***Nakisa Internal use only***

SaaS Assessment Questionnaire

When a Cloud sale is finalized, this questionnaire needs to be filled in order for the
Cloud Team to provide an environment. Questionnaire also includes a list of
questions to answer in order for the deployment process to begin

Customer

Nakisa Contacts
Account Manager
Project Manager (PS)
Customer’s IT Contact

Post-sale Form
Engagement questions to be filled by the PS Project Manager

1.0 VPN

1.1 Site-to-site VPN Access Form completed by Customer:

No

Yes
<link to form on Sharepoint>

1.2 Please specify who within the PS Team needs OpenVPN access :

<list names>

Have you filled in the OpenVPN access form for each?

<link to form on Sharepoint>

1.3 Please specify customer network CIDRs and addresses:

2.0 AUTHENTICATION WITH ERP

2.1 How will you authenticate against your ERP?
Choose an item. If other, please specify :

3.0 CONTRACT INFORMATION

Contract Signature Click here to enter a date.
3.1
Go-Live Click here to enter a date.
Subscription Expiry Click here to enter a date.

4.0 LICENSES

Application: Choose an item. Please specify the expected number of licenses :

Application # licenses (employees or users)

OrgChart
Organizational Design
Team Design
HCM
OrgMerger
Advanced Analytics
Write-Back
Lease Administration by Nakisa
Finance
Revenue Recognition
5.0 FIREWALL

5.1 Please specify ports customer needs opened for communication with ERP :
If SAP, SAP System # (XX below): __

Port Number
Service Name Customer IPv4 Address
(XX = system number)
SAPRouter port(s) ____ typically 1023 & 3299
Web Dispatcher port ____ typically 32XX
Gateway port ____ typically 33XX
HTTP/HTTPS ports for ____ typically 81XX &
message server 444XX
ICM port ____ typically 80XX

SNC Secured RFC ____ typically 48XX

Message Server ____ typically 36XX

6.0 PROJECT TIMELINES

6.1 Please specify environment delivery milestones (Cloud Team to PS) :

(minimum 1 week notice required for initial environment)

Environment Required Delivery Date

AWS Development Click here to enter a date.
 AWS QA Click here to enter a date.
AWS Production Click here to enter a date.

7.0 DATA - HCM DEPLOYMENTS

7.1 How many records does the client’s data hold? ___
Note : Record means any OrgUnit position or employee including historical data.
For example : IE HRP1000 table.

7.2 How many employee records does the client have? ___

7.3 How many modeling scenarios are expected per month? ___

7.4 Please specify the following in order to quantify the instance size for the customer :

Total Active and Total Active (entries to

Description
Historical (All) 31.12.9999)
Organizational Units (O)
Positions (S)
All Holder relations P-S (B 008)
Active Employees

8.0 DATA - FINANCE DEPLOYMENTS

8.1 How many contracts does the client have ? ___

8.2 What is the average contract file size for this client ? ___

8.3 What is the anticipated maximum number of concurrent users ? ___

9.0 Region

9.1 Please specify the region :

Choose an item.

10.0 SCHEDULED DAILY BACKUP

10. Scheduled time window for daily backups (for PROD) :

1
Start End Time Zone

Choose a time. Choose a time.

11.0 SCHEDULED SERVICES - HCM DEPLOYMENTS

11. Scheduled Service Calls - to the ERP
1
Service Description Time Time Zone
Delta iDoc Choose a time.

Other : Choose a time.

11. Scheduled Service Calls - to the Application

2
Service Description Time Time Zone
Extraction (analytics) From ERP to staging DB Choose a time.
check tables Extraction Choose a time.
Portraits Choose a time.
indexed objects Choose a time.
Index Effective Dates Choose a time.
Other : Choose a time.