| Task
Name |
PIC |
Template |
Standard/Procedure |
Guideline/Process |
| Review RFQ and Pursue the project if feasible in CRM |
Product and Account Manager |
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| Gather requirements/Scope for Proposal |
Pre-Sales |
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| Project risk assessment (Technical and business) |
Account manager, Pre-Sales, PMO, PS Head Of Dept |
|
|
Risk management guideline |
| Nominate PM |
PMO |
|
|
|
| Create Initial Project Estimation and Schedule |
Pre-Sales, Project Manager |
|
|
|
| Create Initial EFM (Inside Containing Estimation Summary, SIR, and Exeption Memo) |
Pre-Sales, Project Manager |
EFM Template |
|
|
| Submit Proposal to Head of Business Group |
Pre-Sales, Account Manager |
|
|
|
|
Review and Approve Proposal and Supporting Documents |
Head of Sales |
|
|
|
|
Company, Proof of Concept and Solutions Presentation |
Pre-Sales, Account Manager |
|
|
|
| Submit Proposal |
Pre-Sales |
|
|
|
| Closure and update Sales Pipelines in CRM |
Account
Manager |
|
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