CAMS Training - Practice Lead/TAM
Updated: 1/15/2020
CAMS Training - Practice Lead/TAM
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Storyboard Text

  • A New Opportunity is Identified
  • Carrington is in need of a Network Assessment after an internal breach.
  • Submit Demand Request in CAMS
  • Practice Lead Assigns a Resource
  • I will assign Luke Slymen as the Solutions Architect for this Network Assessment.
  • The Technical Account Manager (TAM) or onsite Solutions Architect has identified a new opportunity at Carrington Mortgage.
  • Pre Sales Assignment (PSRA)
  • The Technical Account Manager (TAM) or onsite Solutions Architect will submit the newly identified opportunity in CAMS.
  • Solution Architect Builds Solution Design
  • I will gather all the Customer requirements and build the Solution Design for the Network Assessment for Carrington.
  • After all the stakeholders are notified of a new opportunity, the Practice Lead for the selected Compass item will assign a Resource to assist in scoping the new opportunity.
  • Solutions Architect Completes Demand Task
  • The Practice Lead will assign an Architect on the PSRA tab of the Demand Task. The Assigned Architect will then receive an email notification of assignment.
  • The Solutions Architect will gather all Customer requirements and build the Solution Design.
  • The Solutions Architect will enter the Demand Task within the Demand Record and complete the Pre Sales Fact Finding (PRSF), Pre Sales Solution Options (PSSO), and Resource Plan tabs.
  • Practice Lead Approves Solution Design
  • I have reviewed and approved my teams Solution Design.
  • CSM Builds SOW Based On Solution Design
  • Present SOW to the Customer
  • The Practice Lead receives an email notify to review and approve the Solution Design.
  • Once the Solution Design is complete, the CSM will draft a Statement of Work and Cost Model, that will then be review by the Customer stakeholders.
  • The Account Executive will deliver and present the Statement of Work to the Customer.
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