AutoRABIT ARM w/ nCino — Standard

This Statement of Work (“SOW”) is entered into by AutoRABIT Holding, Inc. (“AutoRABIT”) and the customer specified below in the signature block (“Customer”).

This SOW is governed by the Software License and Services Agreement, the Subscription and Services Agreement, or other written agreement between the parties for the license and provision of AutoRABIT software and services to Customer (“Agreement”). In the event any term or condition in the SOW conflicts with any term or condition in the Agreement, the Agreement will prevail.

This SOW effective as of the date of the last signature below (the “SOW Effective Date”).

This SOW describes the overall solution and defines the scope, deliverables, fees, timelines, assumptions, and responsibilities for the Customer AutoRABIT Implementation project (the “Project”).

SOLUTION DESCRIPTION

AutoRABIT’s Professional Services division will assist with the implementation (STD) of the Automatic Release Management (ARM) with the nCino integration platform for Salesforce (the “Solution”). This Project will include Project Management, Requirements Gathering, and guidance in System Design and Configuration, training, and testing in Customer’s test and production environments, of the Solution and on DevOps best practices, as further described below.

SUCCESS CRITERIA

Defining explicit success criteria keeps stakeholders focused on shared objectives and establishes targets for evaluating progress and Project completion. The following table outlines the criteria for Project success.

CRITERIA TYPE	DESCRIPTION
Operational Success	Successfully execute a release with nCino data, utilizing AutoRABIT nCino Integration
Delivery Success	Successfully train Customer resources on AutoRABIT products and best DevOps practices

This section describes the scope of work and the Professional Services to be provided under this SOW. Anything that is not explicitly stated here is considered outside the scope of this SOW and has not been taken into consideration.

The following are specific terms for this Project. The details in this section take precedent over any other sections in this SOW:

PROJECT SCOPE

The details below determine the Project’s effort and scope. If anything is added outside of this original scope, the parties will resolve the situation via the process in the Change Request section below.

• Project Management
• Systems Requirements Gathering and Design
• System Configuration and Training
• Guided UAT
• Guided Production Setup
• Go-live/1st Release Support in Production
• Post Go-live/1st Release Support in Production

AutoRABIT will provide the following training and implement this scope according to the following modules, training levels, and sessions:

Training for AutoRABIT’s nCino Integration

• Admin Functionality
• Feature Deployments for nCino
• CI Jobs for nCino
• Customizations for nCino
• Deployments Basic
• Data Loader Pro
• Reports and Dashboards

nCino Sessions

SESSION	PLANNED SESSIONS*	DESCRIPTION
Solution Design	1	AutoRABIT Solution Design Document with a Process Flow Diagram, Use Cases for the Tool/Features, Best Practice Guidance, with a Follow up session in case of any questions/adjustments AutoRABIT will review this design internally with a Solution Architect prior to delivery to Customer
User Acceptance Testing	3	AutoRABIT will complete a review of Outcomes/Questions encountered by the Customer while testing the Standard Use Cases provided
Go Live/1st Production Release	1	AutoRABIT will be available during a “Release Window” to provide support to Customer, during their first release with AutoRABIT and nCino Integration
Post Release Session and/or Q&A Sessions	1	Follow up sessions, post release, or during training to review any questions, recommendations, and guidance for Customer’s Ongoing activities

* AutoRABIT will provide up to the number of sessions identified in the table, a session is up to 1 hour

DELIVERABLES

DELIVERABLE	MILESTONE	OWNER	DESCRIPTION
Project plan	Initiation and Planning	Project Manager	Prepare the Project plan for Project activities in alignment with this SOW
Solution Design Document	Solution Design	DevOps Consultant	Documentation of AutoRABIT’s Solution Design with a Process Flow Diagram, Standard Use Cases for the Tool/Features, Best Practice Guidance
Training Documentation	Training	DevOps Consultant	Document Concepts and Exercises covered during Training modules in Scope for this SOW
AutoRABIT Production Deployment	Go Live & Support	DevOps Consultant	Working Production deployment as per signed-off Requirements & Design document

ASSUMPTIONS

The following Assumptions are Customer and Project specific and are in addition to Assumptions listed in the Customer Project Obligations / Assumptions section below.

• Feature Requests/Solution Enhancements are outside of the scope of this SOW

AutoRABIT will assist with testing to confirm and verify that the software, integrations, and technical functionality in scope is working as designed in the Development and Production environments.

At the end of UAT, Customer and AutoRABIT will conduct a review of the Project phase and milestone and upon acceptance as set forth below will move into the next phase.

The Professional Services and Deliverables provided under this SOW will be deemed accepted upon the earlier to occur of (i) Customer’s written acceptance (email is acceptable), and (ii) Customer’s failure to reject the Professional Services and/or Deliverables within 5 days of AutoRABIT’s notice that the specific Professional Services have been completed and Deliverable provided. Customer may only reject the Professional Services and/or Deliverables if they fail to comply with this SOW and/or the Agreement. Upon completion of the Project, the entire Solution will be subject to acceptance by Customer pursuant to the foregoing process.

The following Project obligations and assumptions apply to this SOW and are necessary for the successful and timely completion of the Project. If any of these obligations and assumptions are not met by Customer before commencement of the Project or during the Project as scheduled, then the Project completion and schedule may be adversely affected. In such event, the parties will negotiate in good faith a Change Request to this SOW to reflect such changes in Customer’s obligations and assumptions and its effect on this SOW including increases in performance time and fees.

Customer will:
1.Assign a Customer Project Manager to this Project. Customer’s Project Manager will coordinate all activities for Customer Project team members. Customer’s Project Manager will have the authority to make decisions on behalf of Customer as applicable to the execution of the Project.
2.Obtain or provide any content or other materials to be used by AutoRABIT in connection with AutoRABIT’s performance of the Professional Services.
3.Ensure that all Customer hardware meets the minimum requirements detailed in the most recent Technical Requirements documentation.
4.Ensure any development environments the Solution will be integrating to contain recently refreshed data from production databases.
5.Ensure all test environments systems AutoRABIT is integrating with are the same version as their production version.
6.If within scope, provide ready access to all data that will be converted.
7.Ensure that resource(s) with technical expertise of Customer’s current systems will be available for the entirety of the Project.
8.Ensure that Customer Project team members will be available to work on the Project as scheduled in the Project plan. Any planned holidays during the duration of the Project that may extend the Project timeline must be flagged at the Project start.
9.Ensure that Customer Project team members participate in regularly scheduled status meetings with the frequency of such meetings to be agreed upon by the parties’ Project Managers at the outset of the Project.
10.Prepare any test plans, scripts, or procedures in connection with acceptance testing of any Deliverables for the User Acceptance Testing phase of the Project.
11.Test and enable remote access to Customer’s environment by AutoRABIT if remote access is agreed to by Customer.
12.Provide laptops to AutoRABIT Project resources if the use of AutoRABIT laptops is not allowed within Customer’s environment.

Customer acknowledges that:

1.Should Customer require an AutoRABIT Project team member to attend a remote meeting, AutoRABIT requires a minimum of one (1) business day advance written (email is acceptable) notice to schedule resources; AutoRABIT will make commercially reasonable efforts to accommodate Customer’s scheduling request.
2.Any imported data will be provided by Customer in a structured format, for example CSV or SQL.
3.The Professional Services Project does not remove Customer from the standard AutoRABIT upgrade release schedule for AutoRABIT products and services.
4.All systems with which the AutoRABIT Solution will be integrated are assumed to be built on standard application schemas and architecture. Any abnormalities may impact overall Project effort and fees.
5.The Project will use mutually agreed processes to document all Project tasks and use those tasks as the conduit for development, quality assurance, verification, and completeness tracking.
6.This SOW does not include design or development of any inbound or outbound data integrations to other systems other than those specified in the “Deliverables” section above. Should the advent of any inbound or outbound integrations to or from the Solution to other systems be required, the additional work will be documented with a Change Request.
7.No documentation, other than those identified in the “Deliverables” section of this SOW will be prepared by AutoRABIT as part of this implementation.
8.The AutoRABIT Solution will only be installed in the listed Customer environments found in the Customer Specific Project Criteria section. Installation in additional environments and/or multiple installations due to environment changes will be subject to additional fees and documented with a Change Request.
9.The business process and Solution design reviews for the Solution will be conducted during stakeholder meetings during which Customer will be expected to make design decisions. Should any additional design or review sessions be required to resolve open Solution design or business issues, those additional sessions will be subject to a Change Request.
10.AutoRABIT reserves the right to use subcontractor resources in roles it deems appropriate.
11.AutoRABIT’s Professional Services division and Customer will work together under this SOW to implement all Deliverables for the contracted Solution. The final details of the Project scope will be defined in the Solution Design Document (SDD) which will take precedence over this SOW’s scope. The SDD will be jointly approved by Customer and AUTORABIT at the completion of the Solution Design Phase.
12.Any changes to the objectives in this SOW, or the agreed upon Project plan, may result in a Change Request which may impact schedule, resources, delivery, and fees. Should additional work be required due to non-fulfillment of Customer’s commitments, Customer’s failure to meet the assumptions or additional work required by Customer beyond the defined scope, AutoRABIT reserves the right to issue an invoice for the additional effort at an hourly rate listed in the table below.
13.If there is any delay in the agreed-upon Project plan, AutoRABIT cannot guarantee the initial Project resources will be available.
14.Any after-hours or weekend work requirement will be subject to a Change Request.
15.Professional Services are performed during standard AutoRABIT business hours (9am – 5pm Eastern Standard Time, Monday to Friday, excluding designated holidays), unless otherwise specified in this SOW or a Change Request.
16.Professional Services will be delivered remotely, unless otherwise specified in this SOW. Should on-site work not specified in the SOW be requested by Customer, AutoRABIT requires a minimum of two (2) business weeks advance written (email is acceptable) notice to schedule resources and AutoRABIT will make commercially reasonable efforts to accommodate Customer’s scheduling request.
17.Expenses are not included under the fees below. If Expenses are incurred as part of this Project, they will be invoiced to Customer without markup. Expenses will first be deducted from a Professional Services credit (if one exists) until exhausted, then second from a retainer (if one exists) until exhausted, and finally invoiced directly to Customer. All travel will be pre-approved by Customer.
18.Within 10 business days of receipt of this signed SOW, the Project will be initiated. The assigned AutoRABIT Project Manager or DevOps Consultant will contact Customer to schedule a kick-off meeting. The Project delivery will follow AutoRABIT’s standard Project Management Methodology.
19.All changes will be implemented to a Testing environment, verified by Customer, before progressing to a Production environment. The technical handover to AutoRABIT Support (pursuant to Customer’s Technical Support Services entitlement) will take place shortly after the Go-Live but the Project will remain active for 10 days Post Go-Live before concluding.

If any of the above obligations and assumptions are not met, the parties agree to resolve the situation via the process in the Change Request section below.

The following table specifies the Customer pre-requisites for the AutoRABIT Solution training.

It is also recommended that Customer resources have the below defined skill sets that will enable efficient training and implementation of the AutoRABIT Solution. Failure of the Customer resources to not have the following skill sets consistently throughout the Project may be deemed a delay pursuant to the Project Delays section below.

AUTORABIT PRODUCT TRAINING PRE-REQUISITES
User Activation	All the users to be trained on AutoRABIT need to be activated
Salesforce Environments	2 sandboxes (will use one as a source and other as destination sandbox) are required for training with access to Devs/ Admins part of the training
	Ensure “Objects” have records pre-loaded for Data Loader training
Version Control System	One training repository (non-Production), in version control for training purposes
CUSTOMER RESOURCES SKILL SETS REQUIREMENTS
Administrator (AR)	AutoRABIT Admin will be responsible for registering SF orgs, Repositories, User
	Defining Roles and User Permissions
Administrator (SF)	Basic Understanding of Salesforce Metadata
	Basic Understanding of Version Control System (preferably GIT)
	Data migration and Usage Reporting
Release Manager	Basic knowledge of Salesforce Metadata, GIT
	Profile Deployment behaviour with Salesforce Metadata API
	Understanding of unsupported metadata in Salesforce
	Understanding of typical Salesforce deployment issues and workarounds.
	Org to Org Deployments
Developer	Migrating Metadata components from Salesforce Org to Version Control branches
	Basic understanding on metadata and GIT
	Commits and Merges
BA	Migrating Metadata components (Configurations) from Salesforce Org to Version Control branches

AutoRABIT Professional Services and Customer will work together under this SOW to implement all Deliverables for the contracted Solution.

AutoRABIT will provide the necessary resources for the successful delivery of the Professional Services based on the scope, assumptions, and timeline in this SOW. These resources will be assigned to the Project as required. The key roles listed below will be available remotely or as agreed to by the parties.
To support Customer, AutoRABIT will deploy a Project team consisting of the following key Customer-facing roles. The specific staffing and make-up of a particular Project will vary based on Project scope, product(s) and/or Customer size.

ROLE	RESPONSIBILITIES
Project Manager (PM)	Project execution Resource management Project governance: schedule forecasts, updates to Project plan, Change Requests, quality control for Deliverables, identifying and managing Project risks, monitoring Project progress, and managing reports Managing Project communication scheduling and risks Managing Customer escalations Working with other AutoRABIT leads and Customer-facing resources
Solution Architect (SA)	Facilitating risk assessments for product-based Projects Facilitating business requirements gathering sessions Acting as the technical design authority on the Solution Guiding and advising the Dev Ops Consultants on details of the Solution Design Confirming that configured Solution meets expectations Reviews existing business processes with Customer to understand roll-out dependencies
DevOps Consultant (DOC)	Technical guidance for the Project within the budgeted hours Being the Technical Lead for the Project Quality, suitability and performance of all technical deliverables Assisting with the configuration of AutoRABIT product environments Assistance with implementation of integrations with other AutoRABIT Assisting with training and documentation Working with the PM to escalate issues and manage Project work activities Working within the agreed-upon scope of the Project

PERIOD OF PERFORMANCE

This Project is expected to take 12 weeks from the SOW Effective Date. This period of performance is expected to be completed, without delay. If a delay occurs, see Project Delays section below.

PROJECT TIMELINE

The “Project Timeline” is representative of the estimated time that will be required to complete the Deliverables. Upon completion of the Solution Design Phase, Customer and AutoRABIT will jointly agree on the final Project Timeline based on a jointly approved design.

The following table reflects the estimated Project duration.

Project Phase	Project Initiation	Solution Design	Configuration and Training	UAT	Production Setup	Go-live Support and Close Out	TOTAL
Duration (Weeks):	1.0	1.0	2.0	2.0	1.0	1.0	8.0

Upon commencement of the Project, Customer and AutoRABIT Project Managers will finalize the Project plan to reflect any schedule constraints and considerations including, but not limited to, Customer’s resource availability, holidays and other work schedule limitations and system shut-downs/freezes that may occur during the course of the Project.

PROJECT DELAYS

AutoRABIT will not be responsible for any delays to this Project schedule which are solely due to or caused by the acts or omissions of Customer. For purposes of this SOW, “delay” means any delay in the Project that affects the completion of any phase on the Project Timeline as scheduled. If such delay occurs, AutoRABIT will support the completion of the Project for additional fees, by providing AutoRABIT Professional Services on a time and materials basis at the Rates specified below. Any additional Professional Services or any additional fees due to delays by Customer will require the written approval of Customer via the Change Request process. AutoRABIT may withhold, delay or suspend delivery of Professional Services if Customer fails to pay any undisputed fees or Expenses when due in accordance with the Agreement.

If any delays are due to or caused by an AutoRABIT product (e.g. bug or error), then AutoRABIT will suspend performance of the Project at no additional charge while Customer works with AutoRABIT Support (pursuant to Customer’s Technical Support Services entitlement) to correct the product issue.

HOURLY RATES

The following are AutoRABIT’s Rates that will apply for Professional Services required under any Change Request under this SOW, unless otherwise agreed by the parties in the Change Request.

AutoRABIT Role	List Hourly Rate (USD)
Project Manager	$250.00
DevOps Consultant	$250.00
Solution Architect	$300.00

FEES

AutoRABIT will perform the Professional Services specified in this SOW for a Fixed Fee price, as indicated on the order, or unless otherwise indicated in this section.

This Fixed Fee amount does not include travel time or actual and reasonable out-of-pocket travel and other business-related expenses (“Expenses”).

PAYMENT TERMS

AutoRABIT will perform Professional Services under this SOW and provide the specified Deliverables on a Fixed Fee basis, excluding Expenses.

Unless otherwise stated in this SOW, the Fixed Fee for the Professional Services will be invoiced on the effective date of the applicable Order or the SOW Effective Date, whichever occurs first.

Payment of invoiced amounts is due 30 days from the receipt of invoice.

Unless this SOW is fully executed within 30 days of issuance to Customer, AutoRABIT may change any terms and conditions contained herein, including pricing, or withdraw the SOW entirely without notice.