SWP Implementations Learning Center

SEI Wealth Platform Project Evaluation 2020 Name: .................................................................................................................................................................................... Role/Position: .................................................................................................................................................................................... Location/Branch: .................................................................................................................................................................................... How effective was the SEI Implementation Team in helping to build a business solution to meet your organization's implementation objectives? (this includes their knowledge, training and preparation for the project.) Effective Somewhat Effective Not Effective Comments .................................................................................................................................................................................... How effective was SEI's implementation processes at helping you build a business solution to meet your organization's implementation objectives? (this includes Kickoff/Discovery,Business Migration,Technical Readiness, Data Migration, Model Office, along with Transition and Cut Over) Effective Somewhat Effective Not Effective Comments .................................................................................................................................................................................... How effective was SEI's implementation technology at helping you build a business solution to meet your organization's implementation objectives? (this includes Plato, eRoom and Trial Environments) Effective Somewhat Effective Not Effective Comments .................................................................................................................................................................................... Page 1 of 4

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