Architect Manager Overview

Tools & Skills of the Architect Manager

Prerequisite Tools & Skills

Communication Skills (Able to Train & Demo various aspects of SDA to Users)
Comfortable with MS Excel Formulas (i.e. SUMIF, VLOOKUP, Dynamic Tables, Bullets, Named Ranges, Etc…)
Basic Network Knowledge (Mapping & Sharing Networked Locations)

Basic Support, Administration, & Maintenance

Install & Remove SDA Users
Train new SDA Users
Add new Users to SDA Cloud
Create & Distribute SDA Updates to Users each month
Create & Store SDA regular SDA Backups
Run SDA Reports
Tier One Support for SDA Users
Escalation of Issues to CorsPro Support
Communicate with CorsPro Service Delivery Team (i.e. Enhancements, Customization Requests, License Usage, Etc…)
Company Customizations in SDA
Add new Misc Material/Items/Products to SDA database & MiscProd tab
Add/Modify Document Sections (i.e. Reference Pages, SoW Wording, Etc…)
Modify Values for Existing Categories (i.e. Labor Pricing Changes, Vendor Discount Changes, Etc…)
Create New or Update Custom Tabs
Integrate & Manage CRM Import & Integrations
Advanced Administration
AutoSaving & AutoNaming of quote files
Approval Functionality
Adding & Modifying Workflow Rules to Control Outputs or Override Presets
User Update Management
Create New Outputs (i.e. Purchase Agreements, Managed Services Contracts, Etc…)
Adding workflow rules to control outputs, or override presets, etc.
Manage Pricing Schedule Templates

CorsPro Contacts

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