input_data/WiseTx - Salesforce Documentation - SOW - Fully executed.txt

 
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STATEMENT OF WORK : Salesforce Documentation  SOW  
This STATEMENT OF WORK (“Statement of Work” or “SOW”) dated February 7, 2024, is between Acme, LLC 
(“Consultant”) and WiseTx . (“Client”).  
This Statement of Work is controlled by the terms and conditions set forth in the Master Services Agreement 
between the aforementioned parties dated February 16, 2023 . 
Description of Services and Deliverables:   
WiseTx  was founded to help health plans of any size manage the rising cost of specialty medications , with a 
leadership team that has over 30 years of combined experience in healthcare, customer service, and pharmacy . 
Using  their pharmacy expertise , they help free up companies'  valuable internal resources to focus on more 
critical areas of business operations.   Their innovative solution is working to help self -funded insurers and 
unions realize real savings in this area.  
WiseTx  is reconfiguring/restructuring  their Salesforce for scalability. They  need to understand how their 
current environment operates before they can begin restructuring.    
They have asked for Acme to document and diagram current Salesforce processes and downstream impacts 
for the following objects . 
Salesforce objects, including flows, triggers, and validation rules:   
• Member Drug   
• Member   
• Case   
• Claims   
Salesforce Apex classes:   
• CET Staging   
• CET Staging Trigger Helper   
Acme and Client representatives will meet weekly to review the project status to identify progress against 
agreed upon milestones, identify key risks, and remove roadblocks as needed.  
Deliverables : 
• Detailed Salesforce documentation related to the following Salesforce objects:  
o Member Drug  
o Member  
o Case  
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o Claims  
• Documentation will also include the following:  
o Related Objects  
▪ Lookups  
▪ Master -Detail  
▪ Junction Objects  
o Security (Access & Visibility)  
▪ Roles  
▪ Profiles  
▪ Public Groups  
▪ Queues  
▪ Sharing Rules  
▪ Permission Sets  
▪ Permission Set Groups  
o UI  
▪ Apps  
▪ List Views  
▪ Page Layouts  
▪ Lightning Record Pages  
▪ Visualforce Pages  
▪ Lightning Web Components  
▪ Flow Screen s 
▪ Report s and Dashboards  
▪ Community Portal  
o Automation  
▪ Omni Channel  
▪ Case Assignment Rules  
▪ Web to Case  
▪ Email to Case  
▪ Approval Processes  
▪ Validation Rules  
▪ Email Alerts  
• Email Templates  
▪ Retired Declarative Automation  
• Workflow Rules  
• Process Builders  
▪ Flows  
▪ Apex Triggers  
▪ Apex Classes  
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• Specified Classes including CET Staging and CET Staging Trigger Helper  
• Handlers  
• Scheduled  
• Batch  
• Queueable  
• Future Methods  
• APIs 
o Gaps between Business Processes and Salesforc e 
o Recommendations  
 
Services : 
• Facilitate meetings , stakeholder interviews, and working sessions necessary to create deliverables 
utilizing Acme’s agile methodology including planning, standups, and retrospectives.   
• Execute prioritized implementation plan of work management and asset tracking  user stories.  
• Update stakeholders about progress and roadblocks, articulate problems, report accomplishments, and 
set realistic expectations.  
• Meet weekly to review project status.  
Delivery Schedule:  
Delivery Schedules are estimates only, as completion dates assume the start date specified by this SOW and 
correctness of assumptions detailed in this document and in discussions with  WiseTx . 
1. Kickoff Meeting => TBD    
2. Analysis Complete => Kickoff + 4 Weeks   
3. Initiative Completion => Kickoff + 4 Weeks   
Team   
Acme will provide one (1) Senior Salesforce Consultant for an estimated four ( 4) weeks. Delivery of specific 
scope features will vary based on prioritization by  WiseTx  and estimation by the consultant. Th e estimated 
time for this project may be less or more than the initial estimate , depending on complexity.  
Investment  
Acme will provide the services and deliverables described above at a weekly  per-consultant rate of $ 6,500. 
Acme agrees to perform all services based on Client instruction, Client priority, and available time; however, 
this does not guarantee completion or delivery of any functionality or schedule.  
 
Hours over 55 per week per Consultant, regularly outside typical working hours, or weekend hours will be billed 
on a Time and Materials, Overtime rate of $300 per hour per consultant. Acme will send invoices at the 
conclusion of each month to William Softy at lguojfs@test.com  
 
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Should any consultant be regularly required to work outside of core business hours (Monday -Friday 8am -6pm) 
as part of their project, Acme will invoice an additional $300 per day per consultant hazard fee.   
 
Projected Schedule for Delivery and Payment  
This engagement will begin within forty -five (45) days of execution  of this Statement of Work . The engagement 
will continue until work is completed or given 30 days of notice to Acme.    
Expiration  
This contract will expire if not executed by Client and received by Acme by May 6, 2024 . 
Travel Expenses  
If Consultant is engaged to work outside of their home metropolitan area, Client agrees to pay for actual and 
reasonable costs incurred by Acme for travel, living, and boarding, provided anticipated expenses are in 
accordance with Client’s travel policy. Acme will render invoices for expenses upon completion of the services 
or monthly, in the event the d uration of services exceeds one month. Invoices for expenses are payable upon 
receipt.  
Assumptions  
1. All changes and change requests outside the defined Description of Services and Deliverables of this 
Statement of Work (i) will be accomplished in writing, (ii) will be executed by both parties, and (iii) may have 
cost and schedule implications if agreed u pon in writing by Client. Acme will detail any changes to cost 
and schedule resulting from such changes in an executed Request for Change or SOW.  
2. Client will provide reasonable access to key personnel in a timely fashion.  
3. Client will provide guidance as to budgetary and licensing restrictions for tool selection.  
4. Client will provide any enterprise system documentation or desired architecture in a timely fashion.  
5. Previously developed Salesforce integrations are functional and complete.  
6. Previous developers  will provide up to two (2) 30 -minute knowledge transfer sessions with Acme 
consultants.  
7. Client is responsible for providing a technological and processing environment conducive to supporting the 
system selected by Client and in accordance with the specifications recommended by the software 
publisher.  
8. Client assumes complete responsibility for the selection, licensing and performance of all hardware and 
software. Consultant makes no claim, and accepts no responsibility whatsoever, as to the suitability of such 
hardware and software applications for Clie nt’s business operations and objective.  
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9. Client will provide a development and testing environment for integration with other systems. If Client 
cannot provide such an environment, Client will accept any loss of productivity on production environments 
due to development, testing, deployment, and support of software on these systems.  
10. Acme is not liable for changes to Client’s third -party systems, or the data therein, while working in 
conjunction with the respective vendors of each system.  
11. Client will provide a VPN connection to allow Acme to connect to their network remotely.  
12. Acme expects and plans to perform all services in a continuous manner. Delays mandated by Client will 
have cost and schedule implications. Acme will detail any changes to cost and schedule resulting from 
such slippage in an executed Request for Chang e. 
13. Acme will deem all data provided by the Client for development and testing purposes as not personally 
identifiable as described by GLBA and HIPAA, unless Client formally notifies Acme otherwise.  
14. Client will encrypt and specifically label any data that any Federal or State act protects before providing 
such data to Acme for development and testing purposes.  
15. Client will have five (5) contiguous business days to review provided deliverables and notify Acme of 
acceptance or required changes. If Client does not notify Acme within five (5) contiguous business days, 
Client will have accepted the deliverable.  
16. Acme will perform the Services and Deliverables in a professional and workmanlike manner, consistent 
with industry standards and in accordance with the Agreement.  
 
 
IN WITNESS THEREOF, the parties have executed this Statement of Work as of this 7th day of February , 2024. 
 
Acme, LLC                                                                     WiseTx   
 
By: ______________________________________                    By: _________________________________________  
Name: _ __Elon Musk _____ ________ ___  Name : _________________________ ______ _______  
Title: ______ CEO_______________________________   Title: ________________________________________  
 
 
DocuSign Envelope ID: 7124c307-4d47-4dd1-9478-51fdbb0d133e
Peshdi Jackson
President