QMS STANDARDS
CONTROLLED DOCUMENT: WI-QMI-0100
BUSINESS UNIT:
QMerit Inc. 111 Pacifica, Suite 200, Irvine, CA 92618
STANDARD TYPE:
Work Instruction
PROCEDURE TITLE: Solution design
AREA: Management Systems TYPE OF PROCEDURE:
Originating Customer
DOCUMENT NUMBER: WI-QMI-0100 REVISION: 1.0
PROCEDURE STATUS
IMPLEMENTED
RELEASED
02/12/16
mm/dd/yy
UNLOCK DOCUMENT TO EDIT BEYOND THIS POINT
1.0 PURPOSE/SCOPE The QMerit platform is far from being considered an incremental innovation. Existing “last mile work delivery” platitudes have run their course, individuals, corporations, and our perspectives as a culture are all shifting significantly. Instead, it is time to change the way we look at things and provide work opportunities to the best skilled and best performers as referenced at the discrete work and project level. A solution design consists of the translation of a prospects requirements into objectives and benefits related to the use of the QMerit platform. The solution design deliverable is really a starting point for discussion and confirmation of assumptions made during the Discovery phase. Once the final iterations have been completed the design document is turned over to the project team and formal project requirements are generated. 2.0 RESPONSIBILITIES 2.1 TASK RESPONSIBILITIES QMerit Inc. maintains certain policies to encourage appropriate levels of feedback for workers. It is the responsibility of QMERIT Inc. and its’ clients to implement and operate this procedure in their areas of operation and to:
Ensure that the SOP and all associated documents, knowledge databases and tools are understood and adopted. Supplement the SOP with Work Instruction as required in order to meet local market needs, Business Unit needs, regulatory requirements, customer preferences and/or proven operating and/or delivery methods.
2.2 APPROVAL / ESCALATION RESPONSIBILITIES It is the responsibility of QMERIT Inc. and its’ clients to implement this SOP
Procedure Title: – solution design
Page 1 of 5
QMS STANDARDS
CONTROLLED DOCUMENT: WI-QMI-0100
The QMerit Inc. CLO is the point of escalation for all matters inquired upon or contested with regards to this policy. 3.0 PROCEDURE (WI STEPS) 3.1 DISCOVERY STEP WHAT 1. Initial meeting
WHEN First meeting with a prospect which has expressed interest
COMPETENCY (WHO) QMerit evangelist
2. Research
Before and after the initial meeting
QMerit evangelist
3. Site visit (a day in the life)
As close as possible to the first meeting and preferably after the research has started
QMerit evangelist
WHEN Depending upon the prospects workforce size and dynamics, our partner Mercer will be called in to work alongside of QMerit personnel
COMPETENCY (WHO) QMerit evangelist, project team, and Mercer human workforce sciences team
HOW (TOOLS) Preferably in person, this informal meeting starts the process of understanding the prospects business and some of their current business challenges Based on the prospects insights assemble industry information and learnings from related industries and services This visit, generally a day or two depending upon the client, explores how the organization is working. Optimum results come from pairing the evangelist with the actual individuals performing the work.
3.2 FEASIBILITY (ADVANCED) STEP WHAT 1. Feasibility study
Procedure Title: – solution design
HOW (TOOLS) Typically this engagement involves a field visit whereas the team debriefs the client on a MON. afternoon, analysis TUE. through THU, delivers
Page 2 of 5
QMS STANDARDS
CONTROLLED DOCUMENT: WI-QMI-0100
STEP
WHAT
WHEN
COMPETENCY (WHO)
HOW (TOOLS) proposed solution FRI.
Human Capital data review process is initiated and results are calculated and compared against industry norms A series of presentations/wor kshops are delivered and designed to obtain business information which will be leveraged in the configuration of the Qmerit platform.
2. Internal labor market analysis
In conjunction with the feasibility study
Mercer
3. Adoption plans
In conjunction with the feasibility study
QMerit evangelist, project team, and Mercer human workforce sciences team
WHEN After procedures 3.1 and 3.2 have concluded
COMPETENCY (WHO) QMerit evangelist, project team, and Mercer human workforce sciences team
2. Solution design acceptance
Post solution design delivery and discussion
QMerit evangelist, project team, and Mercer human workforce sciences team
3. Demonstration
Post solution design review and before solution design acceptance
QMerit evangelist, project team, and Mercer human
3.3 DELIVERABLES STEP WHAT 1. Solution design
Procedure Title: – solution design
HOW (TOOLS) The design document is generally configured with an objective, primary and related benefits. Agreeing to a solution design generally starts the process to begin a pilot. Many times the solution design is formalized by engineering as a product requirements document. Solution design will be leveraged to create a meaningful and
Page 3 of 5
QMS STANDARDS
CONTROLLED DOCUMENT: WI-QMI-0100
STEP
WHAT
WHEN
COMPETENCY (WHO) workforce sciences team
HOW (TOOLS) relevant demonstration to the prospect.
4.0 SPECIAL POST SOLUTION DESIGN DELIVERY DEFINITIONS THE FOLLOWING TERMS ARE REFERRED TO IN THIS STANDARD; TO VIEW THE DEFINITION OF EACH TERM PLEASE CLICK ON THE LEXICON LIBRARY LINK: LEXICON LIBRARY TERM Standard Operating Procedure (SOP) Work instruction (WI)
5.0 ASSOCIATED REFERENCE DOCUMENTS THE FOLLOWING DOCUMENTS PROVIDE ADDITIONAL INFORMATION: DOCUMENT NAME Internal labor markets
LOCATION http://beinknow.mercer.com/category/internallabor-market/
6.0 ASSOCIATED KNOWLEDGE DATABASE THE FOLLOWING KNOWLEDGE DATABASES PROVIDE ADDITIONAL INFORMATION: KNOWLEDGE DATABASE
LOCATION
7.0 ASSOCIATED TOOLS THE FOLLOWING TOOLS MAY BE REQUIRED FOR COMPLIANCE TO THIS STANDARD: ASSOCIATED TOOLS QMerit Lexicon Library
LOCATION http://bit.ly/QMeritLexiconLibrary
8.0 REVISION HISTORY REVISION (X.X) DATE OF LAST REVISION (MM/DD/YY)
Procedure Title: – solution design
1.0 02/12/16
Page 4 of 5
QMS STANDARDS
CONTROLLED DOCUMENT: WI-QMI-0100
LAST APPROVAL DATE (MM/DD/YY)
DOCUMENT AUTHOR: Greg Lush
02/12/16
DOCUMENT MANAGER: Greg Lush
REASON FOR CHANGE:
SECTION / PARAGRAPH CHANGED
Revision
1.0
All
CHANGE MADE
Initial entry of document
DATE OF REVISION MM/DD/YY
02/12/16
9.0 ELECTRONIC NOTIFICATION LIST: ELECTRONIC NOTIFICATIONS VP Technical Services VP Sales VP Engineering 10.0
APPROVALS
PLEASE GO TO THE LINK BELOW FOR THE ELECTRONIC RECORD OF THE REVIEW AND APPROVAL OF THIS POLICY. LOGIN TO VIEW FIRST APPROVER NAME: GREG LUSH BUSINESS UNIT: QMERIT INC. TITLE: CLO SIGNATURE: ELECTRONIC APPROVAL
SECOND APPROVER NAME: TRACY PRICE BUSINESS UNIT: QMERIT INC. TITLE: CEO AND CHAIRMAN SIGNATURE: ELECTRONIC APPROVAL
THIRD APPROVER NAME: BUSINESS UNIT: QMERIT INC. TITLE: SIGNATURE:
DOCUMENT HISTORY SECTION: Document Created on 02/12/16 by Greg Lush
Procedure Title: – solution design
Page 5 of 5