Intela Client Concierge Service Request Form

Please provide the following information to kick off your request for assistance in onboarding your client. This information is imperative to ensure we are appropriately understanding the status and need for your client.

Before requesting this service you should have your engagement set up in Intela and have your Deloitte team onboarded. Your request will not be approved if these steps are not taken before submitting this form.

If you have any questions, please reach out to the Intela Onboarding Team through the US Tax Service Delivery Transformation mailbox.

Your Name

Please answer question 1 before continuing.

Your Email

Please answer question 2 before continuing.

Your Role

  Intela Lead LTP Project Manager Team Member Other Please specify

Please answer question 3 before continuing.

Client Name

Please answer question 4 before continuing.

Client WBS Code

Please answer question 5 before continuing.

Engagement PPMD Name

Please answer question 6 before continuing.

Client Size

1. Under 50k
2. 50k-400k
3. 400k+

Please answer question 7 before continuing.

Region

  East Central West

Please answer question 8 before continuing.

Office Group

  Atlanta Boise Boston Carolinas Cayman Islands Chicago Cincinnati Cleveland Columbus Connecticut Core New York Commercial Core New York FSI Core New York IM/RE Dallas Denver Detroit Florida Fresno Grand Rapids Greater Washington Area Honolulu Houston Indianapolis Iowa Kansas City Las Vegas Los Angeles Milwaukee Minneapolis New Jersey Omaha Orange County Philadelphia Phoenix Pittsburgh Portland Puerto Rico Salt Lake City San Diego San Francisco San Jose Seattle St. Louis Tennessee Other Please specify

Please answer question 9 before continuing.

Does this engagement have a global component?

1. Yes
2. No

Please answer question 10 before continuing.

What Regions/Countries interact with this engagement?

Please answer question 11 before continuing.

Has client onboarding already been scheduled? (Note: This is NOT required to submit this form, if the onboarding is not yet scheduled, please wait until you have contact from the Delphi Team to do so.)

1. Yes
2. No

Please answer question 12 before continuing.

When is the client onboarding scheduled for?

Date of onboarding

Format: mm/dd/yyyy

Please answer question 13 (Date of onboarding) before continuing.

Your answer to question 13 (Date of onboarding) must be a valid date.

When do you intend to start work with this client?

Anticipated start date

Format: mm/dd/yyyy

Please answer question 14 (Anticipated start date) before continuing.

Your answer to question 14 (Anticipated start date) must be a valid date.

How many client users require onboarding?

Please answer question 15 before continuing.

It is the responsibility of the Intela Lead to set up the projects and work areas prior to client onboarding. Have the projects and work areas for this client been set up? (e.g. Workplan has assignees and due dates, Information Requests have been set up)

1. Yes
2. No
3. I am not sure

Please answer question 16 before continuing.

Did a Delphi Team member assist with the project and/or work area set up?

1. Yes
2. No

Please answer question 17 before continuing.

Which Delphi Team member assisted in set up?

Please answer question 18 before continuing.

Have Deloitte team members been onboarded to Intela?

1. Yes
2. No

Please answer question 19 before continuing.

Has the client been added to another Deloitte application (i.e. DTi)?

1. Yes
2. No

Please answer question 20 before continuing.

Intela is a work management system. The Client Onboarding Service will provide a session that covers Intela's complete functionality. By engaging the Client Onboarding Service, do you acknowledge that the Client Onboarding Session will cover complete functionality, and not just selected modules? For example, the Client Onboarding Service will not just provide a document management demo.

1. Yes
2. No

Please answer question 21 before continuing.

Have you onboarded other clients onto Intela?

1. Yes - Using the Client Onboarding Guide
2. Yes - With the Billable Client Onboarding service
3. Yes - By myself
4. No

Please answer question 22 before continuing.

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