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Client Requirements

License Installation RequirementsPlease enter the number of licenses required for each type of installation

Outlook Version Professional Stand-alone edition

2003

Client RequirementsPlease indicate what benefits you would like to experience through Orla

Client Comment Response by the Project Manager?

At an end user level

At management level

Professional CitrixEdition

Professional ServerEdition

1.2.3.

1.2.3.

1.2.3.

1.2.3.

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Standard Operating Environment AuditA 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?

What virus and spyware protection software do you use?

What Version(s) of Windows are used ?

What Version(s) of Outlook are used?

Please indicate the size of each user's PST file

Testing Response from Client

Is there any specialized software typically installed on youruser workstations?(In-House Application, MS CRM, Contact Management, ETC)

What versions of Microsoft Service Packs are installed onuser'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 usersPST files?

Is any email compliance software used? If so please providedetails

Do you run or have installed on Outlook any third party app orcom add-ins? If so please provide details

As Orla requires Admin Rights to install, can we have Adminaccess on the day?

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

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ContactsPlease 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

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Feasibility Study Timetable

Step No. Step Name Description Client Responsibility Deliverable Target Date

1.1 1-2-3 Meeting Prepared as requested First draft of Client Plan D-14

1.2 Trial Installation D-14

1.3 Scheduling D-12

1.4 Client Sign off of Client Plan Client to sign off on the Client Plan D-3

1.5 Installation Full installation Successful installation D-2

2.1 Group Presentation Group Introductory Presentation All Participants attend D

2.2 Personal Workshops All Participants attend D

Follow-up 3.1 Clinic #1 All Participants attend D+1

3.2 Ongoing Support Ongoing

3.3 Clinic #2 All Participants attend D+7

3.4 Day 15 Survey A 2 minute online survey All surveys complete D+14

3.5 Feasibility Study Workshop Feedback gathered D+18

Next Steps 4.1 Next Steps Meeting TBD

ImplementationPreparation

Meeting between the Orla andClient Teams

Trial installation to ensure possible

problems are minimised

Ensure Tech

Representative ispresent

Full testing of the Clients'

Operating Environment

Participants are scheduled for all 4Learning Sessions

Registers are completedand returned to theProject Manager

Completed LearningRegisters

Review the Client Planand sign off afterincorporation of anyfinal comments

Clients' approval tocontinue with theImplementation

Ensure all requirementsare met

Installation andLearning Session

Every scheduledParticipant attends thefull presentation

1 hour sessions between eachParticipant and an Orla Organizerat the Participant's desk

Participants areavailable at theirScheduled time

Individaul 20 minute on-siteWorkshops

Ensure users areavailable at theirscheduled time

Support is available to allParticipants via the website andthrough the Project Manager

Forward any urgentqueries to ProjectManager

Any issues are loggedand dealt with by theOrla Team

Individaul 20 minute on-siteWorkshops

Ensure users areavailable at theirscheduled time

Ensure all Participantscomplete the survey

A Workshop between the OrlaTeam and Feasibility Study Groupto assess Orla

Ensure as manyParticipants as possibleoffer feedback

A Meeting between the Client andOrla Account Manager to discussNext Steps

Ensure meeting isattended byrecommendedindividuals

Decision on the NextSteps with Orla

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Facility RequirementsPlease 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 roomTable 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?