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Financial Wrap-up

Once the SOW items have been delivered in full:

  1. Send the project summary e-mail
  2. Follow the steps on that page
  3. Once completed, Chatter (in Salesforce) the following individuals: Controller (Wilson), Manager, Profesional Services (Brendan), Accounts Payable (Melissa).
  4. Ensure that the engagement folder in Google Drive is up to date with all relative documentation.