Sales Operations & Support Manager

knowledge of

Customer RFQ

Purchase Order (PO) / Letter of Intent (LOI)

Bid correspondence

Sales Order (SO) & CAS

Commercial and contractual documents

Legal approvals

Any other relevant documentation

The Project Manager is expected to review all project details and arrange an IKOM with internal stakeholders. Key stakeholders include:

Sales

Product Team

Engineering Team

SIOP

Logistics

Finance

Step 3: Customer Kick-Off Meeting (CKOM)

After completion of IKOM, the Project Manager should establish communication with the customer and arrange a CKOM. During this meeting, the PM must:

Present the overall project scope and plan

Align all stakeholders on a common understanding

Key elements to be established include:

Communication matrix

Reporting formats

Turnaround Time (TAT) for delivery and service

Drawing submission and approval timelines

(Refer to the enclosed PPT formate for CKOM details.)

Step 4: Manufacturing & Dispatch Coordination

The Project Manager is responsible for:

Coordinating with SIOP, factory, and sourcing teams ( including external panel integration and battery bank procurement activity ) based on customer demand and lot size

Monitoring production progress to ensure timely completion of all units

Coordinating with the customer for Factory Acceptance Testing (FAT) visit, this includes participation from the main customer, consultant, and End customer (e.g., government bodies like MMRDA)

Ensuring closure of all punch points post-FAT

Obtaining billing, dispatch, and clearance approvals from customer

Overseeing timely and safe dispatch of equipment to site

The same process should also be followed for battery bank delivery etc.

Step 5: Installation, Commissioning & Project Closure

Upon delivery at site, the Project Manager must:

Coordinate with the Regional Service Manager to deploy the service team based on site readiness and customer clearance

Share weekly progress reports with all stakeholders

Facilitate the following tests:

PAT (Power Acceptance Test) – & ensure closure of punch points (generally performed by main customer & consultant )

SAT (Site Acceptance Test) – & ensure final acceptance and closure (generally performed by main customer & consultant & end customer )

Additionally, the PM must ensure:

Submission and handover of all project documentation (test certificates, warranty certificates, user manuals, etc.) by service team

Timely billing of services executed by service team

Monitoring and managing change orders, risks, and issues throughout the project lifecycle.

present a management level review presentation for the overall review of complete project portfolio..