SaaS Implementation Contract Template — Configuration & Data Migration

This SaaS Implementation Services Agreement ("Agreement") is entered into as of [DATE]:
Implementation Provider: [YOUR NAME/COMPANY], located at [ADDRESS] ("Provider")
Client: [CLIENT NAME/COMPANY], located at [ADDRESS] ("Client")
SaaS Platform: [PLATFORM NAME]
This Agreement governs implementation and setup services for the SaaS platform.

Implementation Services Included:
  - System configuration and setup
  - User account creation and role configuration
  - Workflow and process configuration
  - Data migration (as specified in Section 4)
  - Standard integration setup (as specified in Section 5)
  - User training (as specified in Section 6)
  - Go-live support (as specified in Section 7)
NOT Included:
  - Custom development or code modifications
  - Custom integrations outside standard scope
  - Ongoing support after go-live period
  - Data entry or content creation
  - Marketing or change management services

Phase 1 - Discovery & Planning: [X] weeks
  - Deliverables: Implementation plan, data mapping, configuration requirements
  - Timeline: [X] weeks
Phase 2 - Configuration: [X] weeks
  - Deliverables: Configured SaaS environment, user roles, workflows
  - Timeline: [X] weeks
Phase 3 - Data Migration: [X] weeks
  - Deliverables: Migrated data, migration report, validation results
  - Timeline: [X] weeks
Phase 4 - Integration Setup: [X] weeks
  - Deliverables: Configured integrations, integration testing results
  - Timeline: [X] weeks
Phase 5 - Testing & Training: [X] weeks
  - Deliverables: Test results, training materials, trained users
  - Timeline: [X] weeks
Phase 6 - Go-Live: [X] weeks
  - Deliverables: Live system, go-live support, transition documentation
Total Timeline: [X] weeks (assumes timely client participation)

Data Migration Scope:
  - Data to be migrated: [LIST DATA TYPES - contacts, accounts, transactions, etc.]
  - Source systems: [LIST SOURCE SYSTEMS]
  - Data volume: Approximately [X] records
Migration Process:
  - Provider will map data from source to target system
  - Provider will clean and transform data as needed
  - Provider will perform test migration for validation
  - Provider will perform full migration after approval
Client Responsibilities:
  - Provide access to source systems
  - Provide data exports if needed
  - Review and approve data mapping
  - Validate migrated data
  - Provide accurate source data
Data Quality:
  - Provider will migrate data as provided
  - Provider not responsible for data quality issues in source systems
  - Data cleaning beyond standard transformation: Additional fees
Additional data migrations after go-live: Additional fees

Standard Integrations Included:
  - [INTEGRATION 1 - e.g., Email, Calendar]
  - [INTEGRATION 2 - e.g., Payment Gateway]
  - [INTEGRATION 3 - e.g., Accounting Software]
Integration Setup:
  - Provider will configure standard integrations
  - Provider will test integrations
  - Provider will provide integration documentation
Custom Integrations:
  - Custom integrations: Available as add-on
  - Custom integration fees: Quoted separately
  - Custom integrations may require additional timeline
Third-Party Services:
  - Provider will set up integrations per third-party documentation
  - Provider not responsible for third-party API changes or service issues
  - Integration failures due to third-party issues: Not Provider's responsibility
Client must provide:
  - Access credentials for third-party services
  - Approval for integration connections

Training Included:
  - [X] training sessions
  - Up to [X] attendees per session
  - Training topics: [LIST TOPICS - basic navigation, key features, workflows]
  - Training materials: User guides, quick reference materials
Training Delivery:
  - Format: [IN-PERSON / REMOTE / RECORDED]
  - Duration: [X] hours per session
  - Schedule: To be coordinated with Client
Training Limitations:
  - Training prepares users but doesn't guarantee proficiency
  - Additional training sessions: $[RATE] per session
  - Training for new employees after go-live: Additional fees
  - Advanced or specialized training: Additional fees
Client Responsibilities:
  - Ensure attendees are available for scheduled training
  - Provide training environment if needed
  - Designate super users for advanced training

Configuration (Included):
  - Using SaaS features as designed
  - Setting up workflows using built-in tools
  - Configuring user roles and permissions
  - Customizing fields and forms within platform capabilities
Customization (Not Included, Available as Add-On):
  - Code modifications or custom development
  - Features not available in standard SaaS
  - Custom integrations requiring development
  - Modifications to SaaS core functionality
Customization Limitations:
  - Some SaaS platforms don't allow customization
  - Customization may void SaaS vendor support
  - Customization requires separate agreement and fees
  - Customization timeline and feasibility: To be determined
If Client requests customization: Provider will quote separately

Testing Process:
  - Provider will conduct system testing
  - Client will conduct user acceptance testing
  - Testing period: [X] weeks
Acceptance Criteria:
  - System configured per requirements
  - Data migrated accurately
  - Integrations functioning
  - Key workflows tested and working
Acceptance:
  - Client will provide written acceptance or list of issues
  - Critical issues must be resolved before go-live
  - Minor issues may be deferred to post-go-live support
  - Acceptance occurs upon go-live or [X] days after testing completion

Go-Live Support Period: [X] days from go-live date
Support Included:
  - [X] hours of support during go-live period
  - Response time: [X] hours for critical issues
  - Issue resolution and troubleshooting
  - User questions and guidance
Support Does NOT Include:
  - Data entry or content creation
  - Ongoing training for new users
  - Custom development or configuration changes
  - Support after go-live period ends
After Go-Live Support:
  - Ongoing support available as separate agreement
  - OR Client transitions to self-sufficiency
  - OR Client engages SaaS vendor support
Transition: Provider will provide knowledge transfer and documentation

Total Implementation Fee: $[AMOUNT]
Payment Schedule:
  - 30% ($[AMOUNT]) due upon signing
  - 25% ($[AMOUNT]) due upon approval of Phase 2 (Configuration)
  - 20% ($[AMOUNT]) due upon completion of Phase 3 (Data Migration)
  - 15% ($[AMOUNT]) due upon completion of Phase 5 (Testing & Training)
  - 10% ($[AMOUNT]) due upon go-live acceptance
Payment Terms: Net [X] days from invoice
Late Payment: [X]% monthly fee after [X] day grace period
Additional Services: Quoted separately and invoiced separately

Client must provide:
  - Access to source systems and data
  - SaaS platform account access
  - Key stakeholders for requirements gathering
  - Timely feedback and approvals
  - Test users for user acceptance testing
  - Training attendees
Client must:
  - Participate actively in implementation process
  - Make decisions in timely manner
  - Provide accurate information and requirements
  - Designate project manager and key contacts
Delays in client participation may extend implementation timeline
Client responsible for SaaS platform subscription fees (separate from implementation)

Platform Capabilities:
  - Provider works within SaaS platform's standard features
  - Provider cannot modify SaaS platform core functionality
  - Some requirements may not be achievable with standard features
Platform Changes:
  - Provider not responsible for SaaS vendor platform changes
  - Platform updates may affect configuration
  - Provider will work with platform as it exists
Vendor Support:
  - SaaS vendor support is separate from implementation services
  - Client responsible for SaaS vendor relationship
  - Provider can assist with vendor communication but doesn't guarantee vendor support
Platform Limitations:
  - If platform cannot meet requirements: Provider will notify Client
  - Alternative solutions may require additional fees or may not be possible

Provider's liability limited to total fees paid under this Agreement
Provider not liable for:
  - SaaS platform outages or service issues
  - Third-party integration failures
  - Data quality issues in source systems
  - Client's use of SaaS platform after go-live
  - Indirect, consequential, or punitive damages
Provider provides implementation services, not guarantees of business results
Client responsible for:
  - Data accuracy and quality
  - User adoption and change management
  - Ongoing SaaS platform usage and optimization

Either party may terminate with [X] days written notice
Upon termination:
  - Client pays for all work completed through termination date
  - Provider delivers all work-in-progress and documentation
  - If Client terminates after [X]% completion, Client pays [X]% kill fee
Work delivered "as-is" without warranty
Provider will provide [X] days transition support at standard rates

Both parties agree to the terms above.
Provider: _________________ Date: _________
Client: _________________ Date: _________