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<br />Annex B – Description of Services (Synopsis Plus) <br /> <br />Annex B <br />to <br />Synopsis Software as a Service Subscription Agreement <br />Description of Services <br />(Synopsis Plus) <br /> <br />PFM will provide the following services related to the implementation and ongoing use of the Application. <br />1. Implementation Services. Shall mean the services provided by PFM in connection with the development <br />of the Application to which Customer and Authorized Users have been granted Access, as identified in <br />Section 2 of the Subscription Agreement and described in the Annex A (Description of Application). The <br />Implementation Services comprise: <br /> <br />1.1. Project Management. PFM shall manage the process of implementing the Application, including: (i) <br />developing a mutually-acceptable schedule (the “Schedule”) to complete the Implementation <br />Services, (ii) confirming the Authorized Users as defined in the Subscription Agreement and as <br />identified by Customer, (iii) confirming other key stakeholders in the implementation process as <br />identified by Customer (with the Authorized Users, the “Responsible Parties”), (iv) managing access <br />to Synario and the Application, (v) arranging access to all electronic and telephonic meetings and <br />sessions, (vi) managing the flow of information between PFM and Customer, (vii) and providing <br />periodic reports to the Responsible Parties describing progress against the Schedule. <br /> <br />1.2. Phase ONE (Learn). PFM will work collaboratively with Customer to provide: <br /> <br />1.2.1. Initial Data Process. PFM will work collaboratively with Customer to develop and import <br />summary Customer financial data. <br /> <br />1.2.2. Introductory Training. PFM shall provide: (i) the Documentation; and (ii) up to three (3) one- <br />hour-long internet sessions to introduce Customer to the Application, focusing on: <br /> <br />1.2.2.1. Navigation. How to efficiently and effectively navigate the Decks; <br /> <br />1.2.2.2. Assumptions. How to set Application assumptions and parameters to drive analysis; <br /> <br />1.2.2.3. Analysis. How to conduct sensitivity, scenario, and what-if analysis. <br /> <br />1.3. Phase TWO (Configure). PFM will work collaboratively with Customer to provide: <br /> <br />1.3.1. Design Process. PFM will work collaboratively with Customer via one (1) one-hour-long <br />internet session, as needed, to develop specifications for the Application (the "Design <br />Process"). PFM will endeavor to understand Customer preferences as related to the <br />configuration of the Presentation Interface (the "Synopsis Design''). <br /> <br />1.3.2. Customer Data. PFM will conduct up to one (1) two-hour-long internet session, as needed, <br />to describe the Customer Data required for the Application. <br /> <br />1.3.3. Data Importation. PFM will import the Customer Data into the Application. <br /> <br />1.3.4. Configuration Process. PFM will configure the Application to reflect the Synopsis Design in <br />consideration of Customer Data. <br /> <br />1.4. Phase THREE (Deploy). PFM will work collaboratively with Customer via one (1) one-hour-long <br />internet session, as needed, to provide: <br /> <br />1.4.1. Final Adjustments. Amend the visual content within the Decks and Slides; <br /> <br />DocuSign Envelope ID: BA71619D-5796-4319-85EF-917E1B819551