CAF Story Board
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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