program mercury latest scenario january 2014
DESCRIPTION
Program Mercury Latest Scenario January 2014. Narrative Storyboard. Narrative. - PowerPoint PPT PresentationTRANSCRIPT
Program Mercury
Latest Scenario
January 2014
Page 2
Narrative Storyboard
Page 3
Narrative
► Peter, who is a Partner in the EY German practice, identifies a customer transformation opportunity, for a new BMW plant in Germany. Peter creates this new plant as a prospect in EY’s CRM system. He then logs the opportunity in the system. Soon after identifying the opportunity, Peter prepares a proposal for the BMW prospect, supported by an initial pricing plan in MMT. In addition, Peter also completes the GTAC assessment for the prospect and opportunity in order to confirm that EY can perform the planned work.
► After the final proposal meeting, BMW informs Peter that they would like to proceed with EY. A slightly different final pricing amount is agreed upon with the client than what was proposed and an ‘SOW’ is signed between BMW Germany and EY Germany. Peter updates the sold-at price to reflect the new fee.
► After evaluating the scope of the work, Peter realizes that he needs to involve an EY team based in Austria to complete a part of the work. Peter calls Marc (EY Partner based in Austria) and agrees to work together on completing this engagement. In order to effectively manage the project, Peter and Marc agree that they each would need to create a detailed budget and manage their resources separately. From a fee sharing perspective, Peter and Marc agree to share fees based on actuals. Since the client is based in Germany and had also indicated they would like a consolidated bill (in the SOW), a combined bill will need to be sent from EY Germany to the client.
► Peter opens the engagement for the work to be performed in Germany. Similarly, Marc also opens an engagement for the work to be performed by the EY team in Austria (after confirming that the GTAC performed in Germany can be used). Peter and Marc assemble their teams and begin executing on the engagements. The team members charge their respective engagements and complete the work on time. Peter prepares a combined invoice and sends that to the client.
► The invoice exceeded the payment due date allotted. Five days later, Dunning and Collection’s actions commence. Based on the client’s score, actions taken over the next two months were 2 emails, then 2 letters, then 1 call and finally after 75 days, escalation to Peter. Peter is able to review the actions and see the escalation flag in My Engagements. Using links in My Engagement, he’s able to record the actions he personally takes to recover the debt.
► When the final billing has been issued, Peter and Marc change the engagement status to ‘PreClosing’.
Page 4
Mercury Client Server Journey
Peter creates the initial pricing plan
A GTAC Assessment is
performed on the client and
engagement
Peter signs the SOW but at a
slightly different pricing amount
Peter and Marc each create a detailed budget
for their respective engagements
Teams are assembled by the Resource Managers
Germany Team
Austria Team
Peter sends a combined invoice to
BMW
BMW
Peter and Marc review budget to actual and
update their Estimate to Complete
Dunning and Collections perform
collections of invoice payments.
Invoice payments exceeded their due
dates so Dunning and Collections notify
Peter to take actions
The teams do the work and charge
their time and expensePeter and Marc each
create a detailed budget for their
respective engagements
Peter updates the sold-at price
in MMT
Peter enters the new German
BMW plant as a prospect and logs the opportunity in
CRMBMW
When the final billing has been issued, Peter and Marc change the engagement status to
‘PreClosing’
Complete
Page 5
Process / Visualization Flow
► User creates Opportunity Header and line item and edits Pursuit Team
► System: CRM On Cloud
Create Opportunity header/line item Peter √Star
t►User creates
pricing plan at ‘sold at’ level
► System: MMT
Create Pricing Plan
(Sold at level)
Peter √►User
performs acceptance
► System: GTAC
Perform Acceptance
Peter √► Proposal meeting► A SOW is signed
with a reduced Sold at price
► Non System step
Proposal and ‘SOW’ Signoff
Peter √
End
►User schedules resources
►System: MRS
Schedule Resources
Scheduler √► Users charge
time & expense
► System: CATS / Expense
Charge T&E
Client Servers √
► User moves project status to ‘’PreClosing’
► System: PPM
Close Engagement
√
► User changes status of the opportunity to ‘Won’
► System: CRM on Cloud
Update Opportunity
Details
Peter √► User updates
pricing plan and locks it as the final ‘sold at’ value
► System: MMT
Update Pricing Plan
(Sold at level)
Peter √
► User performs billing
► System: Custom
Initiate and Perform Billing
Peter √ ► User reviews engagement details for any action on collections.
► System: My Engagement / SharePoint Forms
Dunning & Collections
Peter √
► Users create detailed engagement budgets
► System: MMT
Create Planned at
BudgetsPeter & Marc √
► Users create engagements
► System: CRM/SAP PPM
Create Engagements
√► Users send
resource requests.
► System: PPM
Send Resource RequestPeter √►Users
review their financial Metrics
►System: MMT
Review Metrics and
Approve Budget
Peter & Marc √
► User review engagement economics
► System: My Engagement
Manage Engagement Economics
Peter √
► User creates a prospect
► System: CRM On Cloud
Create Prospect
Peter √
1 2 3
11
10
9876
54
17
15
14
13
12
16
Peter & Marc
Peter & Marc