The professional services practice management team is responsible for maturing current service offerings and building new offerings including their go to market strategy. This page will help describe the areas of responsibility of the practice management team, how we operate and stay organized.
The practice management team is using the top level label
Practice Management to organize all of our work together. Note: we are using labels at the customer success group level because some projects have been put there for wider collaboration
Then, we use these scoped labels to organize our work into service categories.
We are moving toward using standard global workflow labels to track issues from inception to completion, but currently use custom workflow labels for a simple "TODO, Doing, Done" workflow. They are considering standarizing on workflow labels, but still TBD. They are using this base kanban board to help visualize work flowing to completion. You can further filter based on service category scoped labels.
We are starting to use and refine our roadmap but it is still very much a work in progress.
Here are the main labels specific to the Education Practice Management projects.
ProServ-practice::Education(TO BE DEPRECATED in favor of these scoped labels at the customer success group level)
Workflow::validation backlog- Team member identifies audience needs and potential education services offering
Workflow::problem validation- Practice manager validates needs addressed by proposed Education Services
Workflow::design- Practice manager defines solution component requirements and confirms with ID that the proposed solution is feasible
Workflow::solution validation- Practice manager validates proposed Education Services solution will meet business objectives
Workflow::planning breakdown- Practice manager works with ID to plan project work with issues and epics
SKUs for new PS offerings are requested by the PS Practice Manager. To request a new SKU, the Practice Manager must determine and complete the following items and steps to gain approval.
The Practice Manager follows these steps to request creation of a new SKU.
Sold To Contactand
Bill to Contact, select PS Test account.
start dateas today.
New Quote Flowand select
Add Add On Products.
Professional Services and TrainingRow, click the drop down that says
Select Planto see the current SKU offerings that the Sales Reps see.
PS uses a file called services.yml as the single source of truth (SSoT) for offering descriptions and specifications. This file is used together with a documentation macro to populate various parts of the GitLab documentation and is also used by the Services Calculator. The Services SSOT Wiki Page describes its various applications, attributes and maintenance processes. Team members who wish to update or add offerings can follow the instructions located on the wiki page.