SaaS implementation statement of work
Agree scope, responsibilities, phases, exclusions and acceptance criteria for a SaaS implementation before work and billing begin.
- Industry
- IT Services, MSPs and Dev Shops
- Team
- Client services, Sales
- Use case
- Project management, Client onboarding
- Tags
- Client delivery
- Includes
- 1 app
Template preview
Included items
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Dashboards
App · 1 embedded block (progress-roadmap) · Requires sign-in
Overview
What this template supports
A statement of work for a SaaS implementation partner configuring a third-party platform for a client. It sets out the engagement, a RACI table with one accountable party per row, four delivery phases, assumptions and exclusions, a change control flowchart, phase acceptance criteria, a known risk and a signature table, with a roadmap block from the Dashboards app. Fees and dates are sample values, and changes need a signed change order.
- Engagement details panel
- RACI responsibility table
- Phase steps with descriptions
- Assumptions and exclusions callouts
- Change control flowchart
- Phase acceptance checklist
- Known risk callout and signature table
How to use this template
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Confirm scope and exclusions
Walk the assumptions and exclusions with the client sponsor before setting the fee and timeline.
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One accountable party per row
Resolve any RACI row with more than one accountable party before circulating the draft.
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Use change control
Route any change to fee, timeline or modules through a signed change order.
Frequently asked questions
What does SaaS implementation statement of work help me do?
Agree scope, responsibilities, phases, exclusions and acceptance criteria for a SaaS implementation before work and billing begin.
What is included in this template?
It includes Engagement details panel, RACI responsibility table, Phase steps with descriptions and Assumptions and exclusions callouts.
Who is this template designed for?
It is designed for Client services and Sales teams working in IT Services, MSPs and Dev Shops.
What should I review before using this template?
Walk the assumptions and exclusions with the client sponsor before setting the fee and timeline. Resolve any RACI row with more than one accountable party before circulating the draft.
Can a change be agreed verbally?
No. Changes to fee, timeline or scope need a written change order signed before work starts.
Can I add this template directly from the gallery?
The gallery provides previews and public links. Adding a copy directly to your workspace from the gallery is not available yet.