Process

Professional Services Engineering Workflows

Project Process

1. Manager, Professional Services: Once an SOW has been approved and moved for Closed Won, assign a Professional Services Engineer.
2. Manager, Professional Services: Send welcome e-mail
3. Professional Services Engineer: Begins project with processes defined here.

• Kick-off
• Intake for AWS or on-prem
• On-going project calls (external)
• On-going internal project updates
• Change request when required for scope changes
• Project Summary

1. Professional Services Engineer: Starts financial wrap-up process.
2. Manager, Professional Services: Schedule blameless post-mortem

Quote to Sign-off Process

This is an overview of the entire process for a services engagement from discovery of the customer’s needs to the sign-off from the customer.

See Professional Services Business Operations