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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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