<aside> Date Created: August 26, 2024 Last Updated: October 6, 2025
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| STEP | STAGE | ACTION | DURATION | RESELLER OWNER | CLIENT OWNER | START DATE | | --- | --- | --- | --- | --- | --- | --- | | 1 | PRESALES | Presentations and live demonstrations complete Project Order received from client Supply Client the Mandatory requirements documentation (Network+Internet) (SS sends this with Tech pack) | | | | | | 2 | PROTOTYPE | [Optional] Prototype lead time Prototype install Commissioning of prototypes | 4-6 weeks | | | | | 3 | PURCHASE ORDER | Project Order received from client and hardware orders placed Direct Support Agreement – SLA agreed and start vendor onboarding for Agile Workspace | 6-8 weeks | | | | | 4 | INITIALISATION (If Applicable) | · Project Meeting with stakeholders. · Client to advise stakeholder group. · · [Required For Floorsense Systems] · · Reseller site inspection required to check capacity of desks to receive pucks (location on desk) and also wiring under desk (1GPO required) and space for power relay unit. CMS or Elsafe? Images required · · [Required For Smartalock Systems] · · Reseller site inspection for Power/Data provisioning at correct height and all locker bank locations · Kiosk / Card reader locations within distance of controller locations? Will the client need to integrate non-[Reseller] products with Floorsense? For example Locker joinery for Smartalock locks – does the 3rd party joiner need drill pattern docs from Smartalock support page? | 1-2 hrs | Sales Lead / Eva / Oleg Local Reseller Office | Client Project Sponsor | | | 5 | PROJECT WORKSHOP **** Required | Required from Client prior to the meeting: [Floorsense] Approved clean floor plans in PDF or png format, Another set of floorplans in PDF/PNG noting: Desk numbers, Neighbourhoods, Workpoint types, Features (site-to-stand, monitor setup etc) While not everything is require at this meeting, the minimum requirement is ideally to capture the desk numbering Agile to provide: Handover VPN appliance / Agree LAN switches to customer IT if Agile is providing LAN equipment
****[Floorsense] ****a zoning diagram with the above information that shows the desired location for controllers [Smartalock] Wiring diagrams provided for joinery with Smartalock locks [Floorsense Rooms] Location and provision of PoE Data cable for tablets | 1 hr | Agile Rep Reseller Rep | All stakeholders | | | 6 | IT WORKSHOP **** Required | IT workshop with Agile Workspace and Client: - Explain again to Client the network+internet requirements (supplied during pre-sales) - Understand what client systems Floorsense will need to integrate with o SSO (Azure AD / EntraID / Okta / Atlassian / PingID etc) o SCIM (Azure AD / EntraID / Okta) o Gallagher / Integriti for building access card numbers o Any other systems? - Agile to supply security information to client IT security Obtain named client resource who will run IT side for client. This person will be Agile Go-To person for all things IT related (either physical network or cloud-cloud service integration) | 1-2 hrs | Reseller arranges this meeting but run by Agile Tech lead – Simon / Sergey / Daniel / Dave | Client IT contact: | | | 7 | POLICY WORKSHOP **** Required **** | -Policy Workshop with Agile. Required from client: Completion of the google (or PDF) form as a starting point: Floorsense commissioning form and/or Smartalock commissioning form , Floorsight Rooms Commissioning form. Or download editable PDFs from here. Expected outcomes: -System Inventory for policies agreed and submitted -Obtain named client resource who will run Policy side for client. This person will be Agile Go-To person for all things policy configuration related
Client Policy via Teams – [email protected] | 1 hr | Reseller to facilitate, run by Oleg from Agile **** | Client Policy Contact email: | | | 8 | CLOUD / IT COMMISSIONING | Build Cloud Master controller Configure integration with SSO / SCIM / Gallagher as agreed with client in IT meeting **** | 5 days | Floorsense to manage direct and escalate to Reseller if no progress | IT Contact: | | | 9 | PHYSICAL INSTALLATION **** | Agile WS: Agree install week Within standard working hours or out-of-hours Pucks / Handsets / Lockers / Room Tablets / Sensor physical install Reseller: [Floorsense] Capture of Barcodes at each desk if not pre-numbered [Smartalock] Mapping of door numbers Capture Data Outlet numbers where each controller is connected Hand VPN appliance and/or LAN switch to Customer IT for connection to Internet [Rooms] Location of any in-room sensors (360degrees and powered as standard) | Varies on size of project | Reseller to Manage | Property Contact: | | | 10 | NETWORK COMMISSIONING | 1. Agree install week Within standard working hours or out-of-hours Locker / Controller outlets patched to LAN switch in Smartalock VLAN OR install of Smartalock Switch 2. Internet connection from Client connected to WAN port of VPN appliance | 1-2 days | Floorsense to manage direct with Client IT and escalate to Reseller if no progress from Client IT | IT Contact: | | | **** 11 | **** COMMISSIONING FINALISATION | 1. Map desks/locks to numbers following barcode capture 2. Apply policy configuration as per Policy workshop 3. Test Card readers, puck sound map and sensor operations | 1-3 days | Local Reseller Office | | | | 12 | HANDOVER SERVICE | 1. FS/Smartalock Admin Portal Introduction. Guides to be shared. Admin training via Teams – [email protected] Day 1: 2. Champion/User training. Guides to be shared. Champion/User training via Teams – [email protected] 3. Reseller Rep Onsite Support | 1 hour each training session 8am->noon Day1 support | Client can arrange directly with Agile for training. Training cannot start until system commissioned. | IT Admin / Property Admin / Champ End user representative | | | 13 | SUPPORT: EARLY LIFE / INITIAL DEFECTS 1st 6 Weeks | Direct remote Support ([email protected]) and Reseller onsite support | Batched visits for any remedials | Agile first line via email engagement. Reseller onsite. | IT / Property contact: | | | 14 | SUPPORT: AFTER WEEK 6 | Direct Support for any ongoing hardware issues. | As per the agreed SLA response time | Agile first line via email engagement. Reseller onsite. | client IT Contact: | |