Pricefx offers two programs designed based on over 200 implementations to support customers in their onboarding and adoption journeys of the new software.

The Standard Program is recommended for Phase 1 projects with small teams (5-10 people) and 1-2 capabilities in scope.

The Premium Program is recommended for Phase 1 projects with bigger end-user teams that will participate in testing the solution and later become the primary software users.

The description of all program components can be found below in the “Program Details section”.

When Pricefx implementation is done with one of our delivery partners, all custom training within the program will be provided by the partner based on their company methodology and contracted through partner SoW. All Pricefx training will be included in the Order Form.

We offer additional programs for our customers:

• Self-sufficiency Program for customers that would like to build an in-house technical team to maintain and further develop existing Pricefx capabilities.
• Change and Engage Program for customer who don’t have an experience in successfully rolling out new software or have failed attempts in the past.

Training and Services included in the Onboarding and Adoption Programs

Pricefx recommends including onboarding and adoption programs in the project implementation plan. The partner delivery methodology may differ from the one depicted below, and partners will provide best practices that include custom training as part of their implementation cycle.

Public Training Offering

We offer a variety of public training options (available for other customers) that contribute to all onboarding and adoption programs. All trainings are divided according to the three key role in Pricefx tool. The detailed course structure can be found in the Customer Training Portal.

Private Training Offering

To ensure the smooth adoption of the Pricefx product, Pricefx recommends including training activities along the implementation cycle. Our Pricefx Training includes self-study materials and instructor-led training, forming learning paths. Kick-off and Solution Adoption training are minimum required training for successful user onboarding and faster project ROI. UAT Training is recommended for projects with large user basis that will be using the software.

Self-sufficiency program

Pricefx defines customer self-sufficiency as the ability to maintain and modify Pricefx's custom solutions with the help of internal customer resources. This approach can help customers be less dependent on the Pricefx team and optimise the cost of the solution maintenance. To achieve self-sufficiency, customers must provide suitably skilled resources to be trained, certified, and mentored by Pricefx and/or a partner. You can check an overview of all self-sufficiency programs in our Customer Training Portal.

Change & Engage Program

The Change & Engage Program is specifically designed for customers implementing Pricefx. This program is a pivotal part of Pricefx's commitment to ensuring a smooth transition, successfully implementing our software solution, and driving a high adoption rate among stakeholders after Go Live. Unlike conventional change management programs, our focus is on facilitating a series of workshops that aid in discovery and planning, aligning perfectly with our customers' journey from subscription to implementation. We also conduct regular check-ins with customers during project implementation to track the progress of the change program and agreed-upon milestones. We leveraged over 200 implementation project experiences to collect best practices that help our customers avoid typical problems during the pricing project.

• The main objective is to drive end-user solution adoption and maximize value realization
• Available for one, two or three project phases (depending on project size)
• Private and planned sessions with Change Program expert
• Delivered on demand
• Recommended for customers without change management experience and larger rollouts

Onboarding and Adoption Programs Terms Attachment

(hereinafter referred to as “Terms”)

1.         Definitions

a.        Order Form. Capitalized terms used but not defined in these Terms have the meanings set forth in the Order Form.

b.        Terms. As used in this Attachment, the following capitalized terms have the meaning set forth below:

i.                “Sana Labs” - a registration-only learning management platform in which all instructor-led courses are taking place.

ii.                “Standard Training” – training that covers generic, not industry or customer specific, content.

iii.                  “Self-study learning path”— training that primarily consists of self-study materials and exercises with limited instructor hours.

iv.                “Instructor-led training” - business user-focused and technical trainings that are conducted by Pricefx Instructor in live, online format.

v.                “Public Training” – monthly scheduled standard training that is available for all Pricefx customers via registration.

vi.                “Private Training” - training that is conducted by Pricefx instructor for a designated group of stakeholders from customer side and includes standard              and custom training content.

vii.                  “Training Packages” - a combination of training services tailored for efficient rollout of the Services.

viii.                “Pricefx Knowledge Base” - a platform with Pricefx learning content for three user types: business user, administrator, and developer.

2.         Customer Training

• a.        Scope of Services. The purpose of these Terms is to provide training services for customers to support their Pricefx software adoption efforts in an efficient way. Pricefx’s customer training is aligned with Pricefx’s project methodology and designed to cover the needs of implementation project stakeholders and provides live, online training options as well as extended e-learning opportunities. Customer training includes Instructor-led training as well as self-learning through the Pricefx Knowledge Base. The customer Private Training is recommended for all customers who start their implementation projects with Pricefx.
• b.        Types of Training offered by Pricef x. Pricefx offers several types of training, each of which is described in greater detail below. Pricefx will provide to Customer the type of training indicated on the cover page to to these Terms.

Public Training Offering

• Business User Public Training – the training that is scheduled monthly on fixed dates and available for all customers through registration via Pricefx Knowledge Base. This training is recommended for all members of a project’s core team (e.g., pricing manager, product manager, project manager, pricing analyst) and includes off-the-shelf content.
• Administrator User Public Training – the training that covers the basics of supporting Pricefx solution from an administrator perspective and includes such topics as user management, data management, data entitlement, etc. The target users of this training are the administrators who will take care of the level 1 (e.g., how to reset password) and level 2 (e.g., why my price list was not recalculated) support.
• Technical Training – the training that covers technical aspects of the Pricefx Solution. This training is recommended for customers who are software developers who would like to understand and configure the Pricefx solution in future. The instructor-led technical training including certification:
• Configuration Engineering Learning Path for developers who want to learn how to maintain and develop Pricefx core capabilities, Analytics, Price Setting, Quotes.
• Integration Engineering Learning Path for developers who want to learn how to maintain and support integration routes.
• Solution Architect Learning Path for experienced and certified configuration engineers who are growing into the technical solution design roles within Pricefx.
• Optimization Learning Path for experienced and certified configuration engineers who will start implementing Pricefx optimization capabilities.

Project-specific Training Offering

• Kick-off Training – the training that can be included as a part of the Foundation sprint during the Pricefx project implementation and covers the off-the-shelf content related to the project scope. The target group for this training is all project stakeholders who will support project implementation frequently. Prepared and scheduled by customer request and Pricefx trainer’s availability.
• UAT Training – the training that is planned before the UAT sprint and covers the train-the-trainer sessions on the implemented Pricefx solution as well as preparation for the user acceptance testing with a broader group of end users. The target group for this training is end-to-end testers that will be performing UAT. Prepared and scheduled by customer request and Pricefx trainer’s availability.
• Solution Adoption Training – the support from Pricefx Customer Training Team in preparing standard user on-boarding materials on base of implemented solution as well as training broader group of end-users.

Additional Training offerings/packages that enhance product adoption and experience

• Standard Training Package – a combination of project-specific training (Kick-off and Solution Adoption) and public training (Business and Admin User). The best fit for all standard Phase 1 Pricefx projects.
• Premium Training Package - a combination of project-specific training (Kick-off, UAT and Solution Adoption) and public training (Business and Admin User) with increased training capacity. The best fit for all standard Phase 1 Pricefx projects with big groups of users who will be using the solution.
• Self-sufficiency Starter Package – a combination of technical training & certification and fixed mentoring hours for customer technical resources to be able to take over maintenance of the Pricefx solution.
• Change & Engage Program – a step-by-step program that supports customers in preparing for Pricefx implementation, Go-Live and successful solution adoption by end users based on best practices from 200+ implementations. The main goal is to drive end-user solution adoption and maximize value realization.
• Refresher & Best Practices – an annual package of fixed hours for training/consulting end-users and technical users on the recent product updates. Pricing for such a service should be discussed on a case-by-case basis.

The image above describes the schedule for completing the above-described training following Pricefx’s standard project methodology. This schedule is provided for information purposes only; actual scheduling is subject to the agreement between Pricefx, Customer and delivery partners (if involved in the implementation of the Services).

Pricefx can also suggest custom training support formats that are not listed above. Customer shall notify Pricefx of any requests for custom training support formats. Pricefx will determine fees for custom training on a case-by-case basis, and such fees will be set forth in a written document describing the scope, timing, and other material aspects of the training.

All instructor-led training takes place in Sana Labs, the official Pricefx learning platform. Access to Sana Labs is usually provided 7 days before the public class starts and 2 days before the private classes (if utilized). The access remains for 3 months (6 months for CE class) from the date when the initial access credentials are sent. After 3 months the account will be automatically deactivated. All the records including certification will be stored in the system. If a participant would like to access Sana Labs again, they will need to purchase another Pricefx class.

2.        Training Services Terms and Responsibilities

a.         For assuring the timely training delivery all Customer is responsible for:

i.                Collaborating with Pricefx on setting up the structure of the training depending on the end-user groups and their expectations.

ii.                Setting internal cadence for training and providing participants emails to the trainer at latest 2 weeks before the training start.

iii.                 Ensuring participation in the training sessions or timely rescheduling in accordance with this Training SOW

iv.                 Providing business and project related answers during the training.

b.         The content and duration of the training type is limited to what is specified in this Training SOW unless any additional elements are added to this agreement.

c.         Public Training Terms & Conditions are specified in the registration confirmation and considered accepted once the participant is registered for the instructor-led classes through the Pricefx Sana Labs.

d.         Pricefx will discuss and plan Private Training in advance with the Customers and recommend the best approach depending on the project needs and scope.

e.         For Private Training, preparation time is required as well as proactive support from the Customer side (providing data, requirements for content and structure of training) to assure smooth delivery. The preparation time is specified in the Training Packages & Fees.

f.            The cancellation policy for Public Training is specified in the registration confirmation email. No-shows without cancelling classes in advance will be considered as a purchased service and will be invoiced in full.

g.         The rescheduling and cancellation policy for Private Training: Private Training can be rescheduled by contacting the Trainer at least 5 working days in advance. Rescheduling after this deadline is the subject of availability of the Trainer. Private Training can be cancelled at the latest 10 working days in advance. Cancellation occurred after this deadline is the subject of 50% charge of the original invoice price.

h.         Unless specified all Pricefx Training takes place in a virtual format. Any in-person training should be discussed and confirmed at least 14 working days in advance. If travel is required, travel and expense reimbursement for Pricefx personnel is described in the Order Form. Travel expenses will be billed monthly following the end of the month. If an in-person Training cancellation occurs 10 working days before the training date, the travel costs will be invoiced.

i.            If the UAT Training Package is purchased, the Customer holds full responsibility for preparing, administering, and organizing UAT Sprint. The Customer Training team is only involved in preparing and conducting the UAT-specific training for the selected group of users. This type of training will impact the project timeline and an additional Training Sprint needs to be added into the project plan to make Solution Architect available for training preparations.

j.            The training packages and individual training full fees will be invoiced in the month following the SoW signature. Customer shall pay all the fees in NET 30 days. Training services are non-refundable; however, they may be rescheduled upon mutual agreement of the parties at a later time.

k.         Unless agreed otherwise by the parties, unused training services shall expire without the right of the Customer to claim back any fees paid.

l.           Public Training services will be invoiced once the Customer is registered for the upcoming class and has received the registration confirmation. If the class participation should be rescheduled shortly before the class start, Pricefx should be informed about it and reschedule participation. The inability to pay invoices on time may and missing invoice payment deadline more than 2 times will result in blocking further participants for registering for any Pricefx services. Special payment conditions will need to be introduced until the Customer can prove that they are able to pay invoices on time.

3.        Customer Training Packages & Fees

The prices for public and individual training is described and maintained here. The prices for Onboarding and Adoption packages are a subject to change and will be described in the Order Form one-time fee section.

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