Professional Services

TouchBase solution for Professional services include following solutions:
1. Quote to CASH
2. Idea to LAUNCH
3. Request to COMPLETION
These solutions are explained in the section below & can be used by Engineering Design Services, Software & Management Consulting, Software Product Companies, Architectural & Design Services, Legal Services & Others.

  TouchBase is integrated with our Oracle ERP system, we have been successful in creating an end to end solution covering entire lifecycle of proposal development to project closure.

Dr. Ajay A Prabhu,

COO, QuEST Global Engineering  

Quote to CASH - Professional Services

Enquiry

Enquiry

  • Enquiry from Customer
  • Enquiry Review
Quote

Quote

  • Prepare Proposal
  • Resource Estimation
  • Cost Sheet
  • Revenue Plan
  • Proposal Approval
  • Soft Booking of Resources
Order

Order

  • Contract Management
  • Project Manager Identification
  • Project Setup
  • Revenue Plan
  • Project Budget
  • Project Approval
  • Resource Allocation
project execution

Project Execution

  • Project Planning
  • Deliverables & Review Gates
  • Task Planning & Assignment
  • Timesheet Filling
  • Sub Contracting
  • Revenue Recognition & Billing
  • Project Metrics Monitoring
  • Change Management
closer

Closure

  • Technical Closure
  • Pending Invoices
  • Project Balance Sheet Closure
  • Lessons Learned
  • Resource Release



Idea to LAUNCH - Professional Services

enquiry

Idea

  • Capture Product Idea
  • Voice of Customer
  • Idea Review
Quote

Evaluate

  • Cross Functional Feedback
  • Technical Feasibility
  • Sales Forecast
  • Business Case Preparation
  • Management Approval
project execution

Development Planning

  • Product Development Planning
  • Project Setup
  • Project Budget
  • Resource Allocation
  • Product Design
  • Product Verification
cash

Pilot Launch

  • Pilot Test
  • Customer Feedback
  • Incorporate Feedback
handover

Market Launch

  • Go To market Strategy
  • Marketing Collaterals
  • Compliances
  • Product Pricing
  • Launch Events


Request to COMPLETION - Professional Services

Request

Request

  • Capture User Request
  • Review Request
Evaluate

Evaluate

  • Technical Feasibility
  • Evaluate Benefits
  • Investment Required
  • Business Case Preparation (ROI)
Sponsorship

Sponsorship

  • Identify Sponsor
  • Identify Project Manager
  • Project Setup
  • Project Budget
  • Project Approval
  • Resource Allocation
Project Execution

Project Execution

  • Project Planning
  • Deliverables & Review Gates
  • Task Planning & Assignment
  • Timesheet Filling
  • Sub Contracting
  • Project Metrics Monitoring
  • Change Management
Value Realization Closure

Value Realization & Closure

  • Project Deployment
  • People Change Management
  • Value Realization Metrics
  • Sponsor Signoff
  • Resource Release
  • Lessons Learned









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