Fixed Installation Process

Booked:    

• The Installation process begins when an opportunity enters the Booked stage in Salesforce. 

Kick-Off:   

• Occurs within 48 hours of Booked stage, this provides the Installation team the ability to set expectations and review the PIQ with the customer. Fixed Kick Off Call Agenda

Schedule: 

• Begins within 48 hours of kick-off process to confirm technician, rental equipment, and delivery.

Pull From Inventory:  

• Occurs from Booked, Configuration team pulls equipment and prepares for Site Assignment.

Pre-Site Enablement:  

• The process of assigning and configuring the equipment from inventory to the specific customer's site.

Site Enablement Verification:

• Configuration verifies portal views.

Shipping Preparation: 

• Configuration team prepares equipment for shipping.

PM Pre-Ship QA (Equipment Sign-Off):  

• PM team ensure correct unit/equipment packed and assigned for shipping.

Ship:  

• Configuration team ships the equipment to the customer's site

PM Check-in:  

• PM verifies all dependencies are still on track for the installation date and informs the customer.

Installation(Fixed):   

• A technician performs the physical installation.

PM Completion Validation:  

• PM confirms the installation checklist and verifies from the customer portal perspective.

Site Onboarding:  

• Site Enablement team performs QA and final steps (masking, day/night views)

PM Final Approval:  

• PM signs off on the entire installation process and moves to Installed.

Hand off to CS:  

• CS performs training, etc...