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    SOW Checklist

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    Ramon Austria

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    SOW Checklist

    Uploaded by

    Ramon Austria
    8 views2 pages

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    © © All Rights Reserved

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    Copyright:

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    8 views2 pages

    SOW Checklist

    Uploaded by

    Ramon Austria

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    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
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    Best Practice: Partner Statement

    of Work (SOW) Checklist


    Purpose: The purpose of this checklist is to provide Customers, Partners and salesforce Account Executives a best
    practices framework to assess Statements of Work for salesforce projects. Following these best practice
    guidelines for SOW completeness, clarity and expected deliverables will contribute to customer project
    success.

    SOW Checklist

    Key Topics Description Included


    Introduction:
    • Purpose of Proposal Why are we doing this?

    • Goals/Objectives What are we trying to achieve?

    • Understanding of Current Challenges Customer issues/challenges


    / Requirements
    • Current state → Proposed state You are here and we will get you there.

    • Success Metrics How will we measure success?

    Project Scope:
    • Proposed Solution / Architecture High level illustration of architecture (salesforce,
    integration points etc), identify custom coding,
    custom objects and description as to why needed

    • Data Migration Details on importing data from 3rd party systems,


    including de-duping

    • Reports/Dashboards Key Dashboards/Reports for all management

    • Salesforce1 Mobile Rollout plan for Salesforce1 Mobile

    • Integration approach Illustrate how integration will work(real-


    time, batch, CTI, need 3rd party software:
    Jitterbit,Informatica etc)

    • Methodology Explain how it will be rolled out (Iterative, Agile-


    SCRUM)

    • Resource Identification / Team Matrix laying out:


    Structure • Partner resources – title, responsibility in
    project and expected deliverables, timelines for
    deliverables, cost of deliverables
    • Client resources – title, responsibility in
    project and expected deliverables, expected
    participation (FT,PT)
    • Project Timelines/Milestones (High Level Gantt Chart)
    Key Topics Description Included
    • Phases / Description/ Roles / Hours The best approach is in phases or small chunks
    showing value along the way. Show a matrix of
    each phase, description, the associated roles
    required and hours to complete. This should align
    with the Gantt chart.

    • Enable All Licenses Detailed Plan to roll out all active licenses over
    defined timeline

    • Project Assumptions / Dependencies Clear expectations for this project

    • Out of Scope / Project Exclusions What is not included in the implementation

    • Training / Documentation Specific training based on configuration work

    Fee Schedule:
    • Cost for each deliverable As it’s iterative, show the cost for each deliverable

    • Third party software Any additional 3’rd party software costs needed
    to complete project
    • Travel Expenses Any need for on-site resources and costs
    associated.
    • Total Fees Total cost of the solution including applicable
    taxes

    Why us? Keep it to 1 page and focus on expertise/


    Partner Introduction: commitment to ensure success of this project

    Definition of certain terms/acronyms used by


    Terms/Acronyms Definition: client or partner

    Legal and contractual provisions that are specific for


    Terms & Conditions: your company

    Last Updated: 05/6/15


    Author: CFL SuccessDesk Team
    Comments/Feedback, please contact Andrew Csabai ([email protected]) or your Account Executive.

    For More Information Corporate Headquarters Global Offices


    Contact your account executive The Landmark @ One Market Street Latin America +1-415-536-4606
    to learn how we can help you Suite 300 Japan +81-3-5785-8201
    accelerate your CRM success. San Francisco, CA 94105 Asia / Pacific +65-6302-5700
    United States EMEA +4121-6953700
    1-800-N0-SOFTWARE
    www.salesforce.com

    © 2014 Salesforce, Inc. All rights reserved. Salesforce, Salesforce1, Sales Cloud, Service Cloud, Marketing Cloud, Chatter and others are tradmarks of Salesforce, Inc. The
    Salesforce Cloud logo and other creative assets are owned and protected under copyright and/or trademark law. For more information, please visit www.salesforce.com.

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