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Streamline the Writeup Process, Customer Portal: Where is the DATA?, The…
Streamline the Writeup Process
Inputs
Customer Information
!EST
Budgets
Scope
Building Information
Start Date/ End Date
Process
Estimate Sets up the Information
Lead/ Discovery Process
Engineering Scope ::Star::
Materials Used
Account Executive Negotiates Details of the Contract
PM Takes the 1EST and break it into a writeup form
PM Submits to Project Accounting in a SUUUUUPER cumbersome Excel Form
Project Accounting Enters into the Accounting System
Input Rest of Project Specs for Taxes, Billing Information.
Change Orders ::Star::
Outputs
Accounting Information
Financial Information Imported into GP
Cost Codes open for people to Apply Time/Charge Materials
Billing to get money
Engaged with Subcontractors and Suppliers
Customers
Project Managers
Accounting
Procurement
Actual Customers
Suppliers
Project Manager
Estimating
Coordinators
Sales/Account Executives
Engineers
Customer Portal: Where is the DATA?
Process
data entry
customer comms
EXCEL
Data Management / Updates
Maint. Tasking
SBS/ Faults
MacSErvice Pro Estimate
CRM Entries
Outputs
Collated Customer Communications
Call Summaries
Phone calls
Leads
Interactive SBS and ERP Data
Billing Status
Contract Records
customer satisfaction rating
Customers
External
Engineering
Accounting
Owners
Asset Managers
Internal
Sales
All Business Units
Account Managers
Operations
Technicians
Coordination
SBS
Front Desk
Accounting
Service
MCA
Project
Inputs
Serial Number
cut sheets
drawings
Customer Communications
Supplier DAta
Start Up sheets
Supplier
sales
purchasing
MCA
Service Field
Admin
SBS
Manufacturer
Engineering/ Detailing/ VDC
TAB
etc.
StarUp Teams
3rd Party OR Internal
SSP, CSP
Project Expiditers
The Best MMLU Break Out Group: :star: :fire:
Also, The Best MMLU Break Out Group: :star: :fire: