CAF Story Board

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Customer Communication Paths
Implementation Consultant
Account Manager
Finance
EAC
Customer
Engineering
Project Managemer
Project Status Call
Project Status
As you can see Milestone 1 is nearly complete
Milestone 1 Completion
<sign here>
1
Milestone
2
Description
Project Kick-off
Business Configuraton Complete
<sign here>
Signature
We have completed the Project Kick-off, Milestone 1. Can you sign the CAF so we can continue onto the next milestone?
EAC Billing Process
CAF
Box
Netsuite
Bill
Invoice
Bank?
Account Manager Billing Followup
Prepare the customer for milestone completion and CAF sign-off
As the Account Manager from EAC I am following up on the payment for Milestone 1
Onto Milestone 2... ad infinitum
Ask for the Customer Acceptance Form (CAF) sign-off
As you can see Milestone 2 is nearly complete
CAF Signed, Billing Triggered, Invoice sent to Customer
Follow up with the customer on payment

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