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ISO 9001 Key Process Turtle Template

This document summarizes a key customer-oriented sales process. It involves interfacing with customers to gather information for quotes, submitting quotes, following up on quotes to win orders, acknowledging orders, and inputting orders into the MRP system for processing and scheduling. Key risks include competition, short lead times, and new technologies. Opportunities include new technologies, new products, and new markets. Performance is measured through indicators such as market share, sales targets, and customer satisfaction scores. The process is linked to other processes like production and delivery.

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Shirley
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589 views1 page

ISO 9001 Key Process Turtle Template

This document summarizes a key customer-oriented sales process. It involves interfacing with customers to gather information for quotes, submitting quotes, following up on quotes to win orders, acknowledging orders, and inputting orders into the MRP system for processing and scheduling. Key risks include competition, short lead times, and new technologies. Opportunities include new technologies, new products, and new markets. Performance is measured through indicators such as market share, sales targets, and customer satisfaction scores. The process is linked to other processes like production and delivery.

Uploaded by

Shirley
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Key Process (Customer Oriented Process)

With What? (Machine, Materials): Risks and Opportunities: With Who? (Training, Skills,
Competition – Risk Resources):
MRP, computers, fax, email, phone
Short Leadtimes – Risk
Sales reps, Sales, Customer Service,
Word, CRM, Excel, etc. New Technologies – Risk
Master Scheduler
New products – Opportunity
EDI
New Markets – Opportunity.

Process & Activity: Sales


Inputs: Outputs:
Interface with customer on inquiries,
Request For Quote to relationships, gathering Quotation
information to quote, submitting
Purchase Order PO Acknowledgement
quote, following up on quote, winning
Customer Feedback/Inquiries quote, receiving order & releases, Entry of order in MRP
acknowledging order, inputting order
Contract review records
for processing and scheduling.
Process Owner: VP Sales

Measurement / Performance Documented Information: How? (Methods, Procedures):


Indicators:
RFQ Procedure 123
Market share percentage
Feasibility Review MRP software procedures
Sales dollar (goal 10% increase
Email Communications
versus last year)
PO and Review
Customer scorecards and
satisfaction Order Acknowledgement

Linkage To Other Processes:


Production, Delivery, Customer Satisfaction, Design

Applicable ISO 9001 Clauses:


8.2.1, 8.2.2, 8.2.3, 8.2.4, 8.3, 7.1. 7.5,, 9.1

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