Purpose:
Section titled “Purpose:”This procedure is being performed because there is no formal quote requirement yet, but estimate needed to aide in strategic conversations and planning.
Scope:
Section titled “Scope:”This affects strategic planning efforts as well as load on design desk as that department provides the estimate.
Responsibility:
Section titled “Responsibility:”- vCIO Team - Identifies the need for an estimate, requests, follows up on, and reviews provided estimate before utilizing for strategic planning or sharing with client.
- VITM Team - Submits actual estimate request to Design Desk with all relevant details for Design Desk to provide the best possible estimate.
- Design Desk - Fulfills the request for an estimate by putting it together and asks for relevant details to get the most accurate estimate of a project.
- Project Team - May be asked to provide details or information that aides in having a more accurate estimate.
- Sales Team - May also submit estimate requests when dealing with non-managed clients.
Definitions:
Section titled “Definitions:”- N/A
Procedure:
Section titled “Procedure:”- Identify potential opportunities with clients.
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vCIO identifies an opportunity and requests vITM to submit an effort estimate request.
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Submit Effort Estimates as needed.
- Once an estimate is provided by the design desk, proceed with the review phase.
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vCIO and vITM review estimate and ensure alignment with client’s IT Strategy.
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Review should happen as soon as an estimate is provided.
- Once Estimate is validated internally, proceed to validate with client and ensure budget alignment.
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vCIO or sometimes the vITM provides estimate to client.
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Estimate is provided as soon as possible according to client’s expectation.
- Once a client agrees with the estimate, proceed with the formal quoting phase.
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vITM requests formal quote from Design Desk once alignment on cost estimate is confirmed with client.
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Request should be submitted as soon as the estimate is approved by client or is in alignment with an already agreed upon budget.
Effectiveness Criteria:
Section titled “Effectiveness Criteria:”- Design Desk should be provided with as many possible details about opportunity in order to get the best possible estimate.
- vCIO should have a good sense of potential cost expectations.
- Successful project implementation and client experience.
References:
Section titled “References:”- N/A
Process References:
Section titled “Process References:”- Link to process map.
Note: Please add KB relationships to core process, process. SOPs or other WIs on the right.