Purpose:
Section titled “Purpose:”To establish a standardized process for scoping and quoting IT projects. The process aims to ensure accuracy, consistency, and efficiency in project estimation leading to project delivery and client satisfaction.
Scope:
Section titled “Scope:”This process applies to all members of the Design Desk, project management, business analysis, and technical teams involved in the scoping and quoting of IT projects for both manageIT and non-manageIT clients. Support articles should include SOP’s and/or detailed Work Instructions for the following scoping processes:
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Initial Client Consultation for data gathering
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Providing Design Desk with the details required to generate an Effort Estimate using correct project template
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Generating an estimate
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Estimate reviews and revisions from both the vITM and the vCIO or Sales Engineer supporting the intended project
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Gaining approvals from all responsible departments prior to generating a quote
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Generating a quote
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Obtaining Client approval
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Purchasing the materials; hardware and software needed to successfully execute the project
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Ensuring proper hand-off to the Project Manager or Project Team
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Converting the project quote to a project timeline by the Project Manager
Following the process and standard operating procedures should provide a timely turnaround of project quotes.
Responsibility:
Section titled “Responsibility:”- Design Desk - oversees the scoping and quoting process, ensuring all steps are followed and the final quote is accurate.
- vITM - gathers project requirements based on numerous inputs which include but are not limited to, network assessments, client requests, or regulatory requirements.
- vCIO - works to ensure projects are roadmapped and budgeted, also works with client to discuss project details that ultimately lead to an approved quote.
- Project Manager - checks for accuracy in the estimate and converts the quote into a project timeline.
- Client - provides additional details to the estimate inputs, reviews and approves the quotes, provides feedback during the project process.