Jul 22, 2022 11:31 AM
Replying to Thomas Walenta
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Chandra,
not sure that I understand you correctly.
'removing' a customer might not be a good idea in general, they hopefully are satisfied and become recurring customers.
If we start with the contract, this should lead to initiating a project from your organization and assigning a project manager to deliver the contract on behalf of the organization. This could be documented in a short project charter, based on the contract and maybe organization specific requirements (like profit margin, or documentation, compliance .. ), to deliver the contract.
Once the project ends, you could have a short document, which I know as acceptance agreement, basically saying 'contract delivered' and signed by the customer. If there are open issues, they could be listed as to be delivered by your company at a later point. With that, the project would close from customer's view. You might still have to take care about some organization specific requirements.
Thomas
