1. Safe Passage Implementation Project
2. Implementation Team
Establish Meeting Schedule
Complete Contact list
3. Financial Modeling - Credit Support
Complete the APET Tool to determine Profitability
4. Agreements/Ts and Cs
Draft and Present Solution Letter of Intent for Signature with the Customer
Review Current Agreements in place, determine additional agreements needed
Forward Draft to Customer for review if requested?
Discuss any Particular issues or Change request with Customer
Submit formal contract request to Contracts, send APET
Determine Schedule to Review Contracts with Customer Contact
Conduct Contracts Review Call with Customer and Contracts if necessary
Develop Scope of Service
Discuss and determine scope of service elements
5. Operational Set up
Establish Account Structure
Inplant, VMI or Outplant
Operations to complete Branch Maintenance Form, and submit for approvals
6. Establish Material Trigger Release and/Or Consumption process
Determine how Customer will structure their System to receive material
Develop Process for Triggering of Release or Material Consumption
Manual Release via Email / Purschase order/ Consumption Billing/ Other
Establish process for managing order fulfillment or Billing
EDI
If customer is already transmitting EDI 850, arrange for testing of the transmission format with EDI support
If not, supply EDI850 maps to customer establish date for completion of mapping process
Arrange for testing of the transmission format with EDI Support
7. Material Preparation
8. Shipping and Handling Special Requirements
Define any special package or product lableing required for the solution (Barcode-Outside packaging, RFID, etc.)
Process SHC or CII Requests
9. Invoicing/Payment
Review the order-to-receipt process with accounting
Develop process steps needed to insure prompt payment for the Avnet product received?
Elevate any requests for summary billing or evaluated receipts payment or special payment models
10. Solution Specific Actions
In-plant Store
Determine Personnel and Resource Needs Based on Number of Line Items Managed
Develop Labor Plan for IPS and elevate to Management Approval
Store Location - Site Preparation
Execute Physical review of Proposed Store location
Verify the Security of the Inventory Location
Determine Receiving Process for inbound materials and signature process
Determine actions for Space preparation and when space will be available
Establish Store layout Plan and any actions needed for the location set up
Warehouse product Requirements
Order Store Care Package based on store needs
Discuss with Customer who will be supplying what (Shelving, Desks, Phones, etc)
Discuss with Customer Connectivity Options (T1 Partition, DSL, Phones, Etc)
Understand where the D-Mark location is for Phone/Data Connectivity
Determine and order Necessary Systems for Order/Inventory Processing
Engage Calence to order data/Phone Lines for the Inplant
Set up Inplant Store
Install and Test all Systems and Connectivity
Set Shelving in place and ground per ESD Specifications
Perform ESD Audit on Shelving and handling areas
Set up necessary Shipping Accounts with Fed X or UPS or other
Employee Hiring/Training
Complete Internal requisition for approved resources and post Job
Evaluate Candidates and hire required personnel
Train New Employee on the Role, processes and responsibilities for the role
About
Title
Lutron Puerto Rico IPS Safe Passage Project Plan
Subject
-
Company
-
Author
Mindjet
Version
57
Comments
The Mindjet MindManager 8 default map template.