Deal Sign Off Process
After a deal is signed off, the following process ensures smooth implementation and project execution:
1. Confirming the Opportunity
The partner confirms via email to [email protected] that the opportunity based on the quote sent by DM is won.
2. Partner-Margin Quote
DM sends out the partner-margin based quote for sign-off by the partner via DocuSign.
3. Quote Sign-Off
The partner signs off the quote.
When Dynamics Mobile Team (DM) is Used as a Subcontractor (All Partner Tiers)
When DM acts as a subcontractor (decided by the partner) to implement the solution on behalf of the partner, the following steps apply:
Project Initiation
DM sends the Project Initiation Document (PID) (implementation agreement) to the partner for sign-off. The PID governs the implementation project details, such as team assignments, timeline, phases, etc.
The partner signs the PID. Additionally, the partner receives the Subscription Agreement, which is signed by both the partner and customer.
First Invoice Issuance
DM issues the first payment invoice based on the PID.
Project Kick-Off
A Project Kick-Off Meeting is held with the partner, customer, and DM.
Payment of First Invoice
The first invoice is paid by the partner.
Provisioning Environments
DM provides 3 Dynamics Mobile Portal tenants/environments (DEV, UAT, PROD). The partner and customer provide full admin access for DM to 3 ERP environments (DEV, UAT, PROD).
Analysis Sessions
Analysis sessions with DM, the partner, and the customer are conducted.
Solution Design
DM prepares the Solution Design (SD) document, which is signed via DocuSign by both the partner and the customer.
Implementation
DM implements the solution based on the SD document, including any required customizations.
Change Requests (CRs)
Any customizations are estimated, and a Change Request (CR) is sent out, including invoicing for those changes.
Development & Testing
DM team works on the agreed solution over DEV and UAT environments provided by the partner (if all technical prerequisites are met).
Solution Handover
DM provides the solution handover to the partner.
UAT & Customer Handover
DM provides the solution transfer to UAT, followed by handover/training to the customer (key user only).
UAT Testing
Customer and partner perform UAT testing and provide feedback.
Defect Management
Any defects or deviations from the SD are handled by DM. Changes are managed as CRs.
UAT Acceptance
Customer signs off the UAT Acceptance Protocol.
Final Invoicing
DM issues the final invoice as per the PID and Subscription Agreement.
Solution Transfer to Production
After payment is received, DM transfers the solution to the production environment.
Hypercare
DM provides hypercare during the go-live phase as per the PID.
Transition to Standard Support
The customer transitions to standard support as per the PID.
Silver/Gold partners support the client directly, with DM providing shadow support based on the SLA and prepaid support package with the partner.
Basic partners receive direct support from DM via prepaid SLA/support.
When the Partner Implements the Solution (Silver & Gold Tiers Only)
When the partner handles the solution implementation (as decided by the partner), the process is as follows:
Subscription Agreement
DM sends the Subscription Agreement to the partner and customer for signature.
Environment Provisioning
DM creates 3 tenants (DEV, UAT, PROD) for the customer and provides full admin access to the partner's team.
First Payment Invoice
DM issues the first payment invoice based on the signed Subscription Agreement.
Solution Implementation
The partner performs the solution implementation based on the DM implementation methodology.
Support During Implementation
DM provides support to the customer when needed, requiring an active Partner Support Agreement.
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