Professional Services Engineering Workflows

Project Process

  1. Manager, Professional Services: Once an SOW has been approved and moved for Closed Won, assign a Professional Services Engineer.
  2. Manager, Professional Services: Send welcome e-mail
  3. Professional Services Engineer: Begins project with processes defined here.
  4. Professional Services Engineer: Starts financial wrap-up process.
  5. Manager, Professional Services: Schedule blameless post-mortem.

Quote to Sign-off Process

This is an overview of the entire process for a services engagement from discovery of the customer’s needs to the sign-off from the customer.

See Professional Services Business Operations


Artifacts
Intake
Internal
Process
Professional Services Engineering Workflows Project Process Manager, Professional Services: Once an SOW has been approved and moved for Closed Won, assign a Professional Services Engineer. Manager, Professional Services: Send welcome e-mail Professional Services Engineer: Begins project with processes defined here. Kick-off Intake for AWS or on-prem On-going project calls (external) On-going internal project updates Change request when required for scope changes Project Summary Professional Services Engineer: Starts financial wrap-up process. Manager, Professional Services: Schedule blameless post-mortem Quote to Sign-off Process This is an overview of the entire process for a services engagement from discovery of the customer’s needs to the sign-off from the customer.
Project Execution