Ground Rules

With your guidance, our design team will complete the following checklist to create your Theme Package. The full process typically takes 12-14 weeks from start to finish. A couple of notes:

• Each review cycle is open for one week
• All deliverables will be deployed to, and available on your private demonstration portal
• Work-in-progress theme and demo content will be available for installation on your servers after Review 3
• If needed, you may put the process on "vacation hold" for up to one year
• If you need assistance developing your identity package, we can pause the process at the appropriate step and provide support through Service Punchcards

The Theme Package process and Service Punchcard requests and tracking will be supported with your private portal (Confluence spaces) on our servers, which includes up to three user accounts. Your portal will be maintained for one year after completion of last service package or punchcard. User accounts inactive for six months will be automatically disabled (simply contact us to reactivate).

Exclusions

To make the Theme Package as cost-effective as possible, the process is tightly defined (see above). If needed, additional assistance is available through Service Punchcards for the following items that are not included:

• Information design (defining spaces, permissions, etc., also called "information architecture")
• Content creation, editing, or migration
• Site buildout outside of: site home page, secondary landing page, menu, and footer
• Identity/Brand Material build out (color palette and logos, for example)
• Training
• Work performed on your servers (for example: installing/configuring the Theme Package deliverables, VPN and user account setup, reviewing content, add-on installation, troubleshooting, and other work performed on your servers)

Extras

Sometimes the unexpected happens, and changes to the above process are needed. Here are common variations we've encountered and their associated costs:

• Additional vacation holds (half a Service Punchcard)
• Revise your theme if your identity materials change after sign off (one Service Punchcard)
• Change target Confluence version after sign off (half a Service Punchcard)
• Additional review cycle (most commonly used when identity materials change late in the process, half a Service Punchcard)
• Additional year of maintaining your portal (half a Service Punchcard)
• Additional user account to your portal (half a Service Punchcard per year)