Oracle Consulting Midsize Services Descriptions 06/16/16

Transcription

1 Table of Contents: Oracle Consulting Midsize Services Descriptions 06/16/16 Oracle Sales and Service Cloud... 8 B85483 Oracle Consulting Core Implementation Pack for Oracle Sales Cloud for Midsize... 8 B85484 Oracle Consulting Core Implementation Pack for Oracle Sales Cloud for Midsize (North America Only)... 8 B85485 Oracle Consulting Core Implementation Pack for Oracle Sales Cloud for Midsize (LAD Only)... 8 B85750 Oracle Consulting Add On Implementation Pack for Oracle Sales Cloud Territory Management for Midsize B85751 Oracle Consulting Add On Implementation Pack for Oracle Sales Cloud Territory Management for Midsize (North America Only) B85752 Oracle Consulting Add On Implementation Pack for Oracle Sales Cloud Territory Management for Midsize (LAD Only) B85753 Oracle Consulting Add On Implementation Pack for Oracle Sales Cloud for Outlook for Midsize B85754 Oracle Consulting Add On Implementation Pack for Oracle Sales Cloud for Outlook for Midsize (LAD Only) B85743 Oracle Consulting Add On Technology Pack for Oracle Sales Cloud Data Migration for Midsize B85744 Oracle Consulting Add On Technology Pack for Oracle Sales Cloud Data Migration for Midsize (LAD Only) B85745 Oracle Consulting Add On Technology Pack for Oracle Sales Cloud Technical Coaching API for Midsize (North America Only) B85746 Oracle Consulting Add On Technology Pack for Oracle Sales Cloud Technical Coaching API for Midsize (LAD Only) B85494 Oracle Consulting Advanced Enablement Pack for Sales and Services Cloud for Midsize B85495 Oracle Consulting Advanced Enablement Pack for Sales and Services Cloud for Midsize (North America Only) B85481 Oracle Consulting Core Implementation Pack for Oracle Service Cloud for Midsize B85482 Oracle Consulting Core Implementation Pack for Oracle Service Cloud for Midsize (North America Only) B85747 Oracle Consulting Add On Technology Pack for Oracle Service Cloud Using the Data Import Wizard for Midsize Oracle Consulting Midsize Services Descriptions v docx Page 1 of 195

2 B85748 Oracle Consulting Add On Technology Pack for Oracle Service Cloud Technical Coaching-API for Midsize (North America Only) B85749 Oracle Consulting Add On Technology Pack for Oracle Service Cloud Technical Coaching-API for Midsize (LAD Only) B85755 Oracle Consulting Add On Implementation Pack for Oracle Service Cloud Customer Portal (Standard Widgets) for Midsize B85756 Oracle Consulting Add On Implementation Pack for Oracle Service Cloud Customer Portal (Branding & Styling) for Midsize B85757 Oracle Consulting Add On Implementation Pack for Oracle Service Cloud Chat (1st interface) for Midsize B85758 Oracle Consulting Add On Implementation Pack for Oracle Live Help Click-to-Call Cloud Service Implementation (small) B85759 Oracle Consulting Add On Implementation Pack for Oracle Engagement Engine Cloud Service Implementation (small) B85760 Oracle Consulting Add On Implementation Pack for Oracle Engagement Engine Cloud Service Set-up B86129 Oracle Consulting Add On Implementation Pack for Oracle Sales Cloud Data Quality for Midsize Oracle ERP Cloud B85488 Oracle Consulting Core Implementation Pack for Oracle Enterprise Resource Planning Cloud Procurement for Midsize B85489 Oracle Consulting Core Implementation Pack for Oracle Enterprise Resource Planning Cloud Procurement for Midsize (North America Only) B85490 Oracle Consulting Core Implementation Pack for Oracle Enterprise Resource Planning Cloud Financials for Midsize B85491 Oracle Consulting Core Implementation Pack for Oracle Enterprise Resource Planning Cloud Financials for Midsize (North America Only) B85492 Oracle Consulting Core Implementation Pack for Oracle Enterprise Resource Planning Cloud Financials for Midsize (LAD Only) B85496 Oracle Consulting Advanced Enablement Pack for Enterprise Resource Planning Cloud for Midsize B85497 Oracle Consulting Advanced Enablement Pack for Enterprise Resource Planning Cloud for Midsize (North America Only) B85700 Oracle Consulting Add On Technology Pack for Oracle Enterprise Resource Planning Cloud Financials Data Conversion Assistance for Midsize Oracle Consulting Midsize Services Descriptions v docx Page 2 of 195

3 B85701 Oracle Consulting Add On Technology Pack for Oracle Enterprise Resource Planning Cloud Financials Data Conversion Assistance for Midsize (North America Only) B85702 Oracle Consulting Add On Technology Pack for Oracle Enterprise Resource Planning Cloud Financials Data Conversion Assistance for Midsize (LAD Only) B85703 Oracle Consulting Add On Technology Pack for Oracle Enterprise Resource Planning Cloud Procurement Data Conversion Assistance for Midsize B85704 Oracle Consulting Add On Technology Pack for Oracle Enterprise Resource Planning Cloud Procurement Data Conversion Assistance for Midsize (North America Only) B85705 Oracle Consulting Add On Technology Pack for Oracle Enterprise Resource Planning Cloud Procurement Data Conversion Assistance for Midsize (LAD Only) B85706 Oracle Consulting Add On Technology Pack for Oracle Enterprise Resource Planning Cloud Inbound Integration Pack for Midsize B85707 Oracle Consulting Add On Technology Pack for Oracle Enterprise Resource Planning Cloud Inbound Integration Pack for Midsize (North America Only) B85708 Oracle Consulting Add On Technology Pack for Oracle Enterprise Resource Planning Cloud Inbound Integration Pack for Midsize (LAD Only) B85709 Oracle Consulting Add On Technology Pack for Oracle Enterprise Resource Planning Cloud Outbound Integration Pack for Midsize B85710 Oracle Consulting Add On Technology Pack for Oracle Enterprise Resource Planning Cloud Outbound Integration Pack for Midsize (North America Only) B85711 Oracle Consulting Add On Technology Pack for Oracle Enterprise Resource Planning Cloud Outbound Integration Pack for Midsize (LAD Only) B85712 Oracle Consulting Add On Technology Pack for Oracle Enterprise Resource Planning Cloud Report & Document Layout Pack for Midsize B85713 Oracle Consulting Add On Technology Pack for Oracle Enterprise Resource Planning Cloud Report & Document Layout Pack for Midsize (LAD Only) B85714 Oracle Consulting Add On Technology Pack for Oracle Enterprise Resource Planning Cloud Additional Country for Midsize B85715 Oracle Consulting Add On Technology Pack for Oracle Enterprise Resource Planning Cloud Additional Country for Midsize (North America Only) B85716 Oracle Consulting Add On Technology Pack for Oracle Enterprise Resource Planning Cloud Additional Country for Midsize (LAD Only) B85717 Oracle Consulting Add On Implementation Pack for Oracle Enterprise Resource Planning Cloud Expenses for Midsize B85718 Oracle Consulting Add On Implementation Pack for Oracle Enterprise Resource Planning Cloud Expenses for Midsize (North America Only) Oracle Consulting Midsize Services Descriptions v docx Page 3 of 195

4 B85719 Oracle Consulting Add On Implementation Pack for Oracle Enterprise Resource Planning Cloud Expenses for Midsize (LAD Only) B85720 Oracle Consulting Add On Implementation Pack for Oracle Enterprise Resource Planning Cloud Imaging for Midsize B85721 Oracle Consulting Add On Implementation Pack for Oracle Enterprise Resource Planning Cloud Imaging for Midsize (North America Only) B85722 Oracle Consulting Add On Implementation Pack for Oracle Enterprise Resource Planning Cloud Self Service Procurement for Midsize B85723 Oracle Consulting Add On Implementation Pack for Oracle Enterprise Resource Planning Cloud Self Service Procurement for Midsize (North America Only) B85724 Oracle Consulting Add On Implementation Pack for Oracle Enterprise Resource Planning Cloud Self Service Procurement for Midsize (LAD Only) B85725 Oracle Consulting Add On Implementation Pack for Pre-Project Startup SuperUser Readiness Pack for Midsize (North America Only) B85726 Oracle Consulting Add On Implementation Pack for Pre-Project Startup SuperUser Readiness Pack for Midsize (LAD Only) B86138 Oracle Consulting Core Implementation Pack for Oracle Enterprise Resource Planning Cloud Supplier Management Standalone (LAD Only) B86137 Oracle Consulting Core Implementation Pack for Oracle Enterprise Resource Planning Cloud Supplier Management Standalone B86136 Oracle Consulting Core Implementation Pack for Oracle Enterprise Resource Planning Cloud Sourcing Standalone (LAD Only) B86135 Oracle Consulting Core Implementation Pack for Oracle Enterprise Resource Planning Cloud Sourcing Standalone B86134 Oracle Consulting Core Implementation Pack for Oracle Enterprise Resource Planning Cloud Procurement Contracts Standalone (LAD Only) B86133 Oracle Consulting Core Implementation Pack for Oracle Enterprise Resource Planning Cloud Procurement Contracts Standalone B86132 Oracle Consulting Core Implementation Pack for Oracle Enterprise Resource Planning Cloud Expense Management Standalone B86131 Oracle Consulting Add On Implementation Pack for Enterprise Resource Planning Cloud Expenses for Oracle Human Capital Management Core for Midsize B86130 Oracle Consulting Add On Implementation Pack for Oracle Fusion Accounting Hub Reporting Cloud for Midsize B86107 Oracle Consulting Add On Implementation Pack for Oracle Enterprise Resource Planning Cloud Advanced Collections for Midsize Oracle Consulting Midsize Services Descriptions v docx Page 4 of 195

5 B86108 Oracle Consulting Add On Implementation Pack for Oracle Enterprise Resource Planning Cloud Advanced Collections for Midsize (NA Only) B86109 Oracle Consulting Add On Implementation Pack for Oracle Enterprise Resource Planning Cloud Project Billing / Contracts for Midsize B86110 Oracle Consulting Add On Implementation Pack for Oracle Enterprise Resource Planning Cloud Project Billing / Contracts for Midsize (NA Only) B86111 Oracle Consulting Add On Implementation Pack for Oracle Enterprise Resource Planning Cloud Project Costing / Controls for Midsize B86112 Oracle Consulting Add On Implementation Pack for Oracle Enterprise Resource Planning Cloud Project Costing / Controls for Midsize (NA Only) B86113 Oracle Consulting Add On Implementation Pack for Oracle Enterprise Resource Planning Cloud Project Costing / Controls for Midsize (LAD Only) B86114 Oracle Consulting Add On Implementation Pack for Oracle Enterprise Resource Planning Cloud Project Performance Reporting for Midsize B86115 Oracle Consulting Add On Implementation Pack for Oracle Enterprise Resource Planning Cloud Project Performance Reporting for Midsize (NA Only) B86116 Oracle Consulting Add On Technology Pack for Oracle Enterprise Resource Planning Project Cloud Portfolio Management Data Conversion Assistance for Midsize B86117 Oracle Consulting Add On Technology Pack for Oracle Enterprise Resource Planning Project Cloud Portfolio Management Data Conversion Assistance for Midsize (NA Only) B86118 Oracle Consulting Add On Technology Pack for Oracle Enterprise Resource Planning Project Cloud Portfolio Management Data Conversion Assistance for Midsize (LAD Only) B86119 Oracle Consulting Core Implementation Pack for Oracle Enterprise Resource Planning Cloud Project & Task Management Standalone B86120 Oracle Consulting Core Implementation Pack for Oracle Enterprise Resource Planning Cloud Project & Task Management Standalone (NA Only) B86121 Oracle Consulting Core Implementation Pack for Oracle Enterprise Resource Planning Cloud Project & Task Management Standalone (LAD Only) Oracle HCM Cloud B85486 Oracle Consulting Core Implementation Pack for Oracle Human Capital Management Cloud for Midsize B85487 Oracle Consulting Core Implementation Pack for Oracle Human Capital Management Cloud for Midsize (North America Only) B85498 Oracle Consulting Advanced Enablement Pack for Human Capital Management Cloud for Midsize Oracle Consulting Midsize Services Descriptions v docx Page 5 of 195

6 B85499 Oracle Consulting Advanced Enablement Pack for Human Capital Management Cloud for Midsize (North America Only) B85727 Oracle Consulting Add On Implementation Pack for Oracle Human Capital Management Cloud Talent for Midsize (Career/Performance/Goals) B85728 Oracle Consulting Add On Implementation Pack for Oracle Human Capital Management Cloud Talent for Midsize (Career/Performance/Goals) (North America Only) B85729 Oracle Consulting Add On Implementation Pack for Oracle Human Capital Management Cloud Talent for Midsize (Career/Performance/Goals) (LAD Only) B85730 Oracle Consulting Core Implementation Pack for Oracle Human Capital Management Cloud Taleo Recruiting for Midsize B85731 Oracle Consulting Core Implementation Pack for Oracle Human Capital Management Cloud Taleo Recruiting for Midsize (North America Only) B85732 Oracle Consulting Add On Implementation Pack for Oracle Human Capital Management Cloud Compensation for Midsize B85733 Oracle Consulting Add On Implementation Pack for Oracle Human Capital Management Cloud Compensation for Midsize (North America Only) B85734 Oracle Consulting Add On Implementation Pack for Oracle Human Capital Management Cloud Compensation for Midsize (LAD Only) B85735 Oracle Consulting Add On Technology Pack for Oracle Human Capital Management Cloud Inbound Integration for Midsize (North America Only) B85736 Oracle Consulting Add On Technology Pack for Oracle Human Capital Management Cloud Inbound Integration for Midsize (LAD Only) B85737 Oracle Consulting Add On Technology Pack for Oracle Human Capital Management Cloud Outbound Integration for Midsize (North America Only) B85738 Oracle Consulting Add On Technology Pack for Oracle Human Capital Management Cloud Outbound Integration for Midsize (LAD Only) B85739 Oracle Consulting Add On Technology Pack for Oracle Human Capital Management Cloud Reporting for Midsize (North America Only) B85740 Oracle Consulting Add On Technology Pack for Oracle Human Capital Management Cloud Reporting for Midsize (LAD Only) B85741 Oracle Consulting Add On Technology Pack for Oracle Human Capital Management Cloud Security for Midsize (North America Only) B85742 Oracle Consulting Add On Technology Pack for Oracle Human Capital Management Cloud Security for Midsize (LAD Only) B86122 Oracle Consulting Add On Implementation Pack for Oracle Human Capital Management Cloud Taleo Onboarding for Midsize Oracle Consulting Midsize Services Descriptions v docx Page 6 of 195

7 B86123 Oracle Consulting Add On Implementation Pack for Oracle Human Capital Management Cloud Taleo Onboarding for Midsize (NA Only) B86124 Oracle Consulting Add On Technology Pack for Oracle Human Capital Management Cloud Taleo Integration for Midsize B86125 Oracle Consulting Add On Technology Pack for Oracle Human Capital Management Cloud Taleo Integration for Midsize (NA Only) B86126 Oracle Consulting Add On Technology Pack for Oracle Human Capital Management Cloud Taleo Integration for Midsize (LAD Only) B86127 Oracle Consulting Add on Implementation Pack for Oracle Human Capital Management Cloud Talent Review & Succession for Midsize B86128 Oracle Consulting Add On Implementation Pack for Oracle Human Capital Management Cloud Social Sourcing for Midsize Oracle PBCS Cloud B85761 Oracle Consulting Core Implementation Pack for Oracle Planning & Budgeting Cloud for Midsize B85762 Oracle Consulting Core Implementation Pack for Oracle Planning & Budgeting Cloud for Midsize (North America Only) B85763 Oracle Consulting Core Implementation Pack for Oracle Planning & Budgeting Cloud for Midsize (LAD Only) B85764 Oracle Consulting Advanced Enablement Pack for Planning & Budgeting Cloud for Midsize 192 B85765 Oracle Consulting Advanced Enablement Pack for Planning & Budgeting Cloud for Midsize (North America Only) All Products B85493 Oracle Consulting Add On Technology Pack for Midsize Oracle Consulting Midsize Services Descriptions v docx Page 7 of 195

8 Oracle Sales and Service Cloud B85483 Oracle Consulting Core Implementation Pack for Oracle Sales Cloud for Midsize B85484 Oracle Consulting Core Implementation Pack for Oracle Sales Cloud for Midsize (North America Only) B85485 Oracle Consulting Core Implementation Pack for Oracle Sales Cloud for Midsize (LAD Only) Description of Services Oracle will assist You with the following services ( Services ) related to Your implementation of the Oracle Sales Cloud Base Package ( Base Package ) in Your Oracle Cloud Services Environment: 1. Conduct an introductory telephone conference call with Your project manager to review the Services and estimated timeline for the performance of Services; 2. Conduct an Application and Process Overview Workshop for up to two (2) hours with Your project manager and the project team; 3. Perform the Initial Functional Setup of Your development environment; 4. Conduct a User & Organization Workshop for up to two (2) hours with Your project manager and the project team; 5. Conduct a Business Process Workshop for up to four (4) hours with Your project manager and the project team; 6. Based on input gathered during workshops and as documented in configuration workbooks, configure Your Oracle Sales Cloud development environment, as follows: A. Set up of up to one (1) Organization (Business Unit) and one (1) Country; B. Set up an assignment of up to two hundred (200) users to five (5) seeded roles (e.g. sales rep, sales manager); C. Configure one (1) single language and one (1) single currency to be deployed for all application users; D. Configure the Profile Options for Global Search; E. Configure the Profile Options for Accounting Calendar; F. Configure the Profile Options for Accounts, Contacts, Activities; G. Configure up to ten (10) custom fields on the Account object; H. Configure up to ten (10) custom fields on the Contact object; I. Configure Profile Options for Leads & Opportunities; J. Configure up to ten (10) custom fields on the Opportunity object; K. Configure the Profile Options for Sales Catalog, as follows: 1) Configure the Sales Catalog for up to two (2) Product Group Levels; 2) Configure the Sales Catalog for up to one hundred (100) Product Groups; and 3) Set up Sales Catalog for base usage. L. Configure Profile Options for Oracle Social Network and Oracle Sales Cloud Mobile Application; and M. Activate standard Oracle Transactional Business Intelligence (OTBI) reports. 7. Conduct a configuration familiarization session for up to four (4) hours; 8. Conduct a review session of the Services for up to four (4) hours; Oracle Consulting Midsize Services Descriptions v docx Page 8 of 195

9 9. Make available the standard Oracle Sales Cloud Services End User Guide via a URL; 10. Make available the standard Oracle Sales Cloud Services Administration User Guide via a URL; 11. Conduct a Personalization Session for up to one (1) hour; and 12. Deploy Your Oracle Sales Cloud Services configuration into Your production environment ( Go- Live ). Your Obligations and Project Assumptions In addition to the obligations and assumptions stated in Your order, You acknowledge that Oracle s ability to perform the Services depends upon Your fulfillment of the following obligations and the following project assumptions: Your Obligations 1. Obtain Cloud Services under separate contract prior to the commencement of Services and maintain such Cloud Services for the duration of the Services. 2. Ensure Your existing procedure and business process documentation is made available to Oracle in a timely manner prior to the start of the Services. 3. Notify Oracle within two (2) business days about any inaccuracies or incomplete information in project documents provided by Oracle to You. 4. Develop any necessary end-user documentation, including, but not limited to, documenting specific business practices, data examples and organization/end-user specific policies and procedures. 5. Be responsible for planning, executing, and managing all aspects of the system review, including preparing and executing test cases and plans and reviewing test results. 6. Modify Your processes as necessary to comply with the standard functionality in the Oracle Sales Cloud Services. 7. Be responsible for extracting the data from source systems, cleaning it and translating it in format specified by Oracle and loading in Oracle Sales Cloud application. 8. Maintain responsibility for the implementation of (file based) interfaces in Your existing systems including production and consumption of file based interfaces by non-oracle systems. 9. Ensure that Your team members are dedicated to completing their obligations related to these Services and their assigned tasks under the project work plan. 10. Be responsible for post production maintenance and support of Oracle Sales Cloud application. 11. Be responsible for data migration and system integrations between Oracle Sales Cloud and legacy applications. 12. Be responsible for delivery and conducting end user training. 13. You agree to make reasonable efforts to limit Oracle s access to personal data to the minimum necessary to accomplish the intended purposes. You acknowledge that You are solely responsible for providing any required notices and obtaining any required consents for the processing or transfers of personal data. You acknowledge that Oracle may provide the services from Oracle s global locations. 14. Prior to the commencement of Services, You designate and identify a business resource that will be responsible for coordinating Your participation in this project and provide on-going support for Your implementation of Oracle Sales Cloud. Responsibilities include but are not limited to: A. Provide user feedback during configuration and validation; Oracle Consulting Midsize Services Descriptions v docx Page 9 of 195

10 B. Available as needed during the project to answer Oracle s questions, provide business decisions and other items as required; and C. Provide on-going support to internal users after implementation of Services. Project Assumptions 1. Some Services will be provided remotely via conference calls and web conferences. 2. The Services shall be delivered using Oracle s Cloud Implementation Methodology. 3. All project documentation, presentations and project communication will be in English. 4. Standard functionalities will not be documented. 5. Performance testing, tuning or any management of performance services are not in scope. 6. Go-Live is defined as when the End-to-End system review is completed and users are activated. 7. The Services are designed to Go-live in the production environment at one time with all users (i.e. no multiple or staged Go-lives). 8. Anything not expressly specified in the Description of Services is out of scope. 9. Any timelines or expected completion dates discussed with You are estimated dates and are intended for planning purposes only. 10. Capitalized terms not defined in the agreement or this order shall refer to named functionality and activities within the applicable Cloud Services, as described in more detail within the Oracle Program documentation. Completion of Services Upon completion of the Services, Oracle will provide You with written notice (e.g., a completion certificate). If You fail to provide written notice to Oracle that the Services do not conform to the description as set forth in the above Description of Services, within five (5) business days after the date of Oracle s written notice of completion (the review period ), then the Services shall be deemed completed at the end of the review period. Unused Services The Services must be used within twelve (12) months from Your order s signature date, unless otherwise stated in Your order ( Professional Services Period ). Any Services not used within the Professional Services Period will be automatically forfeited by You, with no further action required of either party, and You will not be entitled to a refund, or any credit toward additional or other services, for any unused portion of the fees paid for any unused Services. You may not use the fees for any services other than the Services stated herein. Expenses In addition to the fees set forth in Your order, You agree to reimburse Oracle for travel and out of pocket expenses related to providing any on-site services. All expenses invoiced monthly hereunder are due and payable in accordance with the payment terms of Your order. Project Management You and Oracle each agree to designate a project manager who shall be responsible for coordinating its activities under this order. You and Oracle each shall direct all inquiries concerning the Services to the other party's project manager. Oracle s project manager shall have the sole right to exercise direct control and supervision over the work assignments of Oracle resources. Oracle Consulting Midsize Services Descriptions v docx Page 10 of 195

11 B85750 Oracle Consulting Add On Implementation Pack for Oracle Sales Cloud Territory Management for Midsize B85751 Oracle Consulting Add On Implementation Pack for Oracle Sales Cloud Territory Management for Midsize (North America Only) B85752 Oracle Consulting Add On Implementation Pack for Oracle Sales Cloud Territory Management for Midsize (LAD Only) Description of Services Oracle will provide You with the following services ( Services ) related to Your implementation of the Oracle Sales Cloud Territory Management module ( Territory Management ) in Your Oracle Cloud Services Environment: 1. Conduct an introductory telephone conference call with Your project manager to review the Services and estimated timeline for the performance of Services; 2. Conduct a Territory Management Design Workshop for up to four (4) hours with Your project manager and project team ; 3. Based on input gathered during the Territory Management Design Workshop and documented in the configuration workbook, configure Your Oracle Sales Cloud development environment, including: A. Define Territory Management Profile options, including defaults and linkages between Territory dimensions and Account classifications B. Configure Profile Attributes, Lookup Values, and Territory Type C. Set up and synchronize dimension and Territory members D. Set up Territory geographies as applicable E. Configure up to twenty (20) Territories F. Configure up to two (2) standard Dimensions G. Perform a one-time batch assignment of Territories H. Setup scheduled processes for Territory Assignment if needed 4. Conduct a configuration familiarization session for up to four (4) hours; 5. Conduct a review session of the Services for up to two (2) hours; 6. Make available the standard Oracle Cloud Sales Administration User Guide via a URL; and 7. Deploy Your Oracle Sales Cloud Service configuration into Your production environment ( Go- Live ). Your Obligations and Project Assumptions In addition to the obligations and assumptions stated in Your order, You acknowledge that Oracle s ability to perform the Services depends upon Your fulfillment of the following obligations and the following project assumptions: Your Obligations 1. Obtain Cloud Services under separate contract prior to the commencement of Services and maintain such Cloud Services for the duration of the Services. 2. Obtain Oracle Consulting Core Implementation Pack for Oracle Sales Cloud for Midsize and its implementation status is either complete or in progress. Oracle Consulting Midsize Services Descriptions v docx Page 11 of 195

12 3. Ensure Your existing procedure and business process documentation is made available to Oracle in a timely manner prior to the start of the Services. 4. Notify Oracle within two (2) business days about any inaccuracies or incomplete information in project documents provided by Oracle to You. 5. Develop any necessary end-user documentation, including, but not limited to, documenting specific business practices, data examples and organization/end-user specific policies and procedures. 6. Be responsible for planning, executing, and managing all aspects of End-to-End System review, including preparing and executing test cases and plans and reviewing test results. 7. Modify Your processes as necessary to comply with the standard functionality in the Oracle Sales Cloud Service. 8. Be responsible for extracting the data from source systems, cleaning it and translating it in format specified by Oracle Cloud and loading in Oracle Cloud Application. 9. Be responsible for post production maintenance and support of Oracle Sales Cloud application. 10. Be responsible for data migration and system integrations between Oracle Sales Cloud Service and Your legacy applications. 11. Be responsible for delivery of and conducting end user training. 12. You agree to make reasonable efforts to limit Oracle's access to personal data to the minimum necessary to accomplish the intended purposes. You acknowledge that You are solely responsible for providing any required notices and obtaining any required consents for the processing or transfers of personal data. You acknowledge that Oracle may provide the services from Oracle's global locations. 13. Prior to the commencement of Services, You designate and identify a business resource that will be responsible for coordinating Your participation in this project and provide on-going support for Your implementation of Oracle Sales Cloud. Responsibilities include but are not limited to: A. Provide user feedback during configuration and validation; B. Be available as needed during the project to answer Oracle s questions, provide business decisions and other items as required; and C. Provide on-going support to internal users after implementation of Services. Project Assumptions 1. Services will be performed remotely by either local or offshore resources. 2. The Services shall be delivered using Oracle s Cloud Implementation Methodology. 3. All services and project communication will be conducted in the English language. 4. Standard functionalities will not be documented. 5. Any services not expressly included in the above Description of Services are considered out of scope 6. The Services are designed to Go-Live in the production environment at one time with all users (i.e. no multiple or staged Go-lives). 7. Any timelines or expected completion dates discussed with You are estimated dates and are intended for planning purposes only. 8. Product dimension will not be used and Opportunity records will be assigned to the same Territory as the Account to which they are associated. Oracle Consulting Midsize Services Descriptions v docx Page 12 of 195

13 9. Capitalized terms not defined in the agreement or this order shall refer to named functionality and activities within the applicable Cloud Services, as described in more detail within the Oracle Program documentation. Completion of Services Upon completion of the Services, Oracle will provide You with written notice (e.g., a completion certificate). If You fail to provide written notice to Oracle that the Services do not conform to the description as set forth in the above Description of Services, within five (5) business days after the date of Oracle s written notice of completion (the review period ), then the Services shall be deemed completed at the end of the review period. Unused Services The Services must be used within twelve (12) months from Your order s signature date, unless otherwise stated in Your order ( Professional Services Period ). Any Services not used within the Professional Services Period will be automatically forfeited by You, with no further action required of either party, and You will not be entitled to a refund, or any credit toward additional or other services, for any unused portion of the fees paid for any unused Services. You may not use the fees for any services other than the Services stated herein. Expenses In addition to the fees set forth in Your order, You agree to reimburse Oracle for travel and out of pocket expenses related to providing any on-site services. All expenses invoiced monthly hereunder are due and payable in accordance with the payment terms of Your order. Project Management You and Oracle each agree to designate a project manager who shall be responsible for coordinating its activities under this order. You and Oracle each shall direct all inquiries concerning the Services to the other party's project manager. Oracle s project manager shall have the sole right to exercise direct control and supervision over the work assignments of Oracle resources. Oracle Consulting Midsize Services Descriptions v docx Page 13 of 195

14 B85753 Oracle Consulting Add On Implementation Pack for Oracle Sales Cloud for Outlook for Midsize B85754 Oracle Consulting Add On Implementation Pack for Oracle Sales Cloud for Outlook for Midsize (LAD Only) Description of Services Oracle will provide the following services ( Services ) related to Your implementation of the Oracle Sales Cloud for Outlook module ( Sales Cloud for Outlook ) in Your Oracle Cloud Services Environment: 1. Conduct an introductory telephone conference call with Your project manager to review the Services and estimated timeline for the performance of Services; 2. Conduct a Sales Cloud for Outlook Overview Workshop for up to two (2) hours with Your project manager and project team; 3. Based on input gathered during the Sales Cloud for Outlook Overview Workshop and documented in the configuration workbook, configure Your Oracle Sales Cloud development environment, including: A. Configure standard enablement of Sales Cloud for Outlook for two (2) seeded roles (i.e. Sales Manager & Sales Rep); and B. Configure two-way data synchronization with Sales Cloud for Outlook (i.e. online and offline mode). 4. Conduct a configuration familiarization session for up to four (4) hours; 5. Conduct an review session of the Services for up to two (2) hours; 6. Make available the standard Oracle Sales Cloud Services Administration User Guide via a URL; and 7. Deploy Your Oracle Sales Cloud Services configuration into Your production environment ( Go- Live ). Your Obligations and Project Assumptions In addition to the obligations and assumptions stated in Your order, You acknowledge that Oracle s ability to perform the Services depends upon Your fulfillment of the following obligations and the following project assumptions: Your Obligations 1. Obtain Cloud Services under separate contract prior to the commencement of Services and maintain such Cloud Services for the duration of the Services. 2. Obtain Oracle Consulting Core Implementation Pack for Oracle Sales Cloud for Midsize and its implementation status is either complete or in progress. 3. Ensure Your existing procedure and business process documentation is made available to Oracle in a timely manner prior to the start of the Services. 4. Notify Oracle within two (2) business days of any inaccuracies or incomplete information in project documents provided by Oracle to You. 5. Develop any necessary end-user documentation, including, but not limited to, documenting specific business practices, data examples and organization/end-user specific policies and procedures. 6. Be responsible for planning, executing, and managing all aspects of system review, including preparing and executing test cases and plans and reviewing test results. Oracle Consulting Midsize Services Descriptions v docx Page 14 of 195

15 7. Modify Your processes as necessary to comply with the standard functionality in the Oracle Sales Cloud Services. 8. Be responsible for post production maintenance and support of Oracle Sales Cloud Services. 9. Be responsible for data migration and system integrations between Oracle Sales Cloud Services and Your legacy applications. 10. Be responsible for delivery of and conducting end user training. 11. You agree to make reasonable efforts to limit Oracle's access to personal data to the minimum necessary to accomplish the intended purposes. You acknowledge that You are solely responsible for providing any required notices and obtaining any required consents for the processing or transfers of personal data. You acknowledge that Oracle may provide the services from Oracle's global locations. 12. Prior to the commencement of Services, You designate and identify a business resource that will be responsible for coordinating Your participation in this project and provide on-going support for Your implementation of Oracle Sales Cloud. Responsibilities include but are not limited to: A. Provide user feedback during configuration and validation; B. Be available as needed during the project to answer Oracle s questions, provide business decisions and other items as required; and C. Provide on-going support to internal users after implementation of Services. Project Assumptions 1. Services will be performed remotely by either local or offshore resources. 2. The Services shall be delivered using Oracle s Cloud Implementation Methodology. 3. All services and communication will be conducted in the English language. 4. Standard functionalities will not be documented. 5. Any services not expressly included in the above Description of Services are considered out of scope. 6. The Services are designed to Go-Live in the production environment at one time with all users (i.e. no multiple or staged Go-lives). 7. Any timelines or dates discussed with You are estimated dates and are intended for planning purposes only. 8. Capitalized terms not defined in the agreement or this order shall refer to named functionality and activities within the applicable Cloud Services, as described in more detail within the Oracle Program documentation. Completion of Services Upon completion of the Services, Oracle will provide You with written notice (e.g., a completion certificate). If You fail to provide written notice to Oracle that the Services do not conform to the description as set forth in the above Description of Services, within five (5) business days after the date of Oracle s written notice of completion (the review period ), then the Services shall be deemed completed at the end of the review period. Unused Services The Services must be used within twelve (12) months from Your order s signature date, unless otherwise stated in Your order ( Professional Services Period ). Any Services not used within the Professional Services Period will be automatically forfeited by You, with no further action required of either party, and You will not be entitled to a refund, or any credit toward additional or other services, for any Oracle Consulting Midsize Services Descriptions v docx Page 15 of 195

16 unused portion of the fees paid for any unused Services. You may not use the fees for any services other than the Services stated herein. Expenses In addition to the fees set forth in Your order, You agree to reimburse Oracle for travel and out of pocket expenses related to providing any on-site services. All expenses invoiced monthly hereunder are due and payable in accordance with the payment terms of Your order. Project Management You and Oracle each agree to designate a project manager who shall be responsible for coordinating its activities under this order. You and Oracle each shall direct all inquiries concerning the Services to the other party's project manager. Oracle s project manager shall have the sole right to exercise direct control and supervision over the work assignments of Oracle resources. Oracle Consulting Midsize Services Descriptions v docx Page 16 of 195

17 B85743 Oracle Consulting Add On Technology Pack for Oracle Sales Cloud Data Migration for Midsize B85744 Oracle Consulting Add On Technology Pack for Oracle Sales Cloud Data Migration for Midsize (LAD Only) Description of Services Oracle will assist You with the following services ( Services ) related to data migration ( Data Migration ) in Your Oracle Sales Cloud Services Environment: 1. Conduct an introductory telephone conference call with Your project manager to review the Services and estimated timeline for the performance of Services; 2. Conduct a Data Migration Workshop for up to four (4) hours with Your project manager and project team; 3. Assist with the following data migration activities of Your development environment; A. Provide advice on recommended practices and approach for data extraction and cleansing; B. Provide guidelines for conforming Your data to Oracle Sales Cloud Services data requirements; C. Assist in mapping legacy data to the configured Oracle Sales Cloud Services; D. Import data, using tools contained within the Oracle Sales Cloud Services, by loading the cleansed data, provided by You, in the Oracle specified format, into the Oracle Sales Cloud Services Environment; E. Migrate up to two hundred thousand (200,000) legacy records into up to four (4) Oracle Sales Cloud entities: Account, Contact, Lead and Opportunity; 4. Conduct one (1) sample data load iteration; 5. Conduct sample data load validation session for up to two (2) hours; 6. Conduct one (1) full data load iteration in development environment; 7. Conduct an review session of the Services for up to two (2) hours 8. Conduct one (1) full data load iteration in Your production environment; and 9. Deploy Your Oracle Sales Cloud Services configuration into Your production environment ( Go- Live ). Your Obligations and Project Assumptions In addition to the obligations and assumptions stated in your order, you acknowledge that Oracle s ability to perform the Services depends upon your fulfillment of the following obligations and the following project assumptions: Your Obligations 1. Obtain Cloud Services under separate contract prior to the commencement of Services and maintain such Cloud Services for the duration of the Services. 2. Obtain Oracle Consulting Core Implementation Pack for Oracle Sales Cloud for Midsize and its implementation status is either complete or in progress. 3. Notify Oracle within two (2) business days of any inaccuracies or incomplete information in project documents provided by Oracle to you. Oracle Consulting Midsize Services Descriptions v docx Page 17 of 195

18 4. Develop any necessary end-user documentation, including, but not limited to, documenting specific business practices, data examples and organization/end-user specific policies and procedures. 5. Plan, execute and manage all aspects of end-to-end system review, including preparing and executing test cases and plans and reviewing test results. 6. Extract the data from Your source systems, cleanse it and translate it to the format specified by Oracle and load it into the Oracle Cloud Services. 7. Implement the file based interfaces in Your existing systems including production and consumption of file based interfaces by non-oracle systems. 8. Post production maintenance and support of the Oracle Sales Cloud Services. 9. Data migration and system integrations between Oracle Sales Cloud Services and your legacy applications. 10. Deliver and conduct end user training. 11. You acknowledge that Oracle may provide the services from Oracle's global locations. 12. You agree to make reasonable efforts to limit Oracle s access to personal data to the minimum necessary to accomplish the intended purposes. You acknowledge that You are solely responsible for providing any required notices and obtaining any required consents for the processing or transfers of personal data. You acknowledge that Oracle may provide the services from Oracle s global locations. 13. Prior to the commencement of Services, You will designate and identify a business resource that will be responsible for coordinating Your participation in this project and provide on-going support of these Services. Responsibilities include but are not limited to the following: A. Provide user feedback during configuration and validation; B. Be available as needed during the project to answer questions, provide business decisions and other items as required; and C. Provide on-going support to internal users after implementation of Services. Project Assumptions 1. Services will be performed remotely by either local or offshore resources. 2. The Services shall be delivered using Oracle s Cloud Implementation Methodology. 3. All services and communication will be conducted in the English language. 4. Standard functionalities will not be documented. 5. Any services not expressly included in the above Description of Services are considered out of scope. 6. The Services are designed to Go-Live in the production environment at one time with all users (i.e. no multiple or staged Go-lives). 7. Any timelines or dates discussed with you are estimated dates and are intended for planning purposes only. 8. Capitalized terms not defined in the agreement or this order shall refer to named functionality and activities within the applicable Cloud Services, as described in more detail within the Oracle Program documentation. Completion of Services Oracle Consulting Midsize Services Descriptions v docx Page 18 of 195

19 Upon completion of the Services, Oracle will provide You with written notice (e.g., a completion certificate). If You fail to provide written notice to Oracle that the Services do not conform to the description as set forth in the above Description of Services, within five (5) business days after the date of Oracle s written notice of completion (the review period ), then the Services shall be deemed completed at the end of the review period. Unused Services The Services must be used within twelve (12) months from your order s signature date, unless otherwise stated in your order ( Professional Services Period ). Any Services not used within the Professional Services Period will be automatically forfeited by you, with no further action required of either party, and you will not be entitled to a refund, or any credit toward additional or other services, for any unused portion of the fees paid for any unused Services. You may not use the fees for any services other than the Services stated herein. Expenses In addition to the fees set forth in your order, You agree to reimburse Oracle for travel and out of pocket expenses related to providing any on-site services. All expenses invoiced monthly hereunder are due and payable in accordance with the payment terms of your order. Project Management You and Oracle each agree to designate a project manager who shall be responsible for coordinating its activities under this order. You and Oracle each shall direct all inquiries concerning the Services to the other party's project manager. Oracle s project manager shall have the sole right to exercise direct control and supervision over the work assignments of Oracle resources. Oracle Consulting Midsize Services Descriptions v docx Page 19 of 195

20 B85745 Oracle Consulting Add On Technology Pack for Oracle Sales Cloud Technical Coaching API for Midsize (North America Only) B85746 Oracle Consulting Add On Technology Pack for Oracle Sales Cloud Technical Coaching API for Midsize (LAD Only) Description of Services Oracle will assist You for up to twenty-four (24) person hours for the following services ( Services ) related to technical coaching API ( Technical Coaching API ) of remote product coaching using Sales Cloud Web Services for Simple Object Access Protocol ( SOAP )/ Web Service Definition Language ( WSDL ) and Representational State Transfer ( REST ) in Your Oracle Cloud Services Environment: 1. Conduct an introductory telephone conference call with Your project manager to review the Services and estimated timeline for the performance of Services; 2. Create a detailed agenda, including identification of the Oracle Sales Cloud Web Services features and/ or functionality that Oracle will address during training; 3. Assist You to generate artifacts for extended objects; 4. Provide request and response samples where required for the SOAP Web Services; 5. Provide JavaScript Object Notation ( JSON ) request samples for REST services; 6. Schedule and provide training based on the detailed agenda described above; and 7. Schedule a follow-up question and answer ( Q&A ) session regarding the features and/ or functionality for which training was provided. Your Obligations and Project Assumptions In addition to the obligations and assumptions stated in your order, you acknowledge that Oracle s ability to perform the Services depends upon your fulfillment of the following obligations and the following project assumptions: Your Obligations 1. Obtain Cloud Services under separate contract prior to the commencement of Services and maintain such Cloud Services for the duration of the Services. 2. Obtain Oracle Consulting Core Implementation Pack for Oracle Sales Cloud for Midsize and its implementation status is either complete or in progress. 3. Develop any necessary end-user documentation, including, but not limited to, documenting specific business practices, data examples and organization/end-user specific policies and procedures. 4. Be responsible for delivery of and conducting end user training. 5. You agree to make reasonable efforts to limit Oracle's access to personal data to the minimum necessary to accomplish the intended purposes. You acknowledge that You are solely responsible for providing any required notices and obtaining any required consents for the processing or transfers of personal data. You acknowledge that Oracle may provide the services from Oracle's global locations Project Assumptions 1. All Services will be provided during the local working hours of business days, excluding public holidays or other pre-arranged dates. 2. Services will be provided remotely via conference calls and web conferences. Oracle Consulting Midsize Services Descriptions v docx Page 20 of 195