Workflow Guide
Operational Projects & Customer Delivery
Module Context & Purpose
Post-sale customer onboarding and engineering milestone delivery management. Deals closed in CRM and billed in ERP transition directly into delivery workspaces for implementation.
Standard Operating Procedure
- 1Track active delivery milestone completion and budget utilization percentages.
- 2Monitor delivery deadlines and critical target launch dates.
- 3Open the Tasks Board to manage individual work tickets and sprint tasks.
- 4Confirm customer acceptance sign-off upon completing project milestones.
Next Action
Open Tasks Kanban BoardOperational Projects & Delivery
Post-sale customer delivery, engineering milestones, and budget tracking
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