Overview

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Nuvolo’s Connected Workplace for SMB – GxP Asset Management Setup Service provides our customers with a direct onboard to value with an out-of-the-box setup. The fixed-scope engagement follows a pre-defined setup strategy to streamline the configuration process to get our customers operational in less time.

Implementation

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Activation

Nuvolo and Customer will collaborate for the activation of the Nuvolo application. This marks the start of the engagement. The activation will begin with a kickoff meeting for the teams to meet and review the implementation process.

Nuvolo will:

• Provide data templates to Customer for data collection and load.
• Provide a list of appropriate self-paced learning content.
• Set up user credentials.
• Review project plan with task dates and dependencies.
• Review standard product configuration included in this Service Description.
• Create Customer domain (URL) following Nuvolo standards with input from the Customer.
• Upload the branding logo provided by the Customer in PNG file format and at least 175 KB.

Customer will provide:

• Appropriate and knowledgeable staff to complete self-paced learning at the appropriate times and participate in the implementation.
• One or more Nuvolo application administrator for each Nuvolo application as appropriate.
• Customer deliverables as identified for the implementation as scheduled.

Organizational/Space Hierarchy

Nuvolo will:

• Schedule a session to Review the Organizational/Space Hierarchy with the Customer.
• Load (using template as defined in Data Collection and Load section) organizational and space (location) data and their referential and metadata [as discussed in the template walkthrough] provided by the Customer.

Customer will:

• Provide organizational and space (location) data and their referential and metadata [as discussed in the template walkthrough] via the template provided by Nuvolo.

Data collection and load

Data collection and load for SMB involves two (2) types of data as follows:

• Referential data — for example: asset, assignment group, etc.
• Metadata — for example: model, asset type, etc.

For each data set to be imported, Nuvolo and the Customer have the following responsibilities.

• Nuvolo will review and explain the usage of the data within the Nuvolo application.
• Nuvolo will provide and walkthrough the Standard Spreadsheet Data Templates to collect Customer data.
• Customer will collect data from legacy system(s) if applicable or create the data manually based on business needs.
• Customer will analyze data collected for quality and ease of loading and provide any data cleansing or data sorting required.
• Customer will consolidate the data (combine data into a single, central repository), if applicable.
• Customer will normalize (eliminate redundancies in) the data
• Customer will refine (correct anomalies in) the data.
• Nuvolo will provide guidance, working with the Customer, in mapping the tables and fields from the single, central repository into Nuvolo Standard Spreadsheet Data Templates
• Nuvolo will import data using the completed Standard Spreadsheet Data Template with the standard transform maps and process.
• Nuvolo will perform up to 3 diagnostic cycles to map the source data (up to 1000 records per table) to the Nuvolo target tables in the staging instance.
• Nuvolo will import all applicable source data to the Nuvolo target tables in the production instance.
• Customer will perform validation cycles as needed on the imported data within allocated timeframe.

Maintenance Management Activities and Tasks

Nuvolo will:

• Load (using template as defined in Data Collection and Load section) maintenance referential and metadata [as discussed in the template walkthrough] provided by the Customer.

Customer will:

• Provide maintenance management referential and metadata [as discussed in the template walkthrough] via the template provided by Nuvolo.

Asset Management Activities and Tasks

Nuvolo will:

• Load (using template as defined in Data Collection and Load section) assets (equipment) and their referential and metadata [as discussed in the template walkthrough] provided by the Customer.

Customer will:

• Provide asset (equipment) and their referential and metadata [as discussed in the template walkthrough] via the template provided by Nuvolo.

Calibration Activities and Tasks

Nuvolo will:

• Load (using template as defined in Data Collection and Load section) calibration parameters [as discussed in the template walkthrough] provided by the Customer.

Customer will:

• Provide calibration parameters [as discussed in the template walkthrough] via the template provided by Nuvolo.

Mobile Application for Technicians

Activities and Tasks

The Nuvolo mobile application provides only specific technician capabilities. Any other application access will be available only in desktop version.

Nuvolo will:

• Enable mobile application.
• Enable out of the box standard reports for dashboards.

Customer will:

• Install and configure the Nuvolo Mobile Application for each technician as needed from the Google Play Store and Apple App Store.

Portal Activities and Tasks

Nuvolo will:

• Enable the Nuvolo portal, portal elements, catalog items (request forms), and functionality included with the base Nuvolo software.
• Update the portal with appropriate Customer provided branding elements. These elements must be provided before the configuration is scheduled and is limited to:
  • Branding logo.
• Enable catalogs based on Customer license.

Dashboards and Reporting Activities and Tasks

The Nuvolo Connected Workplace for SMB application provides over 300 standard reports.  As part of this engagement, training will be provided to enable the Customer on how to create their own.

Training

Nuvolo will provide Customer with access to a knowledge base specifically designed to enable Nuvolo Connected Workplace for SMB users.

• Nuvolo application training materials include:
  • Access.
  • Lists.
  • Navigation.
  • Forms.
  • Reporting.
  • Work Order processing.

Data Validation and Configuration Testing

Data validation and configuration testing will be performed by the Customer once Customer data has been loaded to the Nuvolo stage environment.

Nuvolo will:

• Provide Customer with access to user guide documentation.
• Coordinate weekly check-ins with Customer to review progress.

Nuvolo is not responsible for the following activities and tasks for data validation and configuration testing:

• Managing Customer data validation and configuration testing resources and day-to-day operations.
• Creation of end-to-end testing plan.

Production Go-Live

Nuvolo will: 

• Promote all data records from stage (STAGE) environment to Nuvolo Connected Workplace for SMB production (PROD) environment.
• Coordinate transition to Nuvolo’s Customer Success team.

Nuvolo is not responsible for the following activities and tasks for production go-live:

• Authoring Customer’s specific operational policies or work instructions.

Change Requests

If there is a change in scope, assumptions, capability discovered during the implementation kickoff then Nuvolo will require a Change Request. Any Change Request signed by both parties shall be effective as of the date set forth therein (each, a “Change Order”).  Instances in which a Change Order shall be required include: (1) Customer’s requests for out-of-scope Services; (2) discovery of new information that requires an increase in the scope of Services; or (3) Customer’s failure to fulfill any of its responsibilities if such failure delays the Services or requires Nuvolo to incur additional time or costs in performing Services.

If the parties do not agree on a Change Order, the Engagement shall proceed as originally set forth. If, however, the existing Engagement or any specific Services cannot proceed without an executed Change Order, Nuvolo may suspend Services until the Change Order is executed.

Scheduled Timeline

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The duration for the setup of the services outlined in this document is up to four (4) weeks.

 

Delivery Terms

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The duration of this deployment is up to four (4) weeks. Any additional effort required related to complexity, scope or project duration will be subject to the change request process.

Any activities or tasks not specifically outlined in this Service Description are out of scope.