1. Pre-Release and Contracting

erik.axton

Pre-Release and Contracting Materials

The purpose of this page is to provide all information and materials relating to Customer Success pre-release activities.

Template	Description
Pre-Sales Hand Off	The following meeting template is designed to help facilitate a hand-off from Pre Sales to Customer Success. Before the start of the project, schedule a meeting with the appropriate individuals, and follow the suggested agenda.
Customer Success Pitch Deck	This file should be used to pitch our Customer Success offerings in collaboration with our Partners.
Corporate Powerpoint Template	FY22 Corporate Powerpoint Template
Customer Success Overview	The mini-pitch deck perfect for anytime you're engaging with a customer to tell them about your Business Partner role in Customer Success.
Anaplan Customer Journey for Joint Success Value Realization	Anaplan has an end-to-end implementation process (vision alignment, partner selection, Anaplan Way, post-implementation support, and building a COE). Includes a 1-page summary of COE that can be useful to explain the business benefits.
The Scoping Process	This deck walks through options about how you can use advisory services throughout the implementation and the value they bring.
Rough Cut Scoping	This deck will guide you through considerations for the Rough Cut.
Guide to Completing a Rough Cut	This deck should be used to communicate the Rough-Cut Proposal. This is not a contract, but a high-level proposal which requires more scoping to create an SOW/OS.
FY21 Services DOA	This deck explains the Delegation of Authority (DOA) for SOW/OS approvals, as well as a FAQ
How-To Guide: SOW Pricing Calculator	This will link you to the How-To Guide for the SOW Pricing Calculator in the CS Model. To access the model
Professional Service Model - SOW Calculator	Community link: How-To Guide for the SOW Pricing Calculator in the CS Model. To access the model
NEW - Joint Development Blueprint	The presentation documents our objective, strategy, and deployment blueprint on how we work with our partners.
Drivers of Complexity - Change Management	Estimation of project effort is based upon our experiences at similarly scoped projects and our knowledge of your requirements - Illustrative Example of Low and High-Risk examples across the scope

 

Client and Partner Contracting

We have moved all our contracting agreements for all regions to Ironclad, our Contract Management Solution.  This includes

 - Client Statement of Works & Change Orders

 - Partner Sub-K Agreements

 - Service Order Schedules (SOS)

Template	Description
Ironclad Instructions	The following Community page provides a detailed overview of Ironclad and contracting process documentation that you will use to create your contracts
FAQ's for Purchase Orders	FAQ's for Purchase Orders -  A Purchase Order is a document generated by the buyer (usually the buyer’s Procurement team) authorizing the purchase transaction. Anaplan requires the actual PO document to book an opportunity. Inside Anaplan › Departments › Accounting › Accounting Policies ›

 

Other Agreements / Artifacts

Template	Description
Customer Facing Travel & Expense Policy	This is a copy of our Travel & Expense Travel Policy that is referenced in our Master Agreements
Purchase Order Exception – FORM   Purchase Order Exception - EMAIL (Mac Versions)    Purchase Order Exception - EMAIL (Windows Versions)	This is a copy of our Travel & Expense Travel Policy that is referenced in our Master Agreements. *Please use either the Purchase Order Exception Form or the Purchase Order Exception Email template as appropriate for your customer. This is a copy of our Travel & Expense Travel Policy that is referenced in our Master Agreements. *Please use either the Purchase Order Exception Form or the Purchase Order Exception Email template as appropriate for your customer. *(Note: Please use the email template in the event the PO Exempt box on the SOW missed getting checked, as a way to accommodate the ease of the customer transaction when your customer experiences pushback and delay to go back and fill out the SOW checkbox.)

 

 

Call to Action:  If you have a Template, Deliverable, and/or example that you believe should be part of this list, please contact the PS-Ops team to add.

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