Project handover and work tracking
Connect a won opportunity to an agreed project template, tasks and delivery ownership where supported.
For teams coordinating opportunities, project work, customer requests, retainers and renewals.
Make sales-to-delivery handovers clearer, organise recurring service work and give the team a consistent way to handle customer requests. The programme focuses on a defined process with agreed outputs.
The team can see what has been sold, what happens next and who owns the customer relationship and delivery.
Select the tools that support the agreed process. They are separate from the consultancy programme and subject to platform fit.
Connect a won opportunity to an agreed project template, tasks and delivery ownership where supported.
Capture customer requests, record their status and provide a customer-facing view through a selected helpdesk or portal product.
Track service dates and prompt account owners to review scope and contact the customer before renewal.
Combine agreed service measures in client reports and send approved CRM-linked follow-up campaigns.
Software support is limited to the agreed applications and configuration. Managed IT, cybersecurity operations, unlimited development and round-the-clock incident cover are separate services, not implied inclusions.
Explore the full software offeringDefine the handover from an accepted proposal to the delivery team.
Configure the project template, owner assignment and agreed customer updates.
Maintain the selected project, service desk and reminder tools within the plan.
An example of how the services can be combined, not a client case study. Setup fees, monthly subscriptions and any provider usage charges are confirmed before work starts.
Describe what you want to improve. We’ll help you identify the right programme and explain the scope, timetable and fee.
growth@tifa.co.uk ↗