1. OMS Sales Handoff Process
Project Assignment Flow
Signed Contract
Complete
Biz Case
Internal Review
Of Project Details
Determine Projected
Kickoff’
Customer Meeting
To Discuss
Kickoff

2. OMS Sales Handoff Process
Signed Contract
Once the AE has a completed/signed contract, the process will be initiated.

3. OMS Sales Handoff Process
Complete Biz Case
The AE will complete the OMS Biz Case.
The Biz Case is critical to the success of the project.
History has shown that not having all ‘expectations’ outlined up front can lead to scope creep and/or eventual delays in implementation.
The PM needs to be aware of what was agreed upon between Sales and the Customer.
The Biz Case is necessary in order for the PM to have an accurate scope of the project; thus, leading to a realistic timeline in which the project can be completed.

4. OMS Sales Handoff Process
Internal Review of Project Details
AE will set up an internal meeting to review project details with both Ed Adams and the assigned PM.
The meeting will consist of a review of Biz Case and any other pertinent details about the project/customer.
They have a desire to be live by X date, etc.

5. OMS Sales Handoff Process
Determine Projected Kickoff Date
Based on the results of Internal Meeting, the PM will work with Ed Adams on the following:
Review Biz Case – looking at complexity of project, interface work, custom development, etc., and determine rough timeline and scope.
Determine priority with respect to all other current and pending projects.
Once this work is complete, the PM will communicate projected Kickoff Date to AE.

6. OMS Sales Handoff Process
Customer Meeting to Discuss Kickoff
AE will set up a call with Customer and PM to do the following:
Introductions
Advisement of projected ‘Kickoff’ date – and negotiation if necessary.
Discussion of ‘Kickoff’ details:
Time/Place
Team members necessary in meeting
Review of Agenda