JOINT EVALUATION PLAN for ValleyPBS (UPDATED 02/26/2019)

PARTICIPANTS TARGET
COMPLETI STATUS
ACTIVITY
ValleyPBS NETSUITE ON DATE &
DURATION
Introductory Meeting / Initial Requirements Completed
Discussion

Executive Briefing & Discovery Completed

Further Discovery (if needed) Completed

Mutual NDA Execution via DocuSign Completed

Discuss potential references or case study TBD

review

 Business Discussion (complete the VCA) Proposed

 Initial Pricing Discussion
 Discuss Joint Execution Plan (JEP)

Send Industry/Role Specific N/A Proposed

Pre-Recorded Demos

To PROSPECT ABC: TBD

- Updated JEP

Align Call TBD

Demonstration Prep & Dry Run Week of TBD

External Dry Run w/Key Stakeholder(s) TBD

Delivery of Summary of Findings TBD

Reconfirm: Budget | Scope | Timing

Proof of Value (POV) Demonstration: TBD

- Demo of standard workflows
- Confirmation of custom workflows

Scoping Customised Business Solutions TBD

- Tech Services & SDG (if needed)

Discuss Engagement: TBD

- Deployment discussion

To PROSPECT ABC: TBD

- Updated JEP

Oracle NetSuite
Deliver Proposal & Statement of Work (SOW) ~3-4 days TBD
after
scoping
Share References TBD

Vendor Selection TBD

Discuss: TBD
- Pricing
- Deployment Plan
- SSA (If necessary, approved by ABC’s
Legal?)

To PROSPECT ABC: TBD

- Updated JEP

Discussion (if needed): TBD

- Pricing Discussion
- Final Decision
- Timeframe

Final Decision & Document Execution Agreed TBD

Target
Goal

PROSPECT to negotiate any necessary TBD

contracts with NS partners
Project Kickoff Max 2 TBD
weeks after
contract
signing
IMPLEMENTATION INITIATION & PROJECT CREATION (DAY ‘A’)
Engage: Project Creation and attend A + 1.5 Not
Industry-specific Fundamentals Training weeks Started

Drive: Configuration A+4 Not

weeks Started
Enable: Admin & End User Training X–4 Not Started
weeks
Convert: System Cut Over X – 1 day Not
Started

DESIRED GO LIVE (DAY ‘X’)

Check In Period Not
Close after Started
Go Live

Oracle NetSuite
The above plan is an effective approach to managing our project.
Both parties will do their best to make appropriate resources
available to meet these milestone objectives.

INITIAL BUDGET ESTIMATE for ABC COMPANY (UPDATED

DD/MM/YYYY)

Initial Budget
Estimate.xls

NetSuite Team:

Account Executive, NetSuite: First Name Last Name – email address

Solution Consultant, NetSuite: First Name Last Name – email address

Director of Sales, NetSuite: First Name Last Name – email address

PS Practice Lead, NetSuite: First Name Last Name – email address

Director of Education, NetSuite: First Name Last Name – email address

Oracle NetSuite