Additional services
Overview
Additional services mean services that clients can acquire in addition to onboarding services. Additional services need to be always agreed upon separately in between FA and the client. The process to add the additional services depends on where in the onboarding phase the need comes up:
contract phase - required additional services are listed in the contract Appendix II
onboarding phase - required additional services are handled as per the change management process
The delivery schedule for additional services is agreed upon separately and the invoicing is done based on time and material.
Additional services
Data migration
Data migration is an additional service that clients can optionally acquire from FA or from a third party (FA can recommend if needed). If FA is doing the data migration, the client needs to provide the following information for FA to estimate the required effort:
All the data that needs to be migrated in a .csv or .xlsx format
Amount of clients
Amount of portfolios
Amount of transactions
Amount of securities
Security types that the client is operating with
The start date from which transactions needs to be migrated
A contact person for data-related queries
After FA has received the data and related details, FA will organize review sessions with the client and provide an initial estimate of the effort and schedule. The migration work is done based on time and material.
Customization
FA platform has flexibility for customizations and customization options depend on the plan size that client has selected. A list of customization options for different plans is available in Plans. A detailed description of different customization capabilities are described in Customizability
Training
FA provides a different kind of material for client to be able to study the FA features and solutions:
Helpdesk - FA product features & client specific documentation
General documentation and FA standard business solutions.
Developer Guide - developer-oriented instructions.
Developer documentation - developer-oriented instructions
The difference between workshop and training is that workshops are focusing on client-specific business needs and workflows while training is focusing on general features of FA platform.
If a client wants additional training sessions for their personnel and would like FA consultant to run the session, this can be delivered as an additional service. The client needs to inform FA about the subject of the additional training. FA consultant will then prepare, schedule and run the training for the client.
As a default, FA is organizing training online. If the client wishes, training can also be organized on client premises. In this case, time and travel expenses are invoiced to the client.
Workshop
The difference between workshop and training is that workshops are focusing on client-specific business needs and workflows while training is focusing on general features of FA platform. Additional workshops can be arranged at client request.
The client needs to inform FA about the topic and the background of the business workflow or the issue that the workshop is meant to cover. FA consultant will then prepare for the topic and organize the workshop. After the workshop, FA will summarize the outcome of the meeting for the client.
As a default, FA is organizing online workshops. If the client wishes, workshops can also be organized on client premises. In this case, time and travel expenses are invoiced to the client.
Other consultation
In case the client has a need for consultation, the client can reach out to FA. FA will then evaluate, based on the subject if FA consultant or some of FA partners could provide the consultation.