XP/XM Migration Navigator

Unless otherwise defined in this document, all capitalized terms used in this document shall have the same meaning as that given in the Order for Services between the Sitecore entity (Sitecore) and the customer (Customer) signing such Order.

1. Scope

The XP/XM Migration Navigator package aims to improve Customer experience when moving from Sitecore’s XM or XP products to Sitecore’s XM Cloud product. It consists of 3 parts:

  1. XM/XP to XM Cloud Readiness Assessment
  2. Advisory and Assurance Services
  3. Early Live Support

1. XM/XP to XM Cloud Readiness Assessment

The XM/XP to XM Cloud Readiness Assessment is performed on the Customer’s current XM/XP solution to prepare for migration to Sitecore’s XM Cloud product. A Sitecore Technical Consultant will look at areas of Customer’s solution that are relevant to migration and will highlight areas where changes will need to be considered.

Sitecore will produce a report that may include review findings in the following areas:

  • Sitecore XM/XP features usage
  • Modules installed
  • Customizations on the CMS, Pipelines, Events etc...
  • Local Development and DevOps Process

Assumptions:

  • The review will be performed remotely by a Sitecore Technical Consultant who will collaborate with Customer and Customer’s Implementation Partner to access information and systems required to perform the review.
  • Sitecore consultants will have the required access and credentials on Customer’s implementation in order to undertake this activity remotely.
  • Customer or Customer’s Implementation Partner will make necessary resources available to provide information relevant to the review.

2. Advisory and Assurance Services

On completion of the XM/XP to XM Cloud Readiness Assessment, Sitecore will provide technical consulting and workshops as needed and within the hours allotted and purchased to help Customer and Customer’s Implementation Partner to perform the migration to XM Cloud. Workshops may include:

  1. Planning Workshop – in this workshop Customer and / or Implementation Partner provide specific questions about the information provided in the XM Cloud Readiness Assessment for discussion with the Sitecore consultant.
  2. XM Cloud Headless workshop (in Medium and Large packages only) – this workshop offers an in-depth understanding of Headless Services for XM Cloud, including the use of Sitecore Experience Accelerator (SXA). Through this hands-on workshop the Sitecore Technical Consultant will explain recommended practices and provide Customer with a hands-on understanding of how to develop Sitecore solutions by completing exercises. It targets primarily web developers and solution architects with an understanding of how to integrate front-end development processes. This workshop will use the Customer’s XM Cloud instance. If the Customer does not have an XM Cloud instance, this will instead be conducted as a knowledge transfer session via presentation only.
  3. Business User workshop (in Large package only) – in this workshop, a Sitecore consultant will provide guidance to XM Cloud business users on what to expect from the XM Cloud platform and how to prepare for the upcoming changes.
  4. Go Live Readiness alignment workshop – in this workshop, performed 6-8 weeks before the planned Go Live date, a Sitecore consultant will review topics that need to be considered before the go live including the Content Migration, Testing, and Cache strategy.

Over the course of the implementation (and subject to the hours limitations set forth in this document), Customer may use Advisory Services for the following topics:

  1. Technical Advisory Hours for ongoing technical support including periodic calls.
  2. Technical Advisory on Go Live day. Upon mutual availability Sitecore will make a consultant available to the Customer on the day of the Customer’s Go Live. The consultant will be available during the consultant’s normal business hours. Time spent by the consultant will consume Advisory Services hours as usual. The consultant will provide guidance and advice but cannot help resolve Product issues. Customer must raise tickets in the Sitecore Support portal as usual in order to get help with Product issues and bugs.
  3. Post Go Live value discussion. In this 1 hour meeting held 1 month after the Go Live day, the Sitecore consultant and Customer will review the implementation challenges and benefits so far, discuss the success criteria going forward, review Customer's product entitlement usage against the quota, and discuss next steps such as going live with further sites or setting up personalization on the existing site(s).

Once Customer’s implementation of XM Cloud has been completed but before Go Live, Sitecore will perform an XM Cloud Implementation Review. This activity thoroughly reviews your Sitecore website. A Sitecore Consultant will complete a deep-dive analysis of Customer’s implementation across the solution, performance configuration, and security configuration and provide a report with the findings of the review. Sitecore will provide a Red / Amber / Green (RAG) rating for the overall implementation. If the rating is Red or Amber, Sitecore will provide detailed feedback to Customer on the reason for the Red or Amber rating. A Red rating indicates that Sitecore strongly recommends not progressing with the Go Live while the cause of the Red rating persists. An Amber rating indicates that Sitecore recommends resolving any outstanding causes of the Amber rating, but the outstanding issue(s) do not necessarily stop the migration from proceeding. The foregoing is based solely on the information available to Sitecore at the time of the Review and Customer should not rely solely on the Implementation Review Report or rating provided by Sitecore. Customer understands and agrees these are only recommendations based on information provided by Customer and Customer is in the best position based on its systems, processes, internal information and experience or other factors in its sole control to make the final determination on whether or when to Go Live.

3. Early Live Support

Customers who achieve an Overall Green or Amber rating on the XM Cloud Implementation Review above will be granted Early Live Support, where issues logged with Sitecore through the Sitecore Support Portal will be upgraded to a P2 severity level or higher for a period of 30 days from the day of the first XM Cloud website Go Live, where a Go Live is the publication of the website, regardless of whether the website availability is restricted by geography, language, audience size, or any other factor. Early Live Support is only available following the first Go Live event and is not available for subsequent Go Live events.

Package Sizes

The package comes in 3 sizes. The scope is as described above, with the following variations depending on the package size:

 

Small

Medium

Large

Kick-off

Included

 

Included

 

Included

 

XM/XP to XM Cloud Readiness Assessment

 

Included

 

Included

 

Included

 

Planning Workshop

Included

Included

 

Included

 

XM Cloud Implementation Review

Included

Included

 

Included

 

Go Live Readiness alignment workshop

Included

Included

 

Included

 

Early Live Support

Included

Included

 

Included

 

XMC Headless workshop

 

 

Included

Included

Business User workshop

 

 

 

Included

Advisory Services hours/year (provided in addition to the items listed in this table)

44

72

130

2. General

The Services will be acquired as a pre-paid pool of hours, where the maximum number of hours to be used in a day corresponds to the length of the workday of each individual Sitecore resource engaged as part of this package unless otherwise agreed between the parties. The hours consumed will be counted in time increments of 60 minutes.

The Services will be performed based on a delivery schedule agreed upon between the parties after the Order is signed. Changes to the scheduling of activities must be requested no less than two weeks prior to the first day of the scheduled performance of the activity.

The Services must be consumed within 12 months of the Effective Date (the “Expiry Date”), after which any remaining unused Services will otherwise expire. Sitecore is under no obligation to deliver any unused pre-paid Services after the Expiry Date and any outstanding fees or applicable expenses will remain payable.

The fees for the Services do not include any travel, accommodation and subsistence expenses for onsite visits. Any such visits and associated travel budgets will need to be agreed upon between the Customer and Sitecore for each trip. Sitecore will book economy flight tickets and cheapest option for appropriate 4-star business class hotel. Sitecore will invoice the Customer each month for travel expenses incurred during the preceding month for agreed and approved onsite visits at the Customer’s locations. The remainder of the Services will be performed remotely.

Any produced code and Sitecore configuration performed by Sitecore while delivering the Services will be solely for reference and guidance. Customer should perform proper testing in its environment when using any of the work delivered by Sitecore.