[EDP006] Client Invoicing
Understanding customer’s preferred invoicing arrangements Understanding customer’s Purchase Order (PO) Customer invoice generation (auto versus manual modes)
Course Category: Batch 4
[OWS005] File Storage (Box) deep-dive
Orientation to Box key folders (Update: training videos and SOPs are now on Learning Center) Deep-dive into project folders in Box Video last checked 20230706
[OWS004] Supplier Selection (more on Steering, less on MSP)
Review of how suppliers are selected Using PC Tracker to identify previously deployed suppliers for customer Tracing of compliments & complaints in Steering CAPA for supplier filtering Video last checked 20230704
[EPC001] Managing Customer Changes & Feedback
Post-delivery follow-up to obtain project feedback Categorizing the type of feedback and client satisfaction, making our own observations of the project, and what to do with the suppliers including VCA if necessary Which supplier to work with for processing the customer’s feedback Client Feedback Report filled by supplier in the event of customer complaint Updated: …
[EPD002] Initial Project Delivery to Customers
Naming of project delivery files Using Box for delivery of large files Video last checked 20230710