Autotask Toolkit

v 2.13.2 PROD

ACS Conference flow NTH Implemented

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Status
Implemented
Stage
Stage 6 - Handover
Win reason
–
Klant
Acolad Netherlands B.V. (1181KK121)
Aangemaakt
2024-10-02
Gesloten
2024-10-11

Beschrijving

'Akkoord op: 20 uur engineer 20 uur project management 100% achteraf betaald ____ This opportunity is for the ACS conference flow - NTH part (there is also a MVP part). This opportunity can no be approved separately from the ACS MVP opportunity (#1906)!! This project will provide a new conference flow in ACS, with NTH functionality: - 4 uur API endpoints bespreken met Marijn (NTH) - 4 uur API endpoints aan onze kant inrichten (NTH) - 8 uur Hold/Unhold sub-flows maken (NTH) - 8 uur testen nieuwe flows (NTH) - 8 uur extra voor planning en werkzaamheden syncen met Transfer Solutions (NTH) - 8 uur extra zoals eerder gevraagd, bestemd voor besprekingen en als buffer (NTH) Nieuwe endpoints TSV: * holdParticipant (NTH) => Sturing vanuit AL om een specifieke participant in de wachtstand te zetten - jobId - acsCallId - participantPhone * unHoldParticipant (NTH) => Sturing vanuit AL om een specifieke participant uit de wachtstand te halen - jobId - acsCallId - participantPhone Nieuwe endpoints AL * postHoldResult (NTH) => geeft aan of de actie is geslaagd tbv de UI - jobId - acsCallId - participantPhone - Status > Success > Failed

Primary quote

Naam
#1661 — ACS Conference flow NTH
Effectief vanaf
2024-10-01
Vervaldatum
2024-11-02

This project will provide a new conference flow in ACS, with NTH functionality: - 4 hours discussing API endpoints with Marijn (NTH) - 4 hours setting up API endpoints on our side (NTH) - 8 hours Creating Hold/Unhold sub-flows (NTH) - 8 hours testing new flows (NTH) - 8 hours extra for planning and work syncing with Transfer Solutions (NTH) - 8 hours extra as requested earlier, earmarked for discussions and as a buffer (NTH) Translated as-is

Eenmalige items (3)

# Artikel of dienst Item type Aantal
1 Engineer
Software development 		Labor 12
2 Engineer
Testing 		Labor 8
3 Project Management
Project management hours for meetings, planning, etc. 		Labor 20

Notes (12)

Datum Action type Assigned to Onderwerp / inhoud
2024-10-11 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 "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; jveraar@tsv-groep.nl Initiated by Erik Gunther
2024-10-11 Opportunity Update Erik Gunther Opportunity: None, ACS Conference flow NTH Total Revenue=4800 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Changed Projected Close Date from 31-10-2024 to 11-10-2024 Opportunity Owner=Gunther, Erik Status=Closed
2024-10-11 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
2024-10-11 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
2024-10-11 Opportunity Update Erik Gunther Opportunity: None, ACS Conference flow NTH Total Revenue=4800 Changed Probability from 25% to 100% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - WON Projected Close Date=31-10-2024 Opportunity Owner=Gunther, Erik Changed Status from Active to Closed
2024-10-09 Opportunity Update Erik Gunther Opportunity: None, ACS Conference flow NTH Total Revenue=4800 Probability=25% Changed Status from Stage 1 First Contact to Stage 3 Proposal Sent Projected Close Date=31-10-2024 Opportunity Owner=Gunther, Erik Status=Active
2024-10-09 Opportunity Update Erik Gunther Opportunity: None, ACS Conference flow NTH Total Revenue=4800 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=31-10-2024 Changed Opportunity Owner from Hammel, David to Gunther, Erik Status=Active
2024-10-02 Opportunity Update David Hammel Opportunity: None, ACS Conference flow NTH Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=31-10-2024 Opportunity Owner=Hammel, David Status=Active
2024-10-02 Opportunity Update David Hammel Opportunity: None, ACS Conference flow NTH Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=31-10-2024 Opportunity Owner=Hammel, David Status=Active
2024-10-02 Opportunity Update David Hammel Opportunity: None, ACS Conference flow NTH Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=31-10-2024 Opportunity Owner=Hammel, David Status=Active
2024-10-02 Opportunity Update David Hammel Opportunity: None, ACS Conference flow NTH Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=31-10-2024 Opportunity Owner=Hammel, David Status=Active
2024-10-02 Opportunity Update David Hammel New Opportunity: None, ACS Conference flow NTH Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=31-10-2024 Opportunity Owner=Hammel, David Status=Active
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