Statement of Work

Activation - Salsify for Activation - Single Digital Shelf

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. 

SOW Term. The Services shall commence on the date set forth on the Order Form and shall continue until the earlier of: (i) completion of the Services as outlined in the Completion Criteria section or (ii) the termination date set forth on the Order Form.

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 on key retailer
• Provide tools to share content with internal and external customers

Scope of Work 

Overview

This service package is designed to provide a Salsify led 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 Customer-defined objectives. At the end of this onboarding period, customers will have centralized product content including digital assets, processes in place to help manage the enrichment of product content for distribution, the ability to distribute standard and enhanced content to a key digital shelf, a configured catalog 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 works 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 Milestone

Data Model Discovery &  Advisory

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

• Perform analysis on customer provided data to validate that key data requirements are met and data is complete for onboarding.
• Review and confirmation on product identifiers, data types, category hierarchy / taxonomy, property definitions, property groups, property permissions focused on Customer’s retailer syndication and filename conventions for digital assets.
• Best practice around configuration of a data model within Salsify focused on source system data.

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 load content into Salsify from Customer’s source system(s),  including up to 3 different data feeds that are expected to contain 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

After the initial content load is complete, Salsify will 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

Salsify will also configure a digital catalog to provide an additional visual aide to support Customer with review of the configured data model and imported content. 

Once all configuration has been completed and approved, Salsify will provide one overview session and supporting documentation for Customer. 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 thirty minute session is in addition to the standard training courses.

Syndication Milestone

The configuration and testing of one (1) retail digital shelf for one locale is included as part of this implementation. Multiple channels may be required to support the full syndication requirements of each retail digital shelf. For each of the configured channels, Salsify will publish via the best available method; this 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 Customer project team members on how to manage and add additional digital shelves. 

Salsify will complete the following work for each of the in scope retail digital shelf: 

Requirements Gathering

For the identified retail digital shelf, Salsify will review the retailer template and requirement information provided by Customer.  Remote calls will be conducted with Customer’s project team to understand the requirements and mappings for each of the channels selected.  

Readiness Report Setup

A new Readiness Report will be configured based on each of the retail digital shelf requirements provided by Customer to 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 perform the following activities as part of the mapping / configuration of the retail digital shelf: 

• Map Customer’s category hierarchies to meet the retail digital shelf requirements.
• Configure mappings of product content to channel-specific attribute requirements across product categories.
• 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 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

Salsify will perform the following activities in support of publishing content to identified digital shelves:

• Support Customer with one publish to the retailer portal for each of the selected digital shelves, inclusive of 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.
• Provide feedback to the Customer on the status of the publish and troubleshoot any errors.

Syndication, Content Validation Training & Syndication Process Review

Salsify will provide one overview session and supporting documentation for appropriate Customer personnel. 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 thirty minute session is in addition to the standard training courses.

** See ‘Appendix A’ for more details about Salsify and Customer responsibilities for setting up initial and subsequent digital shelves.

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 three (3) standard workflows 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 of the attributes for which they may be responsible. 

Item Change Proposals

The Item Change Proposal workflow will route changes 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 Customer’s 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 Customer’s team on the following: 

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

Digital Catalog Milestone

Digital Catalog Discovery

Salsify will perform a discovery session with Customer’s project team to determine the required information and set up for a single digital catalog, which may include product data, clickable banners, HTML pop-out properties, digital asset downloads, and templated exports. 

Digital Catalog Configuration

Salsify will configure a single digital catalog 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 with an implementation consultant. Your project manager will schedule two (2) remote calls weekly for four (4) consecutive 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, and computed properties.

Training

Customer’s project team will complete the Salsify Standard Platform Training curriculum, which provides foundational Salsify skills that ensure Customer can configure and administer Salsify on a go-forward basis. The Salsify Standard Platform Training curriculum includes training on modules within the Salsify platform, and is accessible via on-demand recordings (included with your Salsify subscription).

Timing

This project is estimated at 4-6 months from project kick-off to Go-live. This project timeline is an estimate based on the activities outlined above. The assigned Salsify Consultant will create a detailed project schedule upon project initiation 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.

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.  Customer will have five (5) business days of each milestone delivery to provide Salsify feedback identifying and describing in reasonable detail any defects within the delivered functionality. The functionality shall be considered complete upon the later of the five day feedback period and the update of the requested modification.

• Data model configured to support customers source data, retail digital shelf and enhanced content requirements
• Data imported to configured data model, including copy and digital assets
• Data model and imported content overview completed
• Fully configured, mapped and tested channel(s) supporting one (1) key retail digital shelf
• Standard workflows configured and reviewed
• Rollout support completed

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; 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.

Customer Responsibilities

As part of this engagement, Customer is responsible for:

• Availability of key personnel (“Project Team”) for the duration of the Services Period. This includes:
  • A primary point of contact 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.
  • Organization of 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.
  • Completion of Salsify training.
  • Additional personnel with expertise in source systems to be integrated into Salsify, expertise in customer/account relationships, and expertise in Customer’s product content to work closely with Customer’s 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: 
  • Providing product identifiers, data types, category hierarchy / taxonomy, and property definitions.
  • Translation of content for all localized data feeds.
  • 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.
  • Providing content extracts in a CSV (comma-separated value) or single-sheet tabular XLSX file export.
• Syndication Milestone:
  • Engagement with any internal or 3rd party resources as needed in support of Syndication efforts. 
  • Providing retailer templates and requirements for the in-scope digital shelves for this package.
  • Providing Salsify the credentials for any retailer portals needed to publish content and assets.
  • Making resources available to address all content gaps for required attributes in the retailer channel in a timely fashion for a minimum of five products. 
  • Filling content gaps after Salsify identifies and communicates gaps. 

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 additional SOW, where the change process will be followed as described in the “Change Control Process” section of this document. 

• If 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 (10) days of the channel mapping being completed, the channel mapping will be considered complete.

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
• Incomplete content preventing syndication
• Salsify does not control content from the retailer portal to the retailer website, therefore syndication can only be validated to the retailer portal

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):

• Bulk 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
• Syndication to non-retailer end points
• Mapping of multiple digital shelves based on locales

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.
• Unless executed, this SOW and services terms are valid for up to 30 days from the date presented to Customer. Salsify then reserves the right to make any necessary revisions to this SOW.
• If travel is required, all travel costs will be approved by the customer prior to booking. 

Appendix A: Salsify Channel Responsibilities

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

Responsibilities for setting up additional Salsify channels will be:

•   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.