1
Estimating Schedule Building Task Execution Task Delivery Billing
2 4 5 63A
Assigning
Traffic reviews the task and
assigns based on expertise
required and current queue/
availability.
Client Success Manager (CSM)
creates an estimate.
Once Approved, the CSM builds out the project
schedule by entering tasks.
Depending on the project type, a
Work Back Schedule (WBS) is also created.
Resourcing
Traffic reviews the Staff
Schedule while working with the CSM to build or approve a WBS.
Team member follows their
queue priority and executes the
task.
Team member alerts the CSM
via a Conversation that
the task is complete,
depending on the type of work they
will upload a Deliverable.
When the project is approved by the client and
completed by the CSM, the project will appear on a
billing run and the client is invoiced.
3B