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| 00.PR001 Core Process |
1.1 LEAD NEW
Record & identify new leads. All new leads will be assessed to ascertain their commercial impact to the business. |
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1.2 QUALIFICATION
To confirm client requirements including legislative/client standards. To ensure we are aware of delivery deadlines etc. and confirm that Metron can deliver; have the technical capability; and available resources. |
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1.3 BID PREPARATION
To allow Metron to issue a quote to the client for the product/service. The quote may include revision following discussions with the client. |
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1.4 AWAITING AWARD
To ensure open issued quotes without PO are followed up by sales to close out. Upon receipt of PO, or business decision to proceed, requirements and supporting documentation are confirmed to ops at this stage. |
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2.1 LEAD PARKED
At any stage of the sales process a lead may be parked by the sales team if there is no immediate activity required to progress the lead, the requirement for the lead is not immediate. |
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| 04.PR004 Lead Parked |
1.1 Review Lead Parked
The input to this process is 00.PR001 Core Process
Review leads in the lead parked status, at planned intervals, to check if there are any updates which can be made to progress the lead back into the sales process.
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1.2 Park Lead
If a lead has been identified as requiring to be parked, move the current status of the lead in ERP to Lead Parked.
Log a note to confirm why this has been moved and update the Next Action date with the review date of the parked lead.
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| 04.PR008 Invoicing and Closing Out |
1.1 Check and update systems
- Check all project documentation is complete, as per the PDP
- Check Share to ensure all issued documents have been uploaded to the project site
- Check document register to ensure there are no documents left in draft for the project
- Check any mobilisations in ERP to ensure dates are correct - check against offshore timesheets if unsure
- Check all tasks are completed in the project and move the project to closed. Any remaining tasks must be completed before the project can be close out.
- If equipment was sent offshore, ensure all mobilisation records have been uploaded to the system, the asset register is up to date and all equipment has been returned.
- If any deliveries were made for the project, ensure all delivery notes and photos have been uploaded to the system |
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1.4 Client Feedback
Record any formal or informal client feedback received and/or requested on the client feedback tab of the opportunity on ERP. |
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1.5 Evaluate and communicate project Costings
Assess project budget vs actual spend and collate engineering man hours against each project for evaluation and discuss with the operations manager upon completion. |
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1.6 Review Project
Review the conclusions from the project and record any pertinent information. Complete the close out tab on the opportunity tab of ERP. |
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1.8 Close
Move the opportunity to the Closed stage on ERP. |
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| 05.PR026 Failed Product & Control of non-conforming outputs |
1.4 Client engagement
If the client has experienced the non-conformity (i.e. a failed product whilst on site or similar), ensure that there is dialogue with the client throughout the investigation process. |
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4.1 Feedback to client
The agreed outputs from the review meeting, should be fed back to client.
Discuss any concerns.
Ensure the correct communication channels are followed.
Check PDP and / or contract to determine the correct process / agreed methodology.
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