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PHASE 100 - CLOSEF&B 180

  • Introduction
  • Objectives
  • Process Flow
  • Glossary
  • Raci

INTRODUCTION

PHASE 100. CLOSE

Welcome to the Close Stage, which is Phase 100 of the Food & Beverage 180 portal. This phase concentrates on all the processes, steps and provides information to the relevant collateral required to Close the Sales within the Sales Cycle.

OBJECTIVES

ORACLE OBJECTIVES

  • Book won Deal
  • Provide Accurate Details for Provisioning and to Project Teams
  • Advise Customer and Projects Team of Delivery Dates

FBGBU OBJECTIVES

Complete Booking and Provide all relevant details to Customer, SPS and Projects Team:

  • Follow Booking through the Q Process and check completed in OIP
  • Provide Hardware Delivery Dates to both the Customer and Projects Team
  • Complete Relevant SAR Documentation and Upload to SPS Portal for Cloud Provisioning
  • Ensure all CEMLI’s are Signed and Sent to Consulting Sales Rep for Booking

PROCESS FLOW

Below describes the typical process flows including references to documents or actions that may need to be completed to support this phase:

  • Book Deal in CPQ (If ABE) or in Q, if Non-Standard Terms
  • Check in Q for Deal Booking Completion
  • Check in OIP to ensure no Booking Holds and for Hardware Delivery Dates
  • Provide Hardware Delivery Dates to Customer and Projects Team
  • Complete SAR Documents for relevant Cloud products and Upload to SPS Portal

GLOSSARY OF TERMS

Acronym: Type: Definition:
OMA Document Oracle Master Agreement
C2A Process Click to Accept
CEMLI Document Configuration, Extension, Modification, Localization, and Integration
DAS Application Deal Approval System
OD Document Order Document
POEF Document Purchase Order Exemption Form
PO Document Purchase Order
OIP Application Order Information Portal (Lite)
SLA Document Service Level Agreement
CRA Application Customer Request Application
SPS Application Cloud Provisioning Portal (Why SPS I don’t know)
Q Application Application that manage, track your quote, contract and approvals
CPQ Application Think this is a spelling mistake and should be CRA
ABE Process Accelerated Buying Experience
SAR Document Service Activation Request

Close PHASE RACI

A RACI matrix as illustrated below will be used for each phase to help us define roles and responsibilities in every step of the FB180 process so everyone knows who's doing what.

This ensures standards in our approach whilst providing confidence and assurance to our customers!

Owner: Sales

PHASE SLAs & KPIs

  • Estimated and average 1-2 working days, dependant on deal complexit

DOWNLOAD PDF:
PHASE 100 CLOSE.
Click here

Introduction Video
An introduction to FB180
Mark Gausden

Here you’ll find an overview of the entire 180 process, each stage can be drilled into revealing all the documents, playbooks & content of each 180 phase. Before you jump in please listen to a few words from Mark Gausden, VP - EMEA Sales, Food & Beverage Global Business Unit.

Applicable Tiers
Output Checklist

Below list’s the key outputs as a checklist that would be required to be completed within this phase:
☐ Close Plan

Account Plan Updated identifying all Red Flags, SWOT, Barriers to Win and a Strategic Plan

Useful Links

Below list’s the links to the application portal described in this phase as well as some useful links to knowledge based collateral that may help you:
- Global Standard Operating Procedures
- OIP
- Q
- SPS

Training

Some recommended training courses/training material that are available that will help you in this phase:
- Advanced Deal Management for GBU

Support
FB180 Repository
Downloads