Implementation timeline

Kernel looks to deliver value starting from Day 0. This is the timeline and commitments you can expect

We suggest preparation for Kernel implementation begins during procurement. We want Day 0 to hit the ground running, this requires some dependancies for your team. See Pre kick-off. Kernel completes a full transformation of your CRM in 30 days or less. If not, we will waive the implementation fee.

The timeline guarantee requires that you fulfil the User requirements in a timely manner.

Timeline: Your first 30 days with kernel

The following is a typical CRM integration. See Alternative deployments for other approaches.

1

Day 0: CRM Access/Kick-off

• Pre kick-off

• Kick-off

• API access (Salesforce integration Dynamics integration)

• Deployment of custom object & fields (see Deployment)

2

Week 1: Account-level cleaning

• Website analysis

• Account analysis

• Testing & refining configuration, including the Active users and Account risk

3

Week 2: CRM-level cleaning

• Deduplication

• Corporate hierarchies (OLD)

• Testing & refining configuration, inclduing Deduplication policiesand Merging logic

4

Week 3: Business logic

• Merging logic

• Deliberate duplicates

• Deduplication policies

5

Week 4: Actioning the data

• Guided enablement sessions in Kernel's UI with a Kernel solutions engineer

• Surgical updates using the Cleaning action (see Actioning)

User requirements

Customer ownership

Due to the important nature of this exercise, Kernel requires that you allocate ¼-½ FTE for the first 30 days.

The allocated resource must be a RevOps analyst or CRM administrator with sufficient access and permissions. See Actioning for all user requirements.

We recommend involving your systems admin team during procurement to allow for a seamless start with Kernel.