HOBG Trackbase

Maintenance packages

Brainstorm what can the maintenance packages should include, in regards:

• Types of services

• Amount of hours

• Website monitoring

• Responsibilities

• Types of packages

One more topic for discussion. We have simply ongoing support, where not always all the bills are being paid off (Oneline is a bright example). So there should be a support package, depending on the needs of the customer. Basically it would be selling additional hours of the developers for creating new functionality, supporting existing one, bugs fixing if required, etc. Something alike outstaff, but more controlled.

16 окт. 2023 г.

Discuss with the Teamleads along with PMO

Provide not final packages, but a first draft of the packages

TO BE DISCUSSED

IN PROGRESS

Discuss with the Teamleads along with PMO

It would be great to discuss on the 15th of August, however not sure if there will be time left. Anyway, this would be the topic to discuss in a week for sure.

TO BE DISCUSSED

Working with accounts

Start having calls with the company`s accounts, scheduled once in 2 weeks, or once a month. Gather feedback, ask for improvements, ask what plans for the Future, if we can prepare anything or assist.

29 сент. 2023 г.

• Ask alex.l@cheitgroup.com to create a document with all of our existing accounts, with emails, contacts, specifics of the account

• After start writing and schedule phone calls

• Discuss with alex.l@cheitgroup.com possible questions, recommendations

require:
Information about accounts:

• Name

• Country

• Email

• Contact person

• phone of contact person

• Rate

• Projects list

TO BE DISCUSSED

Collaboration with the Sales Department

• Take part in every starting call with a potential customer

• Take part in weekly calls with the Sales department

• Have track of every news from the department, suggest personal ideas

• Discuss contract templates creation

• Provide support and follow ups for the potential customers

• Have a brainstorming session of what can be improved, what is required, what should we stop doing

• Ask for a report for the last 4 months of the work of the department (stats, percentage of leads that jumped on a call, etc)

• Presales estimation – for Highend and lowend

• Presentations for the Sales dept (зібрати інформацію по потребі в презентаціях та КП і віддати це на дизайн.)

21 авг. 2023 г. – 15 сент. 2023 г.

• Be in full contact with Marina (Unlicensed)

• To be aware of all the main stats, improvements, critical situations (suggest to create)

• Take part in creating contract templates for different types of projects (From my POV a Contract template builder for now is out of the table)

• Have the Development department create a feature calculator in order to save time for Future estimations

TO BE DISCUSSED

Collaboration with the PMO

• Continue working with sophiabilyk on new ideas and implementations

• Take part in PM meetings and activities

• Provide ideas for business processes improvements

• Provide ideas of Topics and Speakers(optional) for knowledge gathering

• Have 1:1 meeting sessions with sophiabilyk so we can be in the loop of events

• Continue having offline meeting sessions with sophiabilyk (once in 2 weeks or once a month, all depends)

• Assist in any case

TO BE DISCUSSED

Business Growth

• Collaborate with each department, including SEO (package deals may be also provided in the Future)

• Take part in each important session in regards to the company

• Write each and every idea as a backlog and discuss from time to time with alex.l@cheitgroup.com in order to prioritize

• Start taking business trips to CHEIT offices in order to work with the teams (minimum once a quarter)

• Schedule in the calendar follow up emails to all accounts, simply to check on them, just ask how they are doing. Such will help to gain trust

• Business development. Attracting new partners, consultants (TBD with alex.l@cheitgroup.com )

TO BE DISCUSSED