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Project Prep

All sales documentation is completed while project team is ramping up.

CUSTOMER
SERVICEMAX
CUSTOMER
What's Happening
Statement of Work is signed - team reviews; Project resourcing; holidays / blackout dates; prepare for kick off; align organization goals; begin writing user stories/requirements; Create Business Value Realization document; define Roles and Responsibities, including initial pass at creating the RACI (which defines who is Responsible, Accountable, Consulted and Informed) on key steps/milestones within the project; Governance Self-Assessment
SERVICEMAX
What's Happening
Resourcing/estimated hours by role; holidays / blackout dates; sales to Professional Services Transition, familiarize with Statement of Work; review Project details; prepare for kick off; review organization goals and Business Value Realization; Customer Introduction call scheduled; Governance Self-Assessment; Documentation structure created; Salesforce.com org access for the team; Baseline project plan based on Statement of Work; Internal project roles and responsibilities, including initial pass at creating the RACI (which defines who is Responsible, Accountable, Consulted and Informed) on key steps/milestones within the project; 
CUSTOMER
Resources
Executive Sponsor(s); Project Manager; key decision makers
SERVICEMAX
Resources
Project Manager; Account Manager; Global Solutions
CUSTOMER
Risks
Availability of resources; expectation setting; Initial scope management discussions
SERVICEMAX
Risks
Sales to Professional Services transition participation; Governance; resources