Order Notes and Quick Reminders for MIP|Momentive  

Notes and Quick Reminders

Please include a quick recap of your order when submitting it to ensure the information on the order form is accurate and not leftover from a previous order.                                 

Software Orders:

• If your order includes software, you will receive an email confirmation with further instructions. Once received, decide if it should be forwarded to your client.
• For orders placed on behalf of a Microix BP (Business Partner) not listed on the order form, kindly forward the confirmation to them if needed.
• If the client is hosted on MIP Cloud, ensure Microix is provisioned and set up for the Microix consultant and/or admin when ready to do so.

Hardware & Hardware Accessory Orders:

• Ensure the correct "Ship To" address is on the order form (cannot ship to PO Box)
• In Stock: You will receive an email with tracking information to forward to your client once items ship.
• Out of Stock: If items are out of stock, our team will provide lead time updates to share with your client. Once shipped, tracking details will follow.

Engage Professional Services (PST) Requests:

• Please confirm the submitted hours are correct, as they are non-cancelable, non-refundable, and cannot be credited for unused time.
• A new PST engagement will be sent to rebecca.kumpf@communitybrands.com  via DocuSign, and we will contact the client once we receive Rebecca’s signed agreement and process it in our system.
• If a BP will provide Microix services, connect them to the client for implementation or training support.

Details to confirm unless noted on the order form:

· For Implementation PST Orders:

o Is the client ready to start Microix services now?

§ If yes, we will send the engagement agreement to Rebecca.

§ If no, when is the estimated start date?

o Is Microix provisioned in MIP Cloud for this client? (If applicable)

§ If not, when is the estimated provisioning date?

§ Who is the consultant responsible for provisioning the client, if not Ellen Clayton ellen.clayton@communitybrands.com?

· For Post/Refresher Training PST Orders:

o Please confirm the module(s) are fully active and functional before submitting the order.

· For PST Approval of Additional Add-on Hours Orders or Email Approvals:

o Include Rebecca Kumpf rebecca.kumpf@communitybrands.com when submitting to Microix so she is aware.