Vous êtes sur la page 1sur 6

IMANAMI STATEMENT OF WORK - #LC020916

Self-Service User Verification Lifecycle


THIS STATEMENT OF WORK (SOW OR AGREEMENT) IS MADE AND EFFECTIVE AS OF SEPTEMBER 2,
2016 (THE "EFFECTIVE DATE"), IS BETWEEN IMANAMI CORPORATION WITH OFFICES AT 2301 ARMSTRONG
ST., LIVERMORE, CA 94551 (VENDOR OR IMANAMI) AND LIEBERT CORPORATION, 1050 DEARBORN
DRIVE, COLUMBUS, OHIO 43085 ( LIEBERT OR CUSTOMER).
THE TERM SOFTWARE IS USED WITHIN THIS AGREEMENT TO REFER TO IMANAMI S GROUPID 8.0 SELFSERVICE MODULE.
1.0

BUSINESS USE CASES


1.1 PROFILE VERIFICATION (PHASE 1)
The employee validation process is what ensures the accuracy of the directory
information. Periodically, every employee will receive an email that notifies them
that it is time for them to validate their employee work information. The employee
will simply click the link in an email to go to the profile verification web site and
review their current work information. If all of the information is correct, then the
employee can click the <DONE> button and that completes the validation process.
If any information needs to be changed they can update the information at that
point in time and click the <UPDATE> button.
1.1.1 The automated enterprise-wide user profile validation system will handle the
following functions:
1.1.1..1
All employees are required to validate their profiles on a
configurable timeframe with a default configuration of monthly,
quarterly, and annuall basis.
1.1.1..2
Employees will receive notifications to validate their profile before
action is taken. The notification will be sent out in scheduled intervals
based on configuration settings until a response is provided by the
employee.
1.1.1..3
If no response is received or no action is taken by the employee, a
final notification will be sent to the employee and a reminder
notification to the manager of the employee before the account is
expired (configurable expiration includes locking/suspended/disabling
account).
1.1.1..4
A notification will be sent to the employees manager when the
account is expired.
1.1.1..5
When the expired employee account completes the verification
process it will reset the time clock for the next verification deadline.
1.1.1..6
When the expired account contacts the Helpdesk to request an
extension, their account will be reactivated and given an extension
(configurable but defaulted to 48 hours) to validate their profile.
1.1.1..7
If the employee does not act within the extension period window,
the account will be expired and notification is sent to the primary
manager.
1.1.1..8
If an employee accidentally terminates themselves, their
reinstatement must be requested by the manager or the managers
manager by email request. Verbal approval is unacceptable.

Imanami SOW #LC020916

COMPANY CONFIDENTIAL

1.1.1..9
The expired account will be reactivated/enabled upon notification
from the employees primary manager. Employee is sent a
notification when the account is reinstated/enabled.
1.1.1..10 Expiration and renewal should be available to the Helpdesk as a
button that appears only when these actions are required.
1.1.1..11 When new employees come onboard, they will receive a
notification immediately to verify their account within a configurable
time period (default is one day) after the account is created. After
verification is complete it will reset the time clock until the next
verification deadline.
1.1.1..12 All transactions relating to expiration, renewal, and notifcations
are logged in contextual history.
1.2 Direct Report Lifecycle (Phase 2)
Direct reports have the ability to update their manager as part of the Profile
Verification Lifecycle process. Direct reports can change their manager at any time
before the verification deadline occurs. If the primary managers account is
disabled, the system will force the assignment of a new primary manager. Once the
transaction is complete an email is sent to the new primary manager asking them
to accept or reject the pending transfer. If the transfer is accepted, then the
process is complete. If it has been rejected, then the direct report is reassigned to
the old primary manager and a notification is sent to both the direct report as well
as the old primary manager that the transfer has taken place.
If a direct report is terminated, the primary manager has the ability to update this
information in the directory prior to the next validation cycle and immediately
remove all computer access for that employee. Termination of a direct report can be
performed at any time.
1.2.1 The automated Direct Report feature will handle the following functions:
1.2.1..1
If the direct reports manager is suspended/disabled, the profile
verification process will send a notification forcing the validation
process to occur.
1.2.1..2
If a direct report indicates they have been transferred to a
different primary manager the validation process will send a
notification to the primary manager. If the manager agrees the
changes are updated in Active Directory. If the primary manager
disagrees the direct report will be informed through notification.
1.2.1..3
If a Primary Manager indicates a direct report has transferred an
email is sent to the direct report asking them to agree or disagree
with the transfer. If they agree the direct report will need to select a
new Primary Manager. If they disagree the Primary manager will
receive a notification and the transfer is cancelled.
1.2.1..4
A Primary Manager indicates one of his direct reports are
terminated. The system will suspend/disable the account
immediately.
1.2.1..5
If the suspended/disabled direct report attempt to log in they will
see an onscreen message telling them their primary manager has
reported them as terminated.
1.2.1..6
If a direct report was terminated by mistake, the Helpdesk will
send an email to their Primary manager notifying them of the direct

Imanami SOW #LC020916

COMPANY CONFIDENTIAL

report being locked out. The Primary Manager will need to send an
email to the Helpdesk to unlock the employees account.
1.3 Dotted Line Management (Phase 3)
The customer would like the ability to allow a Direct Report to have multiple
managers, which is called, Dotted Line Management.
1.3.1 Direct Reports can go into the system at any time to add, change, or remove
from their reporting relationship to their dotted-line managers. Or they can
wait until the next validation cycle to update their profile at that time.
1.3.2 Primary Managers and Dotted Line Managers themselves do not have any
workflow approvals to add, change, or remove Direct Reports,
1.3.3 Dotted Line Managers do not participate in the validation email reminders
like Primary Managers do.
1.4 Office Search Feature (Phase 3)
1.4.1 Search by People: allows the end user to look up people based on Last
Name. A list of people is displayed with their title, address, and email
address. Clicking on a person drills into their details.
1.4.2 Search by Business Platform: allows the end user to look up people based on
Business Platform. A list of people is displayed with their title, address, and
email address. Clicking on a person drills into their details. Business Platform
is a pre-configured attribute done in portal configuration design.
1.4.3 Search by Office: allows the end user to look up offices based on city, state,
zip code, or country where the office resides. For example, if I look up an
office by city, it will display all of the office locations within that city. Then I
have the ability to select an office to display the following information:
o
Office Address
o
Office Phone Number
o
Location Code
o
Number of People at the location
o
Managed By
o
Business Platform or Department at the location
o
Number of People in each Department
o
A further click will display a list of people that work at the location.
Clicking on a person drills into their details.
2.0

DESCRIPTION OF WORK
This is a feature enhancement to the designed behavior of the product. To modify the
behavior, we will need to provide code changes to Imanami GroupID 8.0. Below is our
plan to address the customer requirement defined in Section 1.0 - Business Use Cases:

2.1

Profile Verification (Phase 1)


2.1.1 Administrative Configuration:
2.1.1..1
The option to select attributes per role to update and verify, as
required
2.1.1..2
Duration or information of cycle per OU and/or role to enforce the
update and verification.

Imanami SOW #LC020916

COMPANY CONFIDENTIAL

2.1.1..3
Action settings for users that are not verified or updated
(disable/lock/delete/unsubscribe/etc).
2.1.1..4
Action setting for users that are marked as terminated
(disable/lock/delete/unsubscribe). Action may be more than one step
(ie, disable account and unsubscribe O365 license)
2.1.1..5

Actions settings for users that are marked as transferred

2.1.1..6

Action settings for Direct Report verification.

2.1.1..7

Actions setting for Dotted Line Management

2.1.1..8

Enforce new users to validate within a set period of time.

2.1.1..9
Any additional setting necessary that will provide a consistent
flow for the feature.
2.1.2 Services and Functionality:
2.1.2..1
We will need to write a new service to monitor configuration
changes and act accordingly.
2.1.2..2
Notification of actions will be sent to user or manager, as per
configuration.
2.1.2..3
Notification email will be based on variable based template
design.
2.1.2..4
Monitor the activity of enabling or disabling a profile, if validation
does not occur within a set time period and take action accordingly.
2.1.2..5
Monitor all employee profiles based on a set validation date and
take action accordingly.
2.1.2..6
Monitor manager validation based on a set validation date and
take action accordingly.
2.1.3 Web UI Design:
2.1.3..1

Design UI that will be used to update and verify the profile.

2.1.3..2
Create a lock screen method to force a profile update and
verification.
2.1.3..3

Create different functionality modes

2.1.3..4

Create an Office Search Page and Functions

2.1.3..5

Create a Dotted Line Management Button and Functions

2.1.3..6

Create a Direct Reports Lifecycle Page and Functions

2.2 The functions and services mentioned above will be designed according to the
customer requirements listed in Section 1.0 Business Use Cases.
3.0 SUCCESS CRITERIA
3.1 Success criteria will be based upon Imanami completing the defined tasks as outlined
in Sections 2.0.
4.0

SCHEDULE

Imanami SOW #LC020916

COMPANY CONFIDENTIAL

4.1 Imanami will officially schedule work upon receiving this Statement of Work signed
by Customer and upon receiving a PO to purchase licenses for GroupID Self-Service
8.0.
4.2 Imanami will then counter sign and return to Liebert Corporation as verification of
acceptance.
4.3 The estimated delivery date excludes all weekends and holidays.
4.4 The estimated number of days for this project is 118 business work days. Estimates
may change depending on the level of difficulty to implement a feature or unforeseen
issues that may arise during testing.
5.0

COMMUNICATIONS POINTS OF CONTACT


5.1 Imanami Professional Services Robin Soto, robin.soto@imanami.com (925) 2732911
5.2 Imanami Enterprise Account Manager Carrie Gerard, carrie.gerard@imanami.com,
925-273-2902
5.3 Liebert Corporation Mike Pittman, mike.pittman@emerson.com, 614-841-6461

6.0

IMANAMI RESPONSIBILITIES
6.1 Provide personnel required for completing tasks outlined in Section 2.0.
6.2 Conduct status calls on an as needed or requested basis.
6.3 Ensure verification from Customer that all agreed to items listed in Section 2.0 are
completed documented, developed, tested and delivered.
6.4 Provide email and phone support to Customers agreed to customizations for the
period of time as part of Customers valid Maintenance Agreement. Customers
existing MA is valid until TBD.

7.0 CUSTOMER RESPONSIBILITIES


7.1 Establish a test environment which, as much as possible, mirrors Customers
production environment.
7.2 Provide the required personnel who will have the ability to install and verify
acceptance of agreed to deliverables within a 10 day period after the product is
delivered.
7.3 Provide to Imanami after 10 days or agreed upon time frame for acceptance testing;
approval to submit an invoice for Project Delivery Fee (see section 9.0).
7.4 Provide other enhancement related information as reasonably requested by
Imanami.
7.5 Provide accessibility for Imanami requested conference calls.
7.6 Provide prompt response to Imanami email inquiries involving request for
information or clarification on enhancement requirements or customer provided
data associated with this agreement.
8.0 ASSUMPTIONS

Imanami SOW #LC020916

COMPANY CONFIDENTIAL

8.1 All work is to be performed in-house by Imanami. No travel to Customers site is


required.
8.2 Customers inability to provide the items listed in Section 7.0 shall relieve Imanamis
responsibility to meet the criteria for receiving payment.
8.3 Any tasks not listed within Section 2 of this Agreement are deemed Out of Scope
and requires an amended Statement of Work with appropriate cost / time estimates.
8.4 Failure to provide feedback, or request for additional time for acceptance testing,
within 10 business days of the product being delivered shall be construed by Imanami
as acceptance of deliverables to Customer. Imanami will immediately invoice the
Customer for payment of deliverables.
8.5 Imanami shall indemnify the Customer for any damage or loss to the Customers
hardware, software, data or other property, if it is caused by the enhancements made
to the product as identified in Section 2.0 of this document.
8.6 This Agreement does not constitute a transfer of any title or interest in the Licensed
Products, and Imanami reserves all rights in the Licensed Products not expressly
granted to the Customer by this Agreement. The Customer is not permitted to
modify the Licensed Products, or merge or combine the Licensed Products with
other programs, if the Customer violates this prohibition and do so, then any portion
of the Licensed Products that is modified or merged into another computer program
by the Customer, or is combined with other programs or data, shall continue to be
subject to the provisions of this Agreement, and Imanami retains ownership of all
such Licensed Products and all such portions. Imanami retains full ownership and
rights to any and all suggestions by the Customer for changes or improvements to
the Licensed Products. The Customer is hereby granted a perpetual, no-fee license
to Imanami and its designees to use, modify, incorporate and market and distribute
those changes and improvements. Neither this Agreement nor any disclosure of
information hereunder grants the Customer any right or license under any
trademark, copyright, patent or other intellectual property right herein now or
hereafter owned or controlled by Imanami. Imanami shall remain sole owner of its
confidential information and intellectual property.
8.7 The functionality for the features documented in Section 2.0 will be included in future
releases of the GroupID product.
8.8 Imanami will officially schedule work with Customer upon receiving the signed
Statement of Work from the Customer.

Imanami SOW #LC020916

COMPANY CONFIDENTIAL