1. p9Group
Statement of Work for (___)
Professional Services
Prepared for
CLIENT’S LOGO
CLIENT’S NAME
IMPLEMENTATION
2. CLIENT’S LOGO
Table of Contents
1. Introduction ------------------------------------------------------------------------------------3
2. Scope of Work Summary --------------------------------------------------------------------3
3. Assumptions ------------------------------------------------------------------------------------4
4. Service Description----------------------------------------------------------------------------4
5. Description of Tasks, Deliverables and Services----------------------------------------5
5.1 Business Process Analysis (Requirements Assessment) ----------------------------5
5.2 Functional Configuration ----------------------------------------------------------------6
5.3 Technical Configuration -----------------------------------------------------------------6
5.4 Supplier/Catalog Adoption --------------------------------------------------------------7
5.5 Training ------------------------------------------------------------------------------------7
5.6 Testing and Acceptance------------------------------------------------------------------8
5.7 Quality Review----------------------------------------------------------------------------9
5.8 Documentation ----------------------------------------------------------------------------9
5.9 Post Implementation Support -----------------------------------------------------------9
6. Service Approach---------------------------------------------------------------------------- 11
7. Investment Summary----------------------------------------------------------------------- 12
Proprietary & Confidential Client Services
Page 2 of 12
3. CLIENT’S LOGO
1. Introduction
The purpose of this document is to summarize the scope of work for a pilot
implementation of the procurement system. The scope of work is outlined with the tasks
necessary for a complete implementation of the system. Each task and the associated
Deliverables and Completion Criteria are described in details.
The Scope of Work document is based on information provided during the sales process
and will lay the foundation for development of the Project Plan and definition of p9 and
CLIENT’S NAME resources. The scope of work will include the data integration points,
supplier catalogs, and system users identified for Phase I of the project.
Additional integration points, supplier catalogs, and users will be addressed through
subsequent project phases.
2. Scope of Work Summary
The tasks below outline the scope of work for Phase I implementation:
1. A Business Process Analysis to assess current procurement related workflows and
processes and a proposed procurement model that incorporates the _____system.
2. Functional configuration of the ______system for users, and System
Administrator at CLIENT’S NAME.
3. Technical configuration of the system.
4. Integration Points??
5. Development of Custom Purchase Order form.
6. Supplier adoption incorporating ___ catalogs.
7. Training to 20 users and one System Administrator.
8. Test plan scenarios and guidance for users participation in the Testing and
Acceptance activities.
9. Quality Review to identify any discrepancies or conflicts in the configured
system.
10. Documentation including BPA Summary, Technical Readiness, Functional
Readiness, Functional Test Plan Scenarios, Training Manual, Technical
Landscape, Quality Review, and Miscellaneous Change.
11. Post implementation support for five (5) days after the final “go-live” date.
The tasks stated above will be delivered as described in Section 5.
Proprietary & Confidential Client Services
Page 3 of 12
4. CLIENT’S LOGO
3. Assumptions
Backup and Disaster Recovery Planning
_______ will provide a summary document on the system and application databases
to be backed up. It is assumed that a regular and comprehensive backup and
recovery process is established at CLIENT’S NAME and will include the application
when implementation is complete.
Remote Connectivity to CLIENT’S NAME Network
A remote connection to the production server will be necessary for technical
specialists to perform certain configuration and troubleshooting tasks remotely.
Availability of Project Team Members
All project team members are expected to be available for regular Project Team
meetings and additional issue resolution meetings. Issues that may affect the project
time-line are expected to be resolved expeditiously so that project delays are not
realized.
Project Team Working Space
The project team members will need a workspace that includes a digital or analog
telephone line and a network connection. The space should accommodate a
minimum of two project team members at once.
Integration Activities
The “owner” of the ___________that will be integrated with the system is expected
to be a member of the CLIENT’S NAME project team. This individual’s
involvement will be critical to the successful integration of the purchasing system
(TBD).
4. Service Description
In this engagement, the client shall perform the following tasks, which will be deliberated
in the next section. p9 will assign a minimum of one (1) full-time functional analyst for
the duration of the project.
Task Activity
Number
1 Business Process Analysis (BPA)
2 Functional Configuration
3 Technical Configuration
4 Supplier/Catalog Adoption
5 Training
6 Testing and Acceptance
7 Quality Review
8 Documentation
9 Post Implementation Support
Proprietary & Confidential Client Services
Page 4 of 12
5. CLIENT’S LOGO
5. Description of Tasks, Deliverables and Services
The following section defines the Tasks, Deliverables and Services to be provided by
p9Group in this Statement of Work. (Refer to table illustrated in Section 4)
5.1 Business Process Analysis
Overview
The objective of this task is to develop comprehensive functional requirements and
document through an in-depth discovery process. Through this process, the current
CLIENT’S NAME procurement business processes will be defined and recommendations
for improvements will be made. The Business Process Analysis (BPA) document will
serve as the blueprint for the design, configuration, and deployment of the system.
This task consists of the following activities:
Gather and document current CLIENT’S NAME procurement
practices/processes.
Development of the Business Process Analysis Summary document for
system configuration.
The focus of the BPA workshops and summary documentation will include:
Functional Readiness
All critical information regarding the CLIENT’S NAME’s procurement
practices/processes, as well as the scope of work, will be defined. During this
exercise, industry standards, including “Best Practices” in procurement and e-
business, will be applied to the existing business process. As the procurement
process is analyzed, a proposal for an improved purchasing model will be
developed including roles and responsibilities.
Technical Readiness
This task is to ensure the appropriate software and hardware infrastructure is in
place for deployment of the system. The Technical Architect, in coordination
with the CLIENT’S NAME System Owner(s) will complete and sign-off on the
Technical Readiness Sign-off document. This will confirm that the appropriate
software and hardware configuration is agreed upon and accepted.
Proprietary & Confidential Client Services
Page 5 of 12
6. CLIENT’S LOGO
Deliverables
Business Process Analysis (BPA) Summary includes:
Documentation of current business processes.
Recommendation for improved business processes.
Custom PO form requirements identified and documented.
Organizational structure, spend limits and approval hierarchy defined.
Completion Criteria
This task will be completed when the BPA Summary document is delivered and
signed-off by CLIENT’S NAME.
5.2 Functional Configuration
Overview
The team will configure all modules of the system based on the findings in the BPA
document. Functional configuration will include ___ users and ____ System
Administrators.
Deliverables
Configured systems for ____ users and ____ System Administrators.
Completion Criteria
This task will be completed when the system is installed, configured, and ready for
formal functional testing from each user’s PC.
5.3 Technical Configuration
Overview
The Technical Team will be responsible for the installation of the software. They will
also be responsible for configuring the databases and executing the ‘Start-up’ Standard
Operation Procedures (SOPs).
This task consists of the following activities:
Hardware Installation
p9 shall participate on an as needed basis; to be determined by CLIENT’S NAME
IT staff, in the installation of any required hardware.
Licensed Program Installation
p9 shall perform the installation of the systems.
Database Connectivity
p9and CLIENT’S NAME will jointly perform all necessary steps to confirm
connectivity between the application and database servers(s).
Proprietary & Confidential Client Services
Page 6 of 12
7. CLIENT’S LOGO
Deliverables
Completed hardware and software installation to the existing network.
Completed CLIENT’S NAME technical landscape documentation.
Completion Criteria
This task will be completed when the required servers are installed and connected to the
CLIENT’S NAME network.
5.4 Supplier/Catalog Adoption
Overview
____ supplier catalogs have been identified for import into the system for Phase I.
p9will perform all necessary import activities and tasks. CLIENT’S NAME’s data
format requirements will be submitted to the appropriate suppliers.
Import of additional supplier catalogs will be addressed with subsequent project phases.
Deliverables
Supplier catalogs imported into the system.
Completion Criteria
Confirmation of successful import of the supplier catalogs during functional testing.
5.5 ERP/Legacy Integration
Deliverables
Interface Specification document.
Completion Criteria
5.6 Training
Overview
The purpose of this task is to ensure a smooth hand-over of the system to CLIENT’S
NAME. Training will be conducted in a phased manner for identified users. All
necessary preparation for successful completion of the training courses will be completed
by the Training Manager.
Class Duration No. of participants No. of sessions
Application Training
System Administration Training
Proprietary & Confidential Client Services
Page 7 of 12
8. CLIENT’S LOGO
Deliverables
End-users trained.
Completion Criteria
The task will be completed when the above training sessions are successfully conducted
on-site during previously agreed upon dates.
5.7 Testing and Acceptance
Overview
The goal of the testing and acceptance activities is to ensure that the configured system
meets all the functional and technical requirements specified in the BPA Summary
document. p9 will provide CLIENT’S NAME end-users, who will prepare the user
acceptance test, activities to ensure that the delivered system meets their requirements.
The users involved with the Testing and Acceptance activities will be those who have
supplied input during the user requirements gathering stage and who are authorized to
sign-off on the user requirements documentation. The project team will guide these users
through the creation of the acceptance scenarios.
Test plan scenarios will be created utilizing the finalized BPA. Testing will be conducted
upon successful completion of the system configuration (TBD). A test environment
(sandbox) will be used to execute all CLIENT’S NAME test plan scenarios. Upon
completion of the testing scenarios an intact database will be restored on the production
server.
This task consists of the following activities:
Identify a select group of test users.
Test users will participate in the preparation of the necessary test data.
Test users will be given test scenarios to execute and document.
Test users are required to verify the test results.
System error or problems found during this period will be logged and resolved
accordingly by the p9 project team.
Deliverables
Functional test plan scenarios created, executed successfully, and signed-off by
appropriate CLIENT’S NAME team members.
Completion Criteria
This task will be completed upon sign-off of the Test Plan Scenarios by CLIENT’S
Project Manager.
Proprietary & Confidential Client Services
Page 8 of 12
9. CLIENT’S LOGO
5.8 Quality Review
Overview
During this task, a p9 Senior Consultant, who did not participate as a member of the core
project team, will execute the configured pre-production system through the Functional
test plan scenarios executed during the Testing and Acceptance Phase. Any
discrepancies or conflicts in the configured system will be formally reported to the
Project Manager and escalated according to procedures.
Deliverables
Reported issues from the quality review will appear in the system issues management
database.
Completion Criteria
Issues to be resolved according to due dates set in the issues management database.
5.9 Documentation
Overview
p9will submit documentation upon completion of various project milestones. The list of
documentation (in hardcopy) that will be delivered for the proposed CLIENT’S NAME
system is provided below. CLIENT’S NAME may reproduce as many copies of the
documentation as necessary.
Deliverables
Documentation Description Quantity
1 BPA Summary Document
2 Technical Readiness Survey
3 Functional Readiness Survey
4 Completed Functional Test Plan
5 Training Manual
6 Technical Landscape Document
Completion Criteria
The task will be completed when the above documents have been delivered to the
CLIENT’S NAME Project Manager.
5.10 Post Implementation Support
Post implementation support shall be provided by a minimum of one (1) functional
analyst for five (5) days after the final “go-live” date (Formal sign-off of the functional
Test Plan Scenarios). The p9 project team will provide the “go-live” support.
Proprietary & Confidential Client Services
Page 9 of 12
10. CLIENT’S LOGO
Deliverables
One-on-one support from the p9 project team members to the CLIENT’S NAME end-
users.
Completion Criteria
This task will be completed upon expiry of the post implementation support agreement.
Proprietary & Confidential Client Services
Page 10 of 12
11. CLIENT’S LOGO
6. Service Approach
p9 Working Approach
p9shall complete the work described through a combination of work on-site and work
at office facilities.
p9shall produce a schedule of meeting dates for the key personnel to base their
appointments on. This schedule will be produced when the project commences.
p9 will revisit and where necessary, update the project schedule and corresponding
details after completing the requirement validation task.
Project Delays
p9 shall not be responsible for the timely delivery of the hardware and other materials
not explicitly provided by p9. However, in the event there is a delay, p9 shall use
best effort to accommodate the delay into the project’s schedule.
Where there is a delay to the original project schedule, which was not caused by p9,
shall discuss such changes to the original project schedule.
It is also assumed that CLIENT’S NAME’s management turnaround time on project
related issues is to be two (2) business days.
Project Changes
All changes that any party may wish to make to this SOW shall be mutually reviewed to
asses the cost and timing impacts of those changes, and must be approved by all parties
in the project.
New Releases
The system is p9’s product. All functionalities and features of the product are limited to
the release purchased by CLIENT’S NAME.
Proprietary & Confidential Client Services
Page 11 of 12
12. CLIENT’S LOGO
7. Investment Summary
Resource Billable Days Standard Daily Rate Extension
Project Mgr. $ $
Functional Consultant $ $
Technical Consultant $ $
Quality Manager $ $
Training Manager $ $
Forms Developer $ $
Total for Professional Services $
Proprietary & Confidential Client Services
Page 12 of 12