MM WF
Process Overview
| Fields | Descripton |
|---|---|
| Process Name | Regional MM 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 Regional MM WF is to provide a quick and overall insights of MM ST Sales & Target details. This report helps us to understand the overall MM ST Sales & target details for respective Regions 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 |
|---|---|---|---|---|
| Regional MM 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
- MM ST DSR
1.9 Legends
- ST - Sell thru
- MM - Mid Market
- PAM – Partner Account Manager
- CM – Client Manager
1.11 Schedule of Reporting
- Frequency: Weekly
1.12 Process Flow Chart
1.13 Steps of Procedure
- Go to PAN India Consolidated sheet & change the below highlighted week# as 12 (as we are preparing the WF for week 12)
- Open MM ST DSR,
- Create a pivot, put RELATIONSHIP OWNER in filter and Region & Category (Select DSK, MOB & WORKSTATION) to rows and add calculated field “’CA’/1000”
- Select MM 3540 from RELATIONSHIP OWNER and update in MM 3540 Actuals sheet of MM WF.
- Remove Category and put Biz Group (select THINKSTATION & MOBILE WS) in rows of Pivot table and update in second table in same sheet (MWS and DTWS wise)
- Similarly update the MM ROU numbers in MM ROU Actuals sheet by filtering RELATIONSHIP OWNER as MM ROU.
- Go to Month & Qtr Outlook sheet, and update Relationship Owner and Region wise the MTD column with current month numbers from DSR.
- Go to MM ST DSR, remove everything from the pivot, add ROL M in columns, CA in Values, PAM in Rows.
- Go to People Dashboard sheet, and update in M3 MTD for all regions (update respective to current month M1/M2/M3), remove all the numbers from Wk 12 Commits and change header to Wk 13 (commits for next week)
- Similarly, remove PAM from pivot of MM ST DSR and put CM in rows and update in dashboard.
- After updating numbers in dashboard, remove CM from rows and put region and Biz Group (select only Think SnP & Visuals) and go to SnP & Standalone Visual sheet in WF and update region, ROLM & Biz group wise numbers.
- Go to Week Commit sheet and remove all the data except headers.
- Similarly, with QTR Funnel & Commit, Previous Week vs billed, & JBP Status, Events Planned & Help required from 4P remove all the data except headers.
- Hide PAN India Consolidated, PAN India Consolidated MM ROU, PAN India Consolidated MM 3540, Partner to Pam Mapping, , Region Targets, MM 3540 Actuals & MM ROU Actuals sheets and bifurcate the file with 4 regions – East, North, South & West with only respecte region data in all sheets.
-
And share it to regional team for asking for commits for the next week (attached a file for ref.).
-
We need to share it before 9:30 AM on every Monday.
- We will receive the commits by 6:30 PM on Monday.
- After receiving commits from all the regions, we need to update the commits in DSR.
- Update the actuals in MM 3540 Actuals & MM ROU Actuals sheets and in People Dashboard & SnP & Standalone Visual sheet as we did earlier.
- Open the commits WF received from all regions and update the commits in Consolidated WF file.
- Open North Commits shared go to North MM 3540 sheet and copy the commits and update in Consolidated file (as per below snapshots, copy the numbers/commits from received WF and update in Consolidated WF).
- Repeat the same steps for all products in MM ROU & MM 3540.
Note
If we are in week 10, we need to copy all the commits from week 11 till week 13 highlighted in red circle above).
- Go to People Dashboard in North WF and copy WK 13 Commit and update in consolidated file
- Check & update M3 Plans if there are any changes
- Go to PXQ M3 sheet, copy the same numbers from Regional WF and update in Consolidated EF.
- Go to Week Commit, QTR Funnel & Commit, Previous Week vs billed, & JBP Status, copy data from each of the regional WFs and update in Consolidated WF.
- Once the MM Consolidated WF is updated completely, open “commits summary MM3540/MMROU” template/dashboard to update the WF numbers.
- Remove Relationship Owner and Regional numbers from the dashboard (don’t remove any formulas).
- Check & update “Last Week M3 Commits” (Update the yellow highlighted text to M1/M2 respective to current month)
- Check & update “Gap - Wk 11 to Wk 12 Commits” (Update the yellow highlighted text to Wk9b to Wk 10 if we are preparing the report for week 10)
- Copy the week 11 and week12 number from the East MM ROU WF (shown in below snap) and paste (Transposed) in dashboard.
- Below is the Dashboard.
- Copy Month wise and QTR wise number in above dashboard.
- Repeat the same process for North, South & West along with MM 3540 regions too.
- Go to MM OVERALL SELLTHRU dashboard and check if the overall number are matching.
- Once completed, copy the dashboard and paste it in the trail mail which was published last week and attach the final consolidated WF, change the subject name & share it to the team.