Known Processes by Process Area
Circle Unified System - Sprint 2
Pre-sales (Owner: Seneca)
ZoomInfo import and manual de-duplication
Contact management and email blast coordination Account classification (CMPR/CMSP/OTR) Manual territory assignment Sales stage management and cleanup Sherpa CRM activity tracking (gaps) Manual quote generation process Outlook sync and calendar integration issues Account management handoff structure
Sales-Print (Owner: Eric)
Print opportunity management Equipment selection and configuration Quote generation for print products Pricing approval workflows Contract negotiation Quote-to-order conversion Commission tracking - Manual Excel Process Lost opportunity analysis
Sales-IT (Owner: Chuck Chapman)
IT/MSP opportunity management Managed services solution design Service level agreement (SLA) creation IT service quoting Autotask project creation Contract lifecycle management Recurring revenue setup Service expansion identification
Print Ops (Owner: Jeff Theilacker)
Order intake and configuration verification Sales order creation and inventory management Serial number assignment and physical tagging Service coordination and dispatch Lease funding coordination Installation scheduling and coordination Document management and tracking Customer training coordination Inventory management for print supplies Meter reading and billing prep Equipment maintenance scheduling Lease return processing
IT Ops (Owner: Alex)
Service provisioning Network configuration Security setup Software deployment User onboarding Ticket creation and routing Resource assignment Status tracking and updates Time entry and tracking Service monitoring setup Proactive service management System synchronization
Admin/Billing (Owner: Jeff Theilacker)
Initial billing setup Contract validation Invoice generation Payment processing Collections management Commission calculation Revenue recognition Financial reporting A/R follow-up Credit check workflows Alternative financing coordination Billing dispute resolution
Warehouse (Owner: Moe)
Receiving and intake Bin location management Inventory tracking Pick and pack operations Shipping coordination Cycle counting Returns processing Supply reordering Equipment staging for installations Consumables management Asset tracking Space optimization
These processes were documented during Sprint 1 interviews.
