1.1 Qualify Lead The input to this process is 00.PR001 Core Process
Ascertain the below information. If further technical information is required, create a task for Sales - Non Sales Resource in ERP and notify the Operations Manager this has been done. Tasks will then be allocated to the relevant engineer by the Operations Manager. Upon completion of tasks the engineer must log a note on the Opportunity and save any information collated in the relevant project folder on the operations drive.
Update the Internal Notes tab on ERP with the following information, including headings: A. Problem: Identify the issue e.g. Protection system does not operate correctly.
B. Functional Requirements: List what the product or service must achieve
C. Specific Requirements: Sales Photos Case Study Invoice Review Witness FAT Branding Requirements Packaging Requirements
List any requirements over and above those to meet the functional requirements e.g. witness FAT, specific client standards (Shell DEPs etc), specific component manufacturer required, specific colour etc.
D. Additional Comments: List any further relevant information not already identified about the product/service
E. External Deliverables: List of clearly defined item/objectives and date. It can reference specific elements of the functional or specific requirements or may just be the date for completion of the entire scope e.g. delivery to client of completed product
F. Internal Deliverables: List any internal deliverables that may be required e.g. video of operating unit for marketing purposes etc
G. Stakeholders & Interface Controls: List all stakeholders in the project. This should include: Name Job title Project role e.g. contract sponsor, buyer etc Interface requirements e.g. discuss all logistics and PO related enquiries only, no contact without KAM approval
Note: Stakeholder should consider any interested party in the opportunity i.e. "person or organisation that can affect, be affected by, or perceive itself to be affected by a decision or activity" related to the opportunity/project.
H. Related Projects: List any related projects that may be useful for the operations team to be aware of.
1.3 Complete Plan for Profit Complete the Plan for Profit tab, which must include the last updated date, key objectives to be met to secure work & estimated time to complete;
E.g. Last updated dd.mm.yy Confirm requirements with client (xxdays) Create and send quote (xxdays) Deliver onshore work (xxdays/weeks) Deliver offshore work (xxdays/weeks) Invoice & close out (xxdays)
52.PR006 MOUK Managing CM Programme Delivery
1.1 Identify Equipment criticality
1.2 Identify failure mechanisms
2.1 Identify any existing monitoring This can include online monitoring