--- layout: markdown_page title: Process --- # Professional Services Engineering Workflows ## Project Process 1. **Manager, Professional Services**: Once an SOW has been approved and moved for **Closed Won**, assign a Professional Services Engineer. 1. **Manager, Professional Services**: Send [welcome e-mail](/handbook/customer-success/professional-services-engineering/workflows/project_execution/welcome-email.html) 1. **Professional Services Engineer**: Begins project with processes defined here. - [Kick-off](/handbook/customer-success/professional-services-engineering/workflows/project_execution/kick-off.html) - Intake for [AWS](/handbook/customer-success/professional-services-engineering/workflows/intake/aws.html) or [on-prem](/handbook/customer-success/professional-services-engineering/workflows/intake/on-prem.html) - [On-going project calls (external)](/handbook/customer-success/professional-services-engineering/workflows/project_execution/calls.html) - [On-going internal project updates](/handbook/customer-success/professional-services-engineering/workflows/internal/15minute-standup.html) - [Change request when required for scope changes](https://docs.google.com/document/d/1aBKeyui9qCt9YoVtZg-Z7XRkNpomTa-H3KRPBLnt6TQ/edit?usp=sharing) - [Project Summary](/handbook/customer-success/professional-services-engineering/workflows/project_execution/project-summary.html) 1. **Professional Services Engineer**: Starts [financial wrap-up](/handbook/customer-success/professional-services-engineering/workflows/internal/financial-wrapup.html) process. 1. **Manager, Professional Services**: Schedule [blameless post-mortem](/handbook/customer-success/professional-services-engineering/workflows/internal/root-cause-analysis.html) ## Quote to Sign-off Process This is an overview of the entire process for a services engagement from discovery of the customer's needs to the sign-off from the customer. See [Professional Services Business Operations](/handbook/customer-success/professional-services-engineering/workflows/internal/biz-ops.html)