Service Activities
The Service Activities below are listed in a typical completion order, but the order may differ per implementation. The following Cadmium provided service activities are typical for implementation but may vary depending on the complexity of the Customer's use case and experience in the Eventscribe platform. An inaugural implementation typically requires 4-6 weeks; the duration of a subsequent implementation is typically 3-4 weeks. A rushed implementation schedule may be feasible but might incur additional costs.
- Kickoff call
- Software training
- Initial Configuration of Submission Site
- Submission Site Pre-launch Call
- Quality Check of Submission Site
- Initial Configuration of Review Site and Review Site Training
- Import of Reviewers and Review Assignments
- Data Migration
- Post Event Configuration Review
Service activities begin when the Customer completes the "Get Started" mission located on the dashboard of the Scorecard module which can be accessed by logging into myCadmium (https://mycadmium.com/) and clicking the 'Scorecard' product bubble for the appropriate event.
Services not listed are outside the scope of this agreement.
Service Activity Descriptions
Activity 1: Kickoff Call
This optional and highly recommended meeting serves as the formal start of the project. The typical duration is 60 minutes or less. The meeting will be scheduled by Cadmium upon Customer's completion of the 'Get Started' Mission. During this meeting, Cadmium will:
- Establish critical milestones and target dates.
- Gather implementation requirements
- Discuss next steps including any tasks that are to be completed by the Customer
- Schedule future training calls as needed.
Activity 2: Software Training
This optional and highly recommended activity is to train the Customer's Point of Contact on how to use the Cadmium provided software to support the Customer's use case. A typical implementation requires 3-4 training calls with additional training available for complex use-cases or extenuating circumstances. It is Cadmium's goal to enable a Customer to use the software independently. Training materials including tutorial clips and written instructions will be provided as needed.
Live training sessions are scheduled upon request by Customer, conducted virtually, recorded upon request, and tailored to a Customer's specific needs which may include discussion about Customer's use case requirements or review of specific module features and functionality. Topics will vary, but may include the following:
- Configuration and testing of Submission Tasks.
- Configuration and testing Logins.
- Using the Communication Module.
- Using the Link Creation power tool for including linked documents.
- Using Custom fields.
The following business use cases are supported but typically require additional training time:
- Multiple submission options including types, topics, sub-topics, and categories
- Multiple rounds of review
Activity 3: Initial Configuration of Submission Site
This activity provides the Customer with an initial configuration of the Submission Site from which the Customer can further customize to accommodate their unique business use case. Cadmium's team will review details about Customer's use case and will establish an initial configuration for a submission site, based on use case details. Establishing submission period dates and guidelines and then providing those guidelines to submitters is the sole responsibility of Customer. The Customer is responsible for reviewing and fully testing the configuration. Enhancing default instructions within each task is easy and highly recommended, however, it is the sole responsibility of the Customer.
- Branding opportunities (e.g., uploading an event banner) are the sole responsibility of the Customer.
- The Customer is responsible for setting task assignments, configuring and testing the customizable Tasks Page, along with configuration and testing of the Login Screen.
Activity 4: Submission Site Pre-Launch Call
This optional and highly recommended meeting with the Customer is to review the site's configuration and prepare for launch. The meeting will cover any or all the following topics, with additional topics covered as requested:
- Customer questions related to set up and testing tasks.
- Reports and Worksheets
- Organizing and filtering data
- Using the Communications module
- Power Tools
- Feedback review
Activity 5: Quality Check of Submission Site
This activity serves as a final review of the site's configuration and completes high-level functional testing for quality assurances before Launch.
- Quality checks are requested from within the 'Pre-Launch Prep' mission found on the product dashboard.
- A Quality Check may take Cadmium 3-4 business days.
- Cadmium will direct Quality Check feedback and recommendations, including suggestions for configuration improvements to the Customer within the Cadmium ticketing system. It is the Customer's responsibility to review the provided feedback and to remediate critical concerns.
Activity 6: Initial Configuration of Review Site and Review Site Training
This optional and highly recommended activity gives Customer an initial configuration of the Review Site, the portal used by Reviewers to review completed submissions and make final decisions.
- Cadmium will complete the initial configuration upon request by the Customer.
- The completion of this activity may take up to three (3) business days.
- Following completion, Cadmium will notify the Customer Point of Contact and provide instructions for testing.
- The Customer is responsible for reviewing and fully testing the configuration.
- Upon request, Cadmium will conduct additional training to demonstrate how review assignments are set and how to test the configuration.
Activity 7: Import of Reviewers and Review Assignments
This optional and highly recommended activity is to import Reviewer and/or Review Assignments for the Customer if those review assignments were established and saved in an external spreadsheet.
- Data imports are requested by completing the 'Import Reviewers' mission found on the product dashboard.
- Data must be properly formatted using the Import Spreadsheet template provided.
- A data import may take (3) business days to be completed.
- This activity allows for a maximum of two (2) separate imports.
Activity 8: Data Migration
This optional meeting is relevant only for Customers who are using Cadmium’s Speaker Management System or Posters solutions. This meeting will:
- Be scheduled upon request by Customer, following the assignment of final decisions and completion of the ‘Migration Prep’ mission.
- Provide training and guidance on how to use the Migration Tool for migrating selected submissions into Cadmium’s content collection systems (Education Harvester and/or Poster Harvester).
- Explain the steps required and proper selections per the Customer's business use case.
- This activity is completed within three (3) business days.
- Following a migration, it is the sole responsibility of the Customer to carefully review and verify the migrated data is accurate and complete.
Occasionally Cadmium's standard migration tool is not sufficient for complex submission sites and Cadmium must conduct a custom migration of data to the Education Harvester or Poster Harvester. If needed, Cadmium will configure, test, and execute this custom migration.
Activity 9: Post Event Configuration Review
This optional activity provides a retrospective review of a product configuration following an event, to achieve optimal configuration for a future event. It is conducted upon request by the Customer and may take up to five (5) business days for completion. If inefficiencies or suggestions for improvement are identified, detailed feedback will be provided to the Customer via Cadmium's ticketing system. Upon request, Cadmium will conduct a training call to provide further explanation of the cited recommendations. It is the Customer's responsibility to review and apply any configuration recommendations provided by Cadmium.
Optional Items
The following are additional services that can be purchased in addition to the standard implementation services for the Scorecard product. Contact your Account Manager for further details and pricing.
Submission Imports
Cadmium will import author data and abstracts that were collected or gathered outside the Scorecard's submission system. For the best user experience, we highly recommend using the Scorecard to collect submissions. Imported submission data is restricted to author information and abstracts but excludes supporting tables/figures/images. Cadmium requires 5-7 business days for completion of a submission import, which begins when Cadmium receives the data.
The Customer's responsibilities include:
- Provide abstract and author data formatted in Cadmium’s standard import template.
- Review imported data to confirm completion and accuracy.
Cadmium's responsibilities include:
- Configure tasks in Scorecard submission site to accommodate imported data.
- Perform import of data, with review.
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