Common use of Discovery & Planning Clause in Contracts

Discovery & Planning. Once the Project has been assigned, Customer will receive a set of tailored discovery questionnaires. Once filled out, the Implementation Manager will schedule a Project Kick-Off. During this meeting the Customer will receive access to the First Due platform, meet the project team and receive an initial product tour. The Implementation Manager will also provide an overview of the project plan, decide the meeting cadence, and formalize the next steps. CAD Integration and Data Migration planning meetings are also held during this phase, if required. These meetings will be led by the Technical Implementation Specialist. • Key Meeting(s): Project Kick-Off, CAD Kick-Off, Data Migration Planning • Milestone(s): Project Kick-Off, System Access • Customer Task(s): Fill Discovery Questionnaires • Deliverable(s): Welcome email, Initial Account Set-Up, System Logins Provided