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Tag: customer

Customer Support Guidelines

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Current User Progress

Module 1Introduction+
Unit 1Introduction to PM at SmartB
Unit 2Project Lifecycle
Module 2Key Responsibilities for the Project Coordinator+
Unit 1Key Responsibilities Chart
Unit 2Templates (Internal)
Module 3PM Related Training+
Unit 1PMP Introduction Sharing (4 hrs)
Unit 2Scrum Training
Unit 3What is BPM and BPMN?
Unit 4What is "Kanban" in Production?
Module 4Database & System Related+
Unit 1Frequently Used for Data Configurations
Unit 2System Knowledge Sharing
Module 5Project Management Related Tools+
Unit 1Introduction to Draw.io
Unit 2Project Planning, Project Updates, Project Timeline
Unit 3Jira Task Planning
Module 6New Client -Setting Up+
Unit 1Preparation Prior to Product Data Upload
Unit 2Summary: Begin with the End in Mind
Unit 3New Format for Quotation
Unit 4Customer Onboarding Process
Module 7Project Documentation+
Unit 1SmartB's Project Documentation Explained
Module 8Tech Team Postmortem+
Unit 1Tech Team Celovis Postmortem 1: 27th September, 2024
Unit 2Tech Team Postmortem: Celovis Review - 8/9/2024
Unit 3Tech Team Postmortem: Sanichem Progress update - 8/9/2024
Unit 4Lessons from Past Projects
Module 9Risk Management : Things that Might Go Wrong+
Unit 1Referral Chart
Unit 2Requirement Study & High-Level Documentation (HLD) – L2C1
Unit 3Identify Hardware Preparation - L2C2
Unit 4Low-Level Documentation (LLD) – L2C2
Unit 5Verify Stress Condition – L1C2
Unit 6Finalize Design – L2C2
Unit 7Hardware Ordering (To Purchase) & Setup – L2C2
Unit 8Development – L2C2
Unit 9Internal Testing / UX Approval – L2C1
Unit 10Demo/Training – L2C2
Unit 11User Acceptance Testing – L2C2
Module 10Project Implementation+
Unit 1Project Process Flow
Unit 2Understanding UI / UX
Unit 3Scenario Planning & Checking
Unit 4When to say "NO"?
Unit 5Secret to a Successful Project
Unit 6Migration / Testing Day for Critical Functions
Unit 7DOs and DON'Ts When Executing/Implementing Projects
Unit 8Removing Test Data
Unit 9Guide to Time Tracker
Unit 10How to copy Web Theme to other DB
Unit 11Fixing the Dark Background in Issue Log
Unit 12Sending Daily Notification Emails
Module 11Project Delivery-
Unit 1Setting Up an Reporting Log Page for Client (to SmartB)
Unit 2Running Numbers - Taking Care of It
Unit 3Checking Business Documents (Part 1)
Unit 4Checking Business Documents (Part 2)
Unit 5Checking Business Documents (Part 3)
Unit 6Checklist for Cleaning a Database
Unit 7Customer Support Guidelines
Module 12Project Management Quiz+
Unit 1Link to the Quiz
Module 13Project Progress Template+
Unit 1An Email Progress Report Template for the Team
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