Autotask Toolkit

v 2.13.2 PROD

Site survey Shell Implemented

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Status
Implemented
Stage
Stage 6 - Handover
Win reason
–
Klant
Shell (1066VH2)
Aangemaakt
2024-04-15
Gesloten
2024-07-02

Beschrijving

Afgesproken met Aura: Site survey op Klundert en Pernis Indicatie: 40 uur Pernis 8 uur Klundert 16 uur project management 2 x voorrijden Alles is op nacalculatie, 100% achteraf gefactureerd, is akkoord bij Richard Facturatie naar UCC Mitel, zie onderstaand. Graag contact opnemen met Charlie Stephen voor de planning Charlie Stephen Customer Success Manager +44 20 3869 4853 Charlie.Stephen@weareaura.com PURCHASE ORDER No 3700311107 Order Date: 28.06.2024 Order desk contact details Phone: +4921139929117 E-mail: procurement.ne@atos.net Delivery Address: SHELL IT INTERNATIONAL BV Charlotte Barrow Vondelingenweg 601 3196 KK ROTTERDAM NL Ph +447890423156 Email charlotte.barrow@atos.net Send invoice to address below: Unless agreed otherwise, please send your invoices to: UCCglobal.ap.invoice@conduent.com For questions on the processing of your invoices: Ucc.Mitel.ap@custhelp.com _________________________ Shell has requested a Site survey of Klundert and Pernis, with the goal to find and details all digital endpoints. The request is for the engineer to find all the phones, a number list should be provided, and fill the boxes in the table below. Building Floor F- pair Cable Req Featurephone or Analogue? CAT5 (or above) socket? CAT5 & PoE LAN in room? LAN switch <90m? Cabling Required? Location Port Type DN Name Notes The request is for the pricing to be on a T&M basis so we would need the rate for the engineer and costs of travel so we can charge based on days used. They will eventually want to remove these endpoints in order to future proof, the survey is the first step in this process.

Primary quote

Naam
#1586 — Site survey Shell
Effectief vanaf
2024-06-13
Vervaldatum
2024-07-14

Eenmalige items (3)

# Artikel of dienst Item type Aantal
1 Voorrijdkosten (project) Cost 2
2 Engineer [project]
Engineer rol voor werkzaamheden op een project 		Labor 48
3 Project Management
Project management werkzaamheden voor de afdeling projecten van TSV 		Labor 16

Notes (11)

Datum Action type Assigned to Onderwerp / inhoud
2024-07-02 General Erik Gunther Workflow Rule "[TSV-Opp Stage6] Opportunity ready for handover - notify project team" fired.
When an opportunity is: Edited And the following conditions are met: Opportunity Category in list "Losse opdracht or Project or Standaard (projecten)" Stage changed to "Stage 6 - Handover" Then execute the following actions: Send notification e-mail ([TSV-Opportunity] Project - Stage 6 Handover) to akik@tsv-groep.nl; bsyed@tsv-groep.nl; flunstroo@tsv-groep.nl Initiated by Erik Gunther
2024-07-02 Opportunity Update Erik Gunther Opportunity: None, Site survey Shell Total Revenue=7790 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=04-07-2024 Opportunity Owner=Gunther, Erik Status=Closed
2024-07-02 General Erik Gunther Workflow Rule "[TSV-Opp WON] Opportunity closed & WON - notify RE for KP" fired.
When an opportunity is: Edited And the following conditions are met: Opportunity Category in list "Losse opdracht or Project or Standaard (projecten) or TPS Orderbevestiging" Stage changed to "Stage 5 Closed - WON" Then execute the following actions: Send notification e-mail ([TSV-Opportunity] Opportunity - Stage 5 Closed (WON) aanmaken kostenplaats) to flunstroo@tsv-groep.nl; revers@tsv-groep.nl Initiated by Erik Gunther
2024-07-02 General Erik Gunther Workflow Rule "[TSV-Opp WON] Project closed & WON - notify project team" fired.
When an opportunity is: Edited And the following conditions are met: Opportunity Category in list "Project or Standaard (projecten)" Stage changed to "Stage 5 Closed - WON" Then execute the following actions: Send notification e-mail ([TSV-Opportunity] Opportunity - Stage 5 Closed (WON)) to flunstroo@tsv-groep.nl Initiated by Erik Gunther
2024-07-02 Opportunity Update Erik Gunther Opportunity: None, Site survey Shell Total Revenue=7790 Changed Probability from 25% to 100% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - WON Projected Close Date=04-07-2024 Opportunity Owner=Gunther, Erik Changed Status from Active to Closed
2024-06-14 Opportunity Update Erik Gunther Opportunity: None, Site survey Shell Total Revenue=7790 Probability=25% Changed Status from Stage 1 First Contact to Stage 3 Proposal Sent Projected Close Date=04-07-2024 Opportunity Owner=Gunther, Erik Status=Active
2024-06-11 0 Quick Note Erik Gunther verwachting 1ste locatie Klundert 1 dagen 2de locatie Pernis 5 dagen
2024-06-04 Opportunity Update Erik Gunther Opportunity: None, Site survey Shell Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Changed Projected Close Date from 31-05-2024 to 04-07-2024 Opportunity Owner=Gunther, Erik Status=Active
2024-05-03 Opportunity Update Erik Gunther Opportunity: None, Site survey Shell Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Changed Projected Close Date from 15-05-2024 to 31-05-2024 Opportunity Owner=Gunther, Erik Status=Active
2024-05-03 0 Quick Note Erik Gunther Charlie een reminder gestuurd
2024-04-15 Opportunity Update Erik Gunther New Opportunity: None, Site survey Shell Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=15-05-2024 Opportunity Owner=Gunther, Erik Status=Active
Volledige record uit Autotask 
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