CAI’s corporate methodologies: (all ISO 9002 compliant)
I. Sales Planning / Contact Management
II. Proposal and Scope of Work
III. Final Contract Template
IV. Issue management (ticket management)
V. Post project review
I. Sales Planning – In Process
- One Salesman for one client
- Salesman “owns” the account
- Compensation, incentives and penalties
II. Proposal and Scope of Work Development Process
1. Executive summary – A title or descriptive ’handle’ – for example “The POS One Project”
2. Project Background – Why this work is to be undertaken / what factors drove the decision
3. Objective Statement – What we as a team hope to accomplish (at 50,000 foot level)
4. Project Approach – A description of due diligence report outlining steps to take (see next item)
5. Roles and Responsibilities – Participant roles and the accountability path to be implemented
6. Deliverables Defined – This is a sea-level description of what we are doing
7. Budgetary Goals and Constraints – Due diligence Part II – Project Financial Guidelines
8. Risk Management – Risks and assumptions overview – Impacts to people and processes
9. Bilateral Resource Allocation – Time/Cost/Availability – and desired resource outcome
10. Scope Creep aka Change Management – How we cope with project evolution
11. Issue Tracking – Overview of CAI’s strategy for escalation & accountability
12. Tool Kitting – Projected infrastructure and tooling needed to complete project
III. Final Contract Template
1. A detailed scope of work
2. A detailed set of deliverables
3. CAI’s approach to solution development
4. Proposed project schedule (derived from due diligence)
5. A complete budget
6. Roles and Responsibilities
7. The goal and objectives
8. Metrics and measurements
9. Risks constraints and assumptions
10. Fees and fee structures
11. Escalation procedures
IV. Issue management (ticket management) – In Process
- Change management
- 2. Status reporting
VII. Post project review – In Process
1. Lessons learned review (and add into methods)
2. Financial and accounting documentation
