|
|
Actor |
Action |
Notes |
1 |
AM / Sales |
Discuss 24/7 Ready Product with client to determine if interest. Send contracts via SalesForce and complete signed contract and close opportunity. |
|
2 |
AM / Sales (Lucas) |
Create ticket for PAT for provisioning |
Macro = Integration Requests > 24/7 - Ready Include:
|
3 |
PAT |
Generate the talent mass provisioning data file for the client to send to WorkN with employee statuses requested from completed workbook. |
|
4 |
WorkN |
Configure customer for provisioning |
~ 2-3 weeks |
5 |
WorkN |
Provide PAT with list of client's production WorkN credentials |
Include:
|
6 |
PAT |
Configure integration in the Marketplace |
|
7 |
PAT |
Update the Zendesk ticket letting WorkN know that integration config is complete and the files have been generated |
|
8 |
WorkN |
Login to Avionte FTP and download mass provisioning files |
|
9 |
WorkN |
Load talent files |
|
10 |
WorkN |
Update the Zendesk ticket letting Avionte know once all mass provisioned clients are setup |
|
11 |
PAT |
Add public comment to ticket notifying client setup is complete, and add help documentation to ticket. |
cc Avionte Training Team on ticket |
12 |
Training |
Complete additional training as requested from client for completion. |
|
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