Autotask Toolkit

v 2.13.2 PROD

Quote ACS Call automation application Implemented

📁 SharePoint-folder

Status
Implemented
Stage
Stage 6 - Handover
Win reason
Klant
Acolad Netherlands B.V. (1181KK121)
Aangemaakt
2025-03-04
Gesloten
2025-03-05

Beschrijving

Akkoord op: • 16 hours voor setup • 8 hours voor testen • Fixed quote for the setup hours, extra hours for testing will need to be purchased additionally if needed Vraag van de klant is of dit al gelijk maandag de 10e kan, ik heb aangegeven dat ik niet over de planning ga en dit zodoende niet kan bevestigen Betaling 100% Achteraf ----- What are we going to do: - Build production environment for the ACS call automation application - Deploy the ACS call automation application - Test the ACS call automation application What are the minimum requirements (based on the first project meeting on March 4th 2025, details have been shared after the meeting, see 'scenario 1 deployment v1.0.pdf'): • Acolad will setup the resource-group and grant us contributor rights o We assume all necessary requirements will be handled by Acolad, like subscriptions and correct regionality o The RG group name is already defined o Accounts need to be created for at least David and Ron, but we prefer to also have 'backup' accounts for Gerko, Marc and Melvin • Besides the RG group we also need to have domains added to the Azure tenant o We will not be granted the rights to do this ourselves o Acolad will handle this and coordinate with us so that we can setup DNS verification for these domains • We will then setup all necessary services within that RG, including direct routing • Last step will be the deployment of our app service to the Acolad tenant / RG o We will use Azure DevOps, based on our accounts with contributor rights • We estimate approx. 2 days of work to complete the setup • Testing will be quoted as separate line item, but within the same quote o We agreed this will be one extra day, based on what we know at this point • To offer: • 16 hours for setup • 8 hours for testing • Fixed quote for the setup hours, extra hours for testing will need to be purchased additionally if needed

Primary quote

Naam
#1787 — Quote ACS Call automation application
Effectief vanaf
2025-03-03
Vervaldatum
2025-04-04

Eenmalige items (1)

# Artikel of dienst Item type Aantal
1 Engineer [change]
Engineer rol voor werkzaamheden op een change ticket
Labor 24

Notes (9)

Datum Action type Assigned to Onderwerp / inhoud
2025-03-05 9 Opportunity overdracht Erik Gunther OPP checken en doorzetten
2025-03-05 General Erik Gunther Workflow Rule "[TSV-Opp Stage6] Opportunity ready for handover - notify Alex" fired.
When an opportunity is: Edited And the following conditions are met: Stage changed to "Stage 6 - Handover" Then execute the following actions: Send notification e-mail (Opp. Stage 6 Alex) to aveldkamp@tsv-groep.nl Initiated by Erik Gunther
2025-03-05 General Erik Gunther Workflow Rule "[TSV-Opp Stage6] Losse opdracht ready for handover - notify support team" fired.
When an opportunity is: Edited And the following conditions are met: Opportunity Category in list "Losse opdracht or TPS Orderbevestiging" Stage changed to "Stage 6 - Handover" Then execute the following actions: Send notification e-mail ([TSV-Opportunity] Losse opdracht - Stage 6 Handover) to akik@tsv-groep.nl; bsyed@tsv-groep.nl; flunstroo@tsv-groep.nl; jveraar@tsv-groep.nl Initiated by Erik Gunther
2025-03-05 General Erik Gunther Workflow Rule "[TSV-Opp Stage5] OPP check door Erik" fired.
When an opportunity is: Edited And the following conditions are met: Stage changed to "Stage 5 Closed - WON" Then execute the following actions: Set Probability To "100" Set Projected Close Date To 0 Business Day(s) from Current Time Send notification e-mail ([TSV-Opportunity] Stage 5 overdracht maken) to egunther@tsv-groep.nl Create To-Do(s) Initiated by Erik Gunther
2025-03-05 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
2025-03-05 Opportunity Update Erik Gunther Opportunity: None, Quote ACS Call automation application Total Revenue=2760 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=05-03-2025 Opportunity Owner=Gunther, Erik Changed Status from Active to Closed
2025-03-05 Opportunity Update Erik Gunther Opportunity: None, Quote ACS Call automation application Total Revenue=2760 Changed Probability from 25% to 100% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - WON Changed Projected Close Date from 07-03-2025 to 05-03-2025 Opportunity Owner=Gunther, Erik Status=Active
2025-03-04 Opportunity Update Erik Gunther Opportunity: None, Quote ACS Call automation application Total Revenue=2760 Probability=25% Changed Status from Stage 1 First Contact to Stage 3 Proposal Sent Projected Close Date=07-03-2025 Opportunity Owner=Gunther, Erik Status=Active
2025-03-04 Opportunity Update Erik Gunther New Opportunity: None, Quote ACS Call automation application Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=07-03-2025 Opportunity Owner=Gunther, Erik Status=Active
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