Service brief: Use case optimization

Archeroptimization assessment

Serviceoverview

Are you getting the most out of Archer? This service provides you with an analysis of how Archer is currently being used and how it could be improved, including expected results We bring together stakeholders and technical staff to identify how you can get the most out of Archer, including making it more sustainable and easier to manage We also ensure that your risk management program is up to date

Scopeofwork

Karta's team of Archer IRM experts will collaborate with your stakeholders to review the production implementation of your Archer solution(s). No changes will be made to any of your software.

The Archer optimization assessment service involves some or all of the following:

CONDUCT A KICKOFF CALL, SCHEDULE LOGISTICS, WORKSHOPS & INTERVIEWS

Review Archer core and/or on-demand applications and/or questionnaires

Provide working sessions with the end-users and your support personnel to review the current design and supporting design decisions

Review and document the capabilities being exercised and those not in use

Perform a deep-dive investigation into the following configuration areas and determine if best practices have been exercised:

Content placement

Data feeds

Field use

Sections on application layouts

Mail merge

Data-driven events

Fields descriptions

Roles and groups

Custom objects

Documentation

Define and document assessment findings and provide recommendations on the goforward actions you should take to maximize the benefits of the Archer solution(s) This will include benefits and challenges to be experienced by upgrading to a more current version of Archer use-case.

Facilitate final review with your key stakeholders. kartacorp.com

An assigned Karta project manager will provide overall engagement management of this project During the project, together we'll have status meetings to review current progress, direction, documentation, findings, issues and recommendations

Deliverables

Optimization assessment that includes:

Gap analysis of configured functionality against available core functionality

On-demand application utilization assessment

Assessment recommendations to maximize Archer’s capabilities following best-practices

Assessment recommendations to maximize manageability of configured applications following best practices

Complexity rating by application, indicating go-forward consideration for maintenance, requests for new functionality, upgradability, etc.

Customerresponsibilities

You will provide the following deliverables for this engagement:

At least one technical contact with system administration responsibilities and appropriate system/information access privileges

Identify an executive sponsor to facilitate staff cooperation and provide an executive liaison to Karta

A review and approval of the engagement objectives

Ensure that all environmental and operational requirements are met prior to the commencement of the services

Verify that the work site is prepared to perform the engagement services

Respond in a timely fashion to questions posed by Karta regarding the project

Provide documents/diagrams detailing the existing specifications and architecture in a timely manner

Complete all planning and scheduling activities in the scope of work

Provide remote access capability (e g , VPN access) into your environment to facilitate efficient off-site support by Karta consultants and/or remote work

Scheduleofservices

The anticipated service start date is within thirty (30) days or a mutually-agreed-upon start date after receipt and approval by Karta of your purchase order for this service.

Subject to the customer satisfying the “customer responsibilities” specified above, Karta estimates that it will complete the services within forty-five (45) days after the actual

service start date.

Unless otherwise specified or agreed by Karta, the services are performed on consecutive days.

Projectscopechanges

Any additions or changes to the project scope must be mutually agreed upon by Karta and the customer in a separate Karta statement of work detailing the proposed changes, the impact of the proposed change on pricing and schedule, and other relevant terms. Such changes include, but are not limited to:

Any additional activities not listed in this data sheet

Modification of application software

Development of custom solutions including, without limitation, scripting

Any additional hardware configuration not listed in this data sheet

Any change to the hardware configuration listed in this data sheet

Multiple basic installation services requiring project management services

Prolonged service duration

Fixedbidservicefeeandinvoicingschedule

The services described in this data sheet are delivered during Karta’s normal business hours (M–F, excluding Karta/local holidays)

Invoices are issued upon receipt by Karta and approval of your purchase order

The customer will provide a new or amended purchase order and shall pay additional amounts related to (i) the performance of services outside Karta’s normal business hours or consecutive days, and (ii) reimbursement of travel-related expenses required to complete the service.

The customer shall have twelve (12) months from the date of Karta’s invoice to use the services described herein (“service period”) The services shall automatically expire on the last day of the service period Under no circumstances shall the client be entitled to a credit or refund of any unused portion of the services.

Expertise

Count on getting an efficient and reliable solution! Every Karta solution is designed and delivered by a talented team of Archer experts with combined decades of configuration and project management experience

I wanted to pass along my compliments and a huge appreciation shout-out foryourteam'sefforttogetour[complianceprogram]overthefinishline.

Establishing Archer was a goal for my team and you were available to addressallofourconcerns...You’vealsobeenveryhelpfulwithvalidating our access matrix and ensuring our employees are set up correctly in the Archerusergroups.Thanksagainforthesupport!

Compliance Manager

Enterprise-level electrical power generation utility

Angelo Capone Sr Service Delivery Manager Archer Consultant

Alexandre Cormier Archer Consultant

Ryan Kartavicius Archer Consultant

Paul Blood IRM Business Development

Jonathan Kitchin Vice President of Solutions and Service Delivery

Frances Bierman Project Manager

KartaAscend:helpingyoutraverserisk

You deal with enough risk in a day let’s take your IRM program off that list Here’s how we deliver great IRM solutions on time and on budget, every time This experienced-based formula is called Karta Ascend Take a look:

CLARITY

PROVEN PROCESS

Our rigorous, time-tested service delivery model ensures your business requirements are understood, your team is involved in the process at every step, and your project is completed on time and on budget.

CURATED IRM SOLUTIONS

Weeding through dozens of IRM solutions can take hundreds of hours We have cut through the noise and chosen the best for you: Archer. A core part of our process is guiding your team to select a platform that will serve you well today and in the future.

We work hard to ensure you have complete clarity from start to finish From clear deliverables to frequent reporting, you'll always know what's happened and what's coming next.

DEEP TECHNOLOGY EXPERTISE

There’s no substitute for knowledge and experience Honed over 20+ years and countless projects, our approach is highly collaborative and efficient We only assign seasoned consultants to your projects and maintain expert-level product knowledge through ongoing training and certifications.

GOOD PEOPLE

We're a team of down to earth people who genuinely care about the success of your solution But don't take our word for it—read our case studies and the unsolicited testimonials shared on our website