Client Requirements

License Installation Requirements

Please enter the number of licenses required for each type of installation

Outlook Version Professional Citrix Professional Server Professional Stand-alone edition

Edition Edition
2003

Client Requirements
Please indicate what benefits you would like to experience through Orla

Client Comment Response by the Project Manager?

At an end user level 1. 1.
2. 2.
3. 3.
At management level 1. 1.
2. 2.
3. 3.
Standard Operating Environment Audit
A Non-SOE Audit must be completed for every computer not included in the Company SOE

IT Environment Question Response from client

Is Outlook accessed via Citrix or other terminal software?

If Yes, then how many users access Outlook via this method?

Is there any specialized software typically installed on your

user workstations?
(In-House Application, MS CRM, Contact Management, ETC)
What virus and spyware protection software do you use?
What Version(s) of Windows are used ?
What Version(s) of Outlook are used?
What versions of Microsoft Service Packs are installed on
user's workstations?
How do you typically upgrade and install software
(per machine or via server run routines?)

What kind of email server is used?

(exchange/IMAP/POP3)
Where is e-mail typically saved on your network?
(Exchange DB/PST/Server/ETC)
What (if any) policies are in place to manage the size of users
PST files?
Please indicate the size of each user's PST file
Is any email compliance software used? If so please provide
details

Do you run or have installed on Outlook any third party app or

com add-ins? If so please provide details
As Orla requires Admin Rights to install, can we have Admin
access on the day?

Testing Response from Client

Can your organization provide a spare test PC to use located on

your network? (This "Test PC" would be used to run final tests on
in order to ensure maximum compatibility and ease of
integration/role-out.)
Proposed Onsite Testing Dates
Contacts
Please ensure that a Project Coordinator has been designated in case of the Project Sponsor's absence

Client Contacts
Name Position Contact Number Contact e-mail Role on Project
Project Sponsor
Project Coordinator
Technical Representative

Orla Contacts
Name Position Contact Number Contact e-mail Role on Project
Account Manager
Project Manager
Feasibility Study Timetable
Step No. Step Name Description Client Responsibility Deliverable Target Date

Implementation 1.1 1-2-3 Meeting Meeting between the Orla and Prepared as requested First draft of Client Plan D-14
Preparation Client Teams
1.2 Trial Installation Trial installation to ensure possible Ensure Tech Full testing of the Clients' D-14
problems are minimised Representative is Operating Environment
present
1.3 Scheduling Participants are scheduled for all 4 Registers are completed Completed Learning D-12
Learning Sessions and returned to the Registers
Project Manager
1.4 Client Sign off of Client Plan Client to sign off on the Client Plan Review the Client Plan Clients' approval to D-3
and sign off after continue with the
incorporation of any Implementation
final comments
1.5 Installation Full installation Ensure all requirements Successful installation D-2
are met
Installation and 2.1 Group Presentation Group Introductory Presentation Every scheduled All Participants attend D
Learning Session Participant attends the
full presentation
2.2 Personal Workshops 1 hour sessions between each Participants are All Participants attend D
Participant and an Orla Organizer available at their
at the Participant's desk Scheduled time
Follow-up 3.1 Clinic #1 Individaul 20 minute on-site Ensure users are All Participants attend D+1
Workshops available at their
scheduled time
3.2 Ongoing Support Support is available to all Forward any urgent Any issues are logged Ongoing
Participants via the website and queries to Project and dealt with by the
through the Project Manager Manager Orla Team
3.3 Clinic #2 Individaul 20 minute on-site Ensure users are All Participants attend D+7
Workshops available at their
scheduled time
3.4 Day 15 Survey A 2 minute online survey Ensure all Participants All surveys complete D+14
complete the survey
3.5 Feasibility Study Workshop A Workshop between the Orla Ensure as many Feedback gathered D+18
Team and Feasibility Study Group Participants as possible
to assess Orla offer feedback
Next Steps 4.1 Next Steps Meeting A Meeting between the Client and Ensure meeting is Decision on the Next TBD
Orla Account Manager to discuss attended by Steps with Orla
Next Steps recommended
individuals
Facility Requirements
Please indicate if the listed requirements are available as they may affect the comfort of the Participants and the Orla Organizers
Area Requirement Yes/No Comments
Training Room Seating for 4 Participants
Space for 2 Organizers at front of room
Table for Organizers
Projector
Projector screen or blank wall
Airconditioning/ventilation
Appropriate lighting
Organizers' Break Out Area An area to take refreshments
Participants' Workstations Quiet, interruption free location
Space for 1 Organizer
Chair for Organizer
Are all Participants in the same location?