Governance

Governance is everything to run the company, like sales, finance, IT, etc. Find handbooks for each of these departments here.

Weekly management tasks

We focus our workload around three main topics, backed by three task boards:

1. Sales
2. Finance
3. Strategic / other activities

Sales

The sales process is much more an ongoing process where sales items are updated as requests come in. We keep track of leads and opportunities on our sales funnel board (internal link).

Registering deals

When deals (leads or opportunities) are registered (read: a sales item is created on the sales funnel board), it should get the correct label that reflects that status it is in, in the sales cycle. More info on the different phases in the sales process can be found in the GitLab project (internal link).

When a deal is registered it should als be linked to a customer contact. See the handbook on customer relations management.

Closing deals

An opportunities is closed when the contract is signed. A signed contract can be either:

• An actual contract with a start date, end date and clearly defined scope,
• A sub-agreement or ‘statement of work’ that is part of an existing framework contract,
• A signed quote.

The signed document must be linked or attached to the sales ticket.

Sales fulfillment

The sales process is setup in a way that fulfillment of the deal contains doing the actual work and invoice it. This means that a sales item can only be closed if it is linked with a blocking finance ticket. Once the finance ticket is closed, the sales item can be closed as well.

Finance

To keep finance work to a manageable amount, a weekly 1-hour finance run is scheduled. During the finance run, the finance board is checked for open tasks. Emails sent to invoices@sbsc.nl or to invoices@balean.org are automatically forwarded to this board.

Strategic / other activities

After our monthly board meeting, action items are converted into GitLab work items on our action board. Actions from board meetings are prefixed with Balean Board Meeting action: so we can find them easily.