copy of tracker handover ga light service

8/19/2019 Copy of Tracker Handover GA Light Service

1/16

Support Account Handover done (Yes/ No)

Ioana Croitoru

Amadeus Yes

Ioana Croitoru

Ioana Croitoru

Rodica Marin SWIFT YesRodica Marin Yes

Rodica Marin Yes

Rodica Marin Yes

Rodica Marin Yes

Rodica Marin Yes

Stefan Militaru

KBC

Yes

Stefan Militaru

Stefan Militaru

Stefan MilitaruStefan Militaru

Stefan Militaru

Stefan Militaru

Stefan Militaru

Stefan Militaru

Stefan Militaru

Stefan Militaru

Stefan Militaru

Stefan Militaru

KPN No

Stefan Militaru Rolls-Royce No

Andra Falticeanu NOR!A "ANK A" Yes

Andra Falticeanu


2/16

Andra Falticeanu

Andra Falticeanu

Andra Falticeanu

aniela "adea COMM!R#"ANK A$ No

aniela "adea CONTIN!NTA% A$ No

Adrian o&re RW! A$ No

"u'du(an Madalina )*M yes

"u'du(an MadalinaMoise Mi+aela

M,NC)!N!R R,CK!

Yes

Moise Mi+aela

Moise Mi+aela

Moise Mi+aela

Moise Mi+aela

T,RKC!%% )O%IN$ AMoise Mi+aela

Moise Mi+aela

Moise Mi+aela

%a.inia Sa.a

A" O%O

No

%a.inia Sa.a Yes

%a.inia Sa.a Yes

%a.inia Sa.a Yes

%a.inia Sa.a Yes

%a.inia Sa.a Yes

%a.inia Sa.a Yes

"AY!RAKTI!N$!S!%%SC)AF

T


3/16

%a.inia Sa.a Yes

%a.inia Sa.a Yes

%a.inia Sa.a Yes

%a.inia Sa.a Yes

%a.inia Sa.a Yes

%iliana Co'miuc A/A Yes

%iliana Co'miuc

%iliana Co'miuc

%iliana Co'miuc ArcelorMittal Yes

%iliana Co'miuc

%iliana Co'miuc

%iliana Co'miuc

%iliana Co'miuc

%iliana Co'miuc

%iliana Co'miuc

%iliana Co'miuc

%iliana Co'miuc

%iliana Co'miuc

$a&riela Morosanu !lectricite de France Yes0 1artially

Oana ra(uta

Yes

Oana ra(uta Yes

Oana ra(uta Not com1leted

Oana ra(uta No

Oana ra(uta No

Oana ra(uta No

T!%!KOM A,STRIAAKTI!N$!S!%%SC)AF

T

I! !RST!OST!RR!IC)ISC)!

SPAR-CASS!ANT!I%S!RWA%T,N

$SSPARKASS!


4/16

Oana ra(uta

No

Marinela Toma IK!A yesMarinela Toma 1artially

Marinela Toma 1artially


5/16

Person with whom you did handover Activities in scope

Paul Aioanei

Forecast

O.erdue o11s

Claims

Cristi $o(u Forecast 2le re.ie3Cristi $o(u Forecast 2le su&missi

Cristi $o(u Forecast call

Cristi $o(u Follo3 u1 3it+ o11s o

Cristi $o(u Ad +oc re1orts

Cristi $o(u Ome(a Actuals .s For

Monica Adam

A"P

A"T

TAM

Pi1eline Mana(ement

Forecast

SCO4Ot+er

Paul Aioanei Forecast

O.erdue follo3-u1


6/16

SCO

Account status 1rese

Paul Aioanei

Paul Aioanei

Paul Aioanei

Paul Aioanei Forecast )el1er 2le s

O.erdues 1rocess

Paul Aioanei

Forecast

SCO

On demand re1orts

5 follo3-u1

Forecast

SCO

On demand re1orts

5 follo3-u1

Iordac+e Andreea

Aioanei0 Paul Forecast

Aioanei0 Paul SCO4Ot+er

Aioanei0 Paul Pi1eline Mana(ement

Aioanei0 Paul A"P

Aioanei0 Paul

Andreea0 Craciun Forecast


7/16

Andreea0 Craciun A"P

Andreea0 Craciun A"T

Andreea0 Craciun TAM

Andreea0 Craciun Pi1eline Mana(ement

Andreea0 Craciun

Paul Aioanei Forecast

A"P

O.erdue Pro6ect

Ionut $a&riel No.ac Forecast

A"P

Presentations

O11ortunities +istory

Attend calls 3it+ A$M

Claims Su&mission

Claims In.esti(ations

Re.enue Re1orts

SFC Re1orts

A"T

$a&riel Stoenescu discussed so far - For

Iuliana Nitu Forecast analysis

Iuliana Nitu A"P

Iuliana Nitu A"T

Iuliana Nitu SCO

Iuliana Nitu Pi1eline re1orts

Iuliana Nitu TAM

SCO4Ot+er


8/16

Iuliana Nitu Ot+er acti.ities

Andreea Iordac+e ForecastAndreea Iordac+e A"P

Andreea Iordac+e SCO


9/16

Detais on the activity

in.esti(ate missin( &usiness and contact t+e A$M

3ee7ly3ee7ly

e.ery 8 3ee7s 9attended one already as 1art of +ando.er0 to (et used to t+e tool:

As a result of forecast call0 if t+e case 1resents itself0 in order for sales to u1date o

rare0 t+ey only need Co&ra data

;uarterly c+ec7

Pro.ide contin(ency analysis9seasonality 0 YoY $ro3t+:

)o3 to ;ueries - ata ;uality and ;uestions around t+e 1rocess

Pro.ide contin(ency analysis

)o3 to ;ueries - ata ;uality and ;uestions around t+e 1rocessPro.ide contin(ency analysis9seasonality 0 YoY $ro3t+:


Pro.ide 1i1eline analysis on main KPIs

)o3 to ;ueries - ata ;uality and ;uestions around t+e 1rocess4 SFC

Pro.ide forecast analysis 9WoW c+an(es0 forecast .s 1i1eline .s actuals:

Forecast Calls - ma minutes &i3ee7ly call

Pro.ide account 1erformance analysis 9Won .s Actuals0 )istorical data etc:


Forecast 2le sent 3ee7ly on T+ursday and to &e su&mitted &y Friday !O"? noforecast calls set

to e +ours t+at 3e +ad in t+e re1ort 3e recei.ed from$A Team 3as due to t+e fact t+at lad didnt +ad t+e time lately to mana(e t+is

accoun@ So t+e A$M 3ould actually need t+e su11ort0 I 6ust +a.e to 2nd out a fe3details on t+e ;uota in order to estimate a num&er of +ours needed@ I assume its

t+e same for Rolls-Royce0 &ut I 3ill 2nd out more today

refres+ re1ort eac+ T+ursday mornin(0call 3it+ )arri - s+ould &e eac+ T+ursdaysu&mit re1ort eac+ 3ee7 &y Friday !O"follo3-u1 3it+ o11 o3ners on o11 status for &i( dealsfollo3-u1 3it+ o11 o3ners on not ;uali2ed o11s

run re1ort eac+ Monday0follo3-u1 3it+ o11 o3ner to 2< o11s


10/16

T+e Forecast )el1er 2le is su&mitted &y-3ee7ly &y t+e su11ort and sent to Ana $r

"y-3ee7ly on MondaysB e minutes Call - account status is 1resented0A$M mi(+t as7 for slides 3it+ 1i1eline details D 1resentation of slides durin( t+e

call

also I recei.ed in.ites forB-EPIP!%IN! CA%% - Nordea - call 3it+ A$M mana(er-E NOR!A Account teamB Mont+ly > minutes Call-E P+ili1 Morris International- Account FCST * 1i1eline re.ie3 9&i 3ee7ly: - clustercall0 not sure 3+y I recei.ed P+ili1 Morris in.ite and not Nordea

We +ad to do t+e +ando.er &ut it 3as cancelled as Andreea mentioned t+at t+isaccount 3ill not &e ali(ned to me and I 3ill recei.e anot+er one &ut for t+emoment I dont +a.e any information 9 s+e told me a 1erson from +er team 3ill

tell me 3+at account I 3ill co.er:

Pro.ide forecast analysis 9WoW c+an(es0 forecast .s 1i1eline .s actuals:0follo3 u13it+ t+e ISrs

t+ese are t+e main acti.ities0Paul +as t+is account only for 8 mont+s so +edoesnt 7no3 e


11/16

Pro.ide contin(ency analysis

Pro.ide 1i1eline analysis on main KPIs

Pro.ide account 1erformance analysis 9Won .s Actuals0 )istorical data etc:

maintenance * u1dates as 1er A$MGs re;uest

maintenance * u1dates as 1er A$MGs re;uest

s1eci2c 1resentations as re;uested &y A$M

follo3-u1 3it+ o11ortunity o3ners to 2nd out o11ortunity status

also 1ro.ide details on diHerent to1ics as re;uested

in order to 2nd out .alues not e


12/16

all t+e details a&out t+e forecast 2le and I 3as in a forecast call 3it+ t+e A$Msome TAM re1orts

some analisys around Won .s Actuals

claimsmentioned t+at s+e 3as not a3are t+at our su11ort 3ill start on anuary J=t+ and

3as e


13/16

11s .alue or sales sta(e


14/16

no .ia e-mail0 +i(+li(+tin( si(ni2cant c+an(es 9if any: in t+e email &ody@

ers to +a.e t+e close dates c+an(ed@


15/16


16/16

copy of tracker handover ga light service

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