Month 1

1. Client signs Master Subscription Agreement

2. MX begins integration with OLBP

3. Initial Onboarding/Marketing Call

Testing & Feedback Instructions are sent to client

Client coordinates employee test group

Review MX Best Practices (User Adoption)

Develop marketing implementation timeline (online and print marketing assets)

Order online and print marketing assets

Month 2-3

1. Ongoing Marketing Implementation Timeline

2. Ongoing employee testing/training

3. Integration Testing

FI begins testing on integration server (limited group)

Only the data feed for primary accounts is to be tested during this phase

4. Production Testing

FI is moved to production server for testing

Testers will have to create new MoneyDesktop accounts and will be able to test the full functionality of the software (Soft Launch)

Billing begins first week of following month (unless stated otherwise in contract)

5. Sign off on Private Label App (if applicable)

6. FI schedules “Go Live Date”

“Coming Soon” marketing implementation begins

7. MoneyDesktop is turned on live to all account holders

8. FI begins “Now Available” Online and Print Marketing

9. Private Label App is pushed to App Store (if applicable)

10. MX tracks User Adoption for FI