SERVICES
Trintech will provide the following Services and activities pursuant to this SOW for the actual Adra products as set out in the Order Form.
Services for Adra Balancer – Standard (Up to 20 Users and 5 Legal Entities)
The following services will be delivered as part of a collaborative exercise between Trintech and the Subscriber:
By Trintech:
- Activate software as per order
- Send welcome package to Subscriber
- Lead kickoff workshop between Trintech’s and Subscriber’s project teams
- Work with Subscriber to devise a project plan
- Validate data gathering template received from Subscriber
- Hold one review session to confirm understanding of the design and to obtain Subscriber’s approval
- Configure solution based on Subscriber’s requirements and completed data gathering files:
- Users and user roles (one (1) file load)
- Tasks (one (1) file load)
- Provide remote training for super users (“Train the Trainer”):
- Training for up to ten (10) Subscriber attendees
- Onsite or remote available
- One (1) session for end user training
- One (1) session for system administrator training
- Provide standard UAT test script and support for Subscriber testing activity
- Schedule go-live call
- Provide project management support throughout the implementation
By Subscriber:
- Attend kick-off workshop call and all subsequent meetings (2hrs)
- Complete the data gathering templates and provide production-ready files to be loaded
- Provide Subject Matter Experts (SME’s) to attend super user training (4hrs)
- Provide training for end users
- Complete user acceptance training (within 2 weeks of completion of training)
- Sign-off UAT
- Complete PS survey prior to go-live
Services for Adra Task Manager – Standard (Up to 20 Users and 5 Legal Entities, 1 Initiative)
The following services will be delivered as part of a collaborative exercise between Trintech and the Subscriber:
By Trintech:
- Activate software as per order
- Send welcome package to Subscriber
- Lead kickoff workshop between Trintech’s and Subscriber’s project teams
- Work with Subscriber to devise a project plan
- Validate data gathering template received from Subscriber
- Hold one review session to confirm understanding of the design and to obtain Subscriber’s approval
- Configure solution based on Subscriber’s requirements and completed data gathering files:
- Users and user roles (one (1) file load)
- Tasks (one (1) file load)
- Provide remote training for super users (“Train the Trainer”):
- Training for up to ten (10) Subscriber attendees
- Onsite or remote available
- One (1) session for end user training
- One (1) session for system administrator training
- Provide standard UAT test script and support for Subscriber testing activity
- Schedule go-live call
- Provide project management support throughout the implementation
By Subscriber:
- Attend kick-off workshop call and all subsequent meetings (2hrs)
- Complete the data gathering templates and provide production-ready files to be loaded
- Provide Subject Matter Experts (SME’s) to attend super user training (4hrs)
- Provide training for end users
- Complete user acceptance training (within 2 weeks of completion of training)
- Sign-off UAT
- Complete PS survey prior to go-live
Services for Adra Matcher – Standard (Up to 10 Reconciliation Groups, 2 Source Files)
The following services will be delivered as part of a collaborative exercise between Trintech and the Subscriber:
By Trintech:
- Activate software as per order
- Send welcome package to Subscriber
- Lead kickoff workshop between Trintech’s and Subscriber’s project teams to define solution configuration and document design requirements in the design workbook for up to ten (10) reconciliation groups
- Work with Subscriber to devise a project plan
- Validate data gathering template received from Subscriber
- Hold one review session to confirm understanding of the design and to obtain Subscriber’s approval
- Configure solution based on Subscriber’s requirements and completed data gathering files:
- Configure matching criteria for automated interactive reconciliations for up to two (2) source files)
- Verifying files from two (2) sources and creating imports for all of them
- Adding business rules for automatic matching
- Testing one reconciliation with customer
- Provide remote training for super users (“Train the Trainer”):
- Training for up to ten (10) Subscriber attendees
- Onsite or remote available
- One (1) session for end user training
- Provide standard UAT test script and support for Subscriber testing activity
- Schedule go-live call
- Provide project management support throughout the implementation
By Subscriber:
- Attend kick-off workshop call and all subsequent meetings (2hrs)
- Complete the data gathering templates and provide production-ready files to be loaded
- Provide Subject Matter Experts (SME’s) to attend super user training (4hrs)
- Provide training for end users
- Complete user acceptance training (within 2 weeks of completion of training)
- Sign-off UAT
- Complete PS survey prior to go-live
