Statement of Work for Ephesoft projects
Statement of Work (SoW)
A statement of work, also known as SoW, is actually a very commonly used project management document. It is the narrative description of a project’s work requirement and it defines project-specific activities, deliverables, and timelines. It’s an extremely detailed document as it lays the groundwork for a project plan.
A simple but powerful overview!
At Fellow Consulting we have an experienced team in Ephesoft projects so that we can give our clients the best service and solution.
Let’s take it step by step…
Every step is filled with experience and trust in a better solution for our clients.
1. Statement of Work
It is the narrative description of a project’s work requirement and it defines project-specific activities, deliverables, and timelines for a vendor providing services to the client. In case there is no SoW template already, we can create a more personalized solution.
- Prerequisites: Several invoice and supplier examples with the minimum quality of 600 dpi.
- Expected total duration: Fellow Consulting AG: 1 day. Client: The sending of the requirements depends on the customer, we count on 1 day.
2. Cloud: Yes or No?
This is the first question that our client should ask himself: Cloud or local server?
You can count on us for support and help with either one of the two options.
3. Install Ephesoft Server
The main advantages of a local server are that the uploading and the downloading speed is higher, that the system set-up control is extendable to your backups and that the security feels better since only you can access it physically and digitally.
- Prerequisites: Access to the machine.
- Expected total duration: Fellow Consulting AG: 1 day per server. Client: –
4. Single sign on (SSO)
Here the customer can consider three options, he can choose between an Active Directory, an LDAP or Infor on-Premises. Whatever the decision, Fellow Consulting is here to provide support and professional services.
- Prerequisites: Credentials with URL, username and password. We also need groups and sample users for each group. Access to Domain Controller Machine with certificate and user credentials.
- Expected total duration: Fellow Consulting AG: 2 days. Client: The sending of the requirements depends on the customer, we count on 1 day.
5. Create Invoice Batch Class
Each batch class has a primary configuration where workflows, classification, and extraction are configured and managed differently. According to our client’s wishes and needs, we can establish a personalized solutions and configuration.
- Prerequisites: Several invoice and supplier examples with the minimum quality of 600 dpi.
- Expected total duration: Fellow Consulting AG: 2 days for batch class. 1 day per vendor. So about 2 weeks in total. Client: The sending of the requirements depends on the customer, we count on 1 day.
6. Test and Status
After completing these configurations steps, it’s time to test it. The status report will show the client how far along we are and what accomplishments and further tasks we did and will have to do.
- Prerequisites: Auto Testing.
- Expected total duration: Fellow Consulting AG: – Client: The autotest can take 1 day.
7. Installation of batch class
After approval of the status report, it’s time to establish and install these batch classes in the customer’s system.
- Prerequisites: –
- Expected total duration: Fellow Consulting AG: 2 days. Client: –
8. Connection to Infor LN/M3
We can offer further optional services that could help you manage all your data.
Connecting to Infor LN/M3 means when uploading files to Ephesoft Transact, the main purpose is to transfer and extract these files to an Infor system.
- Prerequisites: ION API file. Access to Infor OS. Connection Points in Infor ION. Document file name and field mappings. Access to Infor dev instance.
- Expected total duration: Fellow Consulting AG: 1- 2 days. Client: The sending of the requirements depends on the customer, we count on 1 day.
9. Fuzzy DB
Another optional service:
Fuzzy DB is a database that is able to deal with uncertain or incomplete information using fuzzy logic. So, we are going to establish a connection with your LN and M3 systems, so that data can be searched and extracted.
- Prerequisites: SFTP (on cloud). Connection points in Infor ION. Access to ERP dev instance.
- Expected total duration: Fellow Consulting AG: 2 days. Client: The sending of the requirements depends on the customer, we count on 1 day.
10. Test and Feedback
After all the work of putting it all into work, now it would be time to test it with the customer and see if everything is working as planned. At the end of the project, we give our clients a handover with the overall work and project development.
- Prerequisites: Test at the customer’s site and give feedback.
- Expected total duration: Fellow Consulting AG: 2 days. Client: The sending of the feedback depends on the customer, we count on 1 day.
11. Training
This is the last step, where we dedicate more or less one week to elaborate on a training program for the customer. We help with implementing and teaching it in the company so that the client can get used to it faster.
- Prerequisites: –
- Expected total duration: Fellow Consulting AG: 2-3 days. Client: Presence and attention to the training – 2-3 day.
Experience makes the master!
With our experience in Ephesoft projects, we are able to standardize these steps and give you a faster and enjoyable service.