Service Listing 3 - Speaker Management System

Service Activities

The Service Activities below are listed in typical completion order, but the order may differ by implementation.  The following Cadmium provided service activities are typical for Cadmium's Speaker Management System (Education Harvester) implementation but may vary depending on the complexity of the Customer's use case and experience with the Cadmium platform.  An inaugural implementation typically requires 6-8 weeks; the duration of a subsequent implementation is typically 2-3 weeks.  A rushed implementation schedule may be feasible but might incur additional costs.

1. Kickoff call
2. Software training
3. Initial Configuration
4. Data Import(s)
5. Pre-launch Review call
6. Quality Check
7. Post-launch Call
8. Post Event Configuration Review

Service activities begin when the Customer completes the "Get Started" mission located on the dashboard of the Education Harvester module which can be accessed by logging into myCadmium (https://mycadmium.com/) and clicking the 'Ed Harvester' 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 at least 2-3 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.

Training sessions are scheduled upon request by Customer, conducted virtually, recorded upon request, and are tailored to the specific needs of a Customer's which may include discussion about Customer's use case requirements or a review of specific module features and functionality.  Topics will vary, but may include the following:

• Configuration and testing of tasks
• Inputting, viewing, and editing presentation and speaker data

The following features are optionally used, and typically require additional training time:

• Grouping presentations into sessions
• Capturing and organizing content for display within Website or Mobile App
• Content restrictions
• Custom field configuration
• Multiple time zones or international time zones
• Collection of disclosures and mitigation

Activity 3: Initial Configuration

This optional and highly recommended activity provides Customer with an initial configuration from which a Customer can further customize to accommodate their unique business use case.

• Customer will provide details about business use case to Cadmium.
• Cadmium will add tasks that are best suited for the use-case requirements.
• 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; and configuration and testing of the Login Screen.

Activity 4: Data Import(s)

This optional and highly recommended activity is to help the Customer import new presentations or speaker data collected by the Customer outside of the Cadmium product platform.

• Data must be provided to Cadmium using an Import Spreadsheet template. The request for an import, along with the template, is found within the related Mission on the product dashboard.
• Each data import is limited to five thousand (5,000) records. Multiple data imports are permitted, but each must contain unique data to prevent duplicates.
• Improperly formatted data or omitted required fields will be reported to the Customer with instructions on how to correct the file.
• The data import utility is used to import new records only. Mass updates to existing data can be made using the ‘Sideload’ Power Tool.
• Cadmium staff will complete the data import and will spot-check the data for correctness after it is imported.
• Following an import, the Customer must review the imported data for completion and accuracy and notify Cadmium of any omissions or inaccuracies before any subsequent data changes are made.
• Completion of data imports may take up to two (2) business days.

Activity 5: Pre-launch Review Call

This optional and highly recommended meeting with the Customer Point of Contact is to review the configuration and prepare for launch.  Meeting topics may vary but may cover:

• Customer questions related to set up and testing tasks.
• Working within worksheets.
• Organizing and filtering data.
• Using the Communications module.

Activity 6: Quality Check

This activity serves as a final review of the site's configuration and conducts high-level functional testing for quality assurances before Launch.  It will be conducted upon request by the Customer following a Customer's thorough review and testing of the site.

• Quality checks can be requested from within the 'Pre-Launch Prep' mission found on the product dashboard.
• It may take up to three (3) business days for Cadmium to complete this activity.
• 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 feedback provided and to remediate critical concerns.

Activity 7: Post-Launch Call

This optional and highly recommended meeting, scheduled upon request by the Customer, provides guidance and training on functionality related to data review and preparing/editing data for attendee-facing purposes.  It also provides an opportunity to refine the configuration based on feedback received from users or changes in business requirements.  Topics will vary but may include the following:

• Task achievements and reports.
• Use of Communication Module for subsequent communications.
• Feedback review.
• Synch Status (if using Eventscribe Website, Mobile App, or Survey Magnet)
• Use of 'Recalculate Task Statistics' tool.
• Use of data update tools found in 'Power Tools' section of the dashboard

Activity 8: 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.  The Customer may request a training call for 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 add-on features that can be purchased separately.  Contact your Account Manager for further details and pricing.

Champion Module

The Champion Module allows a Customer to assign oversight privileges to supporting individuals (such as volunteers, VIPs, or Session Directors) to monitor presenters' progress or complete tasks on their behalf.  Assigned delegates, or "Champions," are assigned their own login credentials, and can log into the system to review progress or to complete presenters' tasks.  Champions can be added to monitor multiple presentations/presenters.  If requested by the Customer, Cadmium will provide training and guidance in proper usage and best practices.

Review Module

The Review Module provides a mechanism for designated Reviewers to preview and provide feedback related to content uploaded by presenters and associated with presentations.  Upon request by the Customer, Cadmium will provide training and guidance in proper usage and best practices.

Warpwire Task

The Warpwire Task allows for easy capture and management of recorded content.  Cadmium responsibilities include establishing a secure Warpwire account for Customer and adding the Warpwire task(s) with default configuration.  Upon Customer request, Cadmium will provide training and guidance on functionality and configuration options.

On-Site Support (Upload Assistance)

This activity provides hands-on assistance to Presenters with uploading presentation files to the Education Harvester during a live event, typically in the Speaker Ready Room.  This activity does not include supporting other Cadmium provided software or third-party devices, software, networks, or systems.  The fulfillment of this service is subject to the availability of Cadmium resources and must be ordered at least two (2) weeks in advance.

Responsibilities of a Cadmium On-Site Support Provider include:

• Providing up to ten (10) consecutive hours of on-site support per day, per person, including travel time.
• Remaining near the designated support station or room to assist presenters.
• Assisting presenters with the usage of the Education Harvester to upload presentation files, update speaker photos, or publish content to Website/App.
• Merging handouts

Customer responsibilities are:

• Providing lodging for each On-Site Support Provider.  Reservation details must be shared with Cadmium at least seven (7) days prior to the event.  The lodging accommodation must be within a 3-mile radius of the event or additional transportation fees will be incurred and added to the final invoice.
• Designating a station or room for the Support Provider at the event, and arranging for any needed furniture, signage, and computer equipment needed for operation.
• Scheduling at least two (2) 30-minute breaks per day for the On-site Support Provider.
• Fully configuring and testing the Education Harvester’s login page and tasks set with appropriate task assignments and due dates.  This must be completed prior to a Support Provider's arrival on site.
• Entering or updating presentation data including speaker roles, session descriptions, schedule details, etc.