Information
-
Document No.
-
Audit Title
-
Client / Site
-
Conducted on
-
Prepared by
-
Location
-
Personnel
-
Account Executive generate PET contract
-
Account Executive get all application forms
-
Account Executive populates application forms and gives to customer with the contract
-
Account Executive and Technical Solution Specialist return to customer to get contract and data pricing tool signed off
-
Account Executive closes contract in PET/MAXIM
-
Technical Solution Specialist loads the data pricing tool in PET then applies correct discount
-
PET submits contract to back of house for implementation
-
Associate CTS and customer do detailing (if partner is involved they will do detailing)
-
Associate CTS submits E-form/CPNS to back of house with order (if partner is engaged they will submit E-form)
-
Migration
-
If switches and routers are required, Technical Solution Specialists will need to order these through SPT
-
Project manager books in time with customer to discuss project plan
-
Project manager checks if any orders have been raised
-
If customer has a tech fund, Account Executive works with customer to reimburse
-
Project Manager organise time with customer to install infrastructure
-
Project Manager book commissioning appointment to test the service
-
Project Manager send off for billing
-
Project Manager close project
-
Account Executive responsible for post sales queries
