Delivery Management Framework feedback: Finance by Ruoyu Yuan https://padlet.com/yuanruoyu/y9wx3al05li55ov9 What do you require from each of the above stages, including: Roles and Responsibilities, Information and Communication, Other aspects – is anything missing? en-us 2021-08-10 15:16:47 UTC 2021-08-23 16:05:52 UTC hello@padlet.com Check New Customer form completed https://padlet.com/yuanruoyu/y9wx3al05li55ov9/wish/1691369465 2021-08-23 15:35:28 UTC https://padlet.com/yuanruoyu/y9wx3al05li55ov9/wish/1691369465 check PO on contract indrepetrauskaite https://padlet.com/yuanruoyu/y9wx3al05li55ov9/wish/1691371733 2021-08-23 15:36:31 UTC https://padlet.com/yuanruoyu/y9wx3al05li55ov9/wish/1691371733 check VAT code if a project Is bespoke or Consultancy when BD set this up on D365 so we can assign project finance code - include as part of initiation document with the HoM to check https://padlet.com/yuanruoyu/y9wx3al05li55ov9/wish/1691374827 2021-08-23 15:38:00 UTC https://padlet.com/yuanruoyu/y9wx3al05li55ov9/wish/1691374827 Delivery timings for project accounts https://padlet.com/yuanruoyu/y9wx3al05li55ov9/wish/1691380081 2021-08-23 15:40:33 UTC https://padlet.com/yuanruoyu/y9wx3al05li55ov9/wish/1691380081 communicate any changes to dates with finance team indrepetrauskaite https://padlet.com/yuanruoyu/y9wx3al05li55ov9/wish/1691384795 2021-08-23 15:42:47 UTC https://padlet.com/yuanruoyu/y9wx3al05li55ov9/wish/1691384795 Delivery dates on associate POs https://padlet.com/yuanruoyu/y9wx3al05li55ov9/wish/1691392216 2021-08-23 15:46:27 UTC https://padlet.com/yuanruoyu/y9wx3al05li55ov9/wish/1691392216 check point on contributions and margins on projects when in delivery mode https://padlet.com/yuanruoyu/y9wx3al05li55ov9/wish/1691400256 2021-08-23 15:50:28 UTC https://padlet.com/yuanruoyu/y9wx3al05li55ov9/wish/1691400256 updating who's delivering and how many days delivered by staff and associates included on high level tracker https://padlet.com/yuanruoyu/y9wx3al05li55ov9/wish/1691409573 2021-08-23 15:55:15 UTC https://padlet.com/yuanruoyu/y9wx3al05li55ov9/wish/1691409573 loop back margin info to BD and HoMs for future proposals indrepetrauskaite https://padlet.com/yuanruoyu/y9wx3al05li55ov9/wish/1691425206 2021-08-23 16:02:49 UTC https://padlet.com/yuanruoyu/y9wx3al05li55ov9/wish/1691425206 Feedback loop to BD at closedown stage to let them know of actual margins and days delivered to help with future proposal costings https://padlet.com/yuanruoyu/y9wx3al05li55ov9/wish/1691425296 2021-08-23 16:02:52 UTC https://padlet.com/yuanruoyu/y9wx3al05li55ov9/wish/1691425296 flagging if new work or repeat of a project https://padlet.com/yuanruoyu/y9wx3al05li55ov9/wish/1691430355 2021-08-23 16:05:33 UTC https://padlet.com/yuanruoyu/y9wx3al05li55ov9/wish/1691430355 exceptions report - if margins are significantly lower/higher than budgeted indrepetrauskaite https://padlet.com/yuanruoyu/y9wx3al05li55ov9/wish/1691430928 2021-08-23 16:05:52 UTC https://padlet.com/yuanruoyu/y9wx3al05li55ov9/wish/1691430928