INDIA OFFSHORE BILLING AND BACKLOG

Process Overview

Field	Details
Process Name	India Offshore Billing and Backlog
Segment	All Segment
Process Family	Lenovo India
Process User(s)	Wyzmindz solutions pvt ltd
Process Purpose	This report is instrumental in providing actionable insights, tracking performance, and supporting Lenovo’s sales strategies

Version History

Version	Tag	Prepared By	Date of Update/Revision	Validated by	Reviewed by	Approved by	Revision Details
V 1.0	Ritesh	22-01-2024	Navneeth Sushruth Vasista	Vishwanath Mosale	SOP Document Creation
V 1.1	Sharanya	10-12-2025	Navneeth Sushruth Vasista	Vishwanath Mosale	Updating SOP, Flowchart and RACI Matrix

Distribution and Access List

Designation	Read	Write	Approval
Analyst	Yes	No	No
Team Lead	Yes	Yes	No
Manager	Yes	Yes	Yes

1.1 Purpose

To consolidate and validate India Offshore Billing & Backlog for Lenovo India using AP Data, Coverage Overall file.

1.2 Scope

Geographic Scope: India.
Business Segment: ALL SEGMENT
Process Frequency: Daily
Core Activity: To Summarize the Offshore Billing & Backlog data using AP Data
Key Distributors Covered: Lenovo

1.3 Business/Segment Overview

This process supports Lenovo India's sales strategies by providing actionable insights and tracking performance. The report provides daily visibility into offshore backlog and billing across Lenovo India.

1.4 Responsibility and authority

Analyst : Sharanya J
Process Owner : Navaneeth
Process Manager : Dayanand
Escalation Manager : Sushruth Vasista
Approval Authority : Vishwanath Mosale

1.5 Escalation matrix: (Wyzmindz and Lenovo)

Escalation Matrix – WyzMindz Solutions Pvt Ltd India

Sl No.	Name	Designation	Email ID
1	Sushruth Vasista	Manager	sushruth.vasista@wyzmindz.com
2	Vishwanath Mosale	Director	Vishwanath.mosale@wyzmindz.com

Escalation Matrix – Lenovo India Pvt Ltd

Sl No.	Name	Designation	Email ID
1	Anand M Lanka	Head - India Order Fulfilment & Order Center	analanka@lenovo.com
2	Saurabh Agarwal	Ops Director	ASAURABH@lenovo.com

1.6 RACI Matrix

RACI Matrix – WyzMindz Solutions Pvt Ltd India

Report / Process	Responsible	Accountable	Consultation	Informed
India Offshore Billing & Backlog	Sharanya J	Sharanya J	Navaneeth K	Lenovo Ind Pvt Ltd, Wyzmindz – Lenovo Process Team

1.7 Access Required

Outlook - For receiving reports and communications.
AP Data Access
Access to MS Office Suite

1.8 Overview of Tools

Sl No	Tool Name	URL	Description
1	Qliksense	https://owb.lenovo.com/	It’s a website used to extract data for our usage.
2	CDMS (Channel Data Management System)	https://cdms.lenovo.com/DCSDM/	Lenovo’s tool used to upload and collect data.

1.9 Legends

ST– Sell thru
SO - Sell Out
NA – Not Available
BLOG – Backlog
SLBD – Sri Lanka & Blangadesh(Offshore)

1.10 Data Dependencies

AP Data/ Coverage Overall

1.11 Schedule of Reporting

Daily

1.12 Process Flow Chart

PROCESS FLOW CHART

1.13 Steps of Procedure

Data Preparation

Extract the Coverage Overall file (Overall extract of AP Data).
Open the Working File.
Paste the Overall file into the sheet overall-1 in workbook format.

Refresh Base File

Open the Base File.
Go to Data → Queries & Connections.
Refresh both:
- Query (“Data”)
- Query (“Table”)
Open Sheet 1 → Refresh the Pivot Table.

REFRESH BASE FILE

Validation in Overall File

In the Overall file, filter sales_org→ select SG60 and SG66 only.
In brand(old), select only:
- DESKTOP
- MOBILE WS
- NOTEBOOK
- SMO
- TABLET
- THINKSTATION
Check SUM of CA → This must match Grand Total of Pivot 1.

VALIDATION IN OVERALL FILE

Pivot Structure (Pivot 1)

Filters: brand(old) with above selections
- Rows: sales_org, backlogtype
- Columns: T & R
- Values: CA
Grand Total must match validation CA.

Pivot Structure (Pivot 2)

Same structure as Pivot 1, except:
- brand(old) → VISUALS, VISUAL STANDALONE
- F. Save
Save the working file after complete validations.

Automated Logic in Power Query

Sales_org Rename Logic
- = Table.ReplaceValue(#"SG60 to SLBD","SG66","India Offshore",Replacer.ReplaceText,{"sales_org"})
- → SG60 becomes SLBD
- → SG66 becomes India Offshore
Sorting Logic
- = Table.Sort(#"Grouped Rows",{{"sales_org", Order.Descending}, {"backlogtype", Order.Ascending}})

1.14 Output Overview

• The “Pivot Sheet”

OUTPUT OVERVIEW

• The “Data Sheet”