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Technical Prerequisites

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In this section you will learn the technical prerequisites for deploying Pricefx Copilot. We are approaching this from two perspectives: Core and Configuration, with tasks and responsibilities clearly defined for each.

Key Insights

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Core Area:

  • Task:

    • Partition upgraded: This indicates that the system's partition must be updated or upgraded to meet the requirements of the Copilot deployment.

  • Responsibility:

    • The task is requested and validated by the customer, with support from Professional Services (which could include Pricefx, partners, or COSA/WO). This collaboration ensures that the necessary infrastructure is in place before deployment.

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Configuration Area:

  • Tasks:

    • Transaction data loaded: This implies that relevant transactional data must be prepared and integrated into the system.

    • Analytics/SI/CI/ActIns in use: These are likely specific modules or functionalities (e.g., analytics or specific integrations) that need to be operational.

    • SI/CI/ActIns accelerator upgraded: Indicates that accelerators—tools or components enhancing these modules—must also be updated.

  • Responsibility:

    • These tasks fall under the purview of Professional Services (Pricefx, partners, or COSA/WO), emphasizing external expertise to handle the technical setup.

  1. Customer Involvement → customer participation is critical in validating and requesting updates, especially in the Core area. This ensures alignment with their specific business requirements.

  2. Role of Professional Services → professional Services play a significant role in both areas, highlighting the technical complexity and the need for expert support in configuration and data preparation.

  3. Dependencies on Existing Configuration → the deployment effort depends heavily on the state of the customer's existing configuration. For instance:

    • If partitions are not upgraded or transactional data is not loaded, deployment may face delays.

    • The presence and readiness of specific modules (SI/CI/ActIns) are essential for functionality.

Recommendations for Deployment

  • Early Assessment: We recommend you assess your current system state early on to identify gaps in prerequisites.

  • Testing: Once prerequisites are met, thorough testing should be conducted before full deployment to avoid potential disruptions.

Deployment

Let’s outline the tasks and responsibilities involved in deploying Copilot. We are looking at Core and Configuration, with associated tasks and the parties responsible for executing them.

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  • Core:

    • Tasks:

      • Infrastructure set-up

      • Package deployment

      • Core partition configuration

    • Responsible Party: Pricefx Product and Engineering team

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  • Configuration:

    • Tasks:

      • The text indicates "NA if all prerequisites satisfied," meaning no additional configuration tasks are necessary if the prerequisites are already met.

    • Responsible Party: Pricefx Professional Services, with backup support available for trial projects.

Insights

  1. Clear Role Allocation:

    • The tasks are split into technical (core) and conditional (configuration) categories, which simplifies responsibility management. This ensures that the deployment process is structured and avoids overlap in roles.

  2. Scalability in Deployment:

    • The mention of "NA if all prerequisites satisfied" in the Configuration section implies a streamlined process for customers who have already met certain conditions. This approach saves time and resources, making the deployment scalable depending on the customer's readiness.

  3. Trial Project Support:

    • The note about backup availability for trial projects under Configuration suggests a focus on enabling customers to experiment with the system before full deployment. This is a customer-friendly approach that reduces risk and builds trust.

  4. Team Specialization:

    • The involvement of "Pricefx Product and Engineering" for core technical tasks and "Pricefx Professional Services" for configuration indicates a division of labor based on expertise. This ensures that technical tasks are handled by those with engineering proficiency, while customer-facing services are managed by professionals skilled in support and customization.

  5. Potential Challenges:

    • The dependency on prerequisites for Configuration might create bottlenecks if customers are not adequately prepared or lack clarity on these requirements. Ensuring proper documentation and communication of prerequisites is crucial to avoid delays.

  6. Strategic Focus on Core Setup:

    • The emphasis on infrastructure setup, package deployment, and core partition configuration highlights the critical importance of foundational technical elements in ensuring a successful Copilot deployment.

Recommendations

  • Enhance Prerequisite Clarity: Provide detailed documentation or checklists to help customers meet prerequisites efficiently, reducing potential delays.

  • Trial Support Optimization: Extend trial project support to include proactive guidance, such as workshops or tutorials, to accelerate customer onboarding.

  • Feedback Loop: Establish a feedback mechanism during trial projects to gather insights and improve both core and configuration processes for future deployments.