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Dedicated SWAT workflow

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by

James Carlson

on 20 December 2013

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Transcript of Dedicated SWAT workflow

Qualified?
Possible Size

Timing

Application Framework Alignment
Blue Sheet Basic
Approval by SL, ML
Flag in Auto Task
SWAT Meeting

Includes:
Prospect Review
Timeline to Close
Pre-Book Work Time
Assign Roles/Responsibilities
Need Playbook - Autotask
Create Folder in SharePoint
Needs assessment
Approval by SL, ML & Finance
Proposal Ready

Sales Go!
Attendees: AC, BDE, ML, $L, PL, SL, EL

Duration: 1 Hour
Dedicated SWAT Workflow
Internal Alignment
Yes = POC. Ready
Proposal Submitted Internally
Create Proposal & Strategy
SWAT or Not? ~ Initial Evaluation
Development
we will ask Cathy Westfall to add the flag
SWAT Team Design:
Collaboration Exercise Results
Full transcript