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Lucid Software Product and Professional Services Additional Information

Lucid Software Product or Professional Services Name

Description

Lucidchart Cloud Insights Explorer

Lucidchart Cloud Insights Explorer licenses may only be purchased in addition to new or existing Lucidchart Professional licenses. Each licensed user of Lucidchart Cloud Insights Explorer will have access to limited, view-only Lucidchart Cloud Insights functionality.

Lucid Essentials Implementation Package

Lucid Customers will receive: 

  • In-app (guided and self-paced) onboarding experience (60 day expiration)
  • Technical setup instructions & documentation located in the Lucid Help Center
  • A Welcome Kit
  • Training Hub Access
  • Global Webinars

Lucid Essentials Implementation Package must be used within 12 months from purchase date. If Customer does not use within 12 months, Customer will not be entitled to any refund for any prepaid associated fees.

Lucid Select Implementation Package

Lucid Customers will receive: 

  • One (1) live virtual configuration session with an Implementation specialist
  • Technical setup instructions & documentation located in the Lucid Help Center
  • One (1) virtual training selected from our Getting Started webinar series led by a trainer from our Customer Education team.
  • A Welcome Kit
  • Training Hub Access
  • Global Webinars

Lucid Select Implementation Package must be used within 45 days from purchase date. If Customer does not use within 45 days, Customer will not be entitled to any refund for any prepaid associated fees.

Lucid Preferred Implementation Package

Lucid Suite Customers will receive: 

  • Up to three (3), one-hour live virtual configuration sessions (if needed) with an Implementation Specialist or Consultant
  • Up to two (2), one-hour virtual sessions, with an Implementation Specialist or Consultant, for:
    • User communication planning
    • Training scheduling & coordination with Customer Education team
    • User group identification (if applicable)
  • A Welcome Kit
  • Training Hub Access
  • Global Webinars
  • Mutually accessible project plan and identified success criteria
  • Standardized user communication templates
  • One (1) hour virtual Q&A session for your users or enablement team led by a trainer from our Customer Education team

Lucid Preferred Implementation Package must be used within 90 days from purchase date. If Customer does not use within 90 days, Customer will not be entitled to any refund for any prepaid associated fees.

Lucid Premier Implementation Package

Lucid Suite customers will receive:

  • Customized configuration plan, scoped & delivered by assigned Implementation Consultant -- maximum of twelve (12) hours
  • Customized enablement plan, developed in conjunction with Implementation Consultant -- maximum of eighteen (18) hours
    • User communication 
    • Training scheduling and coordination with Customer Education team
    • User group identification & targeted rollout plan(s) (if applicable)
  • Coordination with enablement and group leaders to devise appropriate group roll out plan(s) -- maximum of ten (10) hours
  • All Essentials/Select resources +
    • Mutually accessible project plan, identified success criteria, & progress tracking
    • Customized user communication templates (if required)
  • A Welcome Kit
  • Training Hub Access
  • Global Webinars

Instructor-led training resources:

  • Up to three (3) virtual training session selected from our Getting Started series led by a trainer from our Customer Education team
  • Up to two (2) hours virtual Q&A for your users or enablement team led by a trainer from our Customer Education team.

Lucid Premier Implementation Package must be used within 90 days from purchase date. If Customer does not use within 90 days, Customer will not be entitled to any refund for any prepaid associated fees.

Training: Getting Started Using Lucid's Visual Collaboration Suite

One (1) 60 minute webinar for up to 250 introducing the Lucid Suite and its products.

Must be scheduled a minimum of 2 weeks in advance and be used within 12 months from purchase date. If Customer does not use the Getting Started Using Lucid's Visual Collaboration Suite within 12 months, Customer will not be entitled to any refund for any prepaid associated fees.

Training: Lucidchart Essentials

One (1) 30-60 minute webinar for up to 250 on the basics of Lucidchart.

Must be scheduled a minimum of 2 weeks in advance and be used within 12 months from purchase date. If Customer does not use the Lucidchart Essentials within 12 months, Customer will not be entitled to any refund for any prepaid associated fees.

Training: Diving Deeper with Lucidchart

One (1) 60-90 minute webinar for up to 50 on how to get the most out of intelligent diagramming. For teams already familiar with Lucidchart.

Must be scheduled a minimum of 2 weeks in advance and be used within 12 months from purchase date. If Customer does not use the Diving Deeper with Lucidchart within 12 months, Customer will not be entitled to any refund for any prepaid associated fees.

Training: Lucidspark Essentials

One (1) 30-60 minute webinar for up to 250 on the basics of Lucidspark.

Must be scheduled a minimum of 2 weeks in advance and be used within 12 months from purchase date. If Customer does not use the Lucidspark Essentials within 12 months, Customer will not be entitled to any refund for any prepaid associated fees.

Training: Diving Deeper with Lucidspark

One (1) 60-90 minute webinar for up to 50 on how to get the most out of virtual whiteboarding. For teams already familiar with Lucidspark. Choose one of the following options:

  • Diving deeper into solo ideation
  • Diving deeper into facilitation
  • Diving deeper into agile visualization

Must be scheduled a minimum of 2 weeks in advance and be used within 12 months from purchase date. If Customer does not use the Diving Deeper with Lucidspark within 12 months, Customer will not be entitled to any refund for any prepaid associated fees.

Training: Lucid Learning Café (Q&A)

One (1) 30-60 minute webinar for up to 250 for open questions on any product in the Lucid Suite. No planned agenda.

Must be scheduled a minimum of 2 weeks in advance and be used within 12 months from purchase date. If Customer does not use the Lucid Learning Café within 12 months, Customer will not be entitled to any refund for any prepaid associated fees.

Training: Training Credit

Can be redeemed dollar-for-dollar towards the use of any product in our training catalog. Must be purchased in increments of $1,000.

Must be used within 12 months from purchase date. If Customer does not use the Training Credit within 12 months, Customer will not be entitled to any refund for any prepaid associated fees.

Training: Live Training Development Hour

One (1) hour of consultation for the scoping, development, & delivery of instructor-led training classes or workshops.

Must be scheduled a minimum of 4 weeks in advance and be used within 12 months from purchase date. If Customer does not use the Live Training Development Hour within 12 months, Customer will not be entitled to any refund for any prepaid associated fees.

Training: Self-Serve Training Development Hour

One (1) hour of consultation for the scoping, development, & delivery of self serve training content such as videos or e-learning courses.

Must be scheduled a minimum of 4 weeks in advance and be used within 12 months from purchase date. If Customer does not use the Self-Serve Training Development Hour within 12 months, Customer will not be entitled to any refund for any prepaid associated fees.

Lucidchart Sales Solution Essentials Implementation Package

Solutions Consultant in a remote project management role providing a standard project checklist and periodically checking in with project stakeholders to complete project checklist.

One (1) virtual hour of training tailored to Customer's instance for up to fifty (50) attendees led by a Product Trainer.

Lucidchart Sales Solution Essentials Implementation Package must be used within 12 months from purchase date. If Customer does not use within 12 months, Customer will not be entitled to any refund for any prepaid associated fees.

Lucidchart Sales Solution Preferred Implementation Package

Solutions Consultant in a remote project management role identifying critical path, managing task assignment, scheduling periodic project check-in calls with project stakeholders, and overseeing and driving project completion. Deliverables include the project planning guide and customized plans for project completion, including communication strategies, training schedules, and tracking adoption/engagement.

One (1) visit for one (1) day with a Solutions Consultant. This visit is to be used for needs discovery, project scoping and planning, and consultation for unique core needs and/or add-on solutions.

One (1) virtual hour of training tailored to Customer's instance for up to fifty (50) attendees led by a Product Trainer.

Lucidchart Sales Solution Preferred Implementation Package must be used within 12 months from purchase date. If Customer does not use within 12 months, Customer will not be entitled to any refund for any prepaid associated fees.

Lucidchart Sales Solution Premier Implementation Package

Solutions Consultant in a remote project management role identifying critical path, managing task assignment, scheduling periodic project check-in calls with project stakeholders, and overseeing and driving project completion. Deliverables include the project planning guide and customized plans for project completion, including communication strategies, training schedules, and tracking adoption/engagement.

One (1) visit for one (1) day with a Solutions Consultant. This visit is to be used for needs discovery, project scoping and planning, and consultation for unique core needs and/or add-on solutions.

One (1) visit for up to three (3) consecutive days with a Solutions Consultant. This visit will facilitate roll-out and training with end-users.

One (1) visit for up to three (3) consecutive days with a Product Trainer. Two to four (2-4) sessions per day for up to thirty (30) attendees per session. This visit will facilitate Lucidchart Sales Solution roll-out and training with end-users.

Lucidchart Sales Solution Premier Implementation Package must be used within 12 months from purchase date. If Customer does not use within 12 months, Customer will not be entitled to any refund for any prepaid associated fees.

Lucid Core Bundle

Lucid Core Bundle includes both the Lucidchart Enterprise and Lucidspark Enterprise Subscription Services.

Professional Services Consultation Hour

One (1) virtual hour consultation session with a Professional Services team member.

Must be used within 12 months from purchase date. If Customer does not use the Professional Services Consultation Hour within 12 months, Customer will not be entitled to any refund for any prepaid associated fees.

Solutions Consultant Onsite (Additional Day)

Additional onsite day with a Solutions Consultant. To be purchased with the Solution Consultant Onsite (One Day) product and used consecutively.

Must be used within 12 months from purchase date. If Customer does not use the Solution Consultant Onsite (Additional Day) within 12 months, Customer will not be entitled to any refund for any prepaid associated fees.

Solutions Consultant Onsite (One Day)

One (1) visit for one (1) day with a Solutions Consultant. This visit is to be used for needs discovery, project scoping and planning, and consultation for unique core needs and/or add-on solutions.

Must be used within 12 months from purchase date. If Customer does not use the Solutions Consultant Onsite (One Day) within 12 months, Customer will not be entitled to any refund for any prepaid associated fees.

Webinar Training (Standard)

One virtual (1) hour of training selected from the training course catalog for up to fifty (50) attendees led by a Product Trainer.

Must be used within 12 months from purchase date. If Customer does not use the Webinar Training (Standard) within 12 months, Customer will not be entitled to any refund for any prepaid associated fees.

Webinar Training (Tailored)

One (1) virtual hour of training tailored to Customer's instance for up to fifty (50) attendees led by a Product Trainer.

Must be used within 12 months from purchase date. If Customer does not use the Webinar Training (Tailored) within 12 months, Customer will not be entitled to any refund for any prepaid associated fees.

Training: Onsite Trainer (Single Day)

One (1) visit for one (1) day with one (1) Product Trainer where trainer travels to Customer site to deliver up to six (6) hours of instruction selected from our course catalog. Travel & expenses included inside the contiguous United States. Required for each individual trip.

Must be scheduled a minimum of 4 weeks in advance and be used within 12 months from purchase date. If Customer does not use the Onsite Trainer (Single Day) within 12 months, Customer will not be entitled to any refund for any prepaid associated fees.

Training: Onsite Trainer (Additional Day)

Additional onsite day with (1) Product Trainer where trainer remains at customer site to deliver up to six (6) hours of instruction selected from our course catalog. Travel & expenses included inside the contiguous United States. Must be used for additional consecutive days on the same trip, purchased in coordination with Onsite Trainer (Single Day).

Must be scheduled a minimum of 4 weeks in advance and be used within 12 months from purchase date. If Customer does not use the Onsite Trainer (Additional Day) within 12 months, Customer will not be entitled to any refund for any prepaid associated fees.

Custom Development Hour

One (1) hour of custom development by a Solutions Engineer.

Must be used within 12 months from purchase date. If Customer does not use the Custom Development Hour within 12 months, Customer will not be entitled to any refund for any prepaid associated fees.

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