Statement of Work

Activation - Salsify for Activation - One Digital Shelf + GDSN

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 not to exceed twelve months.

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
• Optimize business processes around content and products through workflows
• Provide tools to share content with internal and external customers
• Deliver content to retailers through GDSN data pool

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 content to a digital shelf, a configured catalog for use by internal and external customers, data modeled to support GDSN requirements, syndication to trade partners through a GDSN data pool, and training and enablement allowing your team to self-manage the Salsify platform.

Service Activities

Salsify will perform the following services as part of this SOW:

Data Model / Content Import Milestone

Data Model Discovery & Advisory

Following delivery by Customer of a representative data set that consists of all properties required for developing a data model, 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 GDSN GS1 standards.
• Review and confirmation on product identifiers, data types, category hierarchy, property definitions, property groups, property permissions focused on Customer’s GDSN requirements and filename conventions for digital assets.
• Review and confirmation of Customer downstream objectives and requirements for product content and assets.
• Best practice around configuration of a data model within Salsify focused on source 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 data and GDSN requirements. As part of this milestone, Salsify will configure the following:

• Product Hierarchy
• One (1) product inheritance hierarchy to be used across all product categories, up to four (4) levels in depth.
• Product References
• One (1) product reference property with one-way child links to associate varying levels of the packaging hierarchy to the main unit.
• Localization
• Up to two (2) locales in Customer's Salsify instance. A locale is defined as a language-country combination such as 'English - Canada', and 'French - Canada', or as a language without a country designation such as 'English'.
• Up to fifty (50) localized properties, inclusive of localized digital asset properties.
• Digital Assets
• Up to twelve (12) assets per product, across up to twelve (12) digital asset properties; 360 spins are considered a single asset.
• Security
• Up to five (5) security policy groups. Security policy groups are defined as groups of users (by role) that are able to see various entities such as groups of products or digital assets in Salsify.
• Up to ten (10) user groups defined by the level of access that the user should have. User groups are defined as groups of users (by role) that have varying levels of permissions (create, read, updated, delete) throughout Salsify.

Initial Content Loads

Once the data model is complete, Salsify will work with Customer to load content into Salsify from Customer’s sources, including up to three (3) different content sources with up to five (5) files per source such as copy, logistics data, and other data relevant to ecommerce. 

In addition to these three (3) content sources, Salsify will perform one (1) manual upload of Customer-provided digital assets and associated metadata from a single source, as needed. As part of the initial digital asset loading process, Salsify will link digital assets to existing products based on a consistent file naming convention inclusive of the product ID, subject to Assumptions defined below. Salsify will link assets based on up to twenty-five (25) variations of the file name.

Ongoing Content Feeds

Salsify will configure an automated / semi-automated feed of product content from an upstream system as long as Customer is able to schedule an export of Salsify-importable data from that upstream system, per the relevant Assumptions and Customer Responsibilities defined below.

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

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

GDSN Syndication Milestone

As part of this package, Salsify will configure, map and support publishing to GDSN trade partners.

Syndication Mapping and Configuration

Salsify will configure one (1) Salsify channel for publishing to GDSN and trading partners, supporting one (1) Customer-owned GLN for one (1) target market. For the GDSN channel, Salsify will work with Customer product experts to:

• Configure Readiness Reports based on channel requirements provided by Customer

• Map Global Product Classification (GPC) or Customer category hierarchies to GS1 GPC standards. 
• Map of Customer product content to GDSN dependent, retailer-independent, and retailer-specific GDSN attribute requirements across product categories
• Identify gaps in required GDSN attributes and advise Customer’s project team to adjust content loads, as well as configure workflows to remediate content gaps

GDSN Training & Documentation

Salsify will provide Customer with a live training session, documentation to outline the specific configurations that were completed as part of this GDSN onboarding and configuration of a daily report to share publish and error information with Customer. During this session, Salsify will ensure Customer is able to manage GDSN configuration post onboarding.

Syndication Milestone

The configuration and testing of one (1) retail digital shelf for one locale and up to three (3) retailer-defined product categories is included as part of this implementation. 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 SFTP 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 selected channels.

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: 

• Define mappings of product content to retailer template requirements and receive Customer approval on mappings.
• 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 the selected digital shelf, 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 Customer on the status of the publish and troubleshoot any errors.

Customer will provide Salsify up to thirty (30) products across the retailer-defined categories for testing and verification.

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.

Following the publication by Salsify and the review, Customer may update the channel to include a broader set of products and attributes, if needed.

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

Workflow Milestone

Salsify will configure one (1) workflow that reflects 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 Discovery, Configuration, & Testing

Based on Customer’s direction, Salsify will configure up to one (1) of the following workflows supporting the following processes: 

• Item Enrichment 
• Item Change Proposals 
• Final Content Approval
• Product Content Notifications

A remote call will be conducted with Customer’s project team to understand the Customer business processes and requirements to map to the selected workflow.

The workflow will be configured to support up to three (3) product event triggers, eight (8) assignee groups, one (1) locale, and will contain up to ten (10) tasks.

Item Enrichment

The Item Enrichment process 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 process 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 process 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.

Product Content Notifications

The Product Content Notification process will alert designated users when a property changes for a product in Salsify. This workflow increases the visibility of changes in crucial properties for review and/or approval prior to being published to Customer’s retailers.

Workflow Testing

Salsify will facilitate a working session to execute an end-to-end test of the configured workflow 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 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, and digital asset downloads.

Digital Catalog Configuration

Salsify will configure a single digital catalog for Customer containing up to fifty (50) properties, supporting one (1) level of the Salsify product hierarchy, and for one (1) locale, based on the information gathered during the discovery.

Digital Catalog Review

Salsify will provide one overview session with the appropriate Customer personnel. The purpose of this session will be to review key decisions made during the digital catalog milestone. This thirty minute session is in addition to the standard training courses.

Salsify Rollout Support

In addition to Milestones outlined above, Salsify has included rollout support time. Salsify will schedule two (2) one-hour remote calls weekly for two (2) 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 Customer’s Salsify subscription).

Project Management and Communication

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

Project Communication Methodology

Throughout the project, Salsify will communicate with Customer on a regular basis.  These touchpoints ensure visibility and awareness of project deliverables and timelines.  The following are details around the type of communication, frequency, details on what will be covered and duration of the communications.

Hours and Timing

Hours by Resource

The services listed in this SOW will be conducted on a time and materials basis. The hours required for tasks and deliverables defined in this document are estimates based on Salsify’s experience with past projects. Salsify will strive to deliver within these estimates. To the extent that hours spent exceed estimates, Salsify will invoice actual hours plus up to 10% of total estimated hours without approval. Hours above such 10% will follow the Change Control process that will result in one of three outcomes: additional funding, change in scope or the reallocation of hours form other tasks (if available).

Timing

This project is estimated at 4 - 5 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 a 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 Customer’s source data, retail digital shelf, and GDSN requirements
• Initial data imported from content sources
• Ongoing feeds of content configured, if applicable
• Initial asset upload and linking complete, if applicable
• Security groups and user groups configured, if applicable
• Data model and imported content overview completed
• GDSN data pool syndication channel(s) mapped and tested
• GDSN training and documentation completed
• Fully configured, mapped and tested channel(s) supporting one (1) key retail digital shelf
• One fully configured digital catalog
• Workflows configured and reviewed

Warranty for Services

Customer must report any deficiency in Services to Salsify in writing within ten (10) business days upon completion of the Services as defined in the Completion Criteria (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 content extracts in a CSV or single-sheet tabular XLSX file export for up to three (3) content sources that are representative of Customer’s content and properties; this will be used to define and configure Customer’s data model, and populate the content in Salsify.
  • Identifying a unique product ID or set of potential unique product IDs that exist within each content source per each relevant level of the product hierarchy.
  • Defining product identifiers, data types, category hierarchy and taxonomy, and properties. 
  • A consistent naming convention across assets that reference a consistent product identifier and property identifier.
  • Providing digital assets as files (i.e. .tiff, .png, .jpeg, .mp4), file archives (i.e. .zip), or as publicly accessible URLs in a CSV or single-sheet tabular XLSX format.
  • Additional configuration of localized properties beyond the initial fifty (50).
  • Additional manual content and asset loads following the three (3) initial loads.
  • If Customer requires ongoing feed(s) for this project, Customer must have one of the  following capabilities; if these are not feasible, Customer will be responsible for either manually importing updated data on an ongoing basis, or building an automated process to import from an upstream system:
    • Ability to schedule an export of Salsify-importable data from the upstream system, delivered to Salsify's SFTP server. 
    • If Customer is unable to deliver source data to Salsify's SFTP server, but is able to deliver a Salsify-importable file to a Customer owned SFTP server, Customer will ensure that:
      • The file is named consistently and without any date/timestamp or other variation.
      • Credentials to access relevant directory on Customer’s SFTP server are provided.
      • The file will be delivered on a regular cadence (daily, weekly, etc.).
      • The delivery cadence will be shared with Salsify for configuration purposes

• GDSN Syndication Milestone:
• Addition of trading partners to the GDSN publish process after initial onboarding
• Providing an active product data set to test GDSN synchronization
• Providing list of trade partner GLNs
• Syndication Milestone:
• Engagement with any internal or 3rd party resources as needed in support of Syndication efforts. 
• Providing and approving retailer templates and requirements for the in-scope digital shelf and categories.
• Providing credentials for any retailer portals needed to publish content and assets.
• Resource availability to address all content gaps for required attributes in the retailer channel in a timely fashion for a minimum of five products. 
• Availability and engagement of Customer resources who are familiar with the retailer's processes, limitations, and vendor support model.
• Ensuring the required data for any product variation / family syndication to this retailer exists in Customer's Salsify instance. 
• Definition of any required product and brand-specific retailer-specific identifiers, and ensuring those identifiers already exist in Customer's Salsify instance.
• Filling content gaps after Salsify identifies and communicates gaps. 
• Ensuring content in Salsify is ready for publication to the identified retailer.

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.

• Each data source file will consist of up to four hundred (400) columns, and will have up to five hundred (500) unique data points across all three (3) content source
• Customer will provide Digital Assets with a consistent file naming convention across assets that adhere to the best practices defined below:
• A product identifier that is available in Salsify and unique across all products -- for instance, Customer’s internal product SKU number or UPC/EAN
• A consistent delimiter to support programmatic linking of assets to products, such as an underscore
• Specification of the property / shot type to which the asset should be assigned (i.e. ‘Front’, ‘Back’, ‘Nutrition’, ‘Ingredients’, etc.)
• If Customer plans to have more than one image per property / shot type, the name should include an index (i.e. 012345_FRONT_01.jpg)
• Customer has previously published to a GDSN data pool
• Customer product data contains GS1 hierarchy or hierarchy identifier, to be stored as a product property in Salsify
• Customer product data represents all levels of GS1 hierarchy and all levels will be stored in Salsify
• Customer product data contains GS1 Global Product Classification Codes or associated categories
• Customer product data contains all required information for GDSN publication
• All product data associated with Customer GLN will be stored in Salsify for GDSN publication
• Workflows will be triggered manually or by supported conditional content-based workflow triggers
• Digital catalogs will be configured utilizing a public URL
• Configuration of digital catalogs will not require computed fields
• 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. 
• Customer has an existing relationship with the retailer identified for this service
• The retailer digital shelf and selected categories are supported within Salsify by one of the three following methods:
• Salsify direct connection
• Salsify receives category templates with regular updates directly from the retailer
• Retailer template provided by Customer, products are exported in bulk, and template format is compatible with Salsify's Readiness Report and export capabilities

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
• Customer does not have data fulfilling GDSN requirements

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
• Templated exports that are downloadable from a digital catalog
• Automated feeds of product content or digital assets that do not comply with relevant Assumptions defined above
• Linking of digital assets with filenames that do not comply with relevant best practices in the Assumptions defined above
• Product content and image creation, clean-up, curation, and refresh
• Configuration of references in the Salsify data model to retrieve and store product data from lower to higher hierarchy levels
• Language translation of product content 
• Configuration of dynamic workflow tasks
• Configuration of workflow task, triggers, and webhooks for non-Workflow Salsify components or 3rd party applications
• Salsify’s configuration does not include seasonal products
• 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

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.