Common use of Planning Clause in Contracts

Planning.  Delivers project planning documents.  Defines Project tasks and resource requirements. Town of Nolensville, Tennessee Tyler Technologies, Inc. Page | 7  Develops initial Project schedule and Project Management Plan.  Collaborates with Town of Nolensville project manager(s) to plan and schedule Project timelines to achieve on-time implementation. Implementation Management  Tightly manages Scope and budget of Project to ensure Scope changes and budget planned versus actual are transparent and handled effectively and efficiently.  Establishes and manages a schedule and Tyler resources that properly support the Project Schedule and are also in balance with Scope/budget.  Establishes risk/issue tracking/reporting process between Town of Nolensville and Xxxxx and takes all necessary steps to proactively mitigate these items or communicate with transparency to Town of Nolensville any items that may impact the outcomes of the Project.  Collaborates with Town of Nolensville ’s project manager(s) to establish key business drivers and success indicators that will help to govern Project activities and key decisions to ensure a quality outcome of the project.  Collaborates with Town of Nolensville ’s project manager(s) to set a routine communication plan that will aide all Project team members, of both Town of Nolensville and Xxxxx, in understanding the goals, objectives, current status, and health of the Project. Resource Management  Acts as liaison between Project team and Xxxxx xxxxxxx(s).  Identifies and coordinates all Tyler resources across all applications, Phases, and activities including development, forms, installation, reports, implementation, and billing.  Provides direction and support to Project team.  Manages the appropriate assignment and timely completion of tasks as defined in the Project Schedule, task list, and Go-Live Checklist.  Assesses team performance and adjusts as necessary.  Consulted on in Scope 3rd party providers to align activities with ongoing Project tasks. Tyler Implementation Consultant  Completes tasks as assigned by the Xxxxx project manager(s).  Documents activities for services performed by Xxxxx.  Guides Town of Nolensville through software validation process following configuration.  Assists during Go-Live process and provides support until Town of Nolensville transitions to Client Services.  Facilitates training sessions and discussions with Town of Nolensville and Xxxxx staff to ensure adequate discussion of the appropriate agenda topics during the allotted time.  May provide conversion review and error resolution assistance. Tyler Sales  Supports Sales to Implementation knowledge transfer during Initiate & Plan.  Provides historical information, as needed, throughout implementation.  Participates in pricing activities if additional licensing and/or services are needed. Town of Nolensville, Tennessee Tyler Technologies, Inc. Page | 8 Tyler Technical Services  Maintains Tyler infrastructure requirements and design document(s).  Involved in system infrastructure planning/review(s).  Provides first installation of licensed software with initial database on servers.  Supports and assists the project team with technical/environmental issues/needs.  Deploys Tyler products. Town of Nolensville Roles & Responsibilities Town of Nolensville resources will be assigned prior to the start of each Phase of the Project. One person may be assigned to multiple Project roles. Town of Nolensville Executive Sponsor The Town of Nolensville executive sponsor provides support to the Project by providing strategic direction and communicating key issues about the Project and its overall importance to the organization. When called upon, the executive sponsor also acts as the final authority on all escalated Project issues. The executive sponsor engages in the Project, as needed, in order to provide necessary support, oversight, guidance, and escalation, but does not participate in day-to-day Project activities. The executive sponsor empowers the Town of Nolensville steering committee, project manager(s), and functional leads to make critical business decisions for Town of Nolensville.  Champions the project at the executive level to secure buy-in.  Authorizes required project resources.  Actively participates in organizational change communications. Town of Nolensville Steering Committee The Town of Nolensville steering committee understands and supports the cultural change necessary for the Project and fosters an appreciation for the Project’s value throughout the organization. The steering committee oversees the Town of Nolensville project manager and Project as a whole through participation in regular internal meetings. The Town of Nolensville steering committee remains updated on all Project progress, Project decisions, and achievement of Project milestones. The Town of Nolensville steering committee also serves as primary level of issue resolution for the Project.  Works to resolve all decisions and/or issues not resolved at the project manager level as part of the escalation process.  Attends all scheduled steering committee meetings.  Provides support for the project team.  Assists with communicating key project messages throughout the organization.  Prioritizes the project within the organization.  Ensures the project staffed appropriately and that staff have necessary resources.  Monitors project progress including progress towards agreed upon goals and objectives.  Has the authority to approve or deny changes impacting the following areas: o Cost o Scope o Schedule Town of Nolensville, Tennessee Tyler Technologies, Inc. Page | 9 o Project Goals o Town of Nolensville Policies o Needs of other client projects Town of Nolensville Project Manager Town of Nolensville shall assign project manager(s) prior to the start of this project with overall responsibility and authority to make decisions related to Project Scope, scheduling, and task assignment. Town of Nolensville Project Manager should communicate decisions and commitments to the Tyler project manager(s) in a timely and efficient manner. When Town of Nolensville project manager(s) do not have the knowledge or authority to make decisions, he or she engages the necessary resources to participate in discussions and make decisions in a timely fashion to avoid Project delays. The client project manager(s) are responsible for reporting to client steering committee and determining appropriate escalation points. Contract Management  Validates contract compliance throughout the project.  Ensures that invoicing and Deliverables meet contract requirements.  Acts as primary point of contact for all contract and invoicing questions. Collaborates on and approves Change Requests, if needed, to ensure proper scope and budgetary compliance.

Appears in 2 contracts

Samples: Software as a Service Agreement, Software as a Service Agreement

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Planning.  Delivers project planning documents.  Defines Project tasks and resource requirements. Town of Nolensville, Tennessee Tyler Technologies, Inc. Page | 7  Develops initial Project schedule and Project Management Plan.  Collaborates with Town of Nolensville project manager(s) to plan and schedule Project timelines to achieve on-time implementation. Implementation Management  Tightly manages Scope and budget of Project to ensure Scope changes and budget planned versus actual are transparent and handled effectively and efficiently.  Establishes and manages a schedule and Tyler resources that properly support the Project Schedule and are also in balance with Scope/budget.  Establishes risk/issue tracking/reporting process between Town of Nolensville and Xxxxx Tyler and takes all necessary steps to proactively mitigate these items or communicate with transparency to Town of Nolensville any items that may impact the outcomes of the Project.  Collaborates with Town of Nolensville ’s project manager(s) to establish key business drivers and success indicators that will help to govern Project activities and key decisions to ensure a quality outcome of the project.  Collaborates with Town of Nolensville ’s project manager(s) to set a routine communication plan that will aide all Project team members, of both Town of Nolensville and XxxxxTyler, in understanding the goals, objectives, current status, and health of the Project. Resource Management  Acts as liaison between Project team and Xxxxx xxxxxxx(sTyler manager(s).  Identifies and coordinates all Tyler resources across all applications, Phases, and activities including development, forms, installation, reports, implementation, and billing.  Provides direction and support to Project team.  Manages the appropriate assignment and timely completion of tasks as defined in the Project Schedule, task list, and Go-Live Checklist.  Assesses team performance and adjusts as necessary.  Consulted on in Scope 3rd party providers to align activities with ongoing Project tasks. Tyler Implementation Consultant  Completes tasks as assigned by the Xxxxx Tyler project manager(s).  Documents activities for services performed by XxxxxTyler.  Guides Town of Nolensville through software validation process following configuration.  Assists during Go-Live process and provides support until Town of Nolensville transitions to Client Services.  Facilitates training sessions and discussions with Town of Nolensville and Xxxxx Tyler staff to ensure adequate discussion of the appropriate agenda topics during the allotted time.  May provide conversion review and error resolution assistance. Tyler Sales  Supports Sales to Implementation knowledge transfer during Initiate & Plan.  Provides historical information, as needed, throughout implementation.  Participates in pricing activities if additional licensing and/or services are needed. Town of Nolensville, Tennessee Tyler Technologies, Inc. Page | 8 Tyler Technical Services  Maintains Tyler infrastructure requirements and design document(s).  Involved in system infrastructure planning/review(s).  Provides first installation of licensed software with initial database on servers.  Supports and assists the project team with technical/environmental issues/needs.  Deploys Tyler products. Town of Nolensville Roles & Responsibilities Town of Nolensville resources will be assigned prior to the start of each Phase of the Project. One person may be assigned to multiple Project roles. Town of Nolensville Executive Sponsor The Town of Nolensville executive sponsor provides support to the Project by providing strategic direction and communicating key issues about the Project and its overall importance to the organization. When called upon, the executive sponsor also acts as the final authority on all escalated Project issues. The executive sponsor engages in the Project, as needed, in order to provide necessary support, oversight, guidance, and escalation, but does not participate in day-to-day Project activities. The executive sponsor empowers the Town of Nolensville steering committee, project manager(s), and functional leads to make critical business decisions for Town of Nolensville.  Champions the project at the executive level to secure buy-in.  Authorizes required project resources.  Actively participates in organizational change communications. Town of Nolensville Steering Committee The Town of Nolensville steering committee understands and supports the cultural change necessary for the Project and fosters an appreciation for the Project’s value throughout the organization. The steering committee oversees the Town of Nolensville project manager and Project as a whole through participation in regular internal meetings. The Town of Nolensville steering committee remains updated on all Project progress, Project decisions, and achievement of Project milestones. The Town of Nolensville steering committee also serves as primary level of issue resolution for the Project.  Works to resolve all decisions and/or issues not resolved at the project manager level as part of the escalation process.  Attends all scheduled steering committee meetings.  Provides support for the project team.  Assists with communicating key project messages throughout the organization.  Prioritizes the project within the organization.  Ensures the project staffed appropriately and that staff have necessary resources.  Monitors project progress including progress towards agreed upon goals and objectives.  Has the authority to approve or deny changes impacting the following areas: o Cost o Scope o Schedule Town of Nolensville, Tennessee Tyler Technologies, Inc. Page | 9 o Project Goals o Town of Nolensville Policies o Needs of other client projects Town of Nolensville Project Manager Town of Nolensville shall assign project manager(s) prior to the start of this project with overall responsibility and authority to make decisions related to Project Scope, scheduling, and task assignment. Town of Nolensville Project Manager should communicate decisions and commitments to the Tyler project manager(s) in a timely and efficient manner. When Town of Nolensville project manager(s) do not have the knowledge or authority to make decisions, he or she engages the necessary resources to participate in discussions and make decisions in a timely fashion to avoid Project delays. The client project manager(s) are responsible for reporting to client steering committee and determining appropriate escalation points. Contract Management  Validates contract compliance throughout the project.  Ensures that invoicing and Deliverables meet contract requirements.  Acts as primary point of contact for all contract and invoicing questions. Collaborates on and approves Change Requests, if needed, to ensure proper scope and budgetary compliance.

Appears in 2 contracts

Samples: Software as a Service Agreement, Software as a Service Agreement

Planning. Delivers Reviews and accepts project planning documents.  Defines Project project tasks and resource requirements. requirements for Town of Nolensville, Tennessee Tyler Technologies, Inc. Page | 7 Nolensville project team. Develops initial Project schedule Collaborates in the development and Project Management Planapproval of the project schedule.  Collaborates with Town of Nolensville Xxxxx project manager(s) to plan and schedule Project project timelines to achieve on-time implementation. Implementation Management  Tightly manages Scope project budget and budget of Project scope.  Collaborates with Xxxxx project manager(s) to establish a process and approval matrix to ensure Scope that scope changes and budget (planned versus actual actual) are transparent and handled effectively and efficiently.  Establishes Collaborates with Xxxxx project manager to establish and manages manage a schedule and Tyler resources resource plan that properly support supports the Project Schedule project schedule as a whole and are is also in balance with Scope/scope and budget.  Establishes risk/Collaborates with Xxxxx project manager(s) to establish risk and issue tracking/tracking and reporting process between Town of Nolensville and Xxxxx and takes all necessary steps to proactively mitigate these items or communicate with transparency to Town of Nolensville Xxxxx any items that may impact the outcomes of the Projectproject.  Collaborates with Town of Nolensville ’s Xxxxx project manager(s) to establish key business drivers and success indicators that will help to govern Project project activities and key decisions to ensure a quality outcome of the project.  Collaborates Routinely communicates with Town of Nolensville ’s project manager(s) to set a routine communication plan that will aide all Project team members, of both Town of Nolensville staff and Xxxxx, aiding in the understanding the of goals, objectives, current status, and health of the Projectproject by all team members.  Manages the requirements gathering process and ensure timely and quality business requirements are being provided to Xxxxx. Town of Nolensville, Tennessee Tyler Technologies, Inc. Page | 10 Resource Management  Acts as liaison between Project project team and Xxxxx xxxxxxx(s)stakeholders.  Identifies and coordinates all Tyler Town of Nolensville resources across all applicationsmodules, Phasesphases, and activities including developmentdata conversions, formsforms design, hardware and software installation, reports, implementationreports building, and billingsatisfying invoices.  Provides direction and support to Project project team.  Builds partnerships among the various stakeholders, negotiating authority to move the project forward.  Manages the appropriate assignment and timely completion of tasks as defined in the Project Schedule, task list, and Go-Live Checklistdefined.  Assesses team performance and adjusts as necessarytakes corrective action, if needed.  Consulted on Provides guidance to Town of Nolensville technical teams to ensure appropriate response and collaboration with Xxxxx Technical Support Teams in order to ensure timely response and appropriate resolution.  Owns the relationship with in-Scope 3rd party providers to align and aligns activities with ongoing Project project tasks.  Ensures that users have appropriate access to Tyler Implementation Consultant project toolsets as required. Completes tasks Conducts training on proper use of toolsets.  Validates completion of required assignments using toolsets. Town of Nolensville Functional Leads  Makes business process change decisions under time sensitive conditions.  Communicates existing business processes and procedures to Xxxxx consultants.  Assists in identifying business process changes that may require escalation.  Contributes business process expertise for Current & Future State Analysis.  Identifies and includes additional subject matter experts to participate in Current & Future State Analysis.  Validates that necessary skills have been retained by end users.  Provides End Users with dedicated time to complete required homework tasks.  Acts as assigned an ambassador/champion of change for the new process and provide business process change support.  Identifies and communicates any additional training needs or scheduling conflicts to Town of Nolensville project manager.  Actively participates in all aspects of the implementation, including, but not limited to, the following key activities: o Task completion o Stakeholder Meeting o Project Management Plan development o Schedule development o Maintenance and monitoring of risk register o Escalation of issues o Communication with Xxxxx project team o Coordination of Town of Nolensville resources o Attendance at scheduled sessions o Change management activities o Modification specification, demonstrations, testing and approval assistance o Data analysis assistance Town of Nolensville, Tennessee Tyler Technologies, Inc. Page | 11 o Decentralized end user training o Process testing o Solution Validation Town of Nolensville Power Users  Participate in project activities as required by the Xxxxx project team and project manager(s).  Documents activities Provide subject matter expertise on Town of Nolensville business processes and requirements.  Act as subject matter experts and attend Current & Future State Analysis sessions as needed.  Attend all scheduled training sessions.  Participate in all required post-training processes as needed throughout project.  Test all application configuration to ensure it satisfies business process requirements.  Become application experts.  Participate in Solution Validation.  Adopt and support changed procedures.  Complete all deliverables by the due dates defined in the project schedule.  Demonstrate competency with Tyler products processing prior to Go-live.  Provide knowledge transfer to Town of Nolensville staff during and after implementation.  Participate in conversion review and validation. Town of Nolensville End Users  Attend all scheduled training sessions.  Become proficient in application functions related to job duties.  Adopt and utilize changed procedures.  Complete all deliverables by the due dates defined in the project schedule.  Utilize software to perform job functions at and beyond Go-live. Town of Nolensville Technical Lead  Coordinates updates and releases with Xxxxx as needed.  Coordinates the copying of source databases to training/testing databases as needed for services performed training days.  Coordinates and adds new users, printers and other peripherals as needed.  Validates that all users understand log-on process and have necessary permission for all training sessions.  Coordinates interface development for Town of Nolensville third party interfaces.  Develops or assists in creating reports as needed.  Ensures on-site system meets specifications provided by Xxxxx.  Guides Assists with software installation as needed.  Extracts and transmits conversion data and control reports from Town of Nolensville’s legacy system per the conversion schedule set forth in the project schedule. Town of Nolensville through Upgrade Coordination  Becomes familiar with the software validation upgrade process following configurationand required steps.  Assists during Go-Live process Becomes familiar with Xxxxx’x releases and provides support until updates.  Utilizes Tyler resources to stay abreast of the latest Xxxxx releases and updates, as well as the latest helpful tools to manage Town of Nolensville transitions to Client Services.  Facilitates training sessions and discussions with Town of Nolensville and Xxxxx staff to ensure adequate discussion of the appropriate agenda topics during the allotted time.  May provide conversion review and error resolution assistance. Tyler Sales  Supports Sales to Implementation knowledge transfer during Initiate & Plan.  Provides historical information, as needed, throughout implementation.  Participates in pricing activities if additional licensing and/or services are neededNolensville’s software upgrade process. Town of Nolensville, Tennessee Tyler Technologies, Inc. Page | 8 Tyler Technical Services 12 Maintains Tyler infrastructure requirements and design document(s)Assists with the software upgrade process during implementation.  Involved in system infrastructure planning/review(s)Manages software upgrade activities post-implementation.  Provides first installation of licensed Manages software with initial database on serversupgrade plan activities.  Supports Coordinates software upgrade plan activities with Town of Nolensville and assists the project team with technical/environmental issues/needsTyler resources.  Deploys Tyler productsCommunicates changes affecting users and department stakeholders.  Obtains department stakeholder acceptance to upgrade production environment. Town of Nolensville Roles & Responsibilities Town of Nolensville resources will be assigned prior to the start of each Phase of the Project. One person may be assigned to multiple Project roles. Town of Nolensville Executive Sponsor The Town of Nolensville executive sponsor provides support to the Project by providing strategic direction Change Management Lead  Validates that users receive timely and communicating key issues about the Project and its overall importance to the organization. When called upon, the executive sponsor also acts as the final authority on all escalated Project issues. The executive sponsor engages in the Project, as needed, in order to provide necessary support, oversight, guidance, and escalation, but does not participate in day-to-day Project activities. The executive sponsor empowers the Town of Nolensville steering committee, project manager(s), and functional leads to make critical business decisions for Town of Nolensville.  Champions the project at the executive level to secure buy-in.  Authorizes required project resources.  Actively participates in organizational change communications. Town of Nolensville Steering Committee The Town of Nolensville steering committee understands and supports the cultural change necessary for the Project and fosters an appreciation for the Project’s value throughout the organization. The steering committee oversees the Town of Nolensville project manager and Project as a whole through participation in regular internal meetings. The Town of Nolensville steering committee remains updated on all Project progress, Project decisions, and achievement of Project milestones. The Town of Nolensville steering committee also serves as primary level of issue resolution for the Project.  Works to resolve all decisions and/or issues not resolved at the project manager level as part of the escalation process.  Attends all scheduled steering committee meetingsthorough communication regarding process changes.  Provides coaching to supervisors to prepare them to support for users through the project teamchanges.  Assists with communicating key Identifies the impact areas resulting from project messages throughout the organizationactivities and develops a plan to address them proactively.  Prioritizes Identifies areas of resistance and develops a plan to reinforce the project within the organization.  Ensures the project staffed appropriately and that staff have necessary resourceschange.  Monitors project progress including progress towards agreed upon goals post-production performance and objectivesnew process adherence.  Has the authority to approve or deny changes impacting the following areas: o Cost o Scope o Schedule Town of Nolensville, Tennessee Tyler Technologies, Inc. Page | 9 o 13 Part 3: Project Goals o Plan Project Stages Work Breakdown Structure The Work Breakdown Structure (WBS) is a hierarchical representation of a Project or Phase broken down into smaller, more manageable components. The top-level components are called “Stages” and the second level components are called “Work Packages”. The work packages, shown below each stage, contain the high-level work to be done. The detailed Project Schedule, developed during Project/Phase Planning and finalized during subsequent stages, lists the tasks to be completed within each work package. Each stage ends with a “Control Point”, confirming the work performed during that stage of the Project has been accepted by Town of Nolensville. *Items noted with an asterisk in the graphic above relate to specific products and services. If those products and services are not included in the scope of the contract, these specific work packages will be noted as “Intentionally Left Blank” in Section 6 of the Statement of Work. Town of Nolensville, Tennessee Tyler Technologies, Inc. Page | 14 Initiate and Plan The Initiate and Plan stage involves Project initiation, infrastructure, and planning. This stage creates a foundation for the Project by identifying and establishing sequence and timing for each Phase as well as verifying scope for the Project. This stage will be conducted at the onset of the Project, with a few unique items being repeated for the additional Phases as needed. Initial Coordination Prior to Project commencement, Xxxxx management assigns project manager(s). Additional Project resources will be assigned later in the Project as a Project schedule is developed. Xxxxx provides Town of Nolensville Policies o Needs with initial Project documents used to gather names of other key personnel, their functional role as it pertains to the Project, as well as any blackout dates to consider for future planning. Town of Nolensville gathers the information requested by the provided deadline ensuring preliminary planning and scheduling can be conducted moving the Project forward in a timely fashion. Internally, the Tyler Project Manager(s) coordinate with sales to ensure transfer of vital information from the sales process prior to scheduling a Project Planning Meeting with Town of Nolensville’s team. During this step, Xxxxx will work with Town of Nolensville to establish the date(s) for the Project and Phase Planning session. Objectives:  Formally launch the project.  Establish project governance.  Define and communicate governance for Xxxxx.  Identify client projects project team. STAGE 1 Initial Coordination Tyler Client RACI MATRIX KEY: R = Responsible A = Accountable C = Consulted I = Informed Executive Manager Implementation Manager Project Manager Implementation Consultant Data Experts Modification Services Technical Services Client Services Executive Sponsor Steering Committee Project Manager Functional Leads Change Management Leads Subject Matter Experts (SMEs) Department Heads End Users Technical Leads Xxxxx project team is assigned A R C I I I I I I Client project team is assigned A I R I I I Provide initial project documents to Town of Nolensville A R C C I I Gather preliminary information requested I A R C C C C Sales to implementation knowledge transfer A R I I I I I Town of Nolensville, Tennessee Tyler Technologies, Inc. Page | 15 Create Project Portal to store project artifacts and facilitate communication A R I Inputs Contract documents Statement of Work Outputs/Deliverables Completed initial project documents Project portal Work package assumptions:  Project activities begin after the agreement has been fully executed. Project/Phase Planning Project and Phase planning provides an opportunity to review the contract, software, data conversions and services purchased, identify applications to implement in each Phase (if applicable), and discuss implementation timeframes. During this work package Xxxxx will work with Town of Nolensville to coordinate and plan a formal Project planning meeting(s). This meeting signifies the start of the Project and should be attended by all Town of Nolensville Project Manager team members and the Tyler Project Manager. The meeting provides an opportunity for Xxxxx to introduce its implementation methodology, terminology, and Project management best practices to Town of Nolensville shall assign Nolensville’s Project Team. This will also present an opportunity for project manager(s) prior managers and Project sponsors to begin to discuss Project communication, metrics, status reporting and tools to be used to measure Project progress and manage change. Xxxxx will work with the start of this project with overall responsibility and authority to make decisions related to Project Scope, scheduling, and task assignment. Town of Nolensville Project Manager should communicate decisions Team to prepare and commitments deliver the Project Management Plan as an output of the planning meeting. This plan will continue to evolve and grow as the Tyler Project progresses and will describe how the project manager(s) in a timely will be executed, monitored, and efficient mannercontrolled. When Town of Nolensville During project manager(s) do not have planning, Xxxxx will introduce the knowledge or authority to make decisions, he or she engages tools that will be used throughout the necessary resources to participate in discussions implementation. Xxxxx will familiarize the client with these tools during project planning and make decisions in a timely fashion to avoid Project delays. The client project manager(s) are responsible them available for reporting to client steering committee review and determining appropriate escalation points. Contract Management  Validates contract compliance maintenance as applicable throughout the project. Some examples are Solution validation plan, issue log, and go-live checklist. STAGE 1 Project/Phase Planning Tyler Client Town of Nolensville, Tennessee Tyler Technologies, Inc. Page | 16 RACI MATRIX KEY: R = Responsible A = Accountable C = Consulted I = Informed Executive Manager Implementation Manager Project Manager Implementation Consultant Data Experts Modification Services Technical Services Client Services Executive Sponsor Steering Committee Project Manager Functional Leads Change Management Leads Subject Matter Experts (SMEs) Department Heads End Users Technical Leads Schedule and conduct planning session(s) A R I C C I Develop Project Management Plan A R I C C I Develop initial project schedule A R I I I I I I C C I I C I Inputs Contract documents Statement of Work Guide to Starting Your Project Outputs / Deliverables Acceptance Criteria [only] for Deliverables Project Management Plan Delivery of document Project Operational Plan Delivery of document Initial Project Schedule Town of Nolensville provides acceptance of schedule based on resource availability, project budget, and goals. Work package assumptions: Ensures that invoicing Town of Nolensville has reviewed and Deliverables meet contract completed the Guide to Starting Your Project document. Infrastructure Planning Procuring required hardware and setting it up properly is a critical part of a successful implementation. This task is especially important for Xxxxx-hosted/SaaS deployment models. Xxxxx will be responsible for building the environments for a hosted/SaaS deployment, unless otherwise identified in the Agreement. Xxxxx will install Licensed Software on application server(s) or train Town of Nolensville to install License Software. The Town of Nolensville is responsible for the installation and setup of all peripheral devices. Objectives:  Ensure Town of Nolensville’s infrastructure meets Xxxxx’x application requirements.  Acts as primary point Ensure Town of contact Nolensville’s infrastructure is scheduled to be in place and available for all contract use on time. Infrastructure Planning STAGE 1 Town of Nolensville, Tennessee Tyler Technologies, Inc. Page | 17 Tyler Client RACI MATRIX KEY: R = Responsible A = Accountable C = Consulted I = Informed Executive Manager Implementation Manager Project Manager Implementation Consultant Data Experts Modification Services Technical Services Client Services Executive Sponsor Steering Committee Project Manager Functional Leads Change Management Leads Subject Matter Experts Department Heads End Users Technical Leads Provide Infrastructure Requirements and invoicing questionsDesign Document A R C C I I Initial Infrastructure Meeting A R C C C C *Schedule SaaS Environment Availability A R C I *Schedule Hardware to be Available for Installation I I A R C Schedule Installation of All Licensed Software A R C I I Infrastructure Audit A R C I C 1. Collaborates on Initial Infrastructure Requirements and approves Change Requests, if needed, to ensure proper scope and budgetary compliance.Design Document Inputs Outputs / Deliverables Acceptance Criteria [only] for Deliverables

Appears in 2 contracts

Samples: Software as a Service Agreement, Software as a Service Agreement

Planning. Delivers Reviews and accepts project planning documents.  Defines Project project tasks and resource requirements. requirements for Town of Nolensville, Tennessee Tyler Technologies, Inc. Page | 7 Nolensville project team. Develops initial Project schedule Collaborates in the development and Project Management Planapproval of the project schedule.  Collaborates with Town of Nolensville Tyler project manager(s) to plan and schedule Project project timelines to achieve on-time implementation. Implementation Management  Tightly manages Scope project budget and budget of Project scope.  Collaborates with Tyler project manager(s) to establish a process and approval matrix to ensure Scope that scope changes and budget (planned versus actual actual) are transparent and handled effectively and efficiently.  Establishes Collaborates with Tyler project manager to establish and manages manage a schedule and Tyler resources resource plan that properly support supports the Project Schedule project schedule as a whole and are is also in balance with Scope/scope and budget.  Establishes risk/Collaborates with Tyler project manager(s) to establish risk and issue tracking/tracking and reporting process between Town of Nolensville and Xxxxx Tyler and takes all necessary steps to proactively mitigate these items or communicate with transparency to Town of Nolensville Tyler any items that may impact the outcomes of the Projectproject.  Collaborates with Town of Nolensville ’s Tyler project manager(s) to establish key business drivers and success indicators that will help to govern Project project activities and key decisions to ensure a quality outcome of the project.  Collaborates Routinely communicates with Town of Nolensville ’s project manager(s) to set a routine communication plan that will aide all Project team members, of both Town of Nolensville staff and XxxxxTyler, aiding in the understanding the of goals, objectives, current status, and health of the Projectproject by all team members.  Manages the requirements gathering process and ensure timely and quality business requirements are being provided to Tyler. Town of Nolensville, Tennessee Tyler Technologies, Inc. Page | 10 Resource Management  Acts as liaison between Project project team and Xxxxx xxxxxxx(s)stakeholders.  Identifies and coordinates all Tyler Town of Nolensville resources across all applicationsmodules, Phasesphases, and activities including developmentdata conversions, formsforms design, hardware and software installation, reports, implementationreports building, and billingsatisfying invoices.  Provides direction and support to Project project team.  Builds partnerships among the various stakeholders, negotiating authority to move the project forward.  Manages the appropriate assignment and timely completion of tasks as defined in the Project Schedule, task list, and Go-Live Checklistdefined.  Assesses team performance and adjusts as necessarytakes corrective action, if needed.  Consulted on Provides guidance to Town of Nolensville technical teams to ensure appropriate response and collaboration with Tyler Technical Support Teams in order to ensure timely response and appropriate resolution.  Owns the relationship with in-Scope 3rd party providers to align and aligns activities with ongoing Project project tasks.  Ensures that users have appropriate access to Tyler Implementation Consultant project toolsets as required. Completes tasks Conducts training on proper use of toolsets.  Validates completion of required assignments using toolsets. Town of Nolensville Functional Leads  Makes business process change decisions under time sensitive conditions.  Communicates existing business processes and procedures to Tyler consultants.  Assists in identifying business process changes that may require escalation.  Contributes business process expertise for Current & Future State Analysis.  Identifies and includes additional subject matter experts to participate in Current & Future State Analysis.  Validates that necessary skills have been retained by end users.  Provides End Users with dedicated time to complete required homework tasks.  Acts as assigned an ambassador/champion of change for the new process and provide business process change support.  Identifies and communicates any additional training needs or scheduling conflicts to Town of Nolensville project manager.  Actively participates in all aspects of the implementation, including, but not limited to, the following key activities: o Task completion o Stakeholder Meeting o Project Management Plan development o Schedule development o Maintenance and monitoring of risk register o Escalation of issues o Communication with Tyler project team o Coordination of Town of Nolensville resources o Attendance at scheduled sessions o Change management activities o Modification specification, demonstrations, testing and approval assistance o Data analysis assistance Town of Nolensville, Tennessee Tyler Technologies, Inc. Page | 11 o Decentralized end user training o Process testing o Solution Validation Town of Nolensville Power Users  Participate in project activities as required by the Xxxxx project team and project manager(s).  Documents activities for services performed by Xxxxx.  Guides Provide subject matter expertise on Town of Nolensville through business processes and requirements.  Act as subject matter experts and attend Current & Future State Analysis sessions as needed.  Attend all scheduled training sessions.  Participate in all required post-training processes as needed throughout project.  Test all application configuration to ensure it satisfies business process requirements.  Become application experts.  Participate in Solution Validation.  Adopt and support changed procedures.  Complete all deliverables by the due dates defined in the project schedule.  Demonstrate competency with Tyler products processing prior to Go-live.  Provide knowledge transfer to Town of Nolensville staff during and after implementation.  Participate in conversion review and validation. Town of Nolensville End Users  Attend all scheduled training sessions.  Become proficient in application functions related to job duties.  Adopt and utilize changed procedures.  Complete all deliverables by the due dates defined in the project schedule.  Utilize software validation to perform job functions at and beyond Go-live. Town of Nolensville Technical Lead  Coordinates updates and releases with Tyler as needed.  Coordinates the copying of source databases to training/testing databases as needed for training days.  Coordinates and adds new users, printers and other peripherals as needed.  Validates that all users understand log-on process following configurationand have necessary permission for all training sessions.  Coordinates interface development for Town of Nolensville third party interfaces.  Develops or assists in creating reports as needed.  Ensures on-site system meets specifications provided by Tyler.  Assists during Go-Live process with software installation as needed.  Extracts and provides support until transmits conversion data and control reports from Town of Nolensville’s legacy system per the conversion schedule set forth in the project schedule. Town of Nolensville transitions to Client ServicesUpgrade Coordination  Becomes familiar with the software upgrade process and required steps.  Facilitates training sessions Becomes familiar with Tyler’s releases and discussions with updates.  Utilizes Tyler resources to stay abreast of the latest Tyler releases and updates, as well as the latest helpful tools to manage Town of Nolensville and Xxxxx staff to ensure adequate discussion of the appropriate agenda topics during the allotted time.  May provide conversion review and error resolution assistance. Tyler Sales  Supports Sales to Implementation knowledge transfer during Initiate & Plan.  Provides historical information, as needed, throughout implementation.  Participates in pricing activities if additional licensing and/or services are neededNolensville’s software upgrade process. Town of Nolensville, Tennessee Tyler Technologies, Inc. Page | 8 Tyler Technical Services 12 Maintains Tyler infrastructure requirements and design document(s)Assists with the software upgrade process during implementation.  Involved in system infrastructure planning/review(s)Manages software upgrade activities post-implementation.  Provides first installation of licensed Manages software with initial database on serversupgrade plan activities.  Supports Coordinates software upgrade plan activities with Town of Nolensville and assists the project team with technical/environmental issues/needsTyler resources.  Deploys Tyler productsCommunicates changes affecting users and department stakeholders.  Obtains department stakeholder acceptance to upgrade production environment. Town of Nolensville Roles & Responsibilities Town of Nolensville resources will be assigned prior to the start of each Phase of the Project. One person may be assigned to multiple Project roles. Town of Nolensville Executive Sponsor The Town of Nolensville executive sponsor provides support to the Project by providing strategic direction Change Management Lead  Validates that users receive timely and communicating key issues about the Project and its overall importance to the organization. When called upon, the executive sponsor also acts as the final authority on all escalated Project issues. The executive sponsor engages in the Project, as needed, in order to provide necessary support, oversight, guidance, and escalation, but does not participate in day-to-day Project activities. The executive sponsor empowers the Town of Nolensville steering committee, project manager(s), and functional leads to make critical business decisions for Town of Nolensville.  Champions the project at the executive level to secure buy-in.  Authorizes required project resources.  Actively participates in organizational change communications. Town of Nolensville Steering Committee The Town of Nolensville steering committee understands and supports the cultural change necessary for the Project and fosters an appreciation for the Project’s value throughout the organization. The steering committee oversees the Town of Nolensville project manager and Project as a whole through participation in regular internal meetings. The Town of Nolensville steering committee remains updated on all Project progress, Project decisions, and achievement of Project milestones. The Town of Nolensville steering committee also serves as primary level of issue resolution for the Project.  Works to resolve all decisions and/or issues not resolved at the project manager level as part of the escalation process.  Attends all scheduled steering committee meetingsthorough communication regarding process changes.  Provides coaching to supervisors to prepare them to support for users through the project teamchanges.  Assists with communicating key Identifies the impact areas resulting from project messages throughout the organizationactivities and develops a plan to address them proactively.  Prioritizes Identifies areas of resistance and develops a plan to reinforce the project within the organization.  Ensures the project staffed appropriately and that staff have necessary resourceschange.  Monitors project progress including progress towards agreed upon goals post-production performance and objectivesnew process adherence.  Has the authority to approve or deny changes impacting the following areas: o Cost o Scope o Schedule Town of Nolensville, Tennessee Tyler Technologies, Inc. Page | 9 o 13 Part 3: Project Goals o Plan Project Stages Work Breakdown Structure The Work Breakdown Structure (WBS) is a hierarchical representation of a Project or Phase broken down into smaller, more manageable components. The top-level components are called “Stages” and the second level components are called “Work Packages”. The work packages, shown below each stage, contain the high-level work to be done. The detailed Project Schedule, developed during Project/Phase Planning and finalized during subsequent stages, lists the tasks to be completed within each work package. Each stage ends with a “Control Point”, confirming the work performed during that stage of the Project has been accepted by Town of Nolensville. *Items noted with an asterisk in the graphic above relate to specific products and services. If those products and services are not included in the scope of the contract, these specific work packages will be noted as “Intentionally Left Blank” in Section 6 of the Statement of Work. Town of Nolensville, Tennessee Tyler Technologies, Inc. Page | 14 Initiate and Plan The Initiate and Plan stage involves Project initiation, infrastructure, and planning. This stage creates a foundation for the Project by identifying and establishing sequence and timing for each Phase as well as verifying scope for the Project. This stage will be conducted at the onset of the Project, with a few unique items being repeated for the additional Phases as needed. Initial Coordination Prior to Project commencement, Tyler management assigns project manager(s). Additional Project resources will be assigned later in the Project as a Project schedule is developed. Tyler provides Town of Nolensville Policies o Needs with initial Project documents used to gather names of other key personnel, their functional role as it pertains to the Project, as well as any blackout dates to consider for future planning. Town of Nolensville gathers the information requested by the provided deadline ensuring preliminary planning and scheduling can be conducted moving the Project forward in a timely fashion. Internally, the Tyler Project Manager(s) coordinate with sales to ensure transfer of vital information from the sales process prior to scheduling a Project Planning Meeting with Town of Nolensville’s team. During this step, Tyler will work with Town of Nolensville to establish the date(s) for the Project and Phase Planning session. Objectives:  Formally launch the project.  Establish project governance.  Define and communicate governance for Tyler.  Identify client projects project team. STAGE 1 Initial Coordination Tyler Client RACI MATRIX KEY: R = Responsible A = Accountable C = Consulted I = Informed Executive Manager Implementation Manager Project Manager Implementation Consultant Data Experts Modification Services Technical Services Client Services Executive Sponsor Steering Committee Project Manager Functional Leads Change Management Leads Subject Matter Experts (SMEs) Department Heads End Users Technical Leads Tyler project team is assigned A R C I I I I I I Client project team is assigned A I R I I I Provide initial project documents to Town of Nolensville A R C C I I Gather preliminary information requested I A R C C C C Sales to implementation knowledge transfer A R I I I I I Town of Nolensville, Tennessee Tyler Technologies, Inc. Page | 15 Create Project Portal to store project artifacts and facilitate communication A R I Inputs Contract documents Statement of Work Outputs/Deliverables Completed initial project documents Project portal Work package assumptions:  Project activities begin after the agreement has been fully executed. Project/Phase Planning Project and Phase planning provides an opportunity to review the contract, software, data conversions and services purchased, identify applications to implement in each Phase (if applicable), and discuss implementation timeframes. During this work package Tyler will work with Town of Nolensville to coordinate and plan a formal Project planning meeting(s). This meeting signifies the start of the Project and should be attended by all Town of Nolensville Project Manager team members and the Tyler Project Manager. The meeting provides an opportunity for Tyler to introduce its implementation methodology, terminology, and Project management best practices to Town of Nolensville shall assign Nolensville’s Project Team. This will also present an opportunity for project manager(s) prior managers and Project sponsors to begin to discuss Project communication, metrics, status reporting and tools to be used to measure Project progress and manage change. Tyler will work with the start of this project with overall responsibility and authority to make decisions related to Project Scope, scheduling, and task assignment. Town of Nolensville Project Manager should communicate decisions Team to prepare and commitments deliver the Project Management Plan as an output of the planning meeting. This plan will continue to evolve and grow as the Project progresses and will describe how the project will be executed, monitored, and controlled. During project planning, Tyler will introduce the tools that will be used throughout the implementation. Tyler will familiarize the client with these tools during project manager(s) in a timely and efficient manner. When Town of Nolensville project manager(s) do not have the knowledge or authority to make decisions, he or she engages the necessary resources to participate in discussions planning and make decisions in a timely fashion to avoid Project delays. The client project manager(s) are responsible them available for reporting to client steering committee review and determining appropriate escalation points. Contract Management  Validates contract compliance maintenance as applicable throughout the project. Some examples are Solution validation plan, issue log, and go-live checklist. STAGE 1 Project/Phase Planning Tyler Client Town of Nolensville, Tennessee Tyler Technologies, Inc. Page | 16 RACI MATRIX KEY: R = Responsible A = Accountable C = Consulted I = Informed Executive Manager Implementation Manager Project Manager Implementation Consultant Data Experts Modification Services Technical Services Client Services Executive Sponsor Steering Committee Project Manager Functional Leads Change Management Leads Subject Matter Experts (SMEs) Department Heads End Users Technical Leads Schedule and conduct planning session(s) A R I C C I Develop Project Management Plan A R I C C I Develop initial project schedule A R I I I I I I C C I I C I Inputs Contract documents Statement of Work Guide to Starting Your Project Outputs / Deliverables Acceptance Criteria [only] for Deliverables Project Management Plan Delivery of document Project Operational Plan Delivery of document Initial Project Schedule Town of Nolensville provides acceptance of schedule based on resource availability, project budget, and goals. Work package assumptions: Ensures that invoicing Town of Nolensville has reviewed and Deliverables meet contract completed the Guide to Starting Your Project document. Infrastructure Planning Procuring required hardware and setting it up properly is a critical part of a successful implementation. This task is especially important for Tyler-hosted/SaaS deployment models. Tyler will be responsible for building the environments for a hosted/SaaS deployment, unless otherwise identified in the Agreement. Tyler will install Licensed Software on application server(s) or train Town of Nolensville to install License Software. The Town of Nolensville is responsible for the installation and setup of all peripheral devices. Objectives:  Ensure Town of Nolensville’s infrastructure meets Tyler’s application requirements.  Acts as primary point Ensure Town of contact Nolensville’s infrastructure is scheduled to be in place and available for all contract use on time. Infrastructure Planning STAGE 1 Town of Nolensville, Tennessee Tyler Technologies, Inc. Page | 17 Tyler Client RACI MATRIX KEY: R = Responsible A = Accountable C = Consulted I = Informed Executive Manager Implementation Manager Project Manager Implementation Consultant Data Experts Modification Services Technical Services Client Services Executive Sponsor Steering Committee Project Manager Functional Leads Change Management Leads Subject Matter Experts Department Heads End Users Technical Leads Provide Infrastructure Requirements and invoicing questionsDesign Document A R C C I I Initial Infrastructure Meeting A R C C C C *Schedule SaaS Environment Availability A R C I *Schedule Hardware to be Available for Installation I I A R C Schedule Installation of All Licensed Software A R C I I Infrastructure Audit A R C I C 1. Collaborates on Initial Infrastructure Requirements and approves Change Requests, if needed, to ensure proper scope and budgetary compliance.Design Document Inputs Outputs / Deliverables Acceptance Criteria [only] for Deliverables

Appears in 2 contracts

Samples: Software as a Service Agreement, Software as a Service Agreement

Planning. Delivers Reviews and accepts project planning documents.  Defines Project project tasks and resource requirementsrequirements for Town project team. Town  Collaborates in the development and approval of Nolensville, Tennessee Tyler Technologies, Inc. Page | 7  Develops initial Project schedule and Project Management Planthe project schedule.  Collaborates with Town of Nolensville Tyler project manager(s) to plan and schedule Project project timelines to achieve on-time implementation. Implementation Management  Tightly manages Scope project budget and budget of Project scope. Exhibit E  Collaborates with Tyler project manager(s) to establish a process and approval matrix to ensure Scope that scope changes and budget (planned versus actual actual) are transparent and handled effectively and efficiently.  Establishes Collaborates with Tyler project manager to establish and manages manage a schedule and Tyler resources resource plan that properly support supports the Project Schedule project schedule as a whole and are is also in balance with Scope/scope and budget.  Establishes risk/Collaborates with Tyler project manager(s) to establish risk and issue tracking/tracking and reporting process between Town of Nolensville and Xxxxx Tyler and takes all necessary steps to proactively mitigate these items or communicate with transparency to Town of Nolensville Tyler any items that may impact the outcomes of the Projectproject.  Collaborates with Town of Nolensville ’s Tyler project manager(s) to establish key business drivers and success indicators that will help to govern Project project activities and key decisions to ensure a quality outcome of the project.  Collaborates Routinely communicates with Town of Nolensville ’s project manager(s) to set a routine communication plan that will aide all Project team members, of both Town staff and Tyler, aiding in the understanding of Nolensville and Xxxxx, in understanding the goals, objectives, current status, and health of the Projectproject by all team members.  Manages the requirements gathering process and ensure timely and quality business requirements are being provided to Tyler. Resource Management  Acts as liaison between Project project team and Xxxxx xxxxxxx(s)stakeholders.  Identifies and coordinates all Tyler Town resources across all applicationsmodules, Phasesphases, and activities including developmentdata conversions, formsforms design, hardware and software installation, reports, implementationreports building, and billingsatisfying invoices.  Provides direction and support to Project project team.  Builds partnerships among the various stakeholders, negotiating authority to move the project forward.  Manages the appropriate assignment and timely completion of tasks as defined in the Project Schedule, task list, and Go-Live Checklistdefined.  Assesses team performance and adjusts as necessarytakes corrective action, if needed.  Consulted on Provides guidance to Town technical teams to ensure appropriate response and collaboration with Tyler Technical Support Teams in order to ensure timely response and appropriate resolution.  Owns the relationship with in-Scope 3rd party providers to align and aligns activities with ongoing Project project tasks.  Ensures that users have appropriate access to Tyler Implementation Consultant project toolsets as required. Completes tasks Conducts training on proper use of toolsets.  Validates completion of required assignments using toolsets. Town Functional Leads  Makes business process change decisions under time sensitive conditions.  Communicates existing business processes and procedures to Tyler consultants.  Assists in identifying business process changes that may require escalation.  Contributes business process expertise for Current & Future State Analysis.  Identifies and includes additional subject matter experts to participate in Current & Future State Analysis.  Validates that necessary skills have been retained by end users.  Provides End Users with dedicated time to complete required homework tasks.  Acts as assigned an ambassador/champion of change for the new process and provide business process change support.  Identifies and communicates any additional training needs or scheduling conflicts to Town project manager. Exhibit E  Actively participates in all aspects of the implementation, including, but not limited to, the following key activities: o Task completion o Stakeholder Meeting o Project Management Plan development o Schedule development o Maintenance and monitoring of risk register o Escalation of issues o Communication with Tyler project team o Coordination of Town resources o Attendance at scheduled sessions o Change management activities o Modification specification, demonstrations, testing and approval assistance o Data analysis assistance o Decentralized end user training o Process testing o Solution Validation Town Power Users  Participate in project activities as required by the Xxxxx project team and project manager(s).  Documents activities for services performed by XxxxxProvide subject matter expertise on Town business processes and requirements.  Guides Act as subject matter experts and attend Current & Future State Analysis sessions as needed.  Attend all scheduled training sessions.  Participate in all required post-training processes as needed throughout project.  Test all application configuration to ensure it satisfies business process requirements.  Become application experts.  Participate in Solution Validation.  Adopt and support changed procedures.  Complete all deliverables by the due dates defined in the project schedule.  Demonstrate competency with Tyler products processing prior to Go-live.  Provide knowledge transfer to Town staff during and after implementation.  Participate in conversion review and validation. Town End Users  Attend all scheduled training sessions.  Become proficient in application functions related to job duties.  Adopt and utilize changed procedures.  Complete all deliverables by the due dates defined in the project schedule.  Utilize software to perform job functions at and beyond Go-live. Town Technical Lead  Coordinates updates and releases with Tyler as needed.  Coordinates the copying of Nolensville through software validation source databases to training/testing databases as needed for training days.  Coordinates and adds new users, printers and other peripherals as needed. Exhibit E  Validates that all users understand log-on process following configurationand have necessary permission for all training sessions.  Coordinates interface development for Town third party interfaces.  Develops or assists in creating reports as needed.  Ensures on-site system meets specifications provided by Tyler.  Assists during Go-Live with software installation as needed.  Extracts and transmits conversion data and control reports from Town’s Legacy Systems per the conversion schedule set forth in the project schedule. Town Upgrade Coordination  Becomes familiar with the software upgrade process and provides support until Town of Nolensville transitions to Client Servicesrequired steps.  Facilitates training sessions Becomes familiar with Tyler’s releases and discussions updates.  Utilizes Tyler resources to stay abreast of the latest Tyler releases and updates, as well as the latest helpful tools to manage Town’s software upgrade process.  Assists with the software upgrade process during implementation.  Manages software upgrade activities post-implementation.  Manages software upgrade plan activities.  Coordinates software upgrade plan activities with Town of Nolensville and Xxxxx staff to ensure adequate discussion of the appropriate agenda topics during the allotted timeTyler resources.  May provide conversion review Communicates changes affecting users and error resolution assistancedepartment stakeholders. Tyler Sales Supports Sales Obtains department stakeholder acceptance to Implementation knowledge transfer during Initiate & Planupgrade production environment. Town Change Management Lead  Validates that users receive timely and thorough communication regarding process changes.  Provides historical informationcoaching to supervisors to prepare them to support users through the project changes.  Identifies the impact areas resulting from project activities and develops a plan to address them proactively.  Identifies areas of resistance and develops a plan to reinforce the change.  Monitors post-production performance and new process adherence. Exhibit E Part 3: Project Plan Project Stages Work Breakdown Structure The Work Breakdown Structure (WBS) is a hierarchical representation of a Project or Phase broken down into smaller, more manageable components. The top-level components are called “Stages” and the second level components are called “Work Packages”. The work packages, shown below each stage, contain the high-level work to be done. The detailed Project Schedule, developed during Project/Phase Planning and finalized during subsequent stages, lists the tasks to be completed within each work package. Each stage ends with a “Control Point”, confirming the work performed during that stage of the Project has been accepted by Town. *Items noted with an asterisk in the graphic above relate to specific products and services. If those products and services are not included in the scope of the contract, these specific work packages will be noted as “Intentionally Left Blank” in Section 6 of the Statement of Work. Exhibit E Initiate and Plan The Initiate and Plan stage involves Project initiation, infrastructure, and planning. This stage creates a foundation for the Project by identifying and establishing sequence and timing for each Phase as well as verifying scope for the Project. This stage will be conducted at the onset of the Project, with a few unique items being repeated for the additional Phases as needed. Initial Coordination Prior to Project commencement, throughout implementation.  Participates in pricing activities if additional licensing and/or services are needed. Town of Nolensville, Tennessee Tyler Technologies, Inc. Page | 8 Tyler Technical Services  Maintains Tyler infrastructure requirements and design document(smanagement assigns project manager(s).  Involved in system infrastructure planning/review(s).  Provides first installation of licensed software with initial database on servers.  Supports and assists the project team with technical/environmental issues/needs.  Deploys Tyler products. Town of Nolensville Roles & Responsibilities Town of Nolensville Additional Project resources will be assigned prior to the start of each Phase of the Project. One person may be assigned to multiple Project roles. Town of Nolensville Executive Sponsor The Town of Nolensville executive sponsor provides support to later in the Project by providing strategic direction and communicating as a Project schedule is developed. Tyler provides Town with initial Project documents used to gather names of key issues about the Project and its overall importance personnel, their functional role as it pertains to the organization. When called upon, the executive sponsor also acts as the final authority on all escalated Project issues. The executive sponsor engages in the Project, as needed, in order well as any blackout dates to provide necessary support, oversight, guidance, and escalation, but does not participate in day-to-day Project activities. The executive sponsor empowers the Town of Nolensville steering committee, project manager(s), and functional leads to make critical business decisions consider for Town of Nolensville.  Champions the project at the executive level to secure buy-in.  Authorizes required project resources.  Actively participates in organizational change communicationsfuture planning. Town gathers the information requested by the provided deadline ensuring preliminary planning and scheduling can be conducted moving the Project forward in a timely fashion. Internally, the Tyler Project Manager(s) coordinate with sales to ensure transfer of Nolensville Steering Committee The vital information from the sales process prior to scheduling a Project Planning Meeting with Town’s team. During this step, Tyler will work with Town of Nolensville steering committee understands and supports to establish the cultural change necessary date(s) for the Project and fosters an appreciation for Phase Planning session. Objectives:  Formally launch the Project’s value throughout the organization. The steering committee oversees the Town of Nolensville project manager and Project as a whole through participation in regular internal meetings. The Town of Nolensville steering committee remains updated on all Project progress, Project decisions, and achievement of Project milestones. The Town of Nolensville steering committee also serves as primary level of issue resolution for the Projectproject.  Works to resolve all decisions and/or issues not resolved at the Establish project manager level as part of the escalation processgovernance.  Attends all scheduled steering committee meetingsDefine and communicate governance for Tyler.  Provides support for the Identify client project team.  Assists with communicating key project messages throughout the organization.  Prioritizes the project within the organization.  Ensures the project staffed appropriately and that staff have necessary resources.  Monitors project progress including progress towards agreed upon goals and objectives.  Has the authority to approve or deny changes impacting the following areasSTAGE 1 Initial Coordination Tyler Client RACI MATRIX KEY: o Cost o Scope o Schedule Town of Nolensville, Tennessee Tyler Technologies, Inc. Page | 9 o Project Goals o Town of Nolensville Policies o Needs of other client projects Town of Nolensville R = Responsible A = Accountable C = Consulted I = Informed Executive Manager Implementation Manager Project Manager Implementation Consultant Data Experts Modification Services Technical Services Client Services Executive Sponsor Steering Committee Project Manager Functional Leads Change Management Leads Subject Matter Experts (SMEs) Department Heads End Users Technical Leads Tyler project team is assigned A R C I I I I I I Client project team is assigned A I R I I I Provide initial project documents to Town A R C C I I Gather preliminary information requested I A R C C C C Sales to implementation knowledge transfer A R I I I I I Create Project Portal to store project artifacts and facilitate communication A R I Exhibit E Inputs Contract documents Statement of Nolensville shall assign Work Outputs/Deliverables Completed initial project manager(s) prior documents Project portal Work package assumptions:  Project activities begin after the agreement has been fully executed. Project/Phase Planning Project and Phase planning provides an opportunity to review the contract, software, data conversions and services purchased, identify applications to implement in each Phase (if applicable), and discuss implementation timeframes. During this work package Tyler will work with Town to coordinate and plan a formal Project planning meeting(s). This meeting signifies the start of this project with overall responsibility the Project and authority should be attended by all Town Project team members and the Tyler Project Manager. The meeting provides an opportunity for Tyler to make decisions related to Project Scopeintroduce its implementation methodology, schedulingterminology, and task assignmentProject management best practices to Town’s Project Team. This will also present an opportunity for project managers and Project sponsors to begin to discuss Project communication, metrics, status reporting and tools to be used to measure Project progress and manage change. Tyler will work with the Town Project Team to prepare and deliver the Project Management Plan as an output of Nolensville the planning meeting. This plan will continue to evolve and grow as the Project Manager should communicate decisions progresses and commitments to will describe how the project will be executed, monitored, and controlled. During project planning, Tyler will introduce the tools that will be used throughout the implementation. Tyler will familiarize the client with these tools during project manager(s) in a timely and efficient manner. When Town of Nolensville project manager(s) do not have the knowledge or authority to make decisions, he or she engages the necessary resources to participate in discussions planning and make decisions in a timely fashion to avoid Project delays. The client project manager(s) are responsible them available for reporting to client steering committee review and determining appropriate escalation points. Contract Management  Validates contract compliance maintenance as applicable throughout the project. Some examples are Solution validation plan, issue log, and go-live checklist. STAGE 1 Project/Phase Planning Tyler Client RACI MATRIX KEY: R = Responsible A = Accountable C = Consulted I = Informed Executive Manager Implementation Manager Project Manager Implementation Consultant Data Experts Modification Services Technical Services Client Services Executive Sponsor Steering Committee Project Manager Functional Leads Change Management Leads Subject Matter Experts (SMEs) Department Heads End Users Technical Leads Exhibit E Schedule and conduct planning session(s) A R I C C I Develop Project Management Plan A R I C C I Develop initial project schedule A R I I I I I I C C I I C I Inputs Contract documents Statement of Work Guide to Starting Your Project Outputs / Deliverables Acceptance Criteria [only] for Deliverables Project Management Plan Delivery of document Project Operational Plan Delivery of document Initial Project Schedule Town provides acceptance of schedule based on resource availability, project budget, and goals. Work package assumptions: Ensures that invoicing Town has reviewed and Deliverables meet contract completed the Guide to Starting Your Project document. Infrastructure Planning Procuring required hardware and setting it up properly is a critical part of a successful implementation. This task is especially important for Tyler-hosted/SaaS deployment models. Tyler will be responsible for building the environments for a hosted/SaaS deployment, unless otherwise identified in the Agreement. Tyler will install Licensed Software on application server(s) or train Town to install License Software. The Town is responsible for the installation and setup of all peripheral devices. Objectives:  Ensure Town’s infrastructure meets Tyler’s application requirements.  Acts as primary point Ensure Town’s infrastructure is scheduled to be in place and available for use on time. STAGE 1 Infrastructure Planning Tyler Client RACI MATRIX KEY: R = Responsible A = Accountable C = Consulted I = Informed Executive Manager Implementation Manager Project Manager Implementation Consultant Data Experts Modification Services Technical Services Client Services Executive Sponsor Steering Committee Project Manager Functional Leads Change Management Leads Subject Matter Experts Department Heads End Users Technical Leads Exhibit E Provide Infrastructure Requirements and Design Document A R C C I I Initial Infrastructure Meeting A R C C C C *Schedule SaaS Environment Availability A R C I *Schedule Hardware to be Available for Installation I I A R C Schedule Installation of contact All Licensed Software A R C I I Infrastructure Audit A R C I C Inputs 1. Initial Infrastructure Requirements and Design Document Outputs / Deliverables Acceptance Criteria [only] for all contract and invoicing questions. Collaborates on and approves Change Requests, if needed, to ensure proper scope and budgetary compliance.Deliverables

Appears in 1 contract

Samples: Software as a Service Agreement

Planning.  Delivers project planning documents.  Defines Project tasks and resource requirements. Town of Nolensville, Tennessee Tyler Technologies, Inc. Page | 7  Develops initial Project schedule and Project Management Plan.  Collaborates with Town of Nolensville the City project manager(s) to plan and schedule Project timelines to achieve on-on- time implementation. City of Xxxxxx Xxxxx Technologies, Inc. Page | 7 Implementation Management  Tightly manages Scope and budget of Project to ensure Scope changes and budget planned versus actual are transparent and handled effectively and efficiently.  Establishes and manages a schedule and Tyler resources that properly support the Project Schedule and are also in balance with Scope/budget.  Establishes risk/issue tracking/reporting process between Town of Nolensville the City and Xxxxx and takes all necessary steps to proactively mitigate these items or communicate with transparency to Town of Nolensville the City any items that may impact the outcomes of the Project.  Collaborates with Town of Nolensville the City ’s project manager(s) to establish key business drivers and success indicators that will help to govern Project activities and key decisions to ensure a quality outcome of the project.  Collaborates with Town of Nolensville the City ’s project manager(s) to set a routine communication plan that will aide all Project team members, of both Town of Nolensville the City and Xxxxx, in understanding the goals, objectives, current status, and health of the Project. Resource Management  Acts as liaison between Project team and Xxxxx xxxxxxx(s).  Identifies and coordinates all Tyler resources across all applications, Phases, and activities including development, forms, installation, reports, implementation, and billing.  Provides direction and support to Project team.  Manages the appropriate assignment and timely completion of tasks as defined in the Project Schedule, task list, and Go-Live Checklist.  Assesses team performance and adjusts as necessary.  Consulted on in Scope 3rd party providers to align activities with ongoing Project tasks. Tyler Implementation Consultant  Completes tasks as assigned by the Xxxxx project manager(s).  Documents activities for services performed by Xxxxx.  Guides Town of Nolensville the City through software validation process following configuration.  Assists during Go-Live process and provides support until Town of Nolensville the City transitions to Client Services.  Facilitates training sessions and discussions with Town of Nolensville the City and Xxxxx staff to ensure adequate discussion of the appropriate agenda topics during the allotted time.  May provide conversion review and error resolution assistance. Tyler Sales  Supports Sales to Implementation knowledge transfer during Initiate & Plan.  Provides historical information, as needed, throughout implementation.  Participates in pricing activities if additional licensing and/or services are needed. Town of Nolensville, Tennessee Tyler Technologies, Inc. Page | 8 Tyler Technical Services  Maintains Tyler infrastructure requirements and design document(s).  Involved in system infrastructure planning/review(s).  Provides first installation of licensed software with initial database on servers.  Supports and assists the project team with technical/environmental issues/needs.  Deploys Tyler products. Town City of Nolensville Xxxxxx Xxxxx Technologies, Inc. Page | 8 City Roles & Responsibilities Town of Nolensville City resources will be assigned prior to the start of each Phase of the Project. One person may be assigned to multiple Project roles. Town of Nolensville City Executive Sponsor The Town of Nolensville City executive sponsor provides support to the Project by providing strategic direction and communicating key issues about the Project and its overall importance to the organization. When called upon, the executive sponsor also acts as the final authority on all escalated Project issues. The executive sponsor engages in the Project, as needed, in order to provide necessary support, oversight, guidance, and escalation, but does not participate in day-to-day Project activities. The executive sponsor empowers the Town of Nolensville City steering committee, project manager(s), and functional leads to make critical business decisions for Town of Nolensvillethe City.  Champions the project at the executive level to secure buy-in.  Authorizes required project resources.  Actively participates in organizational change communications. Town of Nolensville City Steering Committee The Town of Nolensville City steering committee understands and supports the cultural change necessary for the Project and fosters an appreciation for the Project’s value throughout the organization. The steering committee oversees the Town of Nolensville City project manager and Project as a whole through participation in regular internal meetings. The Town of Nolensville City steering committee remains updated on all Project progress, Project decisions, and achievement of Project milestones. The Town of Nolensville City steering committee also serves as primary level of issue resolution for the Project.  Works to resolve all decisions and/or issues not resolved at the project manager level as part of the escalation process.  Attends all scheduled steering committee meetings.  Provides support for the project team.  Assists with communicating key project messages throughout the organization.  Prioritizes the project within the organization.  Ensures the project staffed appropriately and that staff have necessary resources.  Monitors project progress including progress towards agreed upon goals and objectives.  Has the authority to approve or deny changes impacting the following areas: o Cost o Scope o Schedule Town of Nolensville, Tennessee Tyler Technologies, Inc. Page | 9 o Project Goals o Town of Nolensville City Policies o Needs of other client projects Town of Nolensville City Project Manager Town of Nolensville The City shall assign project manager(s) prior to the start of this project with overall responsibility and authority to make decisions related to Project Scope, scheduling, and task assignment. Town of Nolensville The City Project Manager should communicate decisions and commitments to the Tyler Xxxxx project manager(s) in a timely and efficient manner. When Town of Nolensville the City project manager(s) do not have the knowledge or authority to make decisions, he or she engages the necessary resources to participate in discussions and make decisions in a City of Xxxxxx Xxxxx Technologies, Inc. Page | 9 timely fashion to avoid Project delays. The client City project manager(s) are responsible for reporting to client the City steering committee and determining appropriate escalation points. Contract Management  Validates contract compliance throughout the project.  Ensures that invoicing and Deliverables meet contract requirements.  Acts as primary point of contact for all contract and invoicing questions. Collaborates on and approves Change Requests, if needed, to ensure proper scope and budgetary compliance.

Appears in 1 contract

Samples: Software as a Service Agreement

Planning.  Delivers ▪ Reviews and accepts project planning documents. Defines Project project tasks and resource requirementsrequirements for the City of Brecksville project team. Town ▪ Collaborates in the development and approval of Nolensville, Tennessee Tyler Technologies, Inc. Page | 7  Develops initial Project schedule and Project Management Planthe project schedule. Collaborates with Town of Nolensville Xxxxx project manager(s) to plan and schedule Project project timelines to achieve on-time implementation. Implementation Management Tightly manages Scope project budget and budget of Project scope. ▪ Collaborates with Xxxxx project manager(s) to establish a process and approval matrix to ensure Scope that scope changes and budget (planned versus actual actual) are transparent and handled effectively and efficiently.  Establishes ▪ Collaborates with Xxxxx project manager to establish and manages manage a schedule and Tyler resources resource plan that properly support supports the Project Schedule project schedule as a whole and are is also in balance with Scope/scope and budget.  Establishes risk/▪ Collaborates with Xxxxx project manager(s) to establish risk and issue tracking/tracking and reporting process between Town the City of Nolensville Brecksville and Xxxxx and takes all necessary steps to proactively mitigate these items or communicate with transparency to Town of Nolensville Xxxxx any items that may impact the outcomes of the Projectproject. Collaborates with Town of Nolensville ’s Xxxxx project manager(s) to establish key business drivers and success indicators that will help to govern Project project activities and key decisions to ensure a quality outcome of the project.  Collaborates ▪ Routinely communicates with Town both the City of Nolensville ’s project manager(s) to set a routine communication plan that will aide all Project team members, of both Town of Nolensville Brecksville staff and Xxxxx, aiding in the understanding the of goals, objectives, current status, and health of the Projectproject by all team members. ▪ Manages the requirements gathering process and ensure timely and quality business requirements are being provided to Xxxxx. Resource Management Acts as liaison between Project project team and Xxxxx xxxxxxx(s)stakeholders. City of Brecksville Tyler Technologies, Inc. Page | 10 ▪ Identifies and coordinates all Tyler City of Brecksville resources across all applicationsmodules, Phasesphases, and activities including developmentdata conversions, formsforms design, hardware and software installation, reports, implementationreports building, and billingsatisfying invoices. Provides direction and support to Project project team. ▪ Builds partnerships among the various stakeholders, negotiating authority to move the project forward. ▪ Manages the appropriate assignment and timely completion of tasks as defined in the Project Schedule, task list, and Go-Live Checklistdefined. Assesses team performance and adjusts as necessarytakes corrective action, if needed.  Consulted on in ▪ Provides guidance to City of Brecksville technical teams to ensure appropriate response and collaboration with Xxxxx Technical Support Teams to ensure timely response and appropriate resolution. ▪ Owns the relationship with in-Scope 3rd party providers to align and aligns activities with ongoing Project project tasks. ▪ Ensures that users have appropriate access to Tyler Implementation Consultant  Completes tasks project toolsets as assigned required. ▪ Conducts training on proper use of toolsets. ▪ Validates completion of required assignments using toolsets. City of Brecksville Functional Leads ▪ Makes business process change decisions under time sensitive conditions. ▪ Communicates existing business processes and procedures to Tyler consultants. ▪ Assists in identifying business process changes that may require escalation. ▪ Contributes business process expertise for Current & Future State Analysis. ▪ Identifies and includes additional subject matter experts to participate in Current & Future State Analysis. ▪ Validates that necessary skills have been retained by end users. ▪ Provides End Users with dedicated time to complete required homework tasks. ▪ Acts as an ambassador/champion of change for the new process and provide business process change support. ▪ Identifies and communicates any additional training needs or scheduling conflicts to the City of Brecksville project manager. ▪ Actively participates in all aspects of the implementation, including, but not limited to, the following key activities: o Task completion o Stakeholder Meeting o Project Management Plan development o Schedule development o Maintenance and monitoring of risk register o Escalation of issues o Communication with Xxxxx project manager(s).  Documents team o Coordination of City of Brecksville resources o Attendance at scheduled sessions o Change management activities for services performed by Xxxxx.  Guides Town o Modification specification, demonstrations, testing and approval assistance o Data analysis assistance o Decentralized end user training o Process testing o Solution Validation City of Nolensville through software validation process following configuration.  Assists during Go-Live process and provides support until Town of Nolensville transitions to Client Services.  Facilitates training sessions and discussions with Town of Nolensville and Xxxxx staff to ensure adequate discussion of the appropriate agenda topics during the allotted time.  May provide conversion review and error resolution assistance. Tyler Sales  Supports Sales to Implementation knowledge transfer during Initiate & Plan.  Provides historical information, as needed, throughout implementation.  Participates in pricing activities if additional licensing and/or services are needed. Town of Nolensville, Tennessee Brecksville Tyler Technologies, Inc. Page | 8 Tyler Technical Services  Maintains Tyler infrastructure requirements and design document(s).  Involved 11 City of Brecksville Power Users ▪ Participate in system infrastructure planning/review(s).  Provides first installation of licensed software with initial database on servers.  Supports and assists project activities as required by the project team with technical/environmental issues/needs.  Deploys Tyler products. Town of Nolensville Roles & Responsibilities Town of Nolensville resources will be assigned prior to the start of each Phase of the Project. One person may be assigned to multiple Project roles. Town of Nolensville Executive Sponsor The Town of Nolensville executive sponsor provides support to the Project by providing strategic direction and communicating key issues about the Project and its overall importance to the organization. When called upon, the executive sponsor also acts as the final authority on all escalated Project issues. The executive sponsor engages in the Project, as needed, in order to provide necessary support, oversight, guidance, and escalation, but does not participate in day-to-day Project activities. The executive sponsor empowers the Town of Nolensville steering committee, project manager(s), . ▪ Provide subject matter expertise on the City of Brecksville business processes and functional leads requirements. ▪ Act as subject matter experts and attend Current & Future State Analysis sessions as needed. ▪ Attend all scheduled training sessions. ▪ Participate in all required post-training processes as needed throughout project. ▪ Test all application configuration to make critical ensure it satisfies business decisions for Town of Nolensvilleprocess requirements.  Champions ▪ Become application experts. ▪ Participate in Solution Validation. ▪ Adopt and support changed procedures. ▪ Complete all deliverables by the due dates defined in the project at schedule. ▪ Demonstrate competency with Tyler products processing prior to Go-live. ▪ Provide knowledge transfer to the executive level City of Brecksville staff during and after implementation. ▪ Participate in conversion review and validation. City of Brecksville End Users ▪ Attend all scheduled training sessions. ▪ Become proficient in application functions related to secure buy-injob duties.  Authorizes required project resources▪ Adopt and utilize changed procedures.  Actively participates ▪ Complete all deliverables by the due dates defined in organizational change communications. Town of Nolensville Steering Committee The Town of Nolensville steering committee understands and supports the cultural change necessary for the Project and fosters an appreciation for the Project’s value throughout the organization. The steering committee oversees the Town of Nolensville project manager and Project as a whole through participation in regular internal meetings. The Town of Nolensville steering committee remains updated on all Project progress, Project decisions, and achievement of Project milestones. The Town of Nolensville steering committee also serves as primary level of issue resolution for the Project.  Works to resolve all decisions and/or issues not resolved at the project manager level schedule. ▪ Utilize software to perform job functions at and beyond Go-live. City of Brecksville Technical Lead ▪ Coordinates updates and releases with Xxxxx as part needed. ▪ Coordinates the copying of source databases to training/testing databases as needed for training days. ▪ Coordinates and adds new users, printers and other peripherals as needed. ▪ Validates that all users understand log-on process and have necessary permission for all training sessions. ▪ Coordinates interface development for City of Brecksville third party interfaces. ▪ Develops or assists in creating reports as needed. ▪ Ensures on-site system meets specifications provided by Xxxxx. ▪ Assists with software installation as needed. ▪ Extracts and transmits conversion data and control reports from the escalation process.  Attends all scheduled steering committee meetings.  Provides support for City of Brecksville’s legacy system per the conversion schedule set forth in the project teamschedule.  Assists City of Brecksville GIS ▪ Participates in GIS planning activities. ▪ Responsible for management and maintenance of City of Brecksville GIS infrastructure and data. ▪ Ensures GIS data/service endpoints are in alignment with communicating key project messages throughout Tyler software requirements. ▪ Provides Tyler implementation team with GIS data/service access information. City of Brecksville Upgrade Coordination ▪ Becomes familiar with the organizationsoftware upgrade process and required steps.  Prioritizes the project within the organization▪ Becomes familiar with Xxxxx’x releases and updates.  Ensures the project staffed appropriately and that staff have necessary resources.  Monitors project progress including progress towards agreed upon goals and objectives.  Has the authority to approve or deny changes impacting the following areas: o Cost o Scope o Schedule Town City of Nolensville, Tennessee Brecksville Tyler Technologies, Inc. Page | 9 o 12 ▪ Utilizes Tyler resources to stay abreast of the latest Xxxxx releases and updates, as well as the latest helpful tools to manage the City of Brecksville’s software upgrade process. ▪ Assists with the software upgrade process during implementation. ▪ Manages software upgrade activities post-implementation. ▪ Manages software upgrade plan activities. ▪ Coordinates software upgrade plan activities with City of Brecksville and Tyler resources. ▪ Communicates changes affecting users and department stakeholders. ▪ Obtains department stakeholder acceptance to upgrade production environment. City of Brecksville Change Management Lead ▪ Validates that users receive timely and thorough communication regarding process changes. ▪ Provides coaching to supervisors to prepare them to support users through the project changes. ▪ Identifies the impact areas resulting from project activities and develops a plan to address them proactively. ▪ Identifies areas of resistance and develops a plan to reinforce the change. ▪ Monitors post-production performance and new process adherence. City of Brecksville Tyler Technologies, Inc. Page | 13 Part 3: Project Goals o Town Plan Project Stages Work Breakdown Structure The Work Breakdown Structure (WBS) is a hierarchical representation of Nolensville Policies o Needs a Project or Phase broken down into smaller, more manageable components. The top-level components are called “Stages” and the second level components are called “Work Packages”. The work packages, shown below each stage, contain the high-level work to be done. The detailed Project Schedule, developed during Project/Phase Planning and finalized during subsequent stages, lists the tasks to be completed within each work package. Each stage ends with a “Control Point”, confirming the work performed during that stage of other client projects Town the Project has been accepted by the City of Nolensville Brecksville. *Items noted with an asterisk in the graphic above relate to specific products and services. If those products and services are not included in the scope of the contract, these specific work packages will be noted as “Intentionally Left Blank” in Section 6 of the Statement of Work. City of Brecksville Tyler Technologies, Inc. Page | 14 Initiate and Plan The Initiate and Plan stage involves Project initiation, infrastructure, and planning. This stage creates a foundation for the Project by identifying and establishing sequence and timing for each Phase as well as verifying scope for the Project. This stage will be conducted at the onset of the Project, with a few unique items being repeated for the additional Phases as needed. Initial Coordination Prior to Project commencement, Xxxxx management assigns project manager(s). Additional Project resources will be assigned later in the Project as a Project schedule is developed. Xxxxx provides the City of Brecksville with initial Project documents used to gather names of key personnel, their functional role as it pertains to the Project, as well as any blackout dates to consider for future planning. the City of Brecksville gathers the information requested by the provided deadline ensuring preliminary planning and scheduling can be conducted moving the Project forward in a timely fashion. Internally, the Tyler Project Manager(s) coordinate with sales to ensure transfer of vital information from the sales process prior to scheduling a Project Planning Meeting with the City of Brecksville’s team. During this step, Xxxxx will work with the City of Brecksville to establish the date(s) for the Project and Phase Planning session. Objectives: ▪ Formally launch the project. ▪ Establish project governance. ▪ Define and communicate governance for Xxxxx. ▪ Identify City of Brecksville project team. STAGE 1 Initial Coordination Tyler City of Brecksville RACI MATRIX KEY: R = Responsible A = Accountable C = Consulted I = Informed Executive Manager Implementation Manager Project Manager Town Implementation Consultant Data Experts Modification Services Technical Services Client Services Executive Sponsor Steering Committee Project Manager Functional Leads Change Management Leads Subject Matter Experts (Power Department Heads End Users Technical Leads Xxxxx project team is assigned A R C I I I I I I City of Nolensville shall assign Brecksville project manager(s) prior team is assigned A I R I I I Provide initial project documents to the City of Brecksville A R C C I I Gather preliminary information requested I A R C C C C Sales to implementation knowledge transfer A R I I I I I City of Brecksville Tyler Technologies, Inc. Page | 15 Create Project Portal to store project artifacts and facilitate communication A R I Inputs Contract documents Statement of Work Outputs/Deliverables Completed initial project documents Project portal Work package assumptions: ▪ Project activities begin after the agreement has been fully executed. Project/Phase Planning Project and Phase planning provides an opportunity to review the contract, software, data conversions and services purchased, identify applications to implement in each Phase (if applicable), and discuss implementation timeframes. During this work package Xxxxx will work with the City of Brecksville to coordinate and plan a formal Project planning meeting(s). This meeting signifies the start of this project with overall responsibility the Project and authority should be attended by all City of Brecksville Project team members and the Tyler Project Manager. The meeting provides an opportunity for Xxxxx to make decisions related to Project Scopeintroduce its implementation methodology, schedulingterminology, and task assignment. Town of Nolensville Project Manager should communicate decisions and commitments management best practices to the Tyler City of Brecksville’s Project Team. This will also present an opportunity for project manager(s) in a timely managers and efficient mannerProject sponsors to begin to discuss Project communication, metrics, status reporting and tools to be used to measure Project progress and manage change. When Town Xxxxx will work with the City of Nolensville Brecksville Project Team to prepare and deliver the Project Management Plan as an output of the planning meeting. This plan will continue to evolve and grow as the Project progresses and will describe how the project manager(s) do not have will be executed, monitored, and controlled. During project planning, Xxxxx will introduce the knowledge or authority to make decisions, he or she engages tools that will be used throughout the necessary resources to participate in discussions implementation. Xxxxx will familiarize the City of Brecksville with these tools during project planning and make decisions in a timely fashion to avoid Project delays. The client project manager(s) are responsible them available for reporting to client steering committee review and determining appropriate escalation points. Contract Management  Validates contract compliance maintenance as applicable throughout the project.  Ensures that invoicing Some examples are Solution validation plan, issue log, and go-live checklist. STAGE 1 Project/Phase Planning Tyler City of Brecksville City of Brecksville Tyler Technologies, Inc. Page | 16 RACI MATRIX KEY: R = Responsible A = Accountable C = Consulted I = Informed Executive Manager Implementation Manager Project Manager Implementation Consultant Data Experts Modification Services Technical Services Client Services Executive Sponsor Steering Committee Project Manager Functional Leads Change Management Leads Subject Matter Experts (Power Department Heads End Users Technical Leads Schedule and conduct planning session(s) A R I C C I Develop Project Management Plan A R I C C I Develop initial project schedule A R I I I I I I C C I I C I Inputs Contract documents Statement of Work Guide to Starting Your Project Outputs / Deliverables meet contract Acceptance Criteria [only] for Deliverables Project Management Plan Delivery of document Project Operational Plan Delivery of document Initial Project Schedule City of Brecksville provides acceptance of schedule based on resource availability, project budget, and goals. Work package assumptions: ▪ City of Brecksville has reviewed and completed the Guide to Starting Your Project document. Infrastructure Planning Procuring required hardware and setting it up properly is a critical part of a successful implementation. This task is especially important for Xxxxx-hosted/SaaS deployment models. Xxxxx will be responsible for building the environments for a hosted/SaaS deployment, unless otherwise identified in the Agreement. Xxxxx will install Licensed Software on application server(s) or train the City of Brecksville to install License Software. The City of Brecksville is responsible for the installation and setup of all peripheral devices. Objectives: ▪ Ensure the City of Brecksville’s infrastructure meets Xxxxx’x application requirements.  Acts as primary point ▪ Ensure the City of contact Brecksville’s infrastructure is scheduled to be in place and available for all contract use on time. STAGE 1 Infrastructure Planning Tyler City of Brecksville City of Brecksville RACI MATRIX KEY: R = Responsible A = Accountable C = Consulted I = Informed Executive Manager Implementation Manager Project Manager Implementation Consultant Data Experts Modification Services Technical Services Client Services Executive Sponsor Steering Committee Project Manager Functional Leads Change Management Leads Subject Matter Experts Department Heads End Users Technical Leads Provide Infrastructure Requirements and invoicing questionsDesign Document A R C C I I Initial Infrastructure Meeting A R C C C C *Schedule SaaS Environment Availability A R C I *Schedule Hardware to be Available for Installation I I A R C Schedule Installation of All Licensed Software A R C I I Infrastructure Audit A R C I C Inputs 1. Collaborates on Initial Infrastructure Requirements and approves Change Requests, if needed, to ensure proper scope and budgetary compliance.Design Document Outputs / Deliverables Acceptance Criteria [only] for Deliverables

Appears in 1 contract

Samples: Software as a Service Agreement

Planning. Delivers project planning documents. Defines Project tasks and resource requirements. Town of Nolensville, Tennessee Tyler Technologies, Inc. Page | 7  Develops initial Project schedule and Project Management Plan. Collaborates with Town of Nolensville Xxxxxxx project manager(s) to plan and schedule Project timelines to achieve on-on- time implementation. Implementation Management Tightly manages Scope and budget of Project to ensure Scope changes and budget planned versus actual are transparent and handled effectively and efficiently. Establishes and manages a schedule and Tyler resources that properly support the Project Schedule and are also in balance with Scope/budget. Establishes risk/issue tracking/reporting process between Town of Nolensville Xxxxxxx and Xxxxx and takes all necessary steps to proactively mitigate these items or communicate with transparency to Town of Nolensville Prosper any items that may impact the outcomes of the Project. Collaborates with Town of Nolensville Xxxxxxx ’s project manager(s) to establish key business drivers and success indicators that will help to govern Project activities and key decisions to ensure a quality outcome of the project. Collaborates with Town of Nolensville Xxxxxxx ’s project manager(s) to set a routine communication plan that will aide all Project team members, of both Town of Nolensville Xxxxxxx and Xxxxx, in understanding the goals, objectives, current status, and health of the Project. Resource Management Acts as liaison between Project team and Xxxxx xxxxxxx(s). Identifies and coordinates all Tyler resources across all applications, Phases, and activities including development, forms, installation, reports, implementation, and billing. Provides direction and support to Project team. Manages the appropriate assignment and timely completion of tasks as defined in the Project Schedule, task list, and Go-Live Checklist. Assesses team performance and adjusts as necessary. Consulted on in Scope 3rd party providers to align activities with ongoing Project tasks. Tyler Implementation Consultant Completes tasks as assigned by the Xxxxx Tyler project manager(s). Documents activities for services performed by Xxxxx. Guides Town of Nolensville Prosper through software validation process following configuration. Assists during Go-Live process and provides support until Town of Nolensville Prosper transitions to Client Services. Facilitates training sessions and discussions with Town of Nolensville Xxxxxxx and Xxxxx staff to ensure adequate discussion of the appropriate agenda topics during the allotted time. May provide conversion review and error resolution assistance. Tyler Sales  Xxxxx Xxxxx Supports Sales to Implementation knowledge transfer during Initiate & Plan. Provides historical information, as needed, throughout implementation. Participates in pricing activities if additional licensing and/or services are needed. Town of Nolensville, Tennessee Tyler Technologies, Inc. Page | 8 Tyler Technical Services Maintains Tyler infrastructure requirements and design document(s). Involved in system infrastructure planning/review(s). Provides first installation of licensed software with initial database on servers. Supports and assists the project team with technical/environmental issues/needs. Deploys Tyler products. Town Conducts GIS Planning. Reviews GIS data and provides feedback to the client. Loads client provided GIS data into the system. Tyler API Services Provides training in the use of Nolensville the API Toolkit. Provides consulting services in the use of the API Toolkit to Prosper, as Prosper builds interfaces. Prosper Roles & Responsibilities Town of Nolensville Prosper resources will be assigned prior to the start of each Phase of the Project. One person may be assigned to multiple Project roles. Town of Nolensville Prosper Executive Sponsor The Town of Nolensville Prosper executive sponsor provides support to the Project by providing strategic direction and communicating key issues about the Project and its overall importance to the organization. When called upon, the executive sponsor also acts as the final authority on all escalated Project issues. The executive sponsor engages in the Project, as needed, in order to provide necessary support, oversight, guidance, and escalation, but does not participate in day-to-day Project activities. The executive sponsor empowers the Town of Nolensville Prosper steering committee, project manager(s), and functional leads to make critical business decisions for Town of NolensvilleXxxxxxx. Champions the project at the executive level to secure buy-in. Authorizes required project resources. Actively participates in organizational change communications. Town of Nolensville Prosper Steering Committee The Town of Nolensville Prosper steering committee understands and supports the cultural change necessary for the Project and fosters an appreciation for the Project’s value throughout the organization. The steering committee oversees the Town of Nolensville Prosper project manager and Project as a whole through participation in regular internal meetings. The Town of Nolensville Prosper steering committee remains updated on all Project progress, Project decisions, and achievement of Project milestones. The Town of Nolensville Prosper steering committee also serves as primary level of issue resolution for the Project. Works to resolve all decisions and/or issues not resolved at the project manager level as part of the escalation process. Attends all scheduled steering committee meetings. Provides support for the project team. Assists with communicating key project messages throughout the organization. Prioritizes the project within the organization. Ensures the project staffed appropriately and that staff have necessary resources. Monitors project progress including progress towards agreed upon goals and objectives. Has the authority to approve or deny changes impacting the following areas: o Cost o Scope o Schedule Town of Nolensville, Tennessee Tyler Technologies, Inc. Page | 9 o Project Goals o Town of Nolensville Prosper Policies o Needs of other client projects Town of Nolensville Prosper Project Manager Town of Nolensville Xxxxxxx shall assign project manager(s) prior to the start of this project with overall responsibility and authority to make decisions related to Project Scope, scheduling, and task assignment. Town of Nolensville Prosper Project Manager should communicate decisions and commitments to the Tyler Xxxxx project manager(s) in a timely and efficient manner. When Town of Nolensville Xxxxxxx project manager(s) do not have the knowledge or authority to make decisions, he or she engages the necessary resources to participate in discussions and make decisions in a timely fashion to avoid Project delays. The client project manager(s) are responsible for reporting to client steering committee and determining appropriate escalation points. Contract Management Validates contract compliance throughout the project. Ensures that invoicing and Deliverables meet contract requirements. Acts as primary point of contact for all contract and invoicing questions. Collaborates on and approves Change Requests, if needed, to ensure proper scope and budgetary compliance.

Appears in 1 contract

Samples: Software as a Service Agreement

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Planning. Delivers project planning documents. Defines Project tasks and resource requirements. Town of Nolensville, Tennessee Tyler Technologies, Inc. Page | 7  Develops initial Project schedule and Project Management Plan. Exhibit E ▪ Collaborates with Town of Nolensville project manager(s) to plan and schedule Project timelines to achieve on-time implementation. Implementation Management Tightly manages Scope and budget of Project to ensure Scope changes and budget planned versus actual are transparent and handled effectively and efficiently. Establishes and manages a schedule and Tyler resources that properly support the Project Schedule and are also in balance with Scope/budget. Establishes risk/issue tracking/reporting process between Town of Nolensville and Xxxxx Tyler and takes all necessary steps to proactively mitigate these items or communicate with transparency to Town of Nolensville any items that may impact the outcomes of the Project. Collaborates with Town of Nolensville ’s project manager(s) to establish key business drivers and success indicators that will help to govern Project activities and key decisions to ensure a quality outcome of the project. Collaborates with Town of Nolensville ’s project manager(s) to set a routine communication plan that will aide all Project team members, of both Town of Nolensville and XxxxxTyler, in understanding the goals, objectives, current status, and health of the Project. Resource Management Acts as liaison between Project team and Xxxxx xxxxxxx(sTyler manager(s). Identifies and coordinates all Tyler resources across all applications, Phases, and activities including development, forms, installation, reports, implementation, and billing. Provides direction and support to Project team. Manages the appropriate assignment and timely completion of tasks as defined in the Project Schedule, task list, and Go-Live Checklist. Assesses team performance and adjusts as necessary. Consulted on in Scope 3rd party providers to align activities with ongoing Project tasks. Tyler Implementation Consultant Completes tasks as assigned by the Xxxxx Tyler project manager(s). Documents activities for services performed by XxxxxTyler. Guides Town of Nolensville through software validation process following configuration. Assists during Go-Live process and provides support until Town of Nolensville transitions to Client Services. Facilitates training sessions and discussions with Town of Nolensville and Xxxxx Tyler staff to ensure adequate discussion of the appropriate agenda topics during the allotted time. May provide conversion review and error resolution assistance. Tyler Sales Supports Sales to Implementation knowledge transfer during Initiate & Plan. Provides historical information, as needed, throughout implementation. Participates in pricing activities if additional licensing and/or services are needed. Town of Nolensville, Tennessee Tyler Technologies, Inc. Page | 8 Tyler Technical Services Maintains Tyler infrastructure requirements and design document(s). Involved in system infrastructure planning/review(s). Exhibit E ▪ Provides first installation of licensed software with initial database on servers. Supports and assists the project team with technical/environmental issues/needs. Deploys Tyler products. Tyler SaaS Technicians ▪ Sets up Tyler-hosted servers. ▪ Provides maintenance of hosted server hardware, operating system, and software upgrades. ▪ Provides IT-related services for server environment. ▪ Provides remote technical assistance and tracks issues. ▪ Provides system management and disaster recovery services within hosting services. ▪ Performs Tyler software upgrades through coordination with Town. Tyler Data Experts ▪ Validates that customer data files are in proper format. ▪ Develops customized conversion programs, as necessary, to convert Legacy Systems data into the Tyler database for production use according to defined mapping. ▪ Provides error Reports on unsupported data conditions and the merging or normalization of data fields. ▪ Assists Town of Nolensville with understanding and interpreting error Reports. ▪ Performs changes and corrections to customized conversion programs as Town completes the data review. ▪ Provides conversion consulting and mapping assistance. Town Roles & Responsibilities Town of Nolensville resources will be assigned prior to the start of each Phase of the Project. One person may be assigned to multiple Project roles. Town of Nolensville Executive Sponsor The Town of Nolensville executive sponsor provides support to the Project by providing strategic direction and communicating key issues about the Project and its overall importance to the organization. When called upon, the executive sponsor also acts as the final authority on all escalated Project issues. The executive sponsor engages in the Project, as needed, in order to provide necessary support, oversight, guidance, and escalation, but does not participate in day-to-day Project activities. The executive sponsor empowers the Town of Nolensville steering committee, project manager(s), and functional leads to make critical business decisions for Town of NolensvilleTown. Champions the project at the executive level to secure buy-in. Authorizes required project resources. Actively participates in organizational change communications. Town of Nolensville Steering Committee The Town of Nolensville steering committee understands and supports the cultural change necessary for the Project and fosters an appreciation for the Project’s value throughout the organization. The steering committee oversees the Town of Nolensville project manager and Project as a whole through participation in regular internal meetings. The Exhibit E Town of Nolensville steering committee remains updated on all Project progress, Project decisions, and achievement of Project milestones. The Town of Nolensville steering committee also serves as primary level of issue resolution for the Project. Works to resolve all decisions and/or issues not resolved at the project manager level as part of the escalation process. Attends all scheduled steering committee meetings. Provides support for the project team. Assists with communicating key project messages throughout the organization. Prioritizes the project within the organization. Ensures the project staffed appropriately and that staff have necessary resources. Monitors project progress including progress towards agreed upon goals and objectives. Has the authority to approve or deny changes impacting the following areas: o Cost o Scope o Schedule Town of Nolensville, Tennessee Tyler Technologies, Inc. Page | 9 o Project Goals o Town of Nolensville Policies o Needs of other client projects Town of Nolensville Project Manager Town of Nolensville shall assign project manager(s) prior to the start of this project with overall responsibility and authority to make decisions related to Project Scope, scheduling, and task assignment. Town of Nolensville Project Manager should communicate decisions and commitments to the Tyler project manager(s) in a timely and efficient manner. When Town of Nolensville project manager(s) do not have the knowledge or authority to make decisions, he or she engages the necessary resources to participate in discussions and make decisions in a timely fashion to avoid Project delays. The client project manager(s) are responsible for reporting to client steering committee and determining appropriate escalation points. Contract Management Validates contract compliance throughout the project. Ensures that invoicing and Deliverables meet contract requirements. Acts as primary point of contact for all contract and invoicing questions. Collaborates on and approves Change Requests, if needed, to ensure proper scope and budgetary compliance.

Appears in 1 contract

Samples: Software as a Service Agreement

Planning. Delivers project planning documents. Defines Project tasks and resource requirements. Town of Nolensville, Tennessee Tyler Technologies, Inc. Page | 7  Develops initial Project schedule and Project Management Plan. City of Brecksville Tyler Technologies, Inc. Page | 7 ▪ Collaborates with Town the City of Nolensville Brecksville project manager(s) to plan and schedule Project timelines to achieve on-time implementation. Implementation Management Tightly manages Scope and budget of Project to ensure Scope changes and budget planned versus actual are transparent and handled effectively and efficiently. Establishes and manages a schedule and Tyler resources that properly support the Project Schedule and are also in balance with Scope/budget. Establishes risk/issue tracking/reporting process between Town the City of Nolensville Brecksville and Xxxxx and takes all necessary steps to proactively mitigate these items or communicate with transparency to Town the City of Nolensville Brecksville any items that may impact the outcomes of the Project. Collaborates with Town the City of Nolensville Brecksville ’s project manager(s) to establish key business drivers and success indicators that will help to govern Project activities and key decisions to ensure a quality outcome of the project. Collaborates with Town the City of Nolensville Brecksville ’s project manager(s) to set a routine communication plan that will aide all Project team members, of both Town the City of Nolensville Brecksville and Xxxxx, in understanding the goals, objectives, current status, and health of the Project. Resource Management Acts as liaison between Project team and Xxxxx xxxxxxx(s). Identifies and coordinates all Tyler resources across all applications, Phases, and activities including development, forms, installation, reports, implementation, and billing. Provides direction and support to Project team. Manages the appropriate assignment and timely completion of tasks as defined in the Project Schedule, task list, and Go-Live Checklist. Assesses team performance and adjusts as necessary. Consulted on in Scope 3rd party providers to align activities with ongoing Project tasks. ▪ Interfaces closely with Xxxxx developers to coordinate program Modification activities. Tyler Implementation Consultant Completes tasks as assigned by the Xxxxx Tyler project manager(s). Documents activities for services performed by Xxxxx. Guides Town the City of Nolensville Brecksville through software validation process following configuration. Assists during Go-Live process and provides support until Town the City of Nolensville Brecksville transitions to Client Services. Facilitates training sessions and discussions with Town the City of Nolensville Brecksville and Xxxxx staff to ensure adequate discussion of the appropriate agenda topics during the allotted time. May provide conversion review and error resolution assistance. Tyler Sales Supports Sales to Implementation knowledge transfer during Initiate & Plan. Provides historical information, as needed, throughout implementation. Participates in pricing activities if additional licensing and/or services are needed. Town of Nolensville, Tennessee Tyler Technologies, Inc. Page | 8 Tyler Technical Services Maintains Tyler infrastructure requirements and design document(s). City of Brecksville Tyler Technologies, Inc. Page | 8 ▪ Involved in system infrastructure planning/review(s). Provides first installation of licensed software with initial database on servers. Supports and assists the project team with technical/environmental issues/needs. Deploys Tyler products. Town ▪ Conducts GIS Planning. ▪ Reviews GIS data and provides feedback to the City of Nolensville Brecksville. ▪ Loads City of Brecksville provided GIS data into the system. City of Brecksville Roles & Responsibilities Town City of Nolensville Brecksville resources will be assigned prior to the start of each Phase of the Project. One person may be assigned to multiple Project roles. Town City of Nolensville Brecksville Executive Sponsor The Town City of Nolensville Brecksville executive sponsor provides support to the Project by providing strategic direction and communicating key issues about the Project and its overall importance to the organization. When called upon, the executive sponsor also acts as the final authority on all escalated Project issues. The executive sponsor engages in the Project, as needed, in order to provide necessary support, oversight, guidance, and escalation, but does not participate in day-to-day Project activities. The executive sponsor empowers the Town City of Nolensville Brecksville steering committee, project manager(s), and functional leads to make critical business decisions for Town the City of NolensvilleBrecksville. Champions the project at the executive level to secure buy-in. Authorizes required project resources. Actively participates in organizational change communications. Town City of Nolensville Brecksville Steering Committee The Town City of Nolensville Brecksville steering committee understands and supports the cultural change necessary for the Project and fosters an appreciation for the Project’s value throughout the organization. The steering committee oversees the Town City of Nolensville Brecksville project manager and Project as a whole through participation in regular internal meetings. The Town City of Nolensville Brecksville steering committee remains updated on all Project progress, Project decisions, and achievement of Project milestones. The Town City of Nolensville Brecksville steering committee also serves as primary level of issue resolution for the Project. Works to resolve all decisions and/or issues not resolved at the project manager level as part of the escalation process. Attends all scheduled steering committee meetings. Provides support for the project team. Assists with communicating key project messages throughout the organization. Prioritizes the project within the organization. Ensures the project staffed appropriately and that staff have necessary resources. Monitors project progress including progress towards agreed upon goals and objectives. Has the authority to approve or deny changes impacting the following areas: o Cost o Scope o Schedule Town o Project Goals o City of Nolensville, Tennessee Brecksville Policies City of Brecksville Tyler Technologies, Inc. Page | 9 o Project Goals o Town of Nolensville Policies o Needs of other client projects Town City of Nolensville Brecksville Project Manager Town The City of Nolensville Brecksville shall assign project manager(s) prior to the start of this project with overall responsibility and authority to make decisions related to Project Scope, scheduling, and task assignment. Town The City of Nolensville Brecksville Project Manager should communicate decisions and commitments to the Tyler project manager(s) in a timely and efficient manner. When Town the City of Nolensville Brecksville project manager(s) do not have the knowledge or authority to make decisions, he or she engages the necessary resources to participate in discussions and make decisions in a timely fashion to avoid Project delays. The client City of Brecksville project manager(s) are responsible for reporting to client the City of Brecksville steering committee and determining appropriate escalation points. Contract Management Validates contract compliance throughout the project. Ensures that invoicing and Deliverables meet contract requirements. Acts as primary point of contact for all contract and invoicing questions. Collaborates on and approves Change Requests, if needed, to ensure proper scope and budgetary compliance.

Appears in 1 contract

Samples: Software as a Service Agreement

Planning. Delivers Reviews and accepts project planning documents.  Defines Project project tasks and resource requirementsrequirements for the ESD project team. Town  Collaborates in the development and approval of Nolensville, Tennessee Tyler Technologies, Inc. Page | 7  Develops initial Project schedule and Project Management Planthe project schedule.  Collaborates with Town of Nolensville Xxxxx project manager(s) to plan and schedule Project project timelines to achieve on-time implementation. Implementation Management  Tightly manages Scope project budget and budget of Project scope.  Collaborates with Xxxxx project manager(s) to establish a process and approval matrix to ensure Scope that scope changes and budget (planned versus actual actual) are transparent and handled effectively and efficiently.  Establishes Collaborates with Xxxxx project manager to establish and manages manage a schedule and Tyler resources resource plan that properly support supports the Project Schedule project schedule as a whole and are is also in balance with Scope/scope and budget.  Establishes risk/Collaborates with Xxxxx project manager(s) to establish risk and issue tracking/tracking and reporting process between Town of Nolensville the ESD and Xxxxx and takes all necessary steps to proactively mitigate these items or communicate with transparency to Town of Nolensville Xxxxx any items that may impact the outcomes of the Projectproject.  Collaborates with Town of Nolensville ’s Xxxxx project manager(s) to establish key business drivers and success indicators that will help to govern Project project activities and key decisions to ensure a quality outcome of the project.  Collaborates Routinely communicates with Town of Nolensville ’s project manager(s) to set a routine communication plan that will aide all Project team members, of both Town of Nolensville the ESD staff and Xxxxx, aiding in the understanding the of goals, objectives, current status, and health of the Projectproject by all team members.  Manages the requirements gathering process and ensure timely and quality business requirements are being provided to Xxxxx. Resource Management  Acts as liaison between Project project team and Xxxxx xxxxxxx(s)stakeholders.  Identifies and coordinates all Tyler ESD resources across all applicationsmodules, Phasesphases, and activities including developmentdata conversions, formsforms design, hardware and software installation, reports, implementationreports building, and billingsatisfying invoices.  Provides direction and support to Project project team.  Builds partnerships among the various stakeholders, negotiating authority to move the project forward.  Manages the appropriate assignment and timely completion of tasks as defined in the Project Schedule, task list, and Go-Live Checklistdefined.  Assesses team performance and adjusts as necessarytakes corrective action, if needed.  Consulted on in Provides guidance to ESD technical teams to ensure appropriate response and collaboration with Xxxxx Technical Support Teams to ensure timely response and appropriate resolution.  Owns the relationship with in-Scope 3rd party providers to align and aligns activities with ongoing Project project tasks. Tyler Implementation Consultant  Completes tasks as assigned by the Xxxxx project manager(s).  Documents activities for services performed by Xxxxx.  Guides Town of Nolensville through software validation process following configuration.  Assists during Go-Live process and provides support until Town of Nolensville transitions to Client Services.  Facilitates training sessions and discussions with Town of Nolensville and Xxxxx staff to ensure adequate discussion of the appropriate agenda topics during the allotted time.  May provide conversion review and error resolution assistance. Tyler Sales  Supports Sales to Implementation knowledge transfer during Initiate & Plan.  Provides historical information, as needed, throughout implementation.  Participates in pricing activities if additional licensing and/or services are needed. Town of Nolensville, Tennessee Xxxxxx School District Tyler Technologies, Inc. Page | 8 10  Ensures that users have appropriate access to Tyler Technical Services  Maintains Tyler infrastructure requirements and design document(s)project toolsets as required.  Involved Conducts training on proper use of toolsets.  Validates completion of required assignments using toolsets. ESD Functional Leads  Makes business process change decisions under time sensitive conditions.  Communicates existing business processes and procedures to Xxxxx consultants.  Assists in system infrastructure planning/review(s)identifying business process changes that may require escalation.  Contributes business process expertise for Current & Future State Analysis.  Identifies and includes additional subject matter experts to participate in Current & Future State Analysis.  Validates that necessary skills have been retained by end users.  Provides first installation of licensed software End Users with initial database on serversdedicated time to complete required homework tasks.  Supports Acts as an ambassador/champion of change for the new process and assists the project team with technical/environmental issues/needsprovide business process change support.  Deploys Tyler products. Town of Nolensville Roles & Responsibilities Town of Nolensville resources will be assigned prior Identifies and communicates any additional training needs or scheduling conflicts to the start of each Phase of the Project. One person may be assigned to multiple Project roles. Town of Nolensville Executive Sponsor The Town of Nolensville executive sponsor provides support to the Project by providing strategic direction and communicating key issues about the Project and its overall importance to the organization. When called upon, the executive sponsor also acts as the final authority on all escalated Project issues. The executive sponsor engages in the Project, as needed, in order to provide necessary support, oversight, guidance, and escalation, but does not participate in day-to-day Project activities. The executive sponsor empowers the Town of Nolensville steering committee, ESD project manager(s), and functional leads to make critical business decisions for Town of Nolensville.  Champions the project at the executive level to secure buy-in.  Authorizes required project resourcesmanager.  Actively participates in organizational change communications. Town all aspects of Nolensville Steering Committee The Town the implementation, including, but not limited to, the following key activities: o Task completion o Stakeholder Meeting o Project Management Plan development o Schedule development o Maintenance and monitoring of Nolensville steering committee understands risk register o Escalation of issues o Communication with Xxxxx project team o Coordination of ESD resources o Attendance at scheduled sessions o Change management activities o Modification specification, demonstrations, testing and supports approval assistance o Data analysis assistance o Decentralized end user training o Process testing o Solution Validation ESD Power Users  Participate in project activities as required by the cultural change necessary for the Project project team and fosters an appreciation for the Project’s value throughout the organization. The steering committee oversees the Town of Nolensville project manager and Project as a whole through participation in regular internal meetings. The Town of Nolensville steering committee remains updated on all Project progress, Project decisions, and achievement of Project milestones. The Town of Nolensville steering committee also serves as primary level of issue resolution for the Projectmanager(s).  Works Provide subject matter expertise on the ESD business processes and requirements.  Act as subject matter experts and attend Current & Future State Analysis sessions as needed.  Attend all scheduled training sessions.  Participate in all required post-training processes as needed throughout project.  Test all application configuration to resolve ensure it satisfies business process requirements.  Become application experts.  Participate in Solution Validation.  Adopt and support changed procedures.  Complete all decisions and/or issues not resolved at deliverables by the due dates defined in the project manager level as part of the escalation processschedule.  Attends all scheduled steering committee meetingsDemonstrate competency with Tyler products processing prior to Go-live.  Provides support for Provide knowledge transfer to the project teamESD staff during and after implementation.  Assists with communicating key project messages throughout the organization.  Prioritizes the project within the organization.  Ensures the project staffed appropriately and that staff have necessary resources.  Monitors project progress including progress towards agreed upon goals and objectives.  Has the authority to approve or deny changes impacting the following areas: o Cost o Scope o Schedule Town of Nolensville, Tennessee Xxxxxx School District Tyler Technologies, Inc. Page | 9 o Project Goals o Town of Nolensville Policies o Needs of other client projects Town of Nolensville Project Manager Town of Nolensville shall assign project manager(s) prior to the start of this project with overall responsibility 11  Participate in conversion review and authority to make decisions validation. ESD End Users  Attend all scheduled training sessions.  Become proficient in application functions related to Project Scopejob duties.  Adopt and utilize changed procedures.  Complete all deliverables by the due dates defined in the project schedule.  Utilize software to perform job functions at and beyond Go-live. ESD Technical Lead  Coordinates updates and releases with Xxxxx as needed.  Coordinates the copying of source databases to training/testing databases as needed for training days.  Coordinates and adds new users, scheduling, printers and task assignmentother peripherals as needed. Town of Nolensville Project Manager should communicate decisions and commitments to the Tyler project manager(s) in a timely and efficient manner. When Town of Nolensville project manager(s) do not have the knowledge or authority to make decisions, he or she engages the necessary resources to participate in discussions and make decisions in a timely fashion to avoid Project delays. The client project manager(s) are responsible for reporting to client steering committee and determining appropriate escalation points. Contract Management  Validates contract compliance throughout the projectthat all users understand log-on process and have necessary permission for all training sessions.  Coordinates interface development for ESD third party interfaces.  Develops or assists in creating reports as needed.  Ensures that invoicing and Deliverables meet contract requirementson-site system meets specifications provided by Xxxxx.  Acts Assists with software installation as primary point needed.  Extracts and transmits conversion data and control reports from the ESD’s legacy system per the conversion schedule set forth in the project schedule. ESD Upgrade Coordination  Becomes familiar with the software upgrade process and required steps.  Becomes familiar with Xxxxx’x releases and updates.  Utilizes Tyler resources to stay abreast of contact for all contract the latest Xxxxx releases and invoicing questionsupdates, as well as the latest helpful tools to manage the ESD’s software upgrade process. Collaborates on  Assists with the software upgrade process during implementation.  Manages software upgrade activities post-implementation.  Manages software upgrade plan activities.  Coordinates software upgrade plan activities with ESD and approves Tyler resources.  Communicates changes affecting users and department stakeholders.  Obtains department stakeholder acceptance to upgrade production environment. ESD Change RequestsManagement Lead  Validates that users receive timely and thorough communication regarding process changes.  Provides coaching to supervisors to prepare them to support users through the project changes.  Identifies the impact areas resulting from project activities and develops a plan to address them proactively.  Identifies areas of resistance and develops a plan to reinforce the change.  Monitors post-production performance and new process adherence. Xxxxxx School District Tyler Technologies, if neededInc. Page | 12 Part 3: Project Plan Project Stages Work Breakdown Structure The Work Breakdown Structure (WBS) is a hierarchical representation of a Project or Phase broken down into smaller, more manageable components. The top-level components are called “Stages” and the second level components are called “Work Packages”. The work packages, shown below each stage, contain the high-level work to ensure proper scope be done. The detailed Project Schedule, developed during Project/Phase Planning and budgetary compliance.finalized during subsequent stages, lists the tasks to be completed within each work package. Each stage ends with a “Control Point”, confirming the work performed during that stage of the Project has been accepted by the ESD. I NITIATE & PLAN 2 ASSESS & DEFINE 3 PREPARE SOLUTION 4 RODUCTION EADINESS 5 RODUCTION 6 CLOSE

Appears in 1 contract

Samples: Software as a Service Agreement

Planning.  Delivers Update and deliver Implementation Management Plan. Defines project planning documents.  Defines Project tasks and resource requirements. Town of Nolensville, Tennessee Tyler Technologies, Inc. Page | 7  Develops initial Project project schedule and full scale Project Management Plan. Collaborates with Town of Nolensville County project manager(s) to plan and schedule Project project timelines to achieve on-time implementation. Implementation Management Tightly manages Scope and budget of Project Project; establishes process and approval matrix with the County to ensure Scope changes and budget planned versus actual are transparent and handled effectively and efficiently. Establishes and manages a schedule and Tyler resources resource plan that properly support supports the Project Schedule and are Plan that is also in balance with Scope/budget. Establishes risk/issue tracking/reporting process between Town of Nolensville the County and Xxxxx and takes all necessary steps to proactively mitigate these items or communicate communicates with transparency to Town of Nolensville the County any items that may impact the outcomes of the Project. Collaborates with Town of Nolensville the County’s project manager(s) to establish key business drivers and success indicators that will help to govern Project project activities and key decisions to ensure a quality outcome of the project.  Collaborates with Town of Nolensville ’s project manager(s) to set Sets a routine communication plan that will aide all Project project team members, of both Town of Nolensville the County and Xxxxx, in understanding the goals, objectives, current status, status and health of the Projectproject. Resource Team Management Acts as liaison between Project project team and Xxxxx xxxxxxx(s). Identifies and coordinates all Tyler resources across all applications, Phases, and activities including development, forms, installation, reports, implementation, and billing. Provides direction and support to Project project team. Builds partnerships among the various stakeholders, negotiating authority to move the Project forward. Manages the appropriate assignment and timely completion of tasks as defined in the Project SchedulePlan, task list, and Go-Live Production Cutover Checklist. Assesses team performance and adjusts as necessary.  Consulted on Interfaces closely with Xxxxx developers to coordinate program Modification activities. Coordinates with in Scope 3rd party providers to align activities with ongoing Project project tasks. Tyler Implementation Consultant  Consultant‌ Completes tasks as assigned by the Xxxxx Tyler project manager(s). Performs problem solving and troubleshooting. Follows up on issues identified during sessions. Documents activities for on site services performed by Xxxxx.  Guides Town of Nolensville through Provides conversion Validation and error resolution assistance. Recommends guidance for testing Forms and Reports. Tests software validation process functionality with the County following configuration. Assists during Go-Live Production Cutover process and provides production support until Town of Nolensville the County transitions to Client ServicesTyler Support.  Facilitates Provides product related education. Effectively facilitates training sessions and discussions with Town of Nolensville County and Xxxxx staff to ensure adequate discussion of the appropriate agenda topics during the allotted time.  May provide Conducts training (configuration, process, conversion review Validation) for Power Users and error resolution assistancethe County’s designated trainers for End Users. Clearly documents homework tasks with specific due dates and owners, supporting and reconciling with the final Project Plan. Keeps Xxxxx project manager(s) proactively apprised of any and all issues which may result in the need for additional training, change in schedule, change in process decisions, or which have the potential to adversely impact the success of the Project prior to taking action. Tyler Sales  Supports Sales Sales‌ Provide sales background information to Implementation knowledge transfer during Initiate & PlanProject initiation.  Provides Support Sales transition to Implementation. Provide historical information, as needed, throughout implementationimplementation.‌ Tyler Software Support Manages incoming client issues via phone, email, and online customer incident portal.  Participates Documents and prioritizes issues in pricing activities if additional licensing and/or services are neededXxxxx’x Customer Relationship Management (CRM) system. Town Provides issue analysis and general product guidance. Tracks issues and tickets to timely and effective resolution. Identifies options for resolving reported issues. Reports and escalates defects to Tyler Development. Communicates with the County on the status and resolution of Nolensville, Tennessee reported issues.‌ Xxxxx Subject Matter Expert Possesses both a broad and deep understanding of the functionality within Tyler Technologies, Inc. Page | 8 Tyler Technical Services  Maintains Tyler infrastructure requirements and design document(ssoftware products for his/her functional area(s).  Involved Provides confident recommendations regarding configuration decisions and business process best practices using Xxxxx’x products based on his/her experience and expertise implementing Tyler software products with similar organizations. Provides conversion consulting and mapping assistance. Follows up on issues identified during sessions. Documents activities for on site services. Clearly documents homework tasks with specific due dates and owners, supporting and reconciling with the final Project schedule. Keeps Xxxxx project manager(s) proactively apprised of any and all issues which may result in system infrastructure planningthe need for additional training needs, change in schedule, change in process decisions, or which have the potential to adversely impact the success of the Project prior to taking action. Performs gap analysis and documents non-contracted Modifications requests. Tyler Data Conversion Experts‌ Validates client data files are in proper format. Develops customized conversion programs to convert Legacy System data into the Tyler database for production use according to defined mapping. Provides error Reports on unsupported data conditions and the merging or normalization of data fields. Assists the County with understanding and interpreting error Reports. Performs changes and corrections to customized conversion programs as the County discovers data anomalies and exception conditions. Tyler Reports/review(s)Forms Experts‌ Provides specifications for all Forms & Reports in Scope. Reviews requirements for Peripherals and Consumables, if applicable. Conducts review of County’s form mockup sheets. Develops final form designs. Configures and installs Forms software and approved Forms. Tyler Trainer‌ Provides first installation product related education. Effectively facilitates training sessions and discussions with County and Xxxxx staff to ensure adequate discussion of licensed software with initial database on serversthe appropriate agenda topics during the allotted time.  Supports Conducts training (configuration, process, conversion Validation) for Power Users and assists the project team with technical/environmental issues/needs.  Deploys Tyler products. Town of Nolensville County’s designated trainers for End Users.‌ County Roles & and Responsibilities Town of Nolensville County resources will be assigned prior to the start of each Phase of the Projectproject. One person may be assigned to multiple Project project roles. Town of Nolensville County Executive Sponsor The Town of Nolensville executive sponsor provides support to the Project by providing strategic Sponsor‌ Provides clear direction and communicating key issues about for the Project and its overall importance how the Project applies to the organization’s overall strategy. When called upon, the executive sponsor also acts as the final authority on all escalated Project issues. The executive sponsor engages in the Project, as needed, in order to provide necessary support, oversight, guidance, and escalation, but does not participate in day-to-day Project activities. The executive sponsor empowers the Town of Nolensville steering committee, project manager(s), and functional leads to make critical business decisions for Town of Nolensville.  Champions the project Project at the executive level to secure buy-in. Authorizes required project Project resources. Resolves all decisions and/or issues not resolved at the County steering committee level as part of the escalation process. Actively participates in organizational change communications. Town of Nolensville County Steering Committee The Town of Nolensville steering committee understands and supports the cultural change necessary for the Project and fosters an appreciation for the Project’s value throughout the organization. The steering committee oversees the Town of Nolensville project manager and Project as a whole through participation in regular internal meetings. The Town of Nolensville steering committee remains updated on all Project progress, Project decisions, and achievement of Project milestones. The Town of Nolensville steering committee also serves as primary level of issue resolution for the Project.  Committee‌ Works to resolve all decisions and/or issues not resolved at the project manager level as part of the escalation process. Attends all scheduled steering committee meetings. Provides support for the project team. Assists with communicating key project messages throughout the organization. Prioritizes the project within the organization.  Ensures Provides management support for the project to ensure it is staffed appropriately and that staff have necessary resources. Monitors project progress including progress towards agreed upon goals and objectives. Has the authority to approve or deny changes impacting the following areas: o Cost o Scope o Schedule Town of Nolensville, Tennessee Tyler Technologies, Inc. Page | 9 o Project Goals o Town of Nolensville Policies o Needs of other client projects Town of Nolensville County Policies‌ County Project Manager Town of Nolensville The County shall assign project manager(s) prior to the start of this project Project with overall responsibility and authority to make decisions related to Project Scopeproject Xxxxx, scheduling, and task assignment. Town of Nolensville Project Manager should communicate , and communicates decisions and commitments to the Tyler Xxxxx project manager(s) in a timely and efficient manner. When Town of Nolensville the County project manager(s) do not have the knowledge or authority to make decisions, he or she engages the necessary correct resources from County to participate in discussions and make decisions in a timely fashion to avoid Project delays. The client project manager(s) are responsible for reporting to client steering committee and determining appropriate escalation points. Contract Management Validates contract compliance throughout the projectProject. Ensures that invoicing and Deliverables meet contract requirements. Acts as primary point of contact for all contract and invoicing questions. Signs off on contract milestone acknowledgment documents. Collaborates on and approves Change Requests, if needed, to ensure proper scope Scope and budgetary compliance.

Appears in 1 contract

Samples: Software as a Service Agreement

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