Defining Company Overview
· Summary on the Company
· Vision
· Mission
· Objectives
· Differential Factors (competitive edge)
· Management Profile
· Service Offerings
Check list for starting the Business
· Company Name
· Domain Availability
· Logo & Need of Trademark
· Ownership type
· Office Location and Address
· Business Phone, Fax, contact details etc…
· Check the Business Insurance Need
· Apply for Sales Tax Number
· Confirm details regarding Tax Information & Corporate Business Bank Account
· Confirm details on Labour Laws
· Confirm details on Zoning Laws (geographical wise)
· License Agreement
· Decide upon Website design and development
· Need of Software Development Team?
· Need for Employees?
· If employees are there decide on the Employee code, compensation pattern and labour laws
· Inventory Details and Inventory Management System. (Detailed Process List to Follow)
· Order Processing and Fulfilment System (Detailed Process List to Follow)
· Marketing & Promotion Kit (Detailed Process List to Follow)
· Organisational Hierarchy (Detailed Process List to Follow)
Asset & Inventory Management System
· Decide upon the Office Space, Premises, Amenities & Accessories
· Decide upon the Inventory items needed
· Inventory Process definition:
o Inventory Budget allocation
o Prioritising the Inventory Requirements with Ref No: and releasing the checklist
o Tender Notice/Invitation with Ref Number
o Tender Doc acceptance with corresponding Ref No:
o Tender Evaluation list
o Purchase Order Release
o Purchase order acceptance
o Invoice Acceptance
o Inventory Acceptance
o Payment Confirmation
o Receipt Generation
· Inventory System Forms
o Inventory Checklist Form
o Tender Notice Form
o Tender Doc Acceptance Form/Register
o Tender Evaluation Form
o Purchase Order Form
o PO Acceptance Form/Register
o Invoice Acceptance Form/Register
o Payment Details Form
o Receipt Form
Order Processing and Fulfilment System
· Sales Lead List
· Proposal Document with Version No: (should include Project Introduction, Project Scope, Project Description, Change Management, Project Estimates, Maintenance & Training Details, Company Profile )
· System Specification Doc if needed
· License/Service Contract Agreement
· Purchase Order Acceptance
· Payment Confirmation (Initial)
· Invoice Generation
· Order Release
· Project Closure
· Renewal Agreement
· Fulfilment System Forms
o Proposal Document Form
o System Specification Doc Form
o License/Service Contract Agreement Format
o PO Acceptance Form/Register
o Payment Details Register
o Invoice Format
o Invoice Ref Register
o Project Order Details Register
Marketing & Promotion Kit
· Corporate Logo and Name
· TAG Line if necessary
· Corporate Brochure
· Corporate Slideshare Presentation
· Corporate Video Presentation
· Corporate Website
· Business Cards
· Corporate Email addresses
· Common Email Signature
· Email Font & Size
· Email Formats
· Call Script
· Social Media Initiatives
o Twitter Profile
o LinkedIn Profile
o Facebook Profile
o Slideshare Account
o Youtube Profile
o Blogs & White Papers
o Podcasts
o Webinars
· Attending Tradeshows & Events
· Participating in various Technical Sessions
· Survey Forms on Customer Satisfaction, Brand Building etc…
· Advertisement Plan – Medium, Audience or Segment to be aimed
· News Letter Formats with Market Trends
· Testimonials
· Strategy development for Customer Interaction using Social Media Sites
· Demo Material
Organisational Hierarchy
Initially we could start with a small and decent hierarchy and we can add posts when needed.
· Managing Director & CEO
· Project Manager
· Manager, Operations & Business Development
· Consultant – Taxes, Accounts & Laws
· Executive - Human Resources & Customer Services
For more details on all the above please try Business in a Box Tool. (http://www.biztree.com)
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