Engage Phase. Mercatus to interview business users and stakeholders to define Customer workflow, which includes o Definition of current roles internally o How users interact and handoff work o Specific data to capture for end deliverables identified in Service Order o What commitments need to be tracked for each entity record to remain compliant o Key reports generated today, data required, frequency of delivery, audience • Mercatus will hold 1-3-hour sessions of guided discussions with each identified Customer user / group, to be defined during the Parties’ kickoff. Mercatus assumes approximately five to ten (5-10) meetings to be held overa 1 to 2-week period with Customer directly, with subsequent follow-ups with Customer portfolio companies separately to confirm and make any necessary adjustments to defined requirements with Customer. • The meetings will be conducted onsite at Customer or virtual per the availability and location of all key Customer resources. The analysis, documentation, and review will be conducted offsite by Mercatus. The portfolio company follow-ups can be virtual. • Customer Deliverables: o Access to regional teams with committed times for designated focus groups o Access to current systems and tools, including live demonstrations and ability for Mercatus consultants to view use in a typical “day-in-the-life” setting of Customer and its users o Company and regional organization charts o Current flow diagrams for specified in-scope business process o Examples of outputs of current process today, including regional / company reports or desired consolidated final products o Access to Wi-Fi and whiteboards during all focus group discussions • Mercatus Participants – Program Manager and Solutions Architect (as needed)
Engage Phase a. Conduct one (1) project kick-off workshop for up to two (2) hours for Your project team to review the project governance processes including:
Engage Phase. Prepare for and lead project kick-off meeting Lead Licensee serialization design workshop TraceLink Deliverables: Transition meeting from TraceLink Sales team to Professional Services team Kick-off/design workshop meeting Initial project schedule Licensee Deliverable: Attend kick-off/design workshop Design Phase Company, Partner and Product Master Data TraceLink reviews Master Data requirements with Licensee including data types and formats used to provide the data to TraceLink Serial Number Manager, Serial Number Exchange and Serialized Operations Manager TraceLink reviews Licensee’s requirements and advises on best practices for implementing the desired configuration TraceLink trains Licensee to configure Serial Number Manager and Serial Number Exchange Services and to define Serial Number Templates within Serial Number Manager TraceLink trains Licensee to configure Serialized Operations Manager Service Licensee configures Service in iTest and Production environments TraceLink will create a CMO onboarding kit based on the agreed upon design Country Compliance TraceLink reviews Licensee’s requirements and advises on best workflow configuration for the desired reports TraceLink provides Licensee with training materials to support the development of internal Licensee training materials and Licensee Standard Operating Procedures (SOP) and Work Instructions (WI)
