Unify OpenScape Identity and LifeCycle Assistant workshop Commercial in Confidence All information contained herein, including but not limited to information provided in soft copy format and any amendments to this response howsoever provided, is information of commercial value and is provided in strict confidence for the sole purpose of evaluation by you and/or your representatives for that purpose. This response shall not be used for any other purpose and shall not be copied or disclosed wholly or in part to any other party without prior written approval by an authorised representative of Unify and shall be held in safe custody. The restriction does not cover information that is published or known from sources other than Unify provided that it is not made in breach of any obligation of confidence. Any general queries relating to this response should be directed to the Account Manager, whose details are below: Name: Nigel Shaw Position: Account Manager Tel No: 01908 817375 Email: email@example.com Table of Contents 1. Executive Summary 4 2. The Approach 5 3. Commercial Overview 7 4. Customer Responsibilities 11 Amplify Collective Effort - Dramatically improve performance Page 3 of 12 1. Executive Summary OpenScape Lifecycle Identity and Access workshop Unify has been deploying Identity and Access Management (IDAM) solutions for its customers for over 10 years. Our customers have used Identity and Access Management solutions to deploy complex enterprise applications, where the customers have realised the business benefits in automating the identity provisioning lifecycle, increasing security controls, enforcing string auditing all within business specific regulatory constraints. Each and every deployment has its technical and internal challenges that need to be overcome, to ensure the business achieves the effective benefits of an IDAM solution. To support our customers Unify have developed a proven methodology that identifies the technical and internal challenges to make sure our customers realise the benefit investment in their OpenScape Unified Communications, by using the OpenScape Identity LifeCycle Assistant as a service desk tool. This workshop covers the deployment, provisioning, and migration that would be simplified, requiring less skilled staff and customer will benefit from increased productivity and positive return on Investment. Amplify Collective Effort - Dramatically improve performance Page 4 of 12 2. The Approach The review is to capture the current landscape of the customer’s Identity and Access Management requirements, current infrastructure by adopting the base OpenScape Identity LifeCycle Assistant, and additional configurations that are available to meet their requirements. The base package offers: Multi-tenanted capable OSILA on a dedicated or VMware virtualised Windows 2008 server,with one customer setup. Manage one OpenScape Voice v7, OpenScape UC v7, Xpressions v6, and Deployment service v6 (for the devices). Standard set of product packages; providing support for: office worker, mobile worker,Analogue interface and Meeting Room phones. Web based Management interface to manage users, subscribers, group features, and tickets. 2 management roles supported. E-mail notification for Administrators, and end users, with a standard set of templates for the customer to customise to meet roll out. Data Capture tool (DCT) with standard OSILA functionality that generates the necessary filestore to perform bulk import into OSILA for Users, subscribers, and groups. Standard Web based Phone directory with customer logo, and colour scheme. Password reset On-site Service Desk training Optional packages are available on top for certain functions: Produce packages tailored for Customer’s OpenScape Environment End User Self Service Active Directory Integration Yellow Page Support in Phone Directory Tiger call logger Integration OSLA reliance for large solution requiring service continuation under failure situation The Unify approach offers the following benefits: Improving end user experience – reducing the number and complexity of passwords to be used; Improving and streamlining processes around the provisioning and de-provisioning of users, which provides greater flexibility of the granting and removing application access rights; Audit trails and business processes to demonstrate compliance to best practice standards in the event of an investigation; Increasing security and technical capability of staff and awareness of secure working practices; Will enable the organisation to move closer to the strategic ambitions of your identity management requirements such as role base access. This will grant access to applications automatically based on their role as defined in the HR system; Improving value for money, savings and costs by identifying the best solution; Improving bottom line IT TCO (total cost of ownership) by furthering the implementation of security best practices (ISF Survey); Allow the organisation to standardise on an Identity and Access Management framework which can be used for all current and future applications; Improve and simplify the access method for all users access to applications; Amplify Collective Effort - Dramatically improve performance Page 5 of 12 Ensures that all access is audited in a compliant manner. Amplify Collective Effort - Dramatically improve performance Page 6 of 12 3. Commercial Overview Project Staff Within the on boarding activities for the services, a number of different skills are required, and therefore a number of different consultants may be used depending on the specific elements of work required. The following table shows the roles which are available, and how the roles map to the Skills for the Information Age (SFIA) definitions within the G-Cloud standard Rate Card. The costs and discount structure are available in the standard rate card. This is provided as a separate attachment on the G-Cloud portal. Role Skills for the Information Age Role Business Analyst Business Change (including Business Change Implementation, Business Change Management and Relationship Management) Strategy & architecture (including Information Strategy, Advice and Guidance, Business/IT strategy and planning, Technical strategy and planning) Solution development & implementation (including System Development, and Installation and Testing) Solution development & implementation (including System Development, and Installation and Testing) Solution development & implementation (including System Development, and Installation and Testing) Solution development & implementation (including System Development, and Installation and Testing) Service Management (including Service strategy, Service Design, Service transition and Service Operation) Network Specialist Developer Technical Architect Senior Identity Management Consultant Security Specialist Project Manager Delivery Lead Times Standard deployment time for connection to a Unify G-Cloud service is from 8 weeks (depending on the complexity of the solution) Standard delivery time for any one-time professional services unrelated to the delivery of a Unify GCloud service shall be 8 weeks Standard delivery time for any capital based hardware items is 8 weeks Amplify Collective Effort - Dramatically improve performance Page 7 of 12 Workshop Project Staff The following table shows the roles which are available, and how the roles map to the Skills for the Information Age (SFIA) definitions within the G-Cloud standard Rate Card. Role Skills for the Information Age Role Senior Identity Management Consultant Solution development & implementation (including System Development, and Installation and Testing) On-boarding and Ordering Procedures The Customer shall determine the type and quantity of each product and service required from the Unify GCloud price list. Any enquiries during the item selection process can be submitted via the G-Cloud portal or e-mailed to Unify at the specified e-mail address. Unify shall respond within two working days. The Customer shall submit their order via the G-Cloud portal or e-mail their order details through to Unify at the specified order e-mail address. Orders will be assigned to the Unify Accredited Central Operations (ACO) team for implementation. ACO implementation activities shall include: Receipt and acknowledgement of order Co-ordination of pre-delivery commercial activities including Call-Off Contract preparation and signing, credit checking, creation of Customer PO and establishment of key contacts Assignment of a project office representative to remotely manage your deployment. Any on-site project management presence is chargeable in accordance with the G-Cloud price list Validation of the technical solution with a Unify solution architect and further consultation with the customer if required. This is to ensure the business needs of the Customer are met Co-ordination of data capture via a Customer Data Collection (CDC) form and data validation activities with Unify technical staff which may include WAN/LAN compliancy, user profile information, number porting (where applicable) and any bespoke security requirements Production of a project plan with target dates for key milestones including “go-live” of the deployment (or discreet phases of the deployment, if required) and user training (including floor walking and early life support) Liaison with the Customer throughout deployment period The Customer is required to provide all relevant and requested information to Unify in a timely manner to enable the preparation of the deployment. Failure to do so may result in a slippage to, and subsequent amendment of, the key milestone deployments dates. Examples of documentation may include: Signed Call-Off Contract Customer Data Capture (CDC) form WAN / LAN Compliancy Statement (if self-certifying) Letter of Authority (for carrier engagement) if number porting is required Key point of contact and escalation path Amplify Collective Effort - Dramatically improve performance Page 8 of 12 The Customer may add additional services or additional users during the contract period by following the procedure set out above. Off-Boarding Procedures Subject to a minimum notice period of 30 days in writing, the Customer may cancel some, or all, of the services. Upon the designated termination date, the service shall be disconnected. Subject to a minimum notice period of 30 days in writing, the Customer may request deletion of users from the service. Termination Procedures Each recurring service has a minimum term period of 365 days. Each service will continue to be invoiced on a monthly basis until terminated. If the Customer wishes to cancel the service a minimum written notice of 30 days must be issued to Unify. The termination date shall be 365 days from receipt of the cancellation notice. Each terminated service shall be invoiced until the end of the month in which the termination date occurs. No termination fees shall be applicable in the event of termination. In the event Unify wishes to terminate the service, it shall issue no less than six month’s notice to the Customer. Invoicing Procedures On completion of the deployment of the project (or project phase if applicable) any one-time professional charges shall be invoiced in full On completion of delivery of any capital based hardware, the hardware shall be invoiced in full. On completion of the deployment of the project (or project phase if applicable) the service is considered live and any service charges will be invoiced on a monthly in arrears basis for services consumed. Beyond the initial implementation additional users for a service (or additional capital items) can be ordered from Unify and added to the solution. Additional users for each service will be included from the date on which they go-live. Beyond the initial implementation users can be deleted from the solution by e-mailing the Unify ACO. Deleted users will be removed from the agreed termination date Invoices shall be computed from live usage data recorded in Unify’s in-house billing engines. Invoices shall specify: The unique Service Order reference The line value, breaking Charges down to at least the equivalent level of detail as provided in the GCloud pricing Total value excluding Value Added Tax (VAT) The VAT percentage The total value including VAT The tax point date relating to the rate of VAT shown Invoicing terms and requirements: Amplify Collective Effort - Dramatically improve performance Page 9 of 12 Standard billing provision will be via email and/or paper invoice Invoices shall be raised monthly in arrears for the recurring monthly services Invoices for any one-time professional services shall be raised upon project completion (or phases of the project, if applicable) Invoices for any hardware shall be raised upon delivery Deliverables The output is a report highlighting detailing the Business Drivers and Customer Requirements captured, High-Level Integration design, assumptions, constraints and dependencies together with a Statement of Work and high-level implementation roadmap. Amplify Collective Effort - Dramatically improve performance Page 10 of 12 4. Customer Responsibilities You will be required to provide the information on how your existing business processes work for the management of identities across your estate. This includes: - How users are created; - How users are deleted; - How users are assigned and de-assigned roles; - How users change passwords; - How users change their information (phone number, location); - How users search for information about other users; You will be required to provide a location and meeting facilities so the workshop can take place; You will be required to provide contact details of key personal within your organisation to ensure that you obtain the most from the workshop; Dependencies The following is a list of dependencies that the customer needs to obtain the most from this workshop: Has already or will soon to be deploying an OpenScape Unified Communications; Amplify Collective Effort - Dramatically improve performance Page 11 of 12 About Unify Unify—formerly known as Siemens Enterprise Communications—is one of the world’s largest communications software and services firms. Our solutions unify multiple networks, devices and applications into one easy-to-use platform that allows teams to engage in rich and meaningful conversations. The result is a transformation of how the enterprise communicates and collaborates that amplifies collective effort, energizes the business, and dramatically improves business performance. Born out of the engineering DNA of Siemens, Unify builds on this heritage of product reliability, innovation, open standards and security to provide integrated communications solutions for 75% of the Global 500. Unify is a joint venture of the Gores Group and Siemens AG. Copyright © Unify GmbH & Co. KG, 2013 Hofmannstr. 51, D-81379 Munich, Germany All rights reserved. Reference No.: A31002-P3010-D101-2-7629 OpenScape, OpenStage and HiPath are registered trademarks of Unify GmbH & Co. KG. All other company, brand, product and service names are trademarks or registered trademarks of respective holders. Copyright © Unify GmbH & Co. KG 2013. 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