SM ST WF
Process Overview
| Fields | Description |
|---|---|
| Process Name | Regional SM ST 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 | 26-03-2026 | 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 SM ST WF is to provide a quick and overall insights of SM ST Sales & Target details. This report helps us to understand the overall SM 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
- SM ST DSR
1.9 Legends
- ST - Sell thru
- SM - Small Market
- SA – Stand Alone
1.11 Schedule of Reporting
- Frequency: Weekly
1.12 Process Flow Chart
1.13 Steps of Procedure
- Go to Pan India - SM sheet & change the below highlighted week# as 12 (as we are preparing the WF for week 12)
- Open SM ST DSR,
- Go to Biz Group column and rename Think Centre to SMB DT, add a new column next to it (BIZ) and filter THINKSTATION & MOBILE WS from Biz Group and update same in BIZ column and rename as THINKSTATION in Biz Group.
- Create a pivot, put New BP Category (Select LEP, NON-REBATE – BREADTH & SRD) in filter and Region & Biz Group (Select SMB DT, THINK CENTRE, THINKBOOK, LENOVO V, THINKPAD & THINKSTATION) to rows and realign as per the WF and add calculated field “’CA’/1000”
- Copy & paste the above data in WF Sheet3.
- Remove Biz Group and add Biz column in Rows (Select THINKSTATION & MOBILE WS)
- Copy & paste the above data in WF Sheet3.
- Remove Biz and add Biz Group column in Rows.
- Clear all filters and filter only E-Commerce in BP Category.
- Copy & paste the above selected (Grand total) data in WF Sheet3.
- Select Online in BP Category.
- Update the week wise numbers in WF.
- Select Visuals from Biz Group column.
- Add SPType column in filters (Select STAND ALONE).
- Remove CA/1000 and add a calculated field “QTY/1000”.
- Copy & paste the above data in WF Sheet3.
- Clear all filters and remove Region, BP Category, SPTYPE and Biz Group from the pivot and add Category to Rows and select only “MON”.
- Update the week wise numbers in SM Visuals WF sheet.
- Check if the overall numbers in PAN IDIA SM sheet matches with DSR numbers.
- Hide Pan India - SM, Sheet3, SMB WF in Standalone Visuals WF sheet, SM Visuals sheets and bifurcate the file with 5 files – East, North, South, West, Online & E.Comm with only respective region data in all sheets. Hide Standalone Visuals sheet for Online & E.Comm.
- 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 10:00 AM on every Monday.
- We will receive the commits by 6:30 PM on Monday. Else share a reminder mail to share it at the earliest.
- After receiving commits from all the regions, we need to update the commits in DSR.
- Update the actuals in Sheet3 as we did earlier.
- Open the commits WF received from all regions and update the commits in Consolidated WF file.
- Open North Commits shared, copy the commits product wise 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.
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.
- Repeat same steps to all regions and also Online & E.Comm.
- Cross validate with the overall commits shared and are in the consolidated WF.
- Copy the week 11 and week12 number from the East (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, Online & E.Comm.
- Go to PAN INDIA SM 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.
- Include both SM ST & SM SO in a single dashboard and share in a single mail named “Pan India SM ST & SO Waterfall chart for Q4'2526 Wk 12”.