Implementation Discovery Agenda

The Claritum System Implementation Discovery Wokshop allows Claritum Implementators and the Client to come together and define, in a structured way, the fine-grained details of how the Claritum System should be configured and deployed.

It also presents an initial opportunity for key Client individuals to gain a clear overview of the scope of the implementation and workflow.

There are 3 key stages to the Discovery and the entire phase can take anywhere between 1 and 3 days, depending on participant's availability and the scope and size of the implementation.

Agenda

Stage 1: Organizational and Process Workshop

Attendees:

• Claritum Implement(ors)
• Client Implementation Project Manager
• Client 'Super Users' and key personnel (i.e. individuals with detailed knowledge of current or required processes and procedures)

Agenda:

INTRODUCTIONS & OBJECTIVES

• Introductions and roles
• Review Client's Organizational Structure
• Key business objectives
• Review Client's Value Proposition / Competitive Advantage
• Review Client's Commercial Model

PROCESS

• Review Client’s overall sourcing, procurement and invoicing process
• Discuss and Agree System related roles, privileges and terminology
• Identify ‘ownership’ throughout each step in the process
• Review Customer-specifics
• Review Claritum Standard Processes (capture differences)
• Review Claritum Optional Components
• Communicate data requirements for loading on system

REPORTING

• Review Customer Reporting Requirements
• Review Standard Suite of Reports
• Review key business metrics

IMPLEMENTATION

• Review the draft implementation plan

Prerequisites:

• Sand-box system set up but not necessarily branded.
• Draft implementation plan has been produced and issued to key individuals.

Stage 2: Supplier Workshop

Attendees:

• Claritum Implement(ors)
• Client Implementation Project Manager
• Client Supply-Chain Manager

Agenda:

• Review existing Supplier Roster and details
• Identify data requirements for Claritum system and assign responsibility
• Validate process assumptions from Organizational and Process Workshop
• Identify what if any Instant Estimating Suppliers will be mobilized and add activities into the project plan (outside of scope)
• Identify Supplier on-boarding and communications plan
• Identify Current Supplier Spend and Baseline

Prerequisites:

• Publish / Have ready the supplier roster

Stage 3: Technology Workshop

Attendees:

• Claritum Implement(ors)
• Client Implementation Project Manager
• Client CTO / Technical Manager
• 3rd-party technology providers as required

Agenda:

• Review additional system integration requirements
• Identify key inputs, activities and milestones

Prerequisites:

• Additional system integration requirements have been broadly discussed and required 3rd-party technology providers have been identified.