¶ What are Customization Hours
What are and can be considered customization hours?
Customization hours are any hours used on the project that are non-standard or could have been avoided by the client. These hours may include, but are not limited to, discovery meetings, IT meetings, environment/access setup and support, non-standard integration syncs, high complexity workflows, mapping changes, and system issues stemming from the client's systems (servers, ERP, CRM, eComm, etc.)
¶ A few examples of Customization Hours
- The client requested Clarity to assist with generating workflows and lifecycles for their project.
- The client request that Clarity generates a default mapping worksheet for them to utilize (beyond the generalized template).
- The client needs assistance with setting up their environments or creating access to their system's API and web services.
- The client request changes to their workflows and mappings after development has begun
- Clarity encounters issues with the client's systems or workflows that require troubleshooting and/or changes to the source code.
In the event customizations such as the above occur, time is logged to a customization line item within Easy Projects (EP) with a relevant title such as:
- Discovery & Documentation - Customization
- Environment Setup & Assist - Customization
- Mapping Changes - Customization
- [System name] Troubleshooting - Customization
All non-Customization hours are listed in EP under the line items that indicate they are internal. For example:
- Discovery - Internal
- Connector Setup - Internal
- Product Sync - Internal
- Account Sync - Internal
- Sales Order Sync - Internal
- Project Management - Internal
- Meetings - Internal
- QA, Deployment, & Launch - Internal
Note: Using the "- Customization" is not necessary for the processing of packaged Project Status Reports (PSRs), however, it can be useful to keep EP organized and readable. Once a project is live, the default customization hours provided at the start of the project are zeroed out and only hours remaining from change requests or support invoices can be used by a client after launch. Once a project is live, new line items can be generated indicating they are for support requests. For example:
- Project Management - Support
- BE Development - Support
- FE Development - Support