Storyboard - PURSUITS
Storyboard Beschreibung
Plan Process Storyboard trial.
Storyboard-Text
- 1. Identify
- -----> CRM
- New Entry
- Discussion: Scope of work/requirements
- Acccount Executive identifies an opportunity. (SCENE 1: AE with the client in the cafeteria)
- 2. Launch
- RISKS?
- vs
- OPPORTUNITY
- AE will then input the opportunity into the CRM. (SCENE 2: AE inputting the opp. into the CRM, showing the CRM webpage/layout)
- 3. Estimate
- Supplier/sub quotation
- ACCUBID
- Basis for estimate
- The AE, together with the BU Manager, discuss the scope of work with the client. (SCENE 3: Phone conference: split cells, AE, BU, Client)
- If Opportunity >Risks, then an approval for estimating is given by the Senior management. (SCENE 4: ________________________________________________________________
- (SCENE 5: BU Manager hands over job to the estimator).
- (SCENE 6: Estimator at work) Thought clouds:
- 4. Wrap-up
- BID
- $800,000.00
- $1,000,000.00
- 5. Handover
- (SCENE 7: AE, BU Mgr. & Estimator) 'Wrap-up' documents ; Bid Assumptions Tender w/ Final price
- (SCENE 8: Bidding war - AE/ Client phone 2 cell split) *Thought clouds - FINAL PRICE
- BID WON: (SCENE 9: Estimator hands out and discusses docs with the Project manager.)
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