IBM and Champion Managed Services Pre-Sales Workflow

Pre-Sales_Workflow_092704_A.vsd Page - 1 Monday, September 27, 2004 - 5:44:51 PM

YES
Identify Need For
CSG Solution
Indicator Pricing
Prepared
Entries to
CSG Pricing
Tool
Entries to
IBM V5 Tool
Complete
Appropriate
Discovery Document
(CSE) (SE)
Team Effort
Pre-Sales
Solution Design
NO
Solutions
Agreement
Meeting (SAM)
Solution Presentation
To Client
include budget &
planning #
CSE & SE w/CSG
Client Agree
?
YES
To Page 2
PHASE IV
PCR Workflow Diagram
This pre-sales workflow diagram may also be used for Project Change Requests (PCR). While it is obvious that not all PCRs
require all of the tasks defined here, any deviation from this process must be approved by the CSG Director of Architecture Design.
IBM IBM/CSG IBM/CSG IBM/CSG
Complete
Appropriate
Discovery Document
(CSE) (SE)
Team Effort
General Questions
Current Environment
Applications
Requirements
IBM/CSG IBM/CSG IBM/CSG
Notify CSE
Immediately
To
Phase III
IBM/CSG
IBM/CSG IBM/CSG
Due Diligence
and Findings
Forwarded to
CSG
IBM
Prepare
Preliminary TSD
IBM
Pricing
Approved ?
(IBM)
To
Phase II
Client Agrees
?
NO
NO
Level Set Client YES
Update Pricing in
V5 Per SAM
Meeting
IBM
Credit Check
IBM and Champion Managed Services Pre-Sales Workflow
From
Page 1
Pre-Sales_Workflow_092704_A.vsd Page - 2 Monday, September 27, 2004 - 5:44:51 PM
YES
NO
Quality
Assurance
Review
(QAR)
Visio
Client Agree
?
Configuration &
Architecture Diagrams
Final TSD
& Conditions of
Satisfaction
IBM/CSG IBM/CSG
Update TSD
IBM/CSG IBM
Approved By IBM
Pricer
Logical & Physical
Design
Project Plan Template
(General Milestones)
Work Order
Client Signs
* See NOTES below
Electronically signed
OR e-mailed
Service Option
Attachment (SOA)
END
Purpose
1) To validate the technical aspects of the
potential sale.
2) To validate the financial/pricing aspects of
the potential sale.
Attendees
SE * * *
CSE
PE
TSE
CSG PM
IBM PM
CSG VP, Managed Services
Dir., Customer Contracts * *
* * Assigns IBM PM at this time.
* * * Schedules and coordinates meeting
* NOTES:
Post-Sales
Process
CSG Approves
Final SOA
CSG
Service Option
Attachment (SOA)