How Can We Help?
Presentation
Customer Committees take place every first day of each week.
Business Services, Professional Services and Management participate to this meeting.
Customer Committee’s Purposes
This meeting browses current projects to decide how to solve existing and previsional issues.
Standard Agenda
Each meeting will discuss the following topics:
- Open new projects for new received purchase orders
- Organize Pre-kickoff date
- List issues for PS projects
- Decide how to fix them
- List issues for BS projects
- Decide how to fix them
- Manage Closed Projects
Open new projects
From OpenERP, verify new created projects not yet launched.
Depending on each new project type, PS or BS a team is constituted and a pre-kickoff date is decided.
We create necessary information in OpenERP as follows:
- Calendar for each participant with the pre-kick off meeting date
- In Project, create a Task ?
Issues for PS projects
Here are list of standard issues which could happen in a PS project:
| Issue | Potential Solutions | Who | Severity |
| Infrastructure not ready | Organize a new infrastructure installation task
If impossible, switch to another infrastructure solution Inform customer in any case |
Consultant Project manager |
|
| Human Resource unavailable | Try to findanother resource
Deal with customer to change planning |
Project manager | |
| Human Resource not adapted for tasks | Switch to an adapted Human Resource
Deal with customer to change planning |
Project manager | |
| Customer change’s the target | Inform sales responsible
Verify if new customer target is reachable If yes, create a new validated PPC with customer If no, stop the project |
Sales responsible
Management |
|
| Software not adapted to PPC | Inform the customer
Inform sales responsible Verify if new customer target is reachable If yes, create a new validated PPC with customer If no, stop the project |
Sales responsible
Management |
|
| Customer misunderstands project’s targets | Inform sales responsible
Verify if new customer target is reachable If yes, create a new validated PPC with customer If no, stop the project |
Sales responsible Management |
Issues for BS projects
On behalf of above table for PS issues, we could add the following specific BS issues:
- Logistics issues
- Incoming documents not in conformity with the project
- Quantities not in conformity with the project
Manage closed projects
Here are several tasks to be done to close a porject.
- Send customer project’s final document (Recette définitive)
- Send customer “Satisfaction Questionnaire”
- Verify feed back
- If customer signs document or 15 days without any answer
- Close the project
- If customer make remarks and indicates issues
- Organize resources to solve issues