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info:pm_project_workflow
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info:pm_project_workflow [2019/04/24 14:01] 5.16.127.234 created |
info:pm_project_workflow [2019/05/02 08:06] (current) karma |
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| + | The detailed PM actions while a project:\\ | ||
| + | |||
| **1. Data Request**\\ | **1. Data Request**\\ | ||
| Translation: ask the lead to send files for estimation (better in docx or source format)\\ | Translation: ask the lead to send files for estimation (better in docx or source format)\\ | ||
| Interpreting: dates and times, place, reference materials\\ | Interpreting: dates and times, place, reference materials\\ | ||
| - | email client within 1-2 hours\\ | + | Email client within **1-2 hours** from the request time\\ |
| If you can't do the offer within couple hours, tell the client, that you have got the files and will send an offer asap.\\ | If you can't do the offer within couple hours, tell the client, that you have got the files and will send an offer asap.\\ | ||
| - | __vTiger__ - add the person to __LEADs__\\ | + | __vTiger__ - add the person to __[[vtiger:vtiger_leads|LEADs]]__\\ |
| **2. Analysis of files**\\ | **2. Analysis of files**\\ | ||
| - | Translation: analyze the file | + | Translation: analyze the file\\ |
| - | - recognize the text, it it's PDF (FineReader)\\ | + | * recognize the text, it it's PDF (FineReader)\\ |
| - | - do the word count estimation (in Word or using a CAT-tool, like Trados, Memoq)\\ | + | * do the word count estimation (in Word or using a [[tips:cat-tools|CAT-tool]], like Trados, Memoq)\\ |
| - | - make [[info:offer_rates|calculation using table with RATES]]\\ | + | * make [[info:offer_rates|calculation using table with RATES]]\\ |
| Interpreting: find or ask some trs if they are free and do estimation\\ | Interpreting: find or ask some trs if they are free and do estimation\\ | ||
| - | attention to the pictures\\ | + | |
| - | discount for fuzzies and repetitions\\ | + | + attention to the pictures\\ |
| + | + discount for fuzzies and repetitions\\ | ||
| **3. Prepare a quote**\\ | **3. Prepare a quote**\\ | ||
| Line 21: | Line 24: | ||
| **4. Agree on Terms**\\ | **4. Agree on Terms**\\ | ||
| - | Usually we do small translations (till 1000 words) within 3 working days. | + | Usually we do small translations (up to 1000 words) within 3 working days. |
| Otherwise, use the following scheme:\\ | Otherwise, use the following scheme:\\ | ||
| 1 person can:\\ | 1 person can:\\ | ||
| Line 32: | Line 35: | ||
| **5. Contract and Project Start**\\ | **5. Contract and Project Start**\\ | ||
| - | If the project is more than 1000 EUR, then we ask the client to sign up the translation contract.\\ | + | If the project is more than 1000 EUR, then we ask the client to sign the translation contract.\\ |
| You should add there:\\ | You should add there:\\ | ||
| - | - client's organisation name and address\\ | + | * client's organisation name and address\\ |
| - | - date\\ | + | * date\\ |
| In attachment also:\\ | In attachment also:\\ | ||
| - | - file names\\ | + | * file names\\ |
| - | - the final sum\\ | + | * the final sum\\ |
| - | - delivery and payment conditions\\ | + | * delivery and payment conditions\\ |
| - | __vTiger__ - add the project to Projects, Status: in progress\\ | + | __vTiger__ - add the project to __[[vtiger:vtiger_projects|PROJECTs]]__, Status: in progress\\ |
| **6. Prepare files**\\ | **6. Prepare files**\\ | ||
| - | Open the files, look through them, if they: | + | * Open the files, look through them, if they:\\ |
| - | - should and can be recognized | + | - should and can be recognized\\ |
| - | - contain pictures with words | + | - contain pictures with words\\ |
| - | - are written in one language ot several languages | + | - are written in one language or several languages\\ |
| - | Delete metadata. | + | * Ask the DTP specialist to recognize the files, if needed (approve with the Senior PM).\\ |
| - | Split the file into parts if needed." You may lead the project in your Worklog, it will be helpful later while making your own invoice. Progress 10% | + | * Delete metadata.\\ |
| - | ID translator/Agree "- Ask HR to send you some CVs from the database (tell to HR the language combination, area, what the files are about) | + | * Split the file into parts if needed.\\ |
| - | - Look through the CVs and deside, what translator and proofreader would pass better to the project. | + | * Make a project via CAT-tool, if needed.\\ |
| - | - Approve them with the Senior PM | + | * You may add the project in your Worklog, it will be helpful later while making your own invoice.\\ |
| - | - Send a request and agree on rates, deadlines and other conditions | + | __vTiger__ - Project - Progress 10%\\ |
| - | - Ask about CAT-tool | + | |
| - | - After agreement on the conditions, send him/her the source files for reference" "- always native speacker | + | **7. ID translator/Agree**\\ |
| - | - attention to the dialects and language variants | + | * Look for approved TRs in vTiger\\ |
| - | - pay attention to the background of the translator" "if this is a new translator, add him to Vendors | + | * Ask Senior PM or HR to send you some CVs from the database (tell to HR the language combination, area, what the files are about)\\ |
| - | Progress 30%" | + | * Look through the CVs and decide, what translator and proofreader would be better for this project\\ |
| - | Send file package "- Send the project package or the bilingual file ""for external review"" | + | * Approve them with the Senior PM\\ |
| - | - Prepare, approve with the Chief and send a purchase order" "make a PO | + | * Send a request and agree on rates, deadlines and other conditions\\ |
| - | Progress 50%" | + | * Ask about CAT-tool\\ |
| - | Monitor progress "- Respond to TR queries | + | * After agreement on the conditions, send him/her the source files for reference\\ |
| - | - If the project is more than 4000 words, ask the traslator to send you some ready files or parts every 2 days or more often | + | + always native speaker\\ |
| - | - Ask if the project is on track every 2 days" | + | + attention to the dialects and language variants (ask the client, e.g. UK or US English variant is needed)\\ |
| - | ID editor/proofreader/LQI specialist It should be more competent person in the translation area with appropriate education, than just a linguist "if this is a new translator, add him to Vendors | + | + pay attention to the background of the TR, like school and other education, country of education and of resistance\\ |
| - | Progress 70%" | + | __vTiger__ - if this is a new TR, add him to __[[vtiger:vtiger_vendors|VENDORs]]__ and set Project - Progress 30%\\ |
| - | Receive trans/send to LQI "Insert the translation and make a new package if you are doing the project via CAT-tool, otherwise delete metadata. | + | |
| - | Send the LQI-form and ask the person to fill in the form. | + | **8. Send file package**\\ |
| - | If this is editing or just proofreading, ask to keep track changes on. | + | * Send the project package or the files for translation, if you decided not to use any CAT-tool\\ |
| - | Prepare a PO." "make a PO | + | * If the translator doesn't work with any CAT-tool, and you'd like to do this project via a CAT-tool, make the bilingual file "for external review" and send to the translator (agree on word count according to CAT-tool Analyze Log)\\ |
| - | Progress 80%" | + | * Send to the translator the //Analyze Log// of the project\\ |
| - | Receive LQI edits "Check the corrections. If they are not critical, accept them and deliver. | + | * Describe in the email body: word count, rate per [weighted, source or target] word, delivery date [and time], client's requirements and preferences\\ |
| - | Otherwise send to the translator for corrections. Receive final package. | + | * Attach the glossary or other reference materials, if any\\ |
| - | Ask the translator to send the invoice to invoices@alchemytranslation.com and keep you in CC." | + | * Prepare a Purchase Order, approve with the Chief and send it to the translator\\ |
| - | Check final package "Finalaze the project. | + | __vTiger__ - make a __[[vtiger:vtiger_po|Purchase Order]]__ and set Project - Progress 50% |
| - | Open the translated files and compare them with the source files: | + | |
| - | - delete double spaces if needed | + | **9. Monitor progress**\\ |
| - | - look though the text and pictures if everything is on place | + | * If the project is more than 4000 words, ask the translator to send you some ready files or parts every 3 days or more often\\ |
| - | - check if everything is tranlslated and there are no omissions. additions or wrong numbers or dates | + | * Ask if the project is on track every 2 days\\ |
| - | - delete metadata" Progress 90% | + | * Respond to TR queries\\ |
| - | Ship to client Send the files to the client and ask for a comfirmation. "Progress 100% | + | |
| - | Status: delivered" | + | **10. ID editor/proofreader/LQI specialist**\\ |
| - | Prepare Invoice "Send relevant data the the accountant: | + | It should be more competent person in the translation area with appropriate education, than just a linguist "if this is a new translator, add him to Vendors |
| - | - project dates | + | __vTiger__ - set Project - Progress 70% |
| - | - project name | + | |
| - | - file names, if relevant | + | **11. Receive trans/send to LQI**\\ |
| - | - sum | + | * Insert the translation and make a new package if you are doing the project via CAT-tool, otherwise delete metadata\\ |
| - | - client's information (company name, address, telephones, contact person's name and email, VAT, other relevant information) " You may find the information in Impressum / Imprint on the client's website "* make an Invoice | + | * Send the LQI-form and ask the person to fill in the form\\ |
| - | (in development yet)" | + | * If this is editing or just proofreading, ask to keep track changes on\\ |
| - | Send Invoice Send the invoice to the client or his accountants. Status: invoiced | + | * Attach the glossary or other reference materials, if any\\ |
| - | Payment If the client is not paying for more than a month, ask him about the payment. Status: paid | + | * Prepare a PO\\ |
| + | __vTiger__ - make a __[[vtiger:vtiger_po|Purchase Order]]__ and set Project - Progress 80%\\ | ||
| + | |||
| + | |||
| + | **12. Receive LQI edits**\\ | ||
| + | * Check the corrections. If they are not critical, accept them and deliver\\ | ||
| + | * Otherwise send to the translator for corrections. Receive final package\\ | ||
| + | * Ask the translator to send the [[tips:payment_terms|invoice]] to invoices@alchemytranslation.com and keep you in CC\\ | ||
| + | |||
| + | **13.Check final package**\\ | ||
| + | Finalize the project.\\ | ||
| + | Open the translated files and compare them with the source files:\\ | ||
| + | * delete double spaces if needed\\ | ||
| + | * look though the text and pictures if everything is on place\\ | ||
| + | * check if everything is translated and there are no omissions. additions or wrong numbers or dates\\ | ||
| + | * delete metadata\\ | ||
| + | __vTiger__ - set Project - Progress 90%\\ | ||
| + | |||
| + | **14. Ship to client**\\ | ||
| + | Send the files to the client and ask for a confirmation.\\ | ||
| + | __vTiger__ - set Project - Progress 100%, Status: delivered\\ | ||
| + | |||
| + | **15. Prepare Invoice**\\ | ||
| + | Send relevant data the the accountant:\\ | ||
| + | * project dates\\ | ||
| + | * project name\\ | ||
| + | * file names, if relevant\\ | ||
| + | * sum\\ | ||
| + | * client's information (company name, address, telephones, contact person's name and email, VAT, other relevant information) " You may find the information in Impressum / Imprint on the client's website "* make an Invoice | ||
| + | (in development yet)\\ | ||
| + | |||
| + | **16.Send Invoice**\\ | ||
| + | Send the invoice to the client or his accountants. | ||
| + | __vTiger__ - set Project - Status: invoiced\\ | ||
| + | |||
| + | **17. Payment**\\ | ||
| + | If the client is not paying for more than a month, ask him about the payment. | ||
| + | __vTiger__ - set Project - Status: paid\\ | ||
info/pm_project_workflow.1556114506.txt.gz · Last modified: 2019/04/24 14:01 by 5.16.127.234
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