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Professional Services shall be based on the Subscription Package Scope. Mindtickle shall provide Professional Services assistance to implement Mindtickle support only the Subscription packages licensed to the Customer in the relevant Order.
Included with the Readiness package, Mindtickle shall provide the following Professional Services for one(1) Mindtickle Learning Site (“Mindtickle instance”)-
Included with the Enable package, Mindtickle shall provide the following services for 1(one) Mindtickle instance:
Included with the Transform package, Mindtickle will provide the following Professional Services for 1(one) Mindtickle Instance:
Included with the LMS package, Mindtickle shall provide the following Professional Services for 1(one) Mindtickle instance:
The following services are out-of-scope of standard implementation packages unless additional services are purchased to accomplish the services outlined below, but not limited to:
When Customers require additional services or scope, Mindtickle will work jointly with Customers on a Statement of Work agreement to analyze and document the scope, level of effort, tasks, and additional fees.
Following Professional Services will be provided:
Out of Scope:
As part of the CallAI Implementation package, Mindtickle shall provide the following Professional Services for 1(one) Mindtickle instance:
Out of Scope:
As part of the Asset Hub Implementation package, Mindtickle shall provide the following Professional Services for 1(one) Mindtickle instance:
Out of Scope:
As part of the Digital Sales Room Implementation package, Mindtickle shall provide the following Professional Services for 1(one) Mindtickle instance:
Under the Custom Technical Solutions Package, the Tech Solutions team provides the following services, ensuring alignment with the agreed engagement terms and restricted by technical feasibility:
Key Clarifications
Out-of-Scope Services (for Custom Technical Solutions)
The following services are not in the scope. In the event that an out-of-scope service is deemed necessary, both MindTickle and the Customer shall collaborate to ascertain and document the service’s scope, level of effort, and tasks through a change order. Out-of-scope services include the following:
Assumptions for FTE equivalent resource engagement:
At Customer’s request, Mindtickle may provide designated resources (“Consultant/s”) for Technical Solutions and such arrangement would be specified in the Order. The assumption for Consultant engagement are as follows:
If during the integration process, Mindtickle determines that the Customer has SSO, HRMS, and other business applications which prevent a standard integration with the Mindtickle Platform, then Mindtickle will work with the Customer to estimate the additional integration effort involved and submit a change order to Customer for approval before continuing with the integration work.
Included with the Professional Services Advisory Package, MindTickle shall provide the following services based on the number of hours purchased:
Professional Services Advisory Engagement Terms
Mindtickle will provide a resource (“Consultant”) for providing PS Advisory Services subject to the following terms and conditions:
Out-of-Scope Services (for PS Advisory)
The following services are not in the scope of the contract and may require additional fees to be delivered. In the event that an out-of-scope service is deemed necessary, both MindTickle and the Customer shall collaborate to ascertain and document the service’s scope, level of effort, and tasks through a change order. Out-of-scope services include, but are not limited to, the following:
Following Professional Services will be provided:
Mindtickle will staff a Professional Services Consultant, CaaS Consultant & Solutions Architect to provide the agreed-upon services.
Mindtickle Staff Role | Responsibilities |
Professional Services Consultant | • Project management •Advise implementation and configuration •Provide leading practices •Oversees other Mindtickle roles |
Solutions Architect | • Provide technical guidance on standard, in-scope integrations •Performs technical integration tasks required to enable Customer to configure and test the integrations in scope |
Content as a Service (CaaS) Consultant | • Oversees the design, development, and delivery of in-scope content deliverables |
Customers will staff a team responsible for the duties of the roles below and any additional roles as required.
Customer Staff Role | Description |
Enablement Owner | • Defines overall vision, goals, operational standards, and processes for deploying Mindtickle with Customer organization. |
Program Manager | • Develops enablement program plans, drives engagement, and provides reports/data insights |
Content Author | • Develops program content |
Enablement Admin | • Responsible for site and User Admin; supports content authors with Platform usage |
IT Admin/Developer | • Develops and/or configures, and tests integrations |
Customers will provide timely access to all necessary resources, including personnel, content, IT systems, etc. as necessary for Mindtickle to provide the Services.
Customers acknowledge that implementing Mindtickle is a coordinated effort between the Customer and Mindtickle Professional Services teams. The customer agrees to take ownership of activities identified as the customer’s responsibility during the implementation of Mindtickle.
Customers agree to perform the following activities and/or prepare the following pre-requisites for each implementation package:
Package | Customer responsibilities or pre-requisites |
LMS | • Customer must come with a competency model to be implemented on the Mindtickle platform at or before executing the contractual agreements. •If/When Customer does not have a competency model available in time, Customer agrees to use the default Mindtickle ideal rep profile and prioritize up to 5 competency groupings •Customer must come with an enablement program ready to deploy from the following sources •If/When Customer does not have a program available in time, Customer agrees to deploy a program from the below sources ◦Any template from the Mindtickle template gallery ◦Purchase a program from Mindtickle’s Partners |
Readiness | • All responsibilities and pre-requisites in the LMS package and; •Identify by no later than week 2 of the implementation a cohort of 2-3 front-line managers for the coaching session •If/When the Customer does not have a program available in time, The Customer agrees to deploy a program from the below sources ◦Mindtickle Ready-To-Deploy programs ◦Any template from the Mindtickle template gallery ◦Purchase a program from Mindtickle’s Partners |
Enable | • All responsibilities and prerequisites in the LMS and Readiness package. |
Transform | • All responsibilities and prerequisites in the Enable package, and •Identify by week 2 of the implementation a cohort of 2-3 front-line managers for CallAI |
Prior to implementation kick-off, Customer admin(s) involved in the project shall attend either self-paced training on Mindtickle University or live workshops hosted by Mindtickle for subscribed products as per the Recommended training chart shown below
All Professional Services will be provided at the Customer site or in Mindtickle offices remotely, as per the project requirements and as mutually agreed between Mindtickle and the Customer.
For older versions of the Terms of Professional Services Scope and Services Description:
Training, content, & insights revenue teams need to win over buyers and close more deals.