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Customer Experience Plan (CEP)

Detailed Benefits

 
The following table outlines the current benefits of your Client Experience Plan (“CEP”). Plan benefits may be modified from time to time to adjust services to better match the needs of our clients.

Application Support Core Select Premier
1st Response Time (Business hours) < 8 Hours < 4 Hours < 2 Hours
Critical Response (System Down) – PRIORITY
Support Initial Response Time SLA – in Business Hours 8 hours 4 hours 2 hours
Remote Support – Sage Intacct Application Unlimited Unlimited Unlimited
Remote Support – 3rd Party Integrations Unlimited Unlimited Unlimited
Remote Support – 3rd Party Applications Unlimited Unlimited Unlimited
Support Basics Core Select Premier
Designated Team
Consulting for Support Issue
Troubleshooting Assistance & Guidance
Resolution of Known Software Errors
Priority Vendor Escalation
Monthly Intacct Tech tip
Quarterly release new feature & functionality review
Annual Intacct user group
Year-end processing tips & tricks
Access to Customer Portal and Knowledgebase articles
Administration Plus Core Select Premier
Adding Disabling Modifying Users and Rights
Sage Intacct License Renewals Support
Annual Security Audit: Review User Security Access
Configuration Adjustments to Existing Setup
Entity/Intercompany Configuration Changes
Custom Field and Smart Rule Adjustments
Application Maintenance Core Select Premier
Sage Intacct Updates and New Feature Guidance
DataBlend Application Integration Updates
DataBlend Integration Monitoring and Maintenance
3rd Party Application Updates
Assistance in subscribing and granting security permissions for new modules and user licenses
Strategic Advisory & Optimization Core Select Premier
Quarterly Strategy Review with Account Manager
Annual System Optimization: Comprehensive Analysis & Recommendations
Business Executive & Strategic Finance Operations Review – Annual
Content Creation Services Core(Quarterly) Select(Quarterly) Premier(Quarterly)
Financial Report Creation 1 2
Custom Report Creation 1 2
Dashboard Creation 1 2
Smart Rules/Events Creation 2 4
Custom Fields Creation 2 4
Transaction Definition Creation 1 3
Dynamic Allocation Setup 1 3
Document Template Creation 1 2
990 Dashboard updates 1
Education Core Select Premier
Continuing Education Webinar Series
Complimentary Training Classes – Regular Scheduled Events
Custom Training Sessions 1/quarter 2/quarter
Access to Training Library and Resources
New Feature Overview Sessions
System Optimization Services Core Select Premier
Account & Dimension Structural Changes
Entity Creation and Configuration
Code Table Cleanup and Optimization
System Performance Optimization
Data Migration and Cleanup
Preferred Pricing Core Select Premier
Bundle Pricing Eligible with any Net at Work Client Experience Plan
Discount on Intacct Consulting Projects (Fixed Cost) 10%
Discount on implementation service fee when adding a Product (CRM, HCM, etc) offered by Net at Work 10%

Limitations apply. Please review the terms below carefully.

 

Client Experience Plan Terms

 

General Terms

Client Experience Plan (“CEP”) benefits offered by Net at Work LLC (“NAW”) under this agreement commence with the beginning of the subscription/license agreement annual term for the covered software products. This agreement will remain in full force and effect for a one-year period or whatever other period is specifically referenced on the purchase agreement.

The agreement automatically renews upon completion of the then current subscription term unless cancelled with 30 days written notice.

CEP Plans Are Nonrefundable. Services commitments are not cancellable. No refunds will be issued for under-utilized plan benefits.

Upon expiration or termination of the agreement for any reason, Client acknowledges and agrees that Client is not entitled to, and NAW shall not have any obligation to, issue a refund or offset of any amount owed or paid to NAW by Client. NAW has no obligation to refund any amounts paid by you to NAW.

Support Services Terms

General

This Service Agreement is an arrangement between Client and NAW designed to provide telephone, e-mail, and online support for your day-to-day use of the solution. The agreement is tailored to provide core coverage for system usage issues, questions and advocacy with the software publisher for resolution of features that are not working properly. Other issues not associated with daily usage, such as customizations, end-user training or changes to the system setup or platform objects are not covered by Support Services but may be included in other CEP benefits described below. Issues of this nature may be identified by the support consultant during a support call and will be routed to your NAW Account Manager to address the specific situation. NAW’s goal is to provide the right solution with the highest level of service and integrity.

Support Services Definition

Support Services are defined as: The diagnosis of a client’s issue and discussion via phone or email of resolution methods. It may include consulting about interpretation of results, how to use the various features of the software, how to enter data, how to produce reports, how to add and secure users and the resolution of other usage questions. Support is also provided for documenting conditions when the software does not perform in accordance with its published specifications and logging such matters with the software publisher and generally acting as the client’s advocate in getting the matter resolved. Support services are not intended to provide formal user training, or to add new functionality into a Client’s system (i.e. building new reports, updating import formats, configuring new applications, interfaces, etc.)

Support Services Provided

  1. Standard Telephone Support – NAW will provide telephone support related to the covered applications. Telephone support will be available between the hours of 9 AM and 6 PM ET Monday through Friday. NAW typically observes all national holidays. Client will be provided notification via e-mail of all holiday closures.
  2. E-mail Support – Client may elect to request support via e-mail versus telephone. NAW will respond to e-mail inquiries via e-mail unless a telephone call is requested. E-mail support requests should be submitted to helpdesk@netatwork.com.

Other Support Services Agreement Assumptions

  1. Support Calls are limited to topics described in this agreement and individual support calls are limited to twenty (20) minutes in length. Issues that require more than 30 minutes to resolve may result in a referral to your Account Manager for formal training or consulting services quoting.
  2. Client understands and acknowledges that product and technical self-service support is available directly from the publishers of many of the products covered by the CEP. Information related to accessing customer portals and knowledge bases will be provided under a separate cover after the referenced systems are activated and portal credentials are issued.
  3. Client will provide all information requested by NAW to aid in the support process, including data, report output samples, and remote access as may be required.
  4. Client understands that NAW Support cannot provide accounting advice or other professional recommendations beyond the use of the software covered under this agreement.
  5. Client acknowledges that some issues may require consultation or involvement from the respective software publisher(s) and cannot be resolved by NAW.

Training Services

Net at Work provides a variety of training options for clients. Training Services entitlements under the CEP program are designed to provide ongoing reinforcement for existing users and enablement training for new staff as they join your organization.

Group Online Training Events

Net at Work will offer group online training events from time to time. These events will be posted on the NAW website and promoted through client communications. These courses are offered for a fee that will be collected at the time of online registration. These fees are discounted for Core CEP subscribers.

Collaboration Services

Net at Work is committed to investing with you as a strategic partner throughout the lifetime of your use of the Net at Work solution.

Quarterly Business Review

In support of this commitment, Net at Work will schedule a Quarterly Business Review (QBR) with you and your team to review system utilization, roadmap, issues, opportunities and ongoing expansion of value. This remote session will be led by your Net at Work Account Manager and will be scheduled at a mutually convenient time.

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