On-Premise to On-Line Conversion - SOP Follow

 

Scenario: Client contacts GTS Sales to request migration from OnPremise to Online. Client is already an OnPremise customer.

A - Sales

  1. Gather client information
  2. Create Sales Order & forward to Finance

B - Finance

  1. Generate ticket (w/ details needed for migration & any training needs the client may have)
  2. Review migration costs with Sales & gather approval for additional costs (if any)

C – Support

  1. Escalate ticket to Systems

D – Systems

  1. Set up Server
  2. Migrate Data
  3. Confirm Migration / setup
  4. Notify Support (via ZenDesk)

E – Support

  1. Contact client, review/address any transition issues or questions
  2. Confirm completion
  3. Close ticket

    OR (If training needed for additional services).

  1. Contact client, review/address any transition issues or questions
  2. Confirm Completion
  3. Escalate Ticket to Success for training

F - Success

  1. Receive & Acknowledge Receipt
  2. Assign Success Personnel & Contact customer to initiate training
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