EXPLORE
Person with a broad knowledge of technologies.
What is a Solution Architect?
A formal estimate, can be verbal or written. Generally locks a price for a specific period of time.
What is a Quote?
This document is an internal resume shared with the client.
What is the Burwood Bio?
traditional project delivery methodology in which the scope and tasks to reach the end state are very well-defined and tasks typically are very sequential.
What is Waterfall?
Conducts project closure activities
A potential deal for Burwood
What is Opportunity?
List of components (by model number, etc..) and the quantities of each necessary for the solution (hardware, software)
The client has given a verbal commitment and the opportunity will close in the current month.
What is commit?
Executable Word document capturing the agreed-upon changes to a previously executed SOW.
What is Project Change Request? (PCR)
Documents wins/referrals
Who is Marketing Team?
A prospective client entered into CRM, may be converted to an opportunity.
What is a Lead?
Tool that allows us to input the hours required to perform a Service, which in turn determines the price and margin.
What is an EWS?
This is another name for the PFS.
What is the Statement of Work?
Starting a project prior to official signature on contract due to special circumstances, always needs leadership approval.
What is Work at Risk?
Updates the client future plans
Whos is SA?
Informal naming of the entire team engaged in presales efforts on an opportunity
What is Pursuit Team?
Opportunities early in the identification and qualification stages.
What is Pipeline?
This resource is not involved until the Entrust phase.
Who is the PM?
Process for "backing out" remaining funding on a project.
What is debook?
What is client feedback?
Process by which Burwood requests pricing protection.
What is Deal Registration?
Form detailing the client's needs that must be complete by the Pursuit Team and reviewed by the SR team to initiate creation of the PSP.
What is Services Request?
The PM and PT work together to translate requirements into this.
A method for grouping and defining the exact steps required to complete a larger body of scope or specific deliverables.
What is Work Breakdown Structure?
The actual hours worked on a project + the remaining forecasted hours to complete the project, resulting in the projected total hours required to execute the project in full.
What is EaC?