WS SUMMARY
Process Overview
| Fields | Description |
|---|---|
| Process Name | WS Summary Report |
| Segment | Relationship (REL) |
| 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 | Reviewed by | Approved by | Revision Details |
|---|---|---|---|---|---|
| V 1.0 | Raksha | 22-12-2025 | Sushruth Vasista | Vishwanath Mosale | SOP Document Creation |
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 weekly Order Load and Sales Manager data for segment-level performance tracking and week-over-week analysis.
1.2 Scope
- Geographic Scope: India.
- Business Segment: REL
- Process Frequency: Sunday
- Core Activity: Update segment tracker by refreshing pivots, comparing current and previous week data, and publishing validated weekly summaries.
- Key Distributors Covered: Lenovo
1.3 Business/Segment Overview:
- Pending
1.4 Responsibility and authority:
- Analyst: Raksha S
- 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 | Pending | Pending | Pending |
| 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 |
|---|---|---|---|---|
| WS Summary | Raksha S | Raksha S | Navaneeth K | Lenovo Ind Pvt Ltd, |
| Wyzmindz – Lenovo Process Team |
1.7 Access Required
- Lenovo sharepoint
- Access to Ms Office Suite
1.8 Overview of Tools
NA
1.9 Data Dependencies
- Orderload report
- Sales Manager Pipeline
1.10 Legends
NA
1.11 Schedule of Reporting
- Frequency: Sunday
1.12 Process Flow Chart
1.13 Steps of Procedure
- Open Sunday’s orderload report.
- Get previous week “INWS FY2526 RAD - KAB List – India” report.
- Open Current Sunday’s & Previous Sunday’s orderload reports used for Segment tracker.
- In current Sunday’s report, refresh pivot table in sheet 2.
- Deselect last week.
- Copy paste value in “CW OL Summary” sheet. Close current Sunday’s report.
- From Previous Sunday’s report, copy paste sheet 2 value in “PW OL Summary” sheet.
- Open Current Sunday’s & Previous Sunday’s Sales Manager reports used for Segment tracker.
- In current Sunday’s report, refresh pivot table in sheet 2.
- Deselect last week.
- Copy paste value in “CW PL Summary” sheet. Close current Sunday’s report.
- From Previous Sunday’s report, copy paste sheet 2 value in “PW PL Summary” sheet.
- In Summary sheet, refresh pivots.
- Copy "Current Week" and "WoW" table from the below table of Summary sheet and paste in the reports of "WS Summary" sheet. Check all the numbers.
- Copy paste table in Raw sheet to “WS details” sheet of tracker.
- Hide non required columns.
- Save the file.
1.14 Output Overview
- Mention the snapshot of Output and explain the output data.
1.15 Validation checklist
- Cross check if all segments are updated.
1.16 Communication
- Live Data
1.17 Repository Details
- Attach base file here.