CAF Story Board

CAF Story Board
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Storyboard Description

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Storyboard Text

  • 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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