Circuit poc alabama

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Circuit Proof of Concept


List of ActionsItem Description Owner

PoC Participants Define PoC participants, roles, and responsibilities. Ensure resources are committed to success.

[CLIENT] / Circuit Customer Success Manager

PoC Logistics Agree on Dates/Times/Location for delivery. Need to confirm that Stakeholder’s calendars are blocked, room(s) are reserved and a computer(s) with camera/microphone are available.

If iOS devices (iPhone/iPad) available – download Circuit application.

[CLIENT] / Circuit Customer Success Manager

Project Selection Choose appropriate project and scenario(s). Suggested by [CLIENT], agreed to by Circuit Customer Success Manager

Document Goals Define overarching goals for collaboration. What results are the client looking to achieve by implementing? These should be documented through early client conversations and validated by the Sales Director with the CSM before engaging in proof.

[CLIENT] Executive Sponsor, Circuit Sales Director, Circuit Executive Sponsor

Identify Success Criteria Identify the Success Criteria for the PoC. These should align to the goals defined above. This list should contain items that will be proven, demonstrated, and/or discussed during the PoC and will be used to determine the overall success of the PoC.

[CLIENT] PoC Sponsor, agreed to by Circuit Customer Success Manager

Communicate Process for Documenting Success Criteria

Once Success Criteria have been agreed upon, it is important that all PoCparticipants are made aware of the criteria and the role they play in providing feedback to help measure/document the results of the PoC.

This should happen before the PoC begins, and should be reiterated during the PoC kickoff meeting.

[CLIENT] PoC Coordinator, supported by Circuit Customer Success Manager

Agree to Sequence of Events (SOE) List out the steps after the PoC is completed – this is simply an agreement on a plan and is not binding.

Suggested by Circuit Sales Director, agreed to by [CLIENT] Executive Sponsor


Contents

1. Circuit Proof of Concept Overview

2. Objective and Activities

3. Project Information

4. Planned Deliverables

5. Participants and Roles

6. Planned Activities

7. Success Criteria and Proof Points

8. Sequence of Events


Circuit Proof of Concept Overview• See the Software in Action• Get Results in Real-Time• Resolve Collaboration Issues

The Circuit Proof of Concept is an engagement where Circuit Customer Success Manager(s) work iteratively with your team to create a project plan for success.

• Determine Project Selection and Scope

• Define Success Criteria• Identify Team Structure• Communicate expectations

to PoC participants• Educate & Prepare Team

PREPARE EXECUTE

Sprints

Workshop Wrap-Up

Getting Started

Review & Validate

Circuit On Boarding

Review & Validate

Project Work

Review & Validate

Final Review and Approval

Generate Deliverables

CONCLUDE

• Conduct PoC survey and collect feedback from participants

• Document results and findings• Draft business case document

(as needed)• Present PoC results to

Executive Team


Objective and Activities

• Objectives

» The purpose of this document is to propose a structured plan of activities that will:

Allow [client] to evaluate the Circuit Collaboration Platform by directly experiencing the value on real life project(s).

Demonstrate the speed, collaboration and understanding that Circuit brings to team communications.

Support a business case for investment & provide a low-risk way to make an informed buying decision.

Review the people/ process fit of Circuit in the [client] organization.

» At the end of the workshop, a summary of the results and an anticipated ROI (return on investment) will be documented for the creation of a business case that supports the adoption of Circuit within [client].

• Proof of Concept Activities

» Circuit resources will use the Circuit Platform on a project mutually agreed to be suitable for this evaluation.

» Circuit resources will work with project stakeholders to capture their feedback.

» [client]’s staff will be involved at all stages of the evaluation to maximize understanding of the Circuit platform and its relevancy to the [client] team collaboration needs.


Project NameProvide the project name, release information, etc.

Project DescriptionProvide a brief background of the project and the business benefits / objectives it is intended to deliver

Proposed Use CasesDescribe the project-specific use cases that will be included as part of the PoC

• Use Case 1 – description…• Use Case 2 – description…

Scope ConsiderationsClearly define what the Circuit simulation will deliver, areas of focus, or any other scope related items.

• Item 1• Item 2

Project Information


Planned Deliverables

Name Description Type

Evaluation Planning Document • Contains PoC scope and approach information Presentation

Circuit Getting Started Guide(s) • Tips, Tricks & Best Practices for using Circuit Presentation, Videos

PoC Results Document • Summary of PoC activities & outcomes• Measurement and Results of proof points for the project• PoC Team Feedback• Conclusions, recommendations, next steps

Presentation

Business Case Document (DRAFT) • The value of Circuit as a collaborative solution• How Circuit fits into the [client]’s environment• The applicability and value of Circuit to [client] projects• Justification for acquiring and adopting Circuit

Presentation

The Circuit team will work with [client] to produce the following deliverables as part of the PoC


Participants and Roles

Teams Participants

Core TeamThis team will spend the entire time together as they work together to implement and adopt Circuit success.

• [TBD], Customer Success Manager, Circuit

• [TBD], [CLIENT] Circuit PoC Sponsor

• [TBD], [CLIENT]

Stakeholder TeamThis team is expected to participate in the review and feedback sessions. These sessions will be as needed.

• [CLIENT] Business Stakeholder Group [TBD]

• Business / End User Representatives

Extended TeamThis team will attend the Kick-off session, monitor the progress of the Circuit PoC, and attend the Final Review Session.

• [TBD], Account Executive, Circuit

• [CLIENT] Executive Sponsor

• [TBD], Circuit Executive Sponsor

SAMPLE ONLY – PARTICIPANTS NEED TO BE DEFINED AND DOCUMENTED WITH THE CLIENT


Activities

Sprint Activity Description Participants

Getting Started Circuit Introduction & Project Overview

• Kick Off Discussion• Circuit Introductory Demo• Validate Scenarios in scope• Validate Use Cases• Validate Success Criteria

On Boarding The Fundamentals Behind Circuit • Logging In• Setting Up “Your” Circuit”• Conversations (Private/Open)• Starting Conversations• Adding Content• Voice/Video• Screen Sharing• Best Practices

Project Work Using Circuit For Your Project • Integrating Circuit Into Environment• Team Usage

Wrap Up • What Have We Learned• Team Feedback

Deliverables • Business Case Justification

Core Team Stakeholder Team Extended Team

(Optional)

SAMPLE ONLY – FULL SCHEDULE NEEDS TO BE DEFINED AND DOCUMENTED WITH THE CLIENT

(Optional)

(Optional)


[Client] Success Criteria and Proof Points

During the course of the PoC, [CLIENT] & Circuit will work together to ensure that each of the success criteria are addressed and measure/document the results

Criteria Measurement Evidence / Feedback (on completion of PoC)

Using Circuit, [client] is able to reduce the overall time it takes to organize and facilitate a conference call.

Project Team Estimates

Circuit is able to easily capture persistent feedback and comments during a conversation.

PoC Activity Completed

Circuit is able to deliver a realistic and intuitive conversation experience. Stakeholder Feedback

Circuit creates a knowledge sharing platform. Project Team / Stakeholder Feedback

Using Circuit will promote higher levels of engagement and drive productivity. Stakeholder Feedback

Circuit results in improved collaboration between [client] project teams and internal customers

Project Team Feedback

Circuit provides for: vibrant team conversations, candid dialog, frequent

contact and a personal touch.

PoC Activity Completed

SAMPLE ONLY – NEEDS TO BE COMPLETED BY [client]


Sequence of Events Item Description Owner Completion Date

Meeting to Discuss current situation, goals & expectations.

Gain common understanding of current situation, business goals & capabilities needed. Julie/Daniel/Darin 1/8/2015

Review the evaluation process.

Ensures we are on the same page for next steps and helps conceptualize the entire Circuit decision process (evaluation, purchase process, deployment – etc.).

Julie/Daniel/Darin 1/13/2015

Proof of Concept Short term trial of Circuit using mutually agreed upon project. Circuit usage will be mapped to project details, key requirements and areas of improvement will be demonstrated (using Circuit). Findings and deliverables on completion.

Alabama Core Team/Daniel TBD

PoC Review Meetings Meetings with Core, Stakeholder and Extended teams to discuss progress. TBD TBD

PoC Review Session Findings of PoC discussed and deliverables reviewed. TBD TBD

Go/No Go Determination for the fit of Circuit within State of Alabama’s environment. Julie/Darin TBD

Order Sent Circuit order sent for approval. Julie/Darin TBD

Signed Order Received Signed Circuit order received. Julie/Darin TBD

Circuit Deployment Introductory hand-off meeting with Circuit Customer Success Manager. Access and confirm short and long term goals. Define project plan to ensure success and expansion

Alabama Team/Daniel/CSM Team

TBD

Customer Success Throughout Circuit engagement you will have a Circuit CSM to make sure you meet and exceed goals and expectations.

Daniel/CSM Team Ongoing

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Circuit poc alabama