Process
Professional Services Engineering Workflows
Project Process
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Manager, Professional Services: Once an SOW has been approved and moved for Closed Won, assign a Professional Services Engineer.
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Manager, Professional Services: Send welcome e-mail
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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
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Professional Services Engineer: Starts financial wrap-up process.
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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
Last modified March 7, 2025: Fix broken links (
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