Ideagen CompliSpace Delivery Overview: Consultant-led Module Upgrade

Module Upgrade: Project Delivery Overview

Week 1

Week 2

ALLOCATION OF YOUR IDEAGEN PROJECT TEAM

TECHNICAL AND CONTENT CONFIGURATION INITIATE & BUILD PHASE COMPLETE

Week 3

MODULE DELIVERY MEETING & COMMENCEMENT OF MODULE SPECIFIC CONSULTING

Week 4

Implementation Training Implementation Consulting

Weeks 5

Weeks 6

*THIS PROJECT PHASE WILL BE NEGOTIATED WITH YOUR PROJECT LEAD AS GUIDED BY THE PLAR CONSULTING PACKAGE GUIDELINES..

THIS PHASE TYPICALLY INCLUDES A SERIES OF WEEKLY/FORTNIGHTLY MEETINGS.

Weeks 7-12

CONSULTING PHASE COMPLETE

IMPLEMENTATIONCONSULTING PHASE

Project Initiation and Setup

INITIATION & BUILD PHASE

Project Timeline

PHASE 2

Project Finish

INITIATION PHASE PROJECT INITIATION We allocate the Project Team who will arrange the Technical and Content configuration the Project Delivery Meeting which includes confirming your Project Team and discuss your project deliverables.

BUILD PHASE TECHNICAL & CONTENT CONFIGURATION We initiate deployment of your content across platform(s).

BUILD PHASE COMPLETE!

INITIATION PHASE COMPLETE!

Project Service Delivery Key Customer Action

Ideagen Action

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Important

Project Milestone

2

PHASE TWO IMPLEMENTATION - CONSULTING With the support of your Ideagen Project Team, you progress with the contextualisation of your platform and subscription.

Your Project Team will work collaboratively to provide content and resource consultation to Administrators.

Your Project Lead will provide consultation on module-specific inclusions in line with your organisational and jurisdictional requirements. This may include coordinating consultation with our subject matter experts for your requirements.

Your Project Lead will work with you to define your module deliverables which may include: Support to contextualise Ideagen CompliSpace content to ensure it reflects your people, places, and culture Plan for learning delivery and reporting Contextualise resource templates for your subscribed modules

WHAT ELSE? MORE INFORMATION AND DEFINITIONS IT INTEGRATION

We do not provide additional or bespoke support for IT Integration following completion of initial set up and approval.

'IN SCOPE' Work included as part of your scoped project, as outlined in the Agreement. Refer to the Project Inclusions document for a more detailed overview of inclusions and exclusions.

'OUT OF SCOPE' Work not included in your scoped project. Refer to the Project Inclusions document for a more detailed overview of inclusions and exclusions.

CONSTRAINTS Due to resourcing and time factors, the Project Plan may require adjusting. If changes are made by either Ideagen or the Customer, we will confirm and advise the Customer with written updates.

You and your team will complete all remaining contextualisation.

IMPLEMENTATIONCONSULTING PHASE COMPLETE Your Project Lead will prepare for project closure

YOUR PROJECT HAS BEEN DELIVERED!

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OUR PROJECT TEAM

CUSTOMER PROJECT TEAM

PROJECT LEAD (PL) Your primary point of contact during your Setup project. Your PL is responsible for the overall success of your project as well as ensuring key milestones are achieved in line with your Project Plan.

PROJECT LEAD The Customer Project Lead is the primary point of contact during your Setup project. You are responsible for the overall success of your project as well as ensuring key milestones are achieved in line with your Project Plan.

SOLUTION CONSULTANT Solution Consultants offer subject matter expertise in the products and content areas subscribed within your subscription.

TECHNICALCONSULTANT Technical Consultants offer configuration expertise in the products subscribed within your subscription.

PROJECT TEAM MEMBERS Project Team members provide support to not just the setup project, but key roles such as Content specific subject matter expertise (for example your IT Manager, Privacy Officer or HR Manager). Project team members also include your platform administrators who will require training on how to administrate the platforms..

CUSTOMER SUCCESS FUNCTION The Customer Success function will support the embedding of your Ideagen CompliSpace solution post project setup.

IDEAGEN CUSTOMER SERVICE For technical support, administrators can contact the Ideagen Service Team on 1300 132 090 Mon-Fri (08.30-17.00 AEST) or at complispace.zendesk.com/hc/en-us

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EMBEDDING YOUR SOLUTION We rely on the following assumptions to successfully embed your Ideagen CompliSpace solution within your organisation.

ASSUMPTIONS YOUR ORGANISATION Provide and agree to the Project Plan and project deliverables Allocates the relevant Project Team personnel Attends all project meetings as agreed Commits to completing the tasks assigned within the agreed timeframe

IDEAGEN

Embedding Your Ideagen CompliSpace Solution Provides all resources to ensure the Project Team can meet the defined milestones Allocates a Project Team Attends all Project Meetings as agreed Commits to completing the tasks assigned within the agreed timeframe Provides administrator training including resources, and relevant recordings for future reference.

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