Contents
Purpose
Consulting Hours may be sold outside of a new implementation for add-on module projects to assist the customer with various items:
- Additional Training
- New Resource Training
- Business Consulting
- Accounting Assistance
- SedonaSync Event Configuration
- Report Writing
A quote is provided to the customer to deliver these hours, along with a statement of work defining what the hours will be used for. A project is then created to track the hours delivered.
Top of Document
Process Overview
The following steps should be taken after a quote for services hours is won:
- Create project from template ‘Consulting Hours’
- Project Tasks
- Kick-off Email
- Template: ‘Consulting Hours Purchased’
- Modify the template for item/hours purchased and resource that will be delivering the service
- Template: ‘Consulting Hours Purchased’
- Deliver Consulting Service
- Update estimated hours based on quoted hours
- Assign the task to a consultant
- @mention resource in Chatter to schedule service delivery
- Resource schedules services and @mentions PM with dates
- Resource delivers service
- Enters timecard
- Updates Chatter with a summary of the delivery
- Completes task
- Confirm with the Customer Project is Complete
- Use template “Project Completion Request’
- Kick-off Email
- Complete Project
