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info:pm_workflow
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info:pm_workflow [2019/02/22 15:19] karma |
info:pm_workflow [2019/05/02 08:21] (current) karma |
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| - | - 1 | + | __Project Manager Functions:__ |
| - | - 2 | + | * Activity and resource planning |
| - | - 3 | + | * Organizing and motivating a project team |
| - | - 4 | + | * Controlling time management |
| - | -a | + | * Cost estimating and developing the budget |
| - | -b | + | * Ensuring customer satisfaction |
| - | - 5 | + | * Analyzing and managing project risk |
| - | - 6 | + | * Monitoring progress |
| + | * Managing reports and necessary documentation | ||
| + | |||
| + | __Project Life Cycle:__\\ | ||
| + | |||
| + | {{ :info:1.jpg?nolink&600 |}} | ||
| + | |||
| + | 1. **Request** - you get a request as a forward message from our marketing team of from a client directly\\ | ||
| + | 1.1) Read the email carefully and pay attention to all questions. You should reply them all\\ | ||
| + | 1.2) Have a look at the lead's website if any\\ | ||
| + | 1.3) Add a new lead to in our CRM, called [[http://vt.alchemytranslations.com|VTiger]] (see here how to add a new lead to [[vtiger:vtiger_leads|Leads]])\\ | ||
| + | |||
| + | 2. **Reply** - it should have the following information:\\ | ||
| + | 2.1) Languages - if it's not indicated, PM should ask about the languages the client needs\\ | ||
| + | 2.2) Files to be translated - the best variant is Word-file (if other see [[tips:file_format|here]])\\ | ||
| + | 2.3) Deadlines (if needed)\\ | ||
| + | 2.4) Other client's preferences\\ | ||
| + | |||
| + | 3. **Preparing files and Rates** - using our table with rates PM should calculate the price\\ | ||
| + | 3.1) Open the file and see the [[https://support.office.com/en-us/article/show-word-count-3c9e6a11-a04d-43b4-977c-563a0e0d5da3|word count]] if it's compatible to MS Word<sup>1</sup>\\ | ||
| + | 3.2) If it's not compatible to MS Word, check if it's compatible to any [[tips:cat-tools|CAT-tool]] and make word count there\\ | ||
| + | 3.3) Open the table [[info:offer_rates|Rates]] and make final calculations (<del>further guides will be later</del>)\\ | ||
| + | * if the file is small or does't have repetitions, we don't use Trados or other CAT-tool while calculation\\ | ||
| + | * NB: Textboxes, Footnotes and Endnotes are not counted in Word by default so you should add them to the word count by yourself\\ | ||
| + | |||
| + | 4. **Offer** - PM composes an offer considering [[https://www.thebalancecareers.com/how-to-format-a-business-letter-2062540|rules for writing of business letters]] and some [[http://site.uit.no/english/writing-style/letters|language templates]]\\ | ||
| + | __The offer should contain:__\\ | ||
| + | 4.1) source and **target language**\\ | ||
| + | 4.2) file names and **price**\\ | ||
| + | 4.3) delivery date (if needed) and **start confirmation request** or other questions\\ | ||
| + | |||
| + | 5.**Order**\\ | ||
| + | 5.1) Every step should be reflected in [[vtiger:vtiger|VTiger]], see the picture above\\ | ||
| + | 5.2) PM should send a confirmation letter to the client\\ | ||
| + | 5.3) Ask for reference files (e.g. source files, previously performed translations of similar files, terminology or glossaries if any) | ||
| + | |||
| + | 6.**Project**\\ | ||
| + | 6.1) Create a new project in VTiger and tell to the team in Rocket Chat about start\\ | ||
| + | 6.2) Ask and agree with the translators and editors (HR manager can help finding new translators)<sup>3</sup>\\ | ||
| + | 6.3) Send prepared files with all information to them and a PO (Purchase Order). The cover letter should contain the following information:\\ | ||
| + | * final word count\\ | ||
| + | * rate\\ | ||
| + | * deadline\\ | ||
| + | * client's comments or other information\\ | ||
| + | * source files for other files for reference\\ | ||
| + | 6.4) monitor the translation and proofreading processes, reply any questions\\ | ||
| + | 6.5) gather the ready translation, compare it with source files, make final corrections and prepare for delivery<sup>3</sup>\\ | ||
| + | 6.6) send the file to the client with a request for receipt confirmation\\ | ||
| + | 6.7) close the project in VTiger and tell to the team in Rocket Chat. | ||
| + | |||
| + | ---- | ||
| + | 1 - PM will need to have and use the following programmes\\ | ||
| + | - MS Office (Word, Excel, Powerpoint)\\ | ||
| + | - Adobe Acrobat Pro - to look PDF files\\ | ||
| + | - Abbyy FineReader Pro - to recognise the files\\ | ||
| + | - CAT-tools (Trados Studio, MemoQ, Wordfast, Passolo, etc.) - to make translation projects and estimation\\ | ||
| + | - QA-Distiller and SnellSpell - to check the translated XLIFF-files before delivery and make final corrections\\ | ||
| + | |||
| + | 2 - You may need a help of a DTP specialist while preparing file for translation, if it is a PDF file and/or it contains pictures with not recognised text. While preparing an offer, make an estimation by eye. | ||
| + | |||
| + | 3 - Prepare the files for delivery:\\ | ||
| + | - delete metadata of the files and other personal data of translators\\ | ||
| + | - source and translated file names should be the same. The allowed addition is //language code// after underscore, like "File_de.docx"\\ | ||
info/pm_workflow.1550848790.txt.gz · Last modified: 2019/02/22 15:19 by karma
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