not be added or updated within ten days of the channel mapping being completed, the channel mapping will be considered completed

Risks

In addition to those mentioned elsewhere in this SOW, the following risks have been identified that may impact the timing or success of this project (this is not necessarily a complete list):

  • Delay in receiving data
  • Delay with receiving retailer templates
  • Customer does not have team to support implementation
  • Customer does not have Salsify administrator

Change Control Process

The below identifies the change control process that will be utilized when Customer requires a deliverable that is not currently in scope as part of this SOW and is required to be delivered as part of this initial project. If the new request can be delivered outside of this project, then a new SOW will be issued:

  • Stakeholders recognize the need for a possible change.
  • The need is communicated to the Project Team.
  • The Project Team captures and documents the change order in the form of an SOW, change order, or order form.
  • Salsify provides a cost estimate for the change.
  • The change order is reviewed by Salsify & Customer representative(s) and is either rejected, or mutually approved.
  • Project team communicates the status of the change order to stakeholders, documents action, and closes the request.
  • If the Change Order is approved, any appropriate updates to the project plan or project costs are made and communicated.

Out-of-scope

Services beyond the scope of this document will be considered out of scope and will require a change order or an SOW to be issued. All change orders will follow the change control process as defined in this document. The following items have been identified as out of scope (this is not necessarily a full list):

  • Sell sheets that are downloadable from a Digital Catalog
  • Product content and image creation, clean-up, curation, and refresh
  • Language translation of product content 
  • Ongoing Salsify platform administrative services, including additional hands on configuration of the Salsify platform, such as data modeling, imports, and end to end syndication configuration outside of what is defined in this SOW
  • Custom engineering services

Additional Terms

  • This Statement of Work is governed by the attached Order Form with the associated Terms of Service and attachments.
  • Unless otherwise agreed or specified, all services are performed remotely.
  • This SOW expires 30 days from the date presented to Customer. Salsify then reserves the right to make any necessary revisions to this SOW.
  • Any travel costs associated with this SOW are deemed approved upon signature of this document.

Appendix A: Salsify Channel Responsibilities

During the Services Period covered by this services package, responsibilities for setting up Salsify channels will be: 

Task

Customer

Salsify

Collect new/updated channel schema/requirements

Responsible

Consult

Build/update Salsify target schema and channel Readiness Report

Consult

Responsible

Map Customer taxonomy and attributes to channel requirements

Consult

Responsible

Fill in all content gaps for channels required attributes to be ready for syndication

Responsible

Consult

Execute the first publish to channels in the best available method 

Consult

Responsible

Address channels feedback of the initial publish 

Consult

Responsible

Manage publishing and feedback from the channels after the first successful publish

Responsible

Consult

Document the full syndication process for the Salsify Project team

Consult

Responsible



Responsibilities for setting up additional Salsify channels will be:

Task

Customer

Salsify

Collect new/updated channel schema/requirements

Responsible

Consult

Build/update Salsify target schema and channel Readiness Report

Consult

Responsible

Map Customer taxonomy and attributes to channel requirements

Responsible

Consult

Fill in all content gaps for channel required attributes to be ready for syndication

Responsible

Consult

Publish to channel in the best available method 

Responsible

Consult

Address channel feedback of published products 

Responsible

Consult

Document the full syndication process for the Salsify Project team

Responsible

Consult

 

  •   Responsible – The responsible party owns all activities necessary to complete the corresponding task.
  •   Consult– The consult party provides expertise and information to support the responsible party in completing the corresponding task.