Design Engineer – Tiers 1, 2, and Enterprise Designs

Key Topics:

• Tiers 1 & 2 Process:
  • Pre-Scheduling & Payment
  • Post-Consultation
  • Post - Design File Completion
• Enterprise Process
  • Scheduling Consultation
  • Post Consultation
  • Design File Completion
• Best Practices

Tiers 1 & 2 Process

Pre- Scheduling & Payment:

• Sales Reps will determine tier based on guidelines and quote the customer
• The Deal Stage will update to Design Payment Pending
• Ops will await payment for the design service
• Once payment is received, Ops will update a field that triggers both:
  • The Email to Schedule the Consultation
  • Updates the Deal Stage to Design Payment Received
• Customer Schedules Consultation
• Design Engineer receives email with details of meeting

Post - Consultation:

• On the Service Projects Tab of the Deal:
  • Update the Meeting Outcome to Completed (or no show, etc.)
  • Update Consultation Completed! = Yes
  • Update Estimated Completion Date
  • Input Estimated Labor Hours (For Leadership - Sales Reps cannot see the value entered)
  • Input Invalid Tier? = Yes ONLY if applicable (For leadersihp - to track if we need to re-train Sales Reps on the guidelines) - You will still move forward with whatever tier initially quoted

Post - Design File Completion:

• On the Service Projects Tab of the Deal:
  • Update Design Completed! = Yes
  • Update Design Completion Date
  • Update Design File #1 (2 & 3 if applicable)
• Files will be sent to the Sales Rep and their admin as well as the customer
• After all the properties listed in the steps having known value a workflow will trigger a task to operations to process the design SKU Sales Order and the Deal will go back to Quote Provided Stage

Enterprise Process

Scheduling Consultation:

• Sales Rep will create a Deal, Request Design Support, and Select "Enterprise Design" = Yes
• They will add the files/attachments provided by the customer
• This will trigger the invitation to Schedule the Consultation
• Design Engineer Completes the Consultation

Post - Consultation:

• On the Service Projects Tab Design Engineer will Update:
  
  • Consultation Completed! = Yes
  • Invalid Tier (This most likely won't be the case with enterprise but just incase)
  • Estimated Labor Hours (For Operations - No Sales Rep View)
  • Estimated Completion Date
• Stage will be updated to "Design Payment Pending"
• A Task will trigger to Operations to determine the custom price based with Sales Leadership
  • They will Quote and Create an SO for the Enterprise Design Service
• Once Payment is Received, Operations will check "Design Payment Received"
  • Ops will also input the "Decided Custom Price" - for Sales Reps to View
  •  As well as Attaching the PDF of the NetSuite Quote to the Deal
• The steps above will trigger an email to the Design Engineer stating he can begin the Design Files
• The Deal Stage will move to Design Payment Received

Design File Completion:

• On the Service Projects Tab Design Engineer will update:
  • Update Design Completed! = Yes
  • Update Design Completion Date
  • Update Design File #1 (2 & 3 if applicable)
• Files will send to both the Sales Rep and their Admin as well as the customer
• Operations will receive a task to Approve and Bill the original SO for the Design Service
• Deal will move back to quote provided stage once they have completed their task!

Best Practices