Appendix-A
The roles outlined on this page represent Dazmii’s standardized definitions used across all service engagements. Each role is defined to ensure consistent expectations, responsibilities, and alignment with our Tiered Service Model.
While the core definitions of these roles are not subject to change, this page may be periodically updated to add clarifying information that enhances service understanding and improves the overall client and team experience.
Select a role below to view its official definition.
Tiered Service Model
Dazmii’s Tiered Service Model is a structured approach to service delivery that categorizes roles and responsibilities across four distinct tiers based on complexity, specialization, and oversight. This model ensures efficient task allocation, cost-effective resource use, and high-quality outcomes by aligning the right level of expertise to the appropriate scope of work.
Overview:
The Consultant provides expert guidance, strategic insight, and execution leadership across specialized business and technical functions. This role is accountable for aligning project outcomes with client goals, ensuring cross-functional coordination, and translating complex challenges into clear, actionable plans. Consultants support both internal teams and client stakeholders with a focus on high-impact, results-driven outcomes.
Consultants may operate in general strategic roles or specialize in technical domains such as ETL (Extract, Transform, Load), PLM configuration, data architecture, or regulatory readiness.
General Responsibilities
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Analysis & Assessment: Evaluate systems, workflows, and data landscapes to identify inefficiencies, risks, or opportunities.
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Strategic Planning: Develop and guide execution of business and technical roadmaps aligned with organizational priorities.
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Stakeholder Engagement: Act as a liaison between internal teams and clients to clarify needs, expectations, and constraints.
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Project Oversight: Lead or support task execution and coordination in the absence of an assigned Project Manager.
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Knowledge Transfer: Provide documentation, training, and guidance to ensure long-term sustainability of implemented solutions.
ETL-Specific Responsibilities (If Applicable)
When serving in an ETL-focused engagement, the Consultant designs, manages, and troubleshoots data pipelines critical to reporting, analytics, and system integrations.
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ETL Design & Execution: Create workflows to extract, transform, and load data across platforms with integrity and efficiency.
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Data Integration: Normalize and align datasets from disparate systems to support accurate reporting and functional use.
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Quality & Validation: Ensure clean, validated data through rule enforcement, cleansing procedures, and reconciliation checks.
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Performance Optimization: Monitor, diagnose, and enhance ETL performance to support evolving business needs.
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Documentation: Maintain clear, reusable specifications for data mappings, transformations, and source-to-target flows.
Consultant Role Triggers
A Consultant may be required to execute tasks directly when:
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Cross-functional Complexity Exists:
When a single task involves multiple specialized functions—such as data interpretation, client communication, data mapping, loading, and QC—and no clear division of labor is practical, a Consultant may be necessary to manage or perform the work end-to-end.
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Specialist Capacity Is Unavailable or Insufficient:
If no appropriate Functional Specialist is available or capable of completing a required task, a Consultant may step in to ensure continuity and project success.
These scenarios highlight the Consultant’s role as a flexible problem-solver capable of bridging technical and business gaps across service tiers.
Authority & Scope
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Authorized to recommend, lead, or directly execute work within their area of expertise when business needs warrant.
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Not intended for use on routine or administrative tasks unless such tasks are embedded within a broader, complex consulting requirement.
Reporting Structure
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Reports to Project Manager, Department Lead, or Senior Leadership depending on engagement structure.
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Maintains ongoing communication with key stakeholders to ensure alignment on scope, status, and deliverables.
Tier 2 – Functional Specialist
Definition:
Tier 2 represents specialized roles that support consulting efforts with targeted technical or subject matter expertise. While “Functional Specialist” is not a formal role, this tier includes all roles that do not fall under Tier 1 (Consulting), Tier 3 (DazCrew), or Tier 4 (Spec Squad). It serves as a classification for skilled contributors executing focused workstreams in support of business or technical outcomes.
Scope:
This tier includes, but is not limited to:
- Packaging Engineers
- Data Engineers
- Developers
- PLM Configuration Specialists
- Data Governance Analysts
- Specification Specialists
- Integration Coordinators
Key Characteristics:
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Execution-Focused: Converts requirements into tangible outputs (e.g., data models, configurations, workflows).
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Cross-Functional Alignment: Works across departments or systems to support implementation, data integrity, or user enablement.
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Specialized Expertise: Possesses domain knowledge or tool-specific experience (e.g., PLM, regulatory, packaging formats).
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Supportive Role: May work under the strategic direction of a Consultant and often in coordination with QC and Data Entry resources.
Examples of Responsibilities:
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Interpreting complex data or requirements and applying logic/configuration accordingly
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Executing assigned tasks that require functional expertise but not strategic advisory
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Collaborating with Consultants to design, test, or validate technical solutions
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Translating client requests into system-ready formats
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Performing advanced template prep or pre-load validation
Limitations:
Tier 2 resources are not responsible for providing strategic guidance, client-facing advisory services, or oversight of project execution unless operating under delegated authority from a Tier 1 Consultant.
DazCrew — Tier 3
Industry Alignment: Business Analyst (Data / PLM / Packaging Systems)
Definition
Tier 3 represents the DazCrew role, aligned to an industry-standard Business Analyst function focused on data,
packaging specifications, and PLM-related processes. This role serves as the bridge between client stakeholders
and execution teams by clarifying requirements, validating data expectations, defining normalization and field usage
rules, and supporting administrative and operational system activities.
DazCrew members translate business needs into structured instructions for execution tiers and ensure that data
standards, mapping rules, and governance requirements are clearly understood before work is performed.
Scope
The DazCrew role is responsible for:
- Requirements Intake and Clarification — Collecting, documenting, and confirming client requirements related to specifications, data fields, normalization rules, and governance expectations.
- Data Standards and Normalization Support — Working with clients and internal teams to define and confirm normalization rules, field usage, naming standards, and acceptable values.
- Mapping and Field Alignment Support — Reviewing source-to-destination mappings and confirming intended field placement and interpretation with stakeholders.
- Administrative and Functional Support — Supporting system administration activities such as template design input, field usage decisions, and record-type guidance (but not performing deep technical configuration).
- Execution Guidance — Providing structured instructions and acceptance criteria to Spec Squad and other execution roles.
Examples of Accepted Use
- Meeting with clients to clarify how capacity, finish, or material fields should be normalized
- Confirming which source values populate which destination fields
- Documenting transformation and normalization rules
- Reviewing templates before load for field alignment and rule compliance
- Collecting missing requirements needed for configuration or data load
Key Responsibilities
- Requirements Gathering — Document business and data requirements from client and internal stakeholders.
- Rule Definition Support — Define and document normalization, mapping, and field usage rules.
- Data Review and Validation Coordination — Review prepared templates and mapped data for alignment with agreed rules and standards.
- Stakeholder Communication — Communicate with clients regarding data questions, interpretation, and requirements clarification.
- Documentation — Maintain mapping documents, rule logs, and decision records.
- Execution Handoff — Provide clear written instructions and acceptance criteria to execution tiers.
Authority
- Approve data interpretation and normalization approaches within documented standards
- Request clarification from clients
- Pause execution when requirements are unclear or conflicting
DazCrew may not:
- Perform deep system configuration or integration engineering
- Change architecture or data models
- Override governance without approval
Reporting Structure
- Reports to: Functional Specialist or Consulting Tier
- Works with: Spec Squad, Data Operations, Configuration teams
- Interfaces with: Client stakeholders for requirements and clarification
Limitations
- System architecture decisions
- Integration development
- Advanced configuration or code-based transformation
- Commercial or contractual decisions
Closing Statement
The DazCrew role establishes Dazmii’s Business Analyst function within the delivery model. It ensures that client
requirements, data standards, and normalization rules are clearly defined and documented so execution can proceed
accurately and efficiently. This tier enables high-quality delivery by connecting stakeholder intent with structured execution.
Tier 4 – Spec Squad
Definition:
Tier 4 represents the Spec Squad role, dedicated to high-volume manual data execution. This role focuses on the initial digitization and structured data entry required to operationalize templates, specifications, and system inputs. Spec Squad tasks are performed under direct oversight, with strict adherence to predefined formats and minimal decision-making.
Scope:
Spec Squad is reserved for tasks that require:
- Manual Data Entry: Entering specification data from static sources into Excel or system templates
- Repetitive Task Execution: Performing clearly outlined, repeatable processes
- Template Completion: Populating standard templates with data captured from source documents
- Pre-QC Preparation: Preparing data for review by DazCrew or higher tiers before upload or submission
Examples of Accepted Use:
- Typing ingredients, claims, or certifications from PDFs into structured Excel templates
- Filling in label data from customer-provided images into PLM-ready documents
- Reviewing basic data for completeness before it’s handed off for QC
Key Responsibilities:
- Structured Data Entry: Accurately transcribe values into pre-approved templates
- Template Population: Ensure all required fields are completed using approved references
- Document Referencing: Use supplied source materials (PDFs, images, Excel) to retrieve and transcribe data
- Basic Formatting: Apply consistent formatting standards as outlined in SOPs
- Progress Reporting: Regularly report task completion and flag blockers to the Manager
- Work Tracking: Log completed units (e.g., SKUs, specs, or templates) for internal tracking
Authority:
Spec Squad members do not hold authority to make decisions on data accuracy, project direction, or formatting logic. Any uncertainty or deviation from instructions must be escalated to DazCrew or the assigned Manager.
Reporting Structure:
- Reports to the Manager under the Management Role
- May receive day-to-day assignments and direction from DazCrew or a designated Tier 2 Functional Specialist
- Collaborates only within the scope of defined work; escalations or questions should go through proper channels
Limitations:
This role is not authorized to:
- Communicate with clients or stakeholders
- Interpret or map data fields beyond what is explicitly instructed
- Perform system configuration, integration, or advanced formatting
- Engage in decision-making regarding scope, priority, or method
Minimum Criteria for Use:
✅ Work involves basic copy-entry from source documents
✅ Output is an internal template or staging document
✅ No transformation or validation required beyond formatting
❌ Not suitable for complex judgment, ambiguous source data, or client communication
Closing Statement:
The Spec Squad role forms the foundation of Dazmii’s data execution model, enabling rapid, large-scale population of templates and data structures. This role is critical for throughput efficiency and serves as the starting point in Dazmii’s quality and delivery chain. Any expansion of scope beyond this definition must be re-evaluated for escalation to a higher-tiered role.
Role Utilization & Budget Alignment
Roles are applied flexibly within an engagement based on task needs and available budget. No fixed allocation or guaranteed usage by tier is implied. Higher tiers are engaged selectively to reduce risk, resolve ambiguity, and maintain execution flow — not to perform routine work.
This model ensures:
- Efficient use of delivery resources
- Clear separation between execution and improvement work
- Predictable operational support
- Controlled escalation and budget governance
Additional Role Definitions
The following outlines provide standardized descriptions for Dazmii’s tiered roles, supporting clarity in task assignment and service delivery. While key roles are defined herein, this list is not exhaustive. Additional roles may exist or emerge based on evolving business needs, and may be defined separately or aligned with the nearest applicable tier for scope and assignment purposes.
The Management Role within the Dazmii organization is responsible for overseeing and coordinating operational activities across teams—primarily focused on the supervision of DazCrew and Spec Squad personnel—to ensure task accuracy, workflow efficiency, and alignment with organizational standards.
Legacy vs. Current Role Scope
Historically, the Management role was used broadly and may have included involvement in tasks performed by Functional Specialists, such as packaging engineering, configuration, or data transformation. However, this legacy usage is no longer valid.
Effective immediately, the Management role is strictly limited to oversight and coordination of Tier 3 (QC) and Tier 4 (Data Entry) functions. All current and future tasks, roles, and services that involve strategic guidance, technical execution, or subject matter expertise must be routed through the Tier 1 (Consultant) or Tier 2 (Functional Specialist) service model.
Key Responsibilities
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Supervision & Guidance
Direct and support DazCrew and Spec Squad team members to ensure tasks are completed accurately and efficiently.
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Task Assignment & Monitoring
Assign tasks, prioritize workload, and monitor progress to ensure timely completion and adherence to project goals.
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Decision-Making
Make informed operational decisions related to team capacity, task alignment, and delivery timelines.
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Resource Management
Manage personnel, time allocation, and tools required to support DazCrew and Spec Squad productivity.
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Communication & Collaboration
Maintain clear communication across teams and escalate issues appropriately to drive resolution and improvement.
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Performance Evaluation
Review team performance, provide feedback, and identify training opportunities to improve execution quality.
Unauthorized Use
The Management role is not authorized to:
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Perform consulting, advisory, engineering, or other SME-level work
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Substitute for Functional Specialists (Tier 2) or Consultants (Tier 1)
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Execute tasks requiring specialized technical or strategic expertise
Tasks falling outside DazCrew/Spec Squad oversight must be reassigned to an appropriate role under the Tier 1 or Tier 2 service model.
Authority
Holds authority over task execution and personnel decisions related to Tier 3 and Tier 4 roles. Authorized to make decisions that support operational execution and team capacity planning. Strategic or technical decisions outside this scope must be escalated to appropriate tiers or leadership.
Reporting Structure
Reports to project leadership or senior management. Provides status updates, team performance insights, and operational forecasts to ensure alignment with broader organizational and client objectives.
Closing Statement
This document defines the current and correct scope of the Management Role within Dazmii. Adhering to this definition ensures clear role boundaries, prevents scope overlap, and promotes efficient delivery aligned with Dazmii’s tiered service structure. Any deviations must be approved and documented through proper channels.
The Project Management role within the organization is responsible for planning, executing, monitoring, and closing projects to achieve specific goals and objectives within defined constraints such as time, budget, and scope. Key responsibilities of the Project Management role include:
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- Project Planning - Develop detailed project plans, timelines, and resource allocation strategies to ensure project objectives are met effectively and efficiently.
- Team Leadership - Lead and coordinate project teams, assign tasks, and provide guidance to team members to facilitate collaboration, communication, and successful project delivery.
- Risk Management - Identify, assess, and mitigate project risks to minimize potential disruptions and ensure project success within the defined parameters.
- Stakeholder Communication - Communicate project progress, milestones, and challenges to stakeholders, sponsors, and project teams to maintain alignment and manage expectations.
- Budget and Resource Management - Monitor project budgets, allocate resources, and track expenditures to ensure projects are delivered within budget and resource constraints.
- Quality Assurance - Implement quality assurance processes, conduct regular reviews, and ensure deliverables meet quality standards and stakeholder requirements from Statement of Work (SOW) or contract.
- Authority
- The Project Management role holds authority to make decisions related to project planning, execution, and resource allocation to achieve project objectives within the defined scope and constraints. They have the autonomy to lead project teams, address issues, and implement solutions to ensure project success.
- Reporting Structure
- The Project Management role typically reports to program managers, department heads, or senior leadership, depending on the organizational structure and project complexity. Regular communication with stakeholders, sponsors, and project teams is essential to ensure project alignment and successful outcomes.
- Unauthorized Use
- It is not authorized for the Project Management role to be used for performing detailed technical tasks that require specialized expertise outside the realm of project management. Technical tasks should be assigned to individuals with the appropriate technical skills and qualifications to ensure project success and optimal task allocation.
A Packaging Engineer Consultant specializes in the design, development, and optimization of packaging solutions that meet both functional and aesthetic requirements while ensuring cost-effectiveness and sustainability. This consultant works closely with clients across various industries to create packaging that protects products, enhances brand image, and complies with regulatory standards.
Key responsibilities include:
- Packaging Design and Development: Collaborating with clients to create innovative packaging designs that effectively protect products during transportation, storage, and display while appealing to consumers.
- Material Selection: Advising on the selection of appropriate packaging materials that align with product specifications, environmental considerations, and budget constraints.
- Cost Analysis and Optimization: Conducting cost-benefit analyses to identify opportunities for reducing packaging costs while maintaining quality and functionality.
- Regulatory Compliance: Ensuring that packaging designs meet industry regulations and standards, including safety, labeling, and environmental requirements.
- Sustainability Initiatives: Promoting sustainable packaging practices by recommending eco-friendly materials and designs that minimize waste and environmental impact.
- Testing and Validation: Performing rigorous testing of packaging prototypes to ensure durability, performance, and compliance with industry standards.
- Collaboration and Communication: Working with cross-functional teams, including marketing, supply chain, and production, to ensure packaging solutions align with overall business objectives and product strategies.
Packaging Engineer Consultant possesses strong technical knowledge in packaging engineering principles, excellent problem-solving abilities, and a keen understanding of market trends. They are adept at balancing creativity with practicality, ensuring that packaging solutions not only meet client needs but also resonate with consumers. Their expertise significantly contributes to enhancing product presentation, reducing costs, and improving overall customer satisfaction.
A Configuration Consultant specializes in configuring and optimizing systems, software, and processes to meet specific business requirements and enhance operational efficiency. This consultant works closely with organizations to ensure that their technology solutions are tailored to their unique needs, facilitating smooth implementations and maximizing return on investment.
Key responsibilities include:
- Needs Assessment: Collaborating with stakeholders to understand business objectives, challenges, and requirements, enabling the consultant to recommend appropriate configuration strategies.
- System Configuration: Setting up and customizing software applications, tools, and systems to align with business processes, ensuring optimal functionality and user experience.
- Process Optimization: Analyzing existing workflows and processes to identify opportunities for improvement and recommending changes that enhance efficiency and effectiveness.
- Testing and Validation: Conducting thorough testing of configured systems to ensure they meet specifications and function as intended, including identifying and resolving any issues that arise.
- Documentation and Training: Creating comprehensive documentation of configurations and processes, as well as providing training and support to end-users to ensure successful adoption and use.
- Change Management: Supporting organizations through transitions by facilitating change management processes, ensuring that stakeholders are informed and engaged throughout the configuration lifecycle.
- Continuous Improvement: Monitoring system performance and gathering user feedback to identify areas for ongoing enhancement and optimization.
Configuration Consultant possesses strong analytical skills, in-depth knowledge of configuration best practices, and expertise in relevant technologies. They are adept at problem-solving and possess excellent communication skills, allowing them to work effectively with diverse teams and stakeholders. Their contributions are vital in ensuring that systems are not only functional but also aligned with the strategic goals of the organization.
A Data Engineer is responsible for designing, building, and maintaining the infrastructure that allows organizations to collect, store, and process data efficiently. They develop and manage data pipelines and ETL (Extract, Transform, Load) processes to ensure that data is accessible, reliable, and ready for analysis. By collaborating with data scientists and analysts, Data Engineers ensure that data systems meet the needs of the organization while implementing best practices for data governance, security, and performance optimization.
Key Responsibilities:
- Data Architecture Development: Design and implement robust data architectures that support the organization’s data needs, ensuring scalability and performance.
- ETL Process Management: Create and manage ETL processes to integrate data from various sources into centralized data repositories, ensuring data quality and consistency.
- Database Management: Optimize and maintain databases and data warehouses, implementing best practices for performance tuning and security.
- Data Pipeline Construction: Build and manage data pipelines that automate the flow of data between systems, enabling real-time processing and analytics.
- Collaboration: Work closely with data scientists, analysts, and other stakeholders to understand data requirements and provide necessary datasets for analysis.
- Performance Monitoring: Continuously monitor data systems to ensure optimal performance and address any issues that arise.
- Data Security and Compliance: Implement security measures to protect sensitive information and ensure compliance with industry regulations.
- Documentation: Maintain clear documentation of data architectures, processes, and systems to support ongoing maintenance and improvements.
- Data Load Template: Involves following guidance from consultant on mapping, normalizing, transforming, and migrating data from Excel or similar sources into DazCrew-compatible data loader templates. Includes limited error resolution related to data validation, configuration issues, and minor troubleshooting or setup of the data loader utility.
Rate Adjustments
The rates set forth in this Rate Card may be adjusted by Dazmii on an annual basis to account for inflation, market conditions, and changes in operating costs.
Any such adjustment will not exceed 3% per calendar year and will apply prospectively only. No rate increase will apply retroactively to services already performed. Dazmii will provide written notice of any rate adjustment at least thirty (30) days prior to the effective date.
Rate adjustments implemented in accordance with this appendix do not require a change order or amendment to any Statement of Work, provided that services continue to be performed within the approved scope and budget.
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