Confidential – For discussion purposes only 1

Key Deliverables / DocumentsData Migration Scoping Documentation

Discussion Document

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Data Migration Overview

Account # (Legacy System) / Name / Address

PDFs / Invoice History to determine Starting Balance

Starting Balance (Manually Imported)

Parallel Bill Run to validate Migration Success

Custom Fields

No Data Migration Data Shells Data Cleansing

H2O FASTLANETM Standard Package Premium Package

1

Strategic Package

2 3 4

Client Responsibility

All data necessary to drive Bus. Process

Recommended in cases where:- Multiple Disparate systems are leveraged / converging into H2O- Data integrity is a known issue- Less than 200 customers- Knowledge base of Data set is less than comprehensive

Data MigrationComprehensive Migration

Confidential – For discussion purposes only 3

Key Points regarding Comprehensive Data Migrations

• Critical that the client document all necessary data that are expected to be viewed and/or necessary data to drive business process (in the current state environment).

• In instances where data migrations are from a 3rd party legacy billing system, H2O can pull data that is articulated by the client– Data fields that are necessary to drive business process are the responsibility of the

client to articulate – In cases where data requirements are provided after the scoping is complete, the

following matrix will apply:

Scenario Impact Output

Flat Data / Attribute only within existing database Negligible (Custom field location may vary N/A

Flat Data that drives a business process necessary for proper billing /CRM/inventory/other

Critical Professional Service Fees

Flat Data / Attribute only that is contained within a different system than has been pulled from

Medium - High (Custom field location may vary)

Professional Service Fees

All Other scenarios where data migration needs are identified post scope completion

High Professional Service Fees

*Professional Service Fees will be quoted at the rate within H2O/Client Agreement

Confidential – For discussion purposes only 4

Current System Discovery

System Name: N/A

User Name: N/A

Password: N/A

Other necessary information:

N/A

Format of Data extractions: SQL Server

On-site / 24 hour Extraction Capability:

N/A

Copy of Customer Data Format:

Not bringing live data

Data Exclusions

Groups/Accounts not requiring migration:

N/A

Data Delivery

FTP/Other: SQL Data Dump

Data Hierarchy

Parent / Child Accounts?

Other: N/A

Data Cuts / Timeline

Repeatable/Same Format:

N/A

Duration: N/A

H20 DATA MIGRATION COLLECTION TEMPLATECLIENT: ____________

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Customer

Customer Detail (Address/Company Name)

importing

Notes importing

Contacts importing

Attachments (attached to customer)

Rates

BillingStatements Not pulling over

Invoices Not pulling over

Credits Not pulling over

Payments Not pulling over

H20 DATA MIGRATION COLLECTION TEMPLATECLIENT: ____________

Please identify all client data that will be included in the data migration and is expected to be housed/available within H20

Confidential – For discussion purposes only 6

Services & MRCsServices / Lines N/A

MRC / Products N/A

ProductsProduct Catalog N/A

AgentsAgent InformationNotesContacts

InventoryTypesItems

H20 DATA MIGRATION COLLECTION TEMPLATECLIENT: ____________

Please identify all client data that will be included in the data migration and is expected to be housed/available within H20