Resolve purchase order gaps before mobilisation

Compare the signed SOW, client purchase order, rate card and start conditions. Ask sales or client procurement to resolve missing coverage so delivery does not consume budget against an unapproved commercial basis.

A draft, counterparty revision or request to update a playbook is received.

People in the process

SSales & Account ManagementProcess Owner
DDeliveryParticipating Team
FFinanceParticipating Team
CClient ProcurementParticipating Team

Records it works with

Current draft and previous versions
Approved playbook and fallbacks
Negotiation history and business instructions

The process is a starting point.The standards are yours.

Configure for the engagement, client requirements, data involved and applicable export-reporting scope. Contract, security and employment decisions use your approved review process.

Keep the work connected.

Sales & Account Management

Hand signed commitments to the delivery team

Assemble the signed agreement, SOW, proposal demonstrations, security answers, pricing and sales promises for the project lead. Resolve contradictions before the team plans unsupported functions, staffing or controls that the client expects.

DLI

Sales & Account Management

Turn scope requests into priced change decisions

Connect the customer request, original SOW boundary, effort estimate and commercial correspondence. Delivery and the account owner can choose whether to absorb, reject or amend the work before it changes the plan and invoice.

DFL

Sales & Account Management

Renew services from performance and obligation facts

Bring usage or delivery results, open service issues, pricing adjustments, notice provisions and expansion requests into one negotiation record. Account leaders can decide revised scope and terms while there is still time for customer procurement.

DFL

Explore all IT & services processes.

Order for the work. Room for the people.