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SignUp Software


SOW – Travel & Expense OnPrem

SERVICES


SignUp undertakes to assist the Customer in the implementation of the Software in the Customer's environment by providing the following Implementation Services at the price set out in the Agreement.


Planning Meeting
SignUp will arrange a meeting where the structure of the Implementation Services will be discussed with the Customer and/or BC partner.


Technical Preparations
SignUp will send a guide detailing the technical requirements and collect technical information impacting the project.

The customer will ensure that the software is installed and activated within one of their Microsoft Dynamics sandbox environments. If the Customer requires the Software to be installed on more than one environment, such services will be provided at SignUp's Consultancy Services rate specified in the Agreement.


Configuration
SignUp will assist the Customer in completing the parameter setup for one (1) company, two (2) users and two (2) expense categories. If the Customer requires assistance with setting up additional companies, such assistance will be provided at SignUp's Consultancy Services rate specified in the Agreement.


Training
SignUp will arrange one (1) training session for the Customer's users responsible for Expense and credit card.

SignUp will support the customer through User Acceptance Testing up until Go Live Approval.


Go Live Prep
SignUp will import ExFlow settings from the test environment to the production environment before Go Live.


Project Management
Project management services are included in the price for the Implementation Services, up until Go Live.


Credit card integration.
If the Customer requires credit card integration, such services will be provided at SignUp's Consultancy Services rate specified in the Agreement.



CUSTOMER REQUIREMENTS​

SignUp's delivery of the Implementation Services is dependent on the Customer actively participating in the implementation process and offering reasonable assistance. The Customer will therefore be required to:

  • Establish a remote connection to enable SignUp’s access to the Customer's environment.
  • Ensure that sufficiently qualified personnel from the Customer's organization are available throughout the implementation and testing phases.
  • Download and install Travel & Expense Management App from AppSource
  • Configure AppsForDynamics365 connection.
  • Configure Travel & Expense
  • Create AppsForDynamics365 logins.
  • Promptly notify SignUp of any defects in the Software or its implementation discovered during the Customer's acceptance testing.