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MUTUAL ACTION PLAN | [Company Name] &amp; [SaaS Name]<div class="custom-table-wrapper"><table class="custom-table"><tbody><tr><td colspan="1" rowspan="1" style="vertical-align: top">SUMMARY: The following MAP outlines the collaborative steps [Company Name] and [SaaS Name] will take to ensure a smooth and efficient implementation process with minimal disruption to [Company Name]’s daily operations.</td></tr></tbody></table></div><div class="custom-table-wrapper"><table class="custom-table"><tbody><tr><td colspan="1" rowspan="1" style="vertical-align: top">Target Go Live Date</td><td colspan="1" rowspan="1" style="vertical-align: top">[October 1st, 2025]</td></tr><tr><td colspan="1" rowspan="1" style="vertical-align: top">Projected ROI Date</td><td colspan="1" rowspan="1" style="vertical-align: top">[February 1st, 2026]</td></tr><tr><td colspan="1" rowspan="1" style="vertical-align: top">Implementation Start Date</td><td colspan="1" rowspan="1" style="vertical-align: top">[August 15th, 2025]</td></tr><tr><td colspan="1" rowspan="1" style="vertical-align: top">Days to Go Live</td><td colspan="1" rowspan="1" style="vertical-align: top">[Remaining Days]</td></tr><tr><td colspan="1" rowspan="1" style="vertical-align: top">Average Implementation Duration</td><td colspan="1" rowspan="1" style="vertical-align: top">[45-60 Days]</td></tr></tbody></table></div><div class="custom-table-wrapper"><table class="custom-table"><tbody><tr><td colspan="1" rowspan="1" style="vertical-align: top">OBJECTIVE: To successfully integrate [SaaS Name] by [Target Go Live Date], improving [Company Name]’s [Metric 1], [Metric 2], and [Metric 3] with respect to all [Industry] compliance regulations. Please direct any questions to [POC Name] at [Email/ Phone Number].</td></tr></tbody></table></div><div class="custom-table-wrapper"><table class="custom-table"><tbody><tr><td colspan="1" rowspan="1" style="vertical-align: top">DATE</td><td colspan="1" rowspan="1" style="vertical-align: top">PROGRESS</td><td colspan="1" rowspan="1" style="vertical-align: top">MILESTONE</td><td colspan="1" rowspan="1" style="vertical-align: top">PRIMARY POCs</td><td colspan="1" rowspan="1" style="vertical-align: top">OUTCOME / NOTES</td></tr><tr><td colspan="1" rowspan="1" style="vertical-align: top">[Aug 15th, 2025]</td><td colspan="1" rowspan="1" style="vertical-align: top">✓</td><td colspan="1" rowspan="1" style="vertical-align: top">Introductory project scoping</td><td colspan="1" rowspan="1" style="vertical-align: top">[Jeff A.][Lisa R.]</td><td colspan="1" rowspan="1" style="vertical-align: top">Identify key features, use cases, and payment details to ensure project alignment.</td></tr><tr><td colspan="1" rowspan="1" style="vertical-align: top">[Aug 30th, 2025]</td><td colspan="1" rowspan="1" style="vertical-align: top">✓</td><td colspan="1" rowspan="1" style="vertical-align: top">Technical validation </td><td colspan="1" rowspan="1" style="vertical-align: top">[Tim P.][Chris V.]</td><td colspan="1" rowspan="1" style="vertical-align: top">Assess how [SaaS Name] will fit into [Company Name]’s tech stack.</td></tr><tr><td colspan="1" rowspan="1" style="vertical-align: top">[Sep 15th, 2025]</td><td colspan="1" rowspan="1" style="vertical-align: top">IN PROGRESS</td><td colspan="1" rowspan="1" style="vertical-align: top">Contract review and signatures</td><td colspan="1" rowspan="1" style="vertical-align: top">[Pam F.][Jason W.]</td><td colspan="1" rowspan="1" style="vertical-align: top">Meet with the legal team to ensure compliance regulations and security protocols are met.</td></tr><tr><td colspan="5" rowspan="1" style="vertical-align: top">GO LIVE DATE</td></tr><tr><td colspan="1" rowspan="1" style="vertical-align: top">[Aug 18th, 2025]</td><td colspan="1" rowspan="1" style="vertical-align: top">NOT STARTED</td><td colspan="1" rowspan="1" style="vertical-align: top">Customer success manager introduction</td><td colspan="1" rowspan="1" style="vertical-align: top">[Steve Y.][Sandra C.]</td><td colspan="1" rowspan="1" style="vertical-align: top">Map out employee training and onboarding plans with additional support from the customer success team.</td></tr><tr><td colspan="1" rowspan="1" style="vertical-align: top">[Aug 25th, 2025]</td><td colspan="1" rowspan="1" style="vertical-align: top">NOT STARTED</td><td colspan="1" rowspan="1" style="vertical-align: top">Performance checkpoint</td><td colspan="1" rowspan="1" style="vertical-align: top">[Lance R.][Cole P.]</td><td colspan="1" rowspan="1" style="vertical-align: top">Assess post Go Live metrics to stay on track with projected ROI date.</td></tr></tbody></table></div>