The battle lines between sales and production have been
drawn since the unfortunate relationship began long ago. Ultimately, production is responsible for the
product or service that sales promised to a client. Seems simple enough, however the struggle that
has ensued starts when sales makes a promise to do something that is not within
the control of production.
Consider a project that requires a large amount of task
completion to be done by the client.
When considering the triple constraint that all projects are bound by
(time, scope, resources) , the fact that the client controls 2 of these
components in this scenario renders production helpless in achieving a timeline
promised by sales if the client isn’t given specific parameters to adhere too.
In this scenario, in order to bolster the success of the
production teams, the sales process would include the following:
·
Project proposed timeline:
When working through a possible
completion time of a project for a client, if considering a model that requires
a large amount of work to be completed by the client, how would you develop or
sell this component? In order to manage
the client’s expectations, the process should follow several unique steps that
are no different than building a project timeline through the proper process:
(do know that the following example is built through the assumption that the
project is a repeatable project that has specific nuances that need to be
catered to for each client)
1. Develop a WBS that is inclusive of all major project tasks
2. Sequence and estimate task durations
3. Assign resources
4. Develop timeline considering scheduling and
resource constraints
By working through this process
with the client, you are able to accomplish several things, 1) you help the
client become intimately familiar with the project itself. By working through the details of the work to
be done, it provides the opportunity to present the needs of the client to
ensure success. 2) What the staffing
requirements will be for these tasks, and 3) an approximation of when, during
the project timeline, these resources will be needed. This ultimately sets very specific
expectations in the client’s mind of what to expect and what will be needed of
them to achieve the results they desire.
In any sales to production process, sales should tell the
production team not only the scope of work that was sold, but also what the
project timeline will be and how it will be staffed to accomplish this
intent. It should not be an effort by
production to figure out how to achieve a desired outcome when the triple
constraint is not effectively under the control of production. Development of how something will be built or
produced should not be a post-sale consideration, yet it should be a process of
identifying the “what”, the “how”, the how long”, and the “how much” which will
ensure you are not over promising and under-delivering on your client’s
expectations.
If a business is able
to set expectations during the sales process as opposed to the project planning
process post-sale, your perceived customer satisfaction levels will
increase. This will also enhance your
ability to deliver on what was sold, the job satisfaction your employees enjoy
will increase, and hopefully, at least indirectly (though I suppose you could
argue directly), your referral rates will increase.
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