Pre-sales to Implementation

Process Flow
SD Process 3.0
Network Technical Group
RECALIBRATED PRE-SALES TO IMPLEMENTATION SD PROCESS 3.0 …based on PMSO and SALES inputs

CHANGES
Includes capacity checking at Stage 2 to increase the confidence level of
Sales to send proposal using table top assessment.

RESULTS at STAGE 2 – Serviceable/Not Serviceable/via BTS needs RTAF

Stage 4 - TAT
2-14 WD depending on
All Circuit Engineering Activities were moved to Stage 4 the serving node and last Stage 5 - TAT
mile 3-75 WD depending on
AGREEMENTS
the serving node and last
Everyone will use SMS to track all opportunities mile
Endorsement of Pre-works
Stage 2 -TAT for Fiber Build-out
2-3 WD – result (serviceable or Track, Manage & Close
not serviceable) Release of Low Level WO
additional 2 more day if via Design, RID,TSSR, FIO)
BTS Circuit Acceptance
Site Survey of Access
Node and Client Circuit Testing (with
Provide High Level Premise Circuit Pre-
turn up testing client)
Solutions & Design Table Top
Circuit Activation
Assessment Facility Reservation
Client meeting • Presence
(Account Manager Last Mile Build
• Last Mile
with Solution • Capacity Facility Verification
Architect) • Facility(RTAF) Receive WO &
Provide RFS Date
Encode and Create Negotiation Request for Process Work
Track Leads opportunities with client Reservation Order

Stage 1 Stage 2 Stage 3 Stage 4 Stage 5

Leads Tabletop Pricing Circuit engineering Implementation Billing

Opportunity Assessment Negotiation
Sales Activity
SMS JOURNEY at SD PROCESS 3.0

Encoder/Sales Sales to meet

CXO
client CXO to
issue WO

Encoder
/Sales create
opportunity Encoder/Sales to Sales to submit
move documents and
Encoder/Sales to
opportunity to request
move ticket in
Stage 4 processing of
Stage 3
Work orderv
PM to
Sales Sales
Schedule
Bucket Bucket PM
Encoder/Sales to Circuit
move opportunity to Encoder/Sales to CDE to return Activation
CDE move opportunity ticket with
to CDE bucket result
Status should be Start of
“Pre-Sales Survey in CDE Bucket CDE Bucket CBOI/ECO last mile
Process” build and
PS circuit
CDE to return activation
ticket with
result CDE endorse opportunity
to start last mile pre-works
(radio and fiber)

STAGE 2 STAGE 3 STAGE 4 STAGE 5

RULES OF ENGAGEMENT / REMINDERS

STAGE 2 – TABLE TOP ASSESSMENT STAGE 4 – END-TO-END SERVICEABILITY RESERVATION EXTENSION

•Engagement with CDE must start at STAGE 2 •TICKETS CAN BE MOVED TO STAGE 4 IF: •CDE will send list of the about to expire RIDs
•All tickets should be moved on your assigned Pre- Result is “SERVICEABLE” and within the 14 days (due on the following week) to PMSO every
Sales accounts only validity of Stage 2 and either Friday.
ASSIGNED ASSIGNED ⁻ with email confirmation from customer •PMSO will send the list to Sales every Monday
CLUSTER CLUSTER
PRE-SALES ACCOUNT PRE-SALES ACCOUNT
pending signed conforme (includes won bid) and wait for update/approved extensions on or
before the following Friday.
KI1 Rommel Santos KI6 Ed Baltazar
⁻ with signed conforme
KI2 Liberty Calagui RMG Nolan Alcantara (includes won bid) •Approval of extensions should be endorsed by
Sales Heads thru PMSO.
KI3 Bernie Ramirez LSP Charizel Santiago if not ticket will be RETURNED TO SALES
•Official list of extension should be coming from
KI4 Vivian Gapido GSP Charizel Santiago
•No ticket will be moved to Stage 4 without passing PMSO
thru Stage 2 – if not, ticket will be RETURNED TO
•Approved extension means, another 30 days
KI5 Daniel Salamat SG Lara Hernandez
SALES
reservation extension.
•Turn around time (TAT) – CEWP Issuance
•There should be complete customer information
and requirements (spot map or LONG/LAT is Category Description TAT
recommended) – if none ticket will be RETURNED
TO SALES Category 1 Logical Upgrade only(no change in facility) 2 EXPIRED RESERVATIONS
•Feedback/result is expected in 2-3 working days Category 2 Data Node +Fiber/Copper Last mile build 7
(for circuits 20 & below) •Expired reservations will be deleted and tickets
Category 3 Data Note + Radio Last Mile build 12
should be tagged as LOST
EXPECTED 1 Pass Results
st
•Sales to create a new opportunity (if
Serviceable Category 4 BTS + Fiber/Copper Last Mile build 11 requirement needs to be revived) and move to
Category 5 BTS + Radio Last Mile build 14 Stage 2 for Pre-sales activities.
Not Serviceable

Via BTS – for RTAF Processing •If upgrade requires change in facility, TAT based on
design will apply
•If Serviceable – Sales can submit proposal to •For Radio Last Mile – Submit approved LOS survey STAGE 5 – SERVICE IMPLEMENTATION
client. NOTE that result is valid for 14 calendar request
days only •CEWP – will trigger the start of pre-works for FOC •Work Order will trigger the start of last mile
•If result is NOT serviceable – tickets will be last mile ( permitting, site survey, preparation of build
returned to SALES and will be endorsed to CSA for plans) •TAT
other options •LLD is the replacement of Pre-sales form
•If via BTS – needs additional 2 more days for the •Approved CCEF should be approved by SO head
assessment result prior release of CEWP
•For bulk request – schedule a meeting with CDE •Use SMS drive or query tool for SMS status update
for discussion and agreement of TAT •If ticket requires revalidation, ticket must be move
•Results can be seen in SMS drive or the query tool to your assigned Pre-Sales accounts per Cluster
•Known issues on the serving nodes should be part (refer to the table on the left)
of the assessment result.
•Cut-off is 3pm. Tickets received beyond 3pm – day
1 start the following day