AP WF
PROCESS OVERVIEW
| Field | Description |
|---|---|
| Process Name | SMB AP WF |
| Segment | SMB |
| 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 | Nadeem | 21-12-2025 | 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
The purpose of the AP WF is to provide a quick and overall insights of entire SMB OL, SI, ST & SO sales details. This report helps us to understand the overall SMB OL SI, ST & SO sales details and Targets for respective sub segments and products.
1.2 Scope
- Geographic Scope: India.
- Business Segment: SMB
- Process Frequency: Weekly
- Core Activity: To Review SMB Sales details
- Key Distributors Covered: Lenovo
1.4 Responsibility and authority
- Analyst: Nadeem
- Process Owner: Nadeem
- 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 | Marlene Pinto | Ops Head | mpinto4@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 |
|---|---|---|---|---|
| SMB AP WF | Nadeem | Nadeem | Nadeem | Lenovo Ind Pvt Ltd, Wyzmindz – Lenovo Process Team |
1.7 Access Required
- Outlook & Webmail Access
- Access to Ms Office Suite
1.8 Data Dependencies
- SMB ST & SO DSRs
- AP Data
- SMB OL
- DDB
1.9 Legends
- SI - Sell In
- ST - Sell thru
- SO - Sell Out
- SM - Small Market
- MM - Mid Market
1.11 Schedule of Reporting
- Frequency: Weekly
1.12 Process Flow Chart
1.13 Steps of Procedure
- Go to SMB OL sheet & change the below highlighted week# as 12 (as we are preparing the WF for week 12)
- Open AP Data and select SMB in column Biz
- Check if only SM & MM available in CONRELSMB column.
- Go to Brand Code and select DSK in it
- Go to Sub Brand and change ThinkCentre to TDT & Think DT to LDT.
- Create a pivot and put CONRELSMB (filter only SM & MM) in columns, Brand Code (filter only DSK, MOB & Workstation) & Sub Brand in rows, Backlog Type (select only Executable) & ROL Quarter (select only current QTR) in filters, this way we will get OL numbers for SMB.
- Go to SMB OL report and check if the MM & SM wise OL numbers are matching.
-
Go to SM OL sheet, update the numbers as per the products.
-
For TDT TBG OL WF copy the SM – DSK TDT number from the AP data pivot and paste in WF and subtract the previous week numbers from it (=31.255-SUM(D58:Q58)).
- Similarly update for rest of products,
- TNB TBG OL WF – SM MOB ThinkPad
- LDT LBG OL WF – SM DSK LDT
- LNB LBG OL WF – SM MOB Lenovo NB
- DTWS TBG WF – SM WorkStation ThinkStation
- MWS TBG OL WF – SM WorkStation ThinkPad
- Similarly, update for MM OL.
- Go to AP data and remove Sub Brand from rows and select MON from Brand Code.
- Go to SMB OL Visuals sheet and update the SM and MM wise numbers in WF and subtract the previous weeks number (same as above WF)
- Go to AP data, filter Brand code with DSK, MOB, SMO & Worksatation and put Data Type to filters and select Ships and validate it with DDB
- Update the SM & MM wise SI numbers in SM SI & MM SI WFs and subtract the previous weeks number (same as above WF)
- Open SMB Overall ST DSR,
- Create a pivot, put DSR TYPE to filters and select only SM, Weeks to columns and Category to rows and add a calculated field “’CA’/1000”.
- Copy DSK numbers in update in SM ST WF – Desktop.
- Similarly copy MOB and update in Notebook WF
- Remove Category and put Biz Group in rows of Pivot table and update THINKSTATION & MOBILE WS numbers in Thinkstation WF & Mobile Workstation WF respectively
- Open SM SO DSR.
- Create a pivot, put Weeks to columns and Category to rows and add a calculated field “’CA’/1000”.
- Copy DSK numbers in update in SM ST WF – Desktop.
- Similarly copy MOB and update in Notebook WF
- Remove Category and put Biz Group in rows of Pivot table and update THINKSTATION & MOBILE WS numbers in Thinkstation WF & Mobile Workstation WF respectively
- Close SM SO DSR.
- Note: During month end we need to include SLBD numbers in SM ST & SM SO WFs.
- Need to include only when we are preparing WF for Week 5, Week 9 and in the final WF.
- Go to AP Data and add Country in filters and select Bangladesh, Nepal & Sri Lanka and Brands in rows and select Desktop, Notebook, MOBILE WS & Thinkstation
- Add the product wise numbers in WF (to be included in last week of every month - week 5, week9 & week 13)
- Go to MM ST WF
- Go to SMB Overall ST DSR pivot, filter DSR TYPE as MM
- Add TOPSELLER to rows and update the TS numbers in MM ST WF
- Remove TOPSELLER from rows and add RELATIONSHIP OWNER & Category (Select DSK, MOB & WORKSTATION) to rows and update in WF
- Remove Category and put Biz Group (select THINKSTATION & MOBILE WS) in rows of Pivot table and update THINKSTATION & MOBILE WS numbers in Thinkstation WF & Mobile Workstation respectively in MM3540 & MM ROU WFs
- Remove RELATIONSHIP OWNER from rows and remove calculated field and filter Visuals from Biz Group and select both MM & SM in DSR type and add calculated field “’QTY’/1000”, update the numbers in SMB Visual ST - SMB Visuals WF
- Go to SMB ST DSR, add SP type to filters and select STAND ALONE and DSR TYPE as SM and Bizgroup as Visuals, update the numbers in SMB Visual ST - SM Visuals SA WF
- We have updated all the actuals in WFs
- Open Consolidated Regional MM ST WF (shared from SMBOPS id) and go to PAN India Consolidated MM ROU sheet, copy the Product wise commits from it and update in AP WF MM ROU ST sheet
- Copy numbers as per 2nd image and paste as per in 1st image.
- Repeat the same process for MOB, Thinkstation and Mobile WS
- Similarly repeat the same steps for MM 3540 WFs too
- Open SM ST WF (shared from SMBOPS id) and go to Pan India – SM sheet and copy the commits (DSK, Thinkstation & Mobile WS) and update in AP WF - SM ST
- Copy numbers as per 2nd image and paste as per in 1st image.
- Repeat the same process for MOB, Thinkstation and Mobile WS
- Note: We have Biz group wise split in Regional SM ST WF whereas we have only one Category – MOB in AP WF. So, we need to add biz group wise commits from Regional SM ST & SO WFs and update in MOB - AP WF (as per below snapshot)
- Above highlighted cell has summation of ThinkPad, Thinkbook & V-Series commits.
- Repeat the same steps of SM ST commits updating process for SO too
- We have one additional step in SM ST WF, go to Standalone Visuals sheet in regional SM ST WF and copy commits from overall WF in that sheet and update in AP WF (SMB Visual ST sheet - SM Visuals SA WF)
- Close all regional WFs
- Go to SM ST WF (AP WF) and copy DSK actuals including commits and update in SMB Visual ST sheet WF SM Desktop
- Copy numbers as per 1st image and paste as per in 2nd image.
- Note that, we won’t be updating the commits of OL & SI WFs, those will be updated by Marlene (OPS Head).
1.14 Validation checklist
- Check the ST & SO DSRs for number validation
- Check DDB/AP data for OL & SI numbers
- Check the Regional MM ST, SM ST & SO WFs for commits.
1.15 Communication
- Share with Marlene