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info:pm_project_workflow
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info:pm_project_workflow [2019/04/24 14:24] 5.16.127.234 |
info:pm_project_workflow [2019/05/02 08:06] (current) karma |
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| 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 __[[vtiger:vtiger_leads|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 23: | 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 34: | 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 __[[vtiger:vtiger_projects|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 or several languages\\ | + | - are written in one language or several languages\\ |
| - | Ask the DTP specialist to recognize the files, if needed (approve with the Senior PM).\\ | + | * Ask the DTP specialist to recognize the files, if needed (approve with the Senior PM).\\ |
| - | Delete metadata.\\ | + | * Delete metadata.\\ |
| - | Split the file into parts if needed.\\ | + | * Split the file into parts if needed.\\ |
| - | Make a project via CAT-tool, if needed.\\ | + | * Make a project via CAT-tool, if needed.\\ |
| * You may add the project in your Worklog, it will be helpful later while making your own invoice.\\ | * You may add the project in your Worklog, it will be helpful later while making your own invoice.\\ | ||
| __vTiger__ - Project - Progress 10%\\ | __vTiger__ - Project - Progress 10%\\ | ||
| **7. ID translator/Agree**\\ | **7. ID translator/Agree**\\ | ||
| - | * Look for approved trs in vTiger\\ | + | * Look for approved TRs in vTiger\\ |
| * 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)\\ | * 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)\\ | ||
| * Look through the CVs and decide, what translator and proofreader would be better for this project\\ | * Look through the CVs and decide, what translator and proofreader would be better for this project\\ | ||
| Line 65: | Line 66: | ||
| * Ask about CAT-tool\\ | * Ask about CAT-tool\\ | ||
| * After agreement on the conditions, send him/her the source files for reference\\ | * After agreement on the conditions, send him/her the source files for reference\\ | ||
| - | - always native speaker\\ | + | + always native speaker\\ |
| - | - attention to the dialects and language variants (ask the client, e.g. UK or US English variant is needed)\\ | + | + attention to the dialects and language variants (ask the client, e.g. UK or US English variant is needed)\\ |
| - | - pay attention to the background of the translator, like school and other education, country of education and of resistance\\ | + | + pay attention to the background of the TR, like school and other education, country of education and of resistance\\ |
| - | __vTiger__ - if this is a new translator, add him to __[[vtiger:vtiger_vendors|VENDORs]]__ and set Project - Progress 30%\\ | + | __vTiger__ - if this is a new TR, add him to __[[vtiger:vtiger_vendors|VENDORs]]__ and set Project - Progress 30%\\ |
| **8. Send file package**\\ | **8. Send file package**\\ | ||
| - | - Send the project package or the files for translation, if you decided not to use any CAT-tool\\ | + | * Send the project package or the files for translation, if you decided not to use any CAT-tool\\ |
| - | - 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)\\ | + | * 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)\\ |
| - | - Send to the translator the //Analyze Log// of the project\\ | + | * Send to the translator the //Analyze Log// of the project\\ |
| - | - Prepare a Purchase Order, approve with the Chief and it to the translator\\ | + | * Describe in the email body: word count, rate per [weighted, source or target] word, delivery date [and time], client's requirements and preferences\\ |
| + | * Attach the glossary or other reference materials, if any\\ | ||
| + | * Prepare a Purchase Order, approve with the Chief and send it to the translator\\ | ||
| __vTiger__ - make a __[[vtiger:vtiger_po|Purchase Order]]__ and set Project - Progress 50% | __vTiger__ - make a __[[vtiger:vtiger_po|Purchase Order]]__ and set Project - Progress 50% | ||
| **9. Monitor progress**\\ | **9. Monitor progress**\\ | ||
| - | - 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\\ | + | * 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\\ |
| - | - Ask if the project is on track every 2 days\\ | + | * Ask if the project is on track every 2 days\\ |
| - | - Respond to TR queries\\ | + | * Respond to TR queries\\ |
| **10. ID editor/proofreader/LQI specialist**\\ | **10. 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 | + | 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 |
| __vTiger__ - set Project - Progress 70% | __vTiger__ - set Project - Progress 70% | ||
| Line 90: | Line 93: | ||
| * Send the LQI-form and ask the person to fill in the form\\ | * Send the LQI-form and ask the person to fill in the form\\ | ||
| * If this is editing or just proofreading, ask to keep track changes on\\ | * If this is editing or just proofreading, ask to keep track changes on\\ | ||
| + | * Attach the glossary or other reference materials, if any\\ | ||
| * Prepare a PO\\ | * Prepare a PO\\ | ||
| __vTiger__ - make a __[[vtiger:vtiger_po|Purchase Order]]__ and set Project - Progress 80%\\ | __vTiger__ - make a __[[vtiger:vtiger_po|Purchase Order]]__ and set Project - Progress 80%\\ | ||
| Line 95: | Line 99: | ||
| **12. Receive LQI edits**\\ | **12. Receive LQI edits**\\ | ||
| - | - Check the corrections. If they are not critical, accept them and deliver\\ | + | * Check the corrections. If they are not critical, accept them and deliver\\ |
| - | - Otherwise send to the translator for corrections. Receive final package\\ | + | * Otherwise send to the translator for corrections. Receive final package\\ |
| - | - Ask the translator to send the [[:payment_terms|invoice]] to invoices@alchemytranslation.com and keep you in CC\\ | + | * Ask the translator to send the [[tips:payment_terms|invoice]] to invoices@alchemytranslation.com and keep you in CC\\ |
| **13.Check final package**\\ | **13.Check final package**\\ | ||
| Finalize the project.\\ | Finalize the project.\\ | ||
| Open the translated files and compare them with the source files:\\ | Open the translated files and compare them with the source files:\\ | ||
| - | - delete double spaces if needed\\ | + | * delete double spaces if needed\\ |
| - | - look though the text and pictures if everything is on place\\ | + | * 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\\ | + | * check if everything is translated and there are no omissions. additions or wrong numbers or dates\\ |
| - | - delete metadata\\ | + | * delete metadata\\ |
| __vTiger__ - set Project - Progress 90%\\ | __vTiger__ - set Project - Progress 90%\\ | ||
| Line 114: | Line 118: | ||
| **15. Prepare Invoice**\\ | **15. Prepare Invoice**\\ | ||
| Send relevant data the the accountant:\\ | Send relevant data the the accountant:\\ | ||
| - | - project dates\\ | + | * project dates\\ |
| - | - project name\\ | + | * project name\\ |
| - | - file names, if relevant\\ | + | * file names, if relevant\\ |
| - | - sum\\ | + | * 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 | + | * 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)\\ | (in development yet)\\ | ||
info/pm_project_workflow.1556115877.txt.gz · Last modified: 2019/04/24 14:24 by 5.16.127.234
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