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Project Timeline
Lauren Leck
Created on November 29, 2023
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Transcript
Initial Lead
Register on SF
PLANNING PHASE
Samples
Fact finding
SPECIFICATION PHASE
U-Value Calculation
Specification
System Fixing Assesment
BID PROCESS PHASE
Quote to applicators
Applicator List
Main Contractor Appointed
DECISION PHASE
Finalised Spec
ON SITE
Applicator Tender
Applicator Chosen
Fact Finding
Sources of lead: NBS - IST to qualify Barbour - IST to qualify Inbound enquiry to IST - IST to qualify Funnel boost/campaign - IST to qualify Architect generation - PJM to qualify Main contractor generation - PJM/AM to qualify Applicator generation - AM to qualify
Salesforce Registration
Whoever does the fact find is to register as soon as it has been qualified. Any size project (including under 200m2) to be registered Complete registration form and send to support.gb@sto.com
Sample Request
All standard samples to be requested via samplerequests.gb@sto.com Sample request form to be completed for: - Overpainted boards (more than 6 to be approved by line manager) - Colour fans - Superlit samples - StoSignature samples (ordered from Germany) - Standard Acoustic samples
Any complex samples to be submitted to ordergb@sto.com via material withdrawal form (this must be approved by line manager if over £100 value or Ben if under £100 value) with sample requests in copy Material withdrawal form to be completed for: - Cleyer B samples - StoBrick samples - Whole bags/buckets of product - Accessories/tools - Bespoke acoustic samples
All glass samples to be dealt with by Darren and Sean with sample requests in copy
All Decoprofile samples to be dealt with by Sean with sample requests in copy
BOOTBOX: Any samples that you require to go into your bootbox, email sample requests and we can send them to you directly.
Additional Info: Sample lead times are 7 working days from point of request Any samples ordered from Germany take 3-5 weeks from point of request Samples to Ireland always sent via DHL for tracking purposes
Specification
All projects with a full system must have a specification. This can be one of the short specs or a full spec depending on the need of the job/customer. This must be uploaded to Salesforce (even the short spec) in the files section with the date backwards and then SP (as example '2023.12.06_SP_') as the start of the file name. This means that we can always track which is the most up-to-date spec. No old files should be deleted.
When using a short spec, please always fill in this section:
U-Value Calculation
Under 500m2 - IST to request from TSS Over 500m2 - PJM to complete but use TSS as fallback if required
For a rough indicator - use ready reckoner For a formal U-value calc, U-Value Calculation form must be completed Additional Info: Please check form is complete correctly before sending to TSS so that we don't waste their time.
System Fixing Assesment
*check the procedure document!*
Form to fill out - sent to TSS
Applicator List
Under 500m2 - IST- Customer to complete applicator request form (must be attached to SF)- Processed through portal- Applicator list sent to customer (and applicator) - Tracking spreadsheet to be updated
Over 500m2 - AM???
Quote Request
Quote request forms to be completed in full OR finalised Spec sent to support.gb@sto.com
Main Contractor Appointed
Key point in process Spec likely to change cheaper realise diff subs/finish etc scope of works could change basically do full 1st section again
PROJECT COMPLETION/WARRANTY
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Warranty requested
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