Planning and Implementation Overview
■Creating Planning Teams
Once a sales proposal has been accepted, the Sun customer service manager (CSM) should confer with
Customer and Sun personnel who participate in these planning teams jointly own and con- trol the various processes, activities, and deliverables of those teams.
Once the team participants have been identified, one customer team member and one Sun team member should be selected to act as coordinators for each team. Regular meet- ings should be scheduled to:
•Define roles and responsibilities for all team members
•Define required implementation activities and task completion dates
•Identify and address issues that could impede delivery, installation, or implementation of system equipment.
Forms and worksheets in Appendix D can be used by both customer and Sun planning team members to record key system hardware and software information, identify planning factors and considerations, and record completion dates for critical planning and imple- mentation activities.
Customer membership for the various planning and implementation teams should consist of:
•Persons who will determine the configuration and location of VSM5 system equipment, including but not limited to: the data center manager; one or more network administra- tors; the facilities manager; the site engineer, etc.
•Persons who will be directly involved with installation, testing, certification, and operation of VSM5 system equipment, including but not limited to: facilities personnel; system op- erators; network/IT personnel, etc.
•Persons who will be involved with delivery and
Sun membership for the various teams may include some or all of the following: the sales representative (SR); the local customer services manager (CSM); a systems engineers (SE); a system support specialist (SSS); a technical support specialist (TSS); a profes- sional services (PS) consultant; and a customer service engineer (CSE).
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