Customer Project Management
Driver
Following the Custom Solutions (Pre-)Sales Flow, we sell custom solutions, and they therefore need to be implemented and handed over into daily operations. We see it as crucial that the responsibilities for what happens after a customer has ordered are clear, so we can deliver on time and can navigate any obstacles or changes in scope, timeline, or costs.
What is a Project at VSHN
We differentiate between the Customer’s project and the part we do to contribute to their project. The customer’s project often runs for months if not years. We, on the other hand, have to deliver standard products or custom solutions, as designed and sold. This usually requires just a Task or 1+ Epics with Tasks in our Jira and has a defined scope and timeline. Once done, we’re in daily operations (and still make Changes), but the customer’s project might go on for much longer. We might be involved in a future phase again, creating new Epics where we deliver another or the next part of a solution. Overseeing the Customer’s project vs planning and coordinating the technical delivery are two very different jobs in terms of focus and skills, therefore usually never done by the same person.
This is way we should avoid oversimplifying by just calling everything "Project Management".
- Responsibilities Overview
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Customer (Key) Account Manager oversees our overall contribution to the Customer’s project: Overall Project Ownership
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Solution Architect plans and oversees the highly technical work packages (Epics in Jira) we need to deliver: Technical Project Coordination
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- Example Flow
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Requirements Engineering (a Solution Architect Task)
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Some consulting without engineering or building something (usually just a Task for us)
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Proof-of-Concept (usually one Epic for us)
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After the Custom Solutions (Pre-)Sales Flow, plan:
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1 Epic to deliver the Test OpenShift Cluster
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1 Epic to set up the DB Cluster with geo-redundancy
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1 Epic to support and engineer CI/CD pipelines to deploy and run an application
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1 Epic to deliver the Prod OpenShift Cluster
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Then the customer sees the need to engineer CI/CD for a second application
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Again, after the Custom Solutions (Pre-)Sales Flow, plan:
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1 Epic to support and engineer CI/CD pipelines to deploy and run the second application
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Overall Project Ownership
Managing the overall customer’s project (the parts relevant for VSHN) is the responsibility of the Customer (Key) Account Manager. This includes:
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Overall timeline and open work packages (Epics in Jira)
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Configure billing correctly between Odoo and Jira (usually Odoo TaskID on Jira Epic)
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Budget (based on ordered sales offers), controlling, and up-selling
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Contract changes and negotiation
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Organizing collaboration
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Handling non-technical escalations
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Giving overall customer feedback to the affected teams via their Sprint Reviews
Technical Project Coordination
Translating the sold solution into work packages to deliver the solution is the responsibility of the Solution Architect. This includes:
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Following the Custom Solutions (Pre-)Sales Flow to define the needed work packages as Epics in Jira
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Working with the affected VSHN teams to refine tasks
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Working with the affected Product Owner to get the needed work prioritized correctly
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Giving feedback to the affected teams via their Sprint Reviews