1. OUTCOME
1.1. Visibility and close to accurate read of the PE capacity to determine availability, RFQ assignment, specialization...
1.1.1. ...and understanding of appropriate resources to achieve goals.
2. MILESTONES
2.1. Define Capacity
2.1.1. http://www.ldcglobal.com/images/Global-Edge-2018-Automated-Quoting-White-Paper.pdf
2.1.2. See Scope
2.2. Complexity Factor in IQS
2.2.1. Preliminary complexity score during the Triage
2.2.2. Real-time scoring for open quotes
2.2.2.1. Checklist
2.2.3. Finalized quote score
2.2.4. Comparing scores
2.3. Set-up 2021 Goals
2.3.1. PE Dollar Goals by April
2.4. Dashboard Business Systems ticket
2.4.1. Dashboard Plan
2.4.1.1. Individual
2.4.1.1.1. Combination of SF and Qlikview
2.4.1.2. Group
2.4.1.2.1. Quotes and Jobs Complexity Score combined into one Bar
3. IMPACT
3.1. Customer Care
3.1.1. Triage process
3.2. Customer/Sales
3.2.1. RFQ Tracking
3.3. PEs
3.3.1. Motivator
3.3.2. Proof of Busyness
3.3.3. Prioritization
3.3.3.1. Coordinating with Sales (No Bid, No Strategic Call)
3.4. PE Management
3.4.1. Account assignment
3.4.2. Read on Resources
3.4.2.1. Too much work, too little staff
3.4.2.2. Too much staff, not enough work
3.4.3. Visibility/Accountability
3.5. Cost Savings
3.5.1. PEForce
3.6. Customer
3.6.1. Faster QTAT
3.7. Mfg
3.7.1. Tracking/Visibility
4. 1. Workstream Outcome 2. 3 Deliverables 3. Out of Scope 4. Stakeholders and Impact 5. Milestones
5. Do we miss out on orders because the quoters can't handle the volume/complexity of RFQs quickly and accurately enough?
6. Dependency
7. SCOPE
7.1. Goals
7.1.1. How is RFQ Assignment currently determined?
7.1.1.1. Current Capacity Check
7.1.1.1.1. PE Calendar
7.1.1.1.2. Task Centre Reports
7.1.1.1.3. PE Communication
7.1.1.1.4. PEForce
7.1.1.1.5. Qlikview
7.1.1.1.6. Goal vs YTD
7.1.1.2. Triage
7.1.1.2.1. Account Type - Segment, OPR (New), Field
7.1.1.2.2. Timezones
7.1.1.2.3. Technology/Location
7.1.1.2.4. Specialization List
7.1.2. What other factors should be considered?
7.1.2.1. Complexity Factor
7.1.2.1.1. Tying in the score with completion time
7.1.2.1.2. Chart linked to IQS/SF data (clickable)
7.1.2.1.3. Add a Jobs bar next to each PE bar
7.1.2.2. Estimated Completion Time per RFQ
7.1.2.2.1. Manual
7.1.2.2.2. Automated
7.1.2.3. Open quotes
7.2. Deliverables
7.2.1. Incorporate the factors that we don't already use. HOW??
7.2.1.1. Complexity Factor
7.2.1.1.1. Triage team
7.2.1.1.2. Only available on Finalized Quotes
7.2.2. Dashboards
7.2.2.1. Individual dashboard
7.2.2.1.1. Goal vs YTD
7.2.2.1.2. Quotes
7.2.2.1.3. Orders
7.2.2.1.4. See IMPACT on PEs
7.2.2.2. Group dashboard
7.2.2.2.1. Segment PEs
7.2.2.2.2. Field PEs
7.2.2.2.3. PA Dashboard
7.2.2.2.4. Customer Care Dashboard
7.2.2.2.5. Project Specialist Dashboard
7.2.2.2.6. Condensed version of individual dashboards for workload distribution
7.2.2.2.7. Constraints based on Specialty or other roles (transitional)
7.2.3. Reports
7.2.3.1. Back-log report
7.2.3.2. Capacity
7.2.3.2.1. Workload Bar
7.2.3.3. Progress/In Queue
7.2.3.4. Transitional status
7.2.3.4.1. Account Level
7.2.3.4.2. Opportunity Level
7.2.4. Business Systems Dependency
8. OUT OF SCOPE
8.1. Triage process
8.2. PE-Sales Account Assignment
8.2.1. Skills and Abilities Matrix
8.2.2. New or Transitioned Account