Synthis Maps - IEAI-UTG

Synthis Maps

IEAI-UTG

	IEAI-UTG

Overview

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Process Narrative

Project Administration

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	Process Overview	Process Narrative
	Project Administration

Pre-Sales

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Process Overview

Process Narrative

This is the collection of activities leading up to an executed contract or service agreement. It includes lead qualification, proposal development, customer negotiation and contract review.

Owner

Name Description Type

Director of Sales and Marketing Director of Sales and Marketing Role

Order Intake

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	Process Overview	Process Narrative
	Order Intake

Service Delivery

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	Process Overview	Process Narrative
	Service Delivery

Process Order Intake Ticket

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	Process Overview	Process Narrative
	Process Order Intake Ticket

Update SFS

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Process Narrative

Internal Weekly Reporting

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	Process Overview	Process Narrative
	Internal Weekly Reporting

Customer Invoicing

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	Process Overview	Process Narrative
	Customer Invoicing

Contract Review (QP-002-PCR)

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	Process Overview	Process Narrative
	Contract Review Process (reference QMS procedure QP-002-PCR)

Lead Qualification

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Process Overview

Process Narrative

Lead Qualification

Owner

Name Description Type

AM Account Manager Role

Customer Negotiation

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Process Overview

Process Narrative

Customer Negotiation

Owner

Name Description Type

Director of Sales and Marketing Director of Sales and Marketing Role

Proposal Development

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Process Overview

Process Narrative

Proposal Development

Owner

Name Description Type

Director of Sales and Marketing Director of Sales and Marketing Role

Supplier Payments

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Process Overview

Process Narrative

Process for handling supplier invoices from receipt of invoice to payment request.

Linked Resources

Name Description Type

PSO Project Support Officer Role

Owner

Name Description Type

COO Cheif Operations Officer Role

Approval List

Name Description Type

COO Cheif Operations Officer Role

Finance Finance Role

Distribution List

Name Description Type

COO Cheif Operations Officer Role

Finance Finance Role

PM Project Manager Role

President (IEA-UTG) President of IEA-UTG Role

PSO Project Support Officer Role

Month-close Project Audit

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Process Overview

Process Narrative

This task group includes activities performed by the COO and PSO to complete project-level audits at month close.

Additional tasks involving Finance to develop the departmental MIS are in the task group called "Month-close MIS"