Unless otherwise defined in this document, all capitalized terms used herein shall have the same meaning as that given in the Order including Consulting Services between the Sitecore entity (“Sitecore”) and the Customer entity signing such Order (“Customer”).
1. Scope
What is the Advisory Services component of Sitecore360?
The purpose of Advisory Services is to assign a named consultant to help Customer realize value from their portfolio of Sitecore products and solutions using Sitecore.
Customer can request a Sitecore consultant to work with them to build a deeper understanding of the customer context. Customer makes the request by submitting a ticket in a portal. A suitable consultant is identified and assigned. Sitecore aims to complete this assignment process promptly, but depending on the specific context and need of the Customer, this may take up to two weeks. Once a Sitecore consultant is assigned, they work closely with Customer and the Customer team. The Sitecore consultant establishes a regular meeting cadence with the Customer (and partner if Customer wishes). The Sitecore consultant is an expert in a product or set of products that Customer requests assistance with and provides consultancy on best practice product usage.
Depending on Customer’s desired expertise, the job title of the Sitecore consultant(s) will vary. A Sitecore consultant can engage other experts in specific areas for short periods to help on specific topics, or in the case of a named consultant, a different named consultant with a different expertise can be assigned on request if Customer’s needs change. Work will be managed and orchestrated by the Sitecore consultant.
Each Sitecore360 package has a specific number of Credits as set out in the Order form. Customers can choose to spend their Credits on the Advisory Services component. Each hour that a Sitecore consultant spends working on an engagement with Customer uses 1 Credit.
What is the working model of the Advisory Services component?
The Advisory Services engagement follows the below work model:
What topics are in scope of the Advisory Services component?
Typical topics that the consultant can help with may include:
The Sitecore consultant may take part in or facilitate Customer's business reviews to discuss topics such as:
What activities are in scope of the Advisory Services component?
Typical activities that the Sitecore consultant can help with may include:
What activities are excluded from the scope of the Advisory Services component?
For Sitecore products in the Sustaining Support phase of the product lifecycle, the Sitecore consultant will not run workshops or reviews nor help the customer build new functionality on the product. The focus of the Sitecore consultant will be to help the customer migrate to a more recent version of the product.
2. General
The maximum number of hours to be used in a day corresponds to the length of the workday of each individual Sitecore resource engaged as part of this component unless otherwise agreed between the parties. The hours consumed will be counted in time increments of 60 minutes.
Semi-annual consumption: Sitecore360 Credits are consumed semi-annually, with the first half year starting on the Order Effective Date and ending 6 months thereafter. Any Sitecore360 Credits not consumed within a given half year will expire. Sitecore is under no obligation to deliver any work related to unused Sitecore360 Credits after expiry and any fees or applicable expenses will remain payable. If Customer exceeds the number of Sitecore360 Credits in a given half year period each additional Sitecore360 Credit will be charged based on Sitecore’s then-current Sitecore360 Credits price, and will be invoiced by Sitecore at the end of such period. Sitecore shall provide monthly consumption reporting.
Any code produced by Sitecore while delivering the Services will be exclusively for reference and guidance and Sitecore retains sole and exclusive ownership of the code. Customer should perform, and is solely responsible for, proper testing in its environment when using any of the work delivered by Sitecore.
3. Location
For this engagement, Services will be performed remotely. Customer will ensure appropriate level of access and collaboration tools to enable remote assessment and Services.
The fees for the Services do not include any travel, accommodation, and subsistence expenses for onsite visits. Any such visits and associated travel budgets will need to be agreed upon between the Customer and Sitecore for each trip. Sitecore will book economy flight tickets and reasonable option for appropriate 4-star business class hotel. Sitecore will invoice the Customer each month for travel expenses incurred during the preceding month for agreed and approved onsite visits to the Customer’s locations. The remainder of the Services will be performed remotely.
4. Scheduling
The scheduling details of this engagement must be agreed upon between the parties. The Services will be conducted by suitably qualified and experienced Sitecore consultants in close cooperation with the assigned Customer resources. Sitecore chooses, at its sole discretion, suitable consultants.
v1.1 (May 2025)