Statement of Work

Advisory - Workflow Services

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

• Help Customer design the appropriate workflow within Salsify to support their business requirements. 

Scope of Work 

Overview

This service package is designed to provide Salsify advisory services focused on enabling customers to incorporate key business processes within the Salsify platform. Salsify will consult with Customer on the appropriate workflow configuration to meet their business needs, as well as review Customer configured workflows to ensure accurate and complete configuration of Salsify workflows. 

Workflow Advisory Services

Workflow Advisory

During the Workflow Advisory process, Salsify will complete the following activities: 

Workflow Overview

Salsify will complete an overview on the workflow features including a demonstration of basic workflow uses. Salsify will prepare and/or review use cases that are relevant to the Customer in order to tailor the overview session to their industry. 

Workflow Usecase Planning

After the overview session, Salsify will work with the customer to help create and design a workflow use case. It is expected that this will be run over multiple sessions and the final output of this session will be a workbook that documents the defined workflow. 

Workflow Review and Analysis

Once the Customer has completed the configuration of the designed workflow, Salsify will perform a review of the configuration to ensure appropriate configuration was completed. Salsify will provide Customer with feedback around their configuration and provide any additional recommendations to enhance the workflow. 

Timing

This project is estimated at 1-2 months from project kick-off to completion. 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.

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.

• Completion of 5 hours of workflow advisory

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.

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):

• Customer does not have team to support scope of work
• 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):

• Configuration of the Salsify platform
• 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.
• 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.