Migration Services
Migrating from your current TrueComp® release to TrueComp Enterprise - our fifth generation of EIM software - brings
your organization to the next level of incentive compensation management, with modeling capabilities and an all-new
user interface. TrueComp Enterprise also establishes a technology framework for lower total cost of ownership and
ongoing success in today’s demanding marketplace.
In order to help you develop a well-thought-out migration strategy and ensure you realize the full benefits of
TrueComp Enterprise, Callidus offers Migration Services that include:
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detailed needs assessment
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live pilot project
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comprehensive migration plan
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data migration strategy
Specifically, The Callidus Migration Services Team will work with you to create a data conversion strategy that meets
your specific requirements. For example, they’ll consider factors such as how static or dynamic your compensation
plans and rules are, as well as the amount of historical data needed for reporting and analysis. Careful analysis of these
variables by our migration experts can help control migration and maintenance complexity and costs, and ensure longterm success. In most cases, an optimum migration path is identified and a pilot is running within two weeks.
The Migration Process
Beginning with the creation of a well-defined project scope, the migration process is an iterative one. In each phase,
the deliverables and outcomes are designed to increase your team’s expertise and enable a smooth transition to the
next phase.
The first step is exploration and qualification. During this process, which is designed to confirm the value of migration
for your organization and explore migration strategies, we conduct a preliminary evaluation, recommend migration
strategies and explain their implications and benefits.
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The next and possibly most important step of the migration process is the Pilot and Project Planning phase. Designed to minimize
your costs and ensure success, this phase begins with a small-scale TrueComp migration using a subset of your production data.
This pilot helps us identify any potential data issues and document a repeatable migration process. After the pilot is complete,
project planning begins. Based on your current and future business and IT requirements, we review your current hardware
environment, resource availability, data status, and the testing and deployment environment and timeframe. Using the results of
the pilot project, we provide a preliminary project plan with an estimate of duration, resources, roles and responsibilities, and an
estimate of consulting fees for any technical areas in which you may need additional, paid support.
Step number three is project delivery. The Migration Services team will work with you to migrate the TrueComp Manager and
reporting components, and will complete data integration and any interface and reporting changes you require.
Throughout the process, we provide customized training and responsive support services to help increase your team’s product
expertise. At the end of the migration, we follow through with post-deployment support that ensures your long-term success and
satisfaction.
Whether a Callidus migration team leads the project or simply provides skill-specific resources as needed is entirely up to you. You
can also choose to utilize our lab or manage the migration on-site. Other options include a fixed scope and fixed fee deployment
for straightforward migrations, or, for more complex environments, a migration plan that is tailored to your specific operations.
Below is an overview of the scope of each migration phase.
Stage
Exploration & Qualification
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Pilot & Project Planning
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Project Delivery
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Training and Support
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Description
Price
Product demo on site or via webcast
Overview of migration strategy and approaches
Preliminary information gathering and qualification
Free of charge (coordinated through your
Callidus Software Account Manager)
Pilot project at Callidus Customer Operations Center
(approx. 2 weeks)
Hardware review and sizing
Readiness assessment
Strategy recommendation
Project scoping and contracting
Provided for a fixed fee of $15K, which
will be credited against any additional
Project Delivery or Training and Support
services.
Customer primed delivery on site, or
Callidus primed delivery on site, or
Callidus Customer Operations Center plus on-site
deployment
Quoted on a per-project basis
Quality assurance by Callidus Expert Services
Custom and standard training by Callidus Education
Ongoing support by Callidus Technical Support
Quoted on a per-project basis
For more details about this program, please contact your Callidus Account Manager, Regional Managing Director, or call Callidus
worldwide headquarters and ask for Migration Services.
Corporate Headquarters
Callidus Software, Inc.
160 West Santa Clara Street, 15th Floor
San Jose, CA 95113 USA
Tel: (408) 808-6400
Fax: (408) 271-2662
info@callidussoftware.com
USA Offices
Atlanta, Austin, Chicago, Dallas, New York
International Offices
London, Sydney
www.callidussoftware.com
© 1998-2005 Callidus Software Inc. All rights reserved. Callidus Software, the Callidus Software logo, Callidus TrueAnalytics, TrueChannel, TrueComp, TrueComp Datamart, TrueComp Grid,
TrueComp Manager, TrueInformation, TrueIntegration, TruePerformance, TrueReferral, TrueResolution, TrueService and TrueSupport are trademarks of Callidus Software Inc. in the United States and
other countries. All other brand, service or product names are trademarks or registered trademarks of their respective companies or owners. 12/05 PDF