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Storyboard - PURSUITS

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Storyboard - PURSUITS
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स्टोरीबोर्ड विवरण

Plan Process Storyboard trial.

स्टोरीबोर्ड पाठ

  • 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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