SMB OVERLOAD SUMMARY

Process Overview

Field Description
Process Name SMB OL report
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 Reviewed by Approved by Revision Details
V 1.0 Sanjay Gowda 12-12-2025 Sushruth Vasista Vishwanath Mosale SOP Document Creation

Distribution & 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 SMB OL report is to provide a reliable and structured daily report that captures sell-through performance for the SMB segment. The report ensures accurate consolidation of data through pivot analysis, validates totals against mailbox records, and tracks key performance indicators such as Commits, Day Actuals, and Week-to-Date (WTD) Actuals.

1.2 Scope

  • Geographic Scope: India.
  • Business Segment: SMB Segment
  • Process Frequency: Everyday
  • Key Distributors Covered: INGRAM, RASHI, REDINGTON, SAVEX, and SUPERTRON.

1.3 Business/Segment Overview

The Small and Medium Business (SMB) segment focuses on driving sales performance across desktop and visual product categories through Lenovo’s distributor network. This segment plays a critical role in achieving business growth by catering to SMB customers with scalable and cost-effective technology solutions distributor performance, and progress against commitments, thereby enabling Lenovo sales and operations teams to track performance, identify gaps, and take timely corrective actions.

1.4 Responsibility and authority

  • Analyst: Sanjay Gowda
  • Process Owner: Nadeem Budihal
  • Process Manager: Dayanand U
  • Approval authority: Vishwanath Mosale

1.5 Escalation matrix: (Wyzmindz and Lenovo)

Level Name Designation Mail
1 Sushruth Vasista Manager sushruth.vasista@wyzmindz.com
2 Vishwanath Mosale Director vishwanath.mosale@wyzmindz.com

Escalation Matrix – Lenovo india Private Ltd

Level Name Designation Mail
1 Marlene Pinto Manager mpinto4@lenovo.com

1.6 RACI Matrix

Report / Process Responsible Accountable Consultation Informed
SMB OL report Sanjay Gowda Sanjay Gowda Dayanand. U Lenovo Ind Pvt Ltd,Wyzmindz Solutions pvt Ltd India

1.7 Access Required

  • Outlook & Webmail Access
  • Access to Ms Office Suite
  • Access to it.irainbow@wyzmindz.com Mails (to get latest DSR’s)
  • Access to smbops@lenovo.com

1.8 Legends

  • MTM: Machine Type Model (Product Number)
  • INVMTM: Concatenated field of Invoice Number and MTM
  • NA: Not Available

1.9 Flow Chart

Flow Chart

1.10 Process Description

  • Start
    • Open AP Dataof the current Date
    • Select DSK, MOB & Workstation from Brand Code
    • Select Executable from Backlog type
    • Select Current Qtr from ROL_qtr
    • Select MM & SM from CONRELSMB
    • Now Check the volume by selecting MM & SM
    • Then numbers should match with SMB OL Dashboard, then share it from smbops Id
  • END

1.11 Communication