Provide company's vision, mission, and values booklet
5
Introduction to Managed Services and Pricing Analyst role
6
Tour of the premises and identification of key facilities
7
Meeting with IT for systems/tools tutorial
8
Training on company's products or services
9
Attend pricing analyst training program
10
Give overview of company's pricing strategy
11
Understanding clients' services and pricing model
12
Prioritize pricing analytics projects
13
Explain key data sources and pricing tools
14
Review data analysis methodologies
15
Approval: Review Data Analysis Methodologies
16
Hands-on practice with pricing tools
17
Attend team meeting
18
Clarify reporting line and expectations
19
Assign a pricing analytics project
20
Approval: Pricing Analytics Project Assignment
21
Feedback and questions session
22
Schedule regular check-ins with supervisor
Welcome meeting with HR and team introduction
In this task, you will have a meeting with the HR department to get acquainted with the company and its policies. This will also be an opportunity to introduce you to the team you will be working with. The goal is to ensure a smooth integration into the company, answer any initial questions, and give you an overview of what to expect in your new role as a Managed Services Pricing Analyst.
Set up employee profiles
During this task, you will be responsible for setting up employee profiles for the new Managed Services Pricing Analysts. This is an important step in ensuring that accurate and up-to-date employee information is maintained. The profiles will include personal details, contact information, and any relevant employment documents.
Issue IT equipment and credentials
In this task, you will be responsible for issuing IT equipment and credentials to the new Managed Services Pricing Analysts. This includes providing them with their work laptop, login credentials, and any other necessary equipment. The goal is to ensure that they have all the tools they need to perform their job effectively.
1
Laptop
2
Keyboard
3
Mouse
4
Monitor
Provide company's vision, mission, and values booklet
During this task, you will provide the new Managed Services Pricing Analysts with the company's vision, mission, and values booklet. This document will give them a better understanding of the company's goals and values, and how their role aligns with the organization's overall objectives.
Introduction to Managed Services and Pricing Analyst role
In this task, you will introduce the new Managed Services Pricing Analysts to the concept of Managed Services and explain their role as Pricing Analysts. This will include providing an overview of the Managed Services industry, explaining the benefits of Managed Services to clients, and outlining the core responsibilities of a Pricing Analyst.
Tour of the premises and identification of key facilities
During this task, you will give the new Managed Services Pricing Analysts a tour of the premises. This will include identifying and explaining the key facilities that are relevant to their role, such as the pricing analytics department, data analysis center, and conference rooms for client meetings. The goal is to familiarize them with the physical layout of the company and ensure they know where important resources are located.
Meeting with IT for systems/tools tutorial
In this task, you will arrange a meeting with the IT department to provide the new Managed Services Pricing Analysts with a tutorial on the systems and tools they will be using. This will include demonstrating how to navigate the company's pricing software, accessing data sources, and using data analysis tools. The goal is to ensure they have a good understanding of these systems and tools before starting their analysis projects.
Training on company's products or services
During this task, you will provide the new Managed Services Pricing Analysts with training on the company's products or services. This will include an overview of the different offerings, how they are priced, and any unique features or benefits. The goal is to ensure that they have a solid understanding of the products or services they will be analyzing.
Attend pricing analyst training program
In this task, the new Managed Services Pricing Analysts will attend a training program specifically designed for pricing analysts. This program will cover advanced pricing analytics techniques, industry best practices, and case studies. The goal is to enhance their analytical skills and ensure they are well-equipped to perform their pricing analysis projects effectively.
Give overview of company's pricing strategy
During this task, you will give the new Managed Services Pricing Analysts an overview of the company's pricing strategy. This will include explaining the factors that influence pricing decisions, the company's pricing objectives, and the strategies used to achieve them. The goal is to ensure that they have a good understanding of the company's pricing approach and can align their analysis projects accordingly.
Understanding clients' services and pricing model
In this task, you will guide the new Managed Services Pricing Analysts in understanding the services offered by the clients and their pricing models. This will involve analyzing client contracts and pricing structures, identifying any unique pricing models, and understanding the value proposition of different services. The goal is to ensure that they have a deep understanding of the clients' business and can provide accurate pricing analysis.
Prioritize pricing analytics projects
During this task, you will work with the new Managed Services Pricing Analysts to prioritize their pricing analytics projects. This will involve evaluating project requirements, deadlines, and potential impact on the company's profitability. The goal is to ensure that the analysts focus on the most critical projects that align with the company's objectives.
1
Project A
2
Project B
3
Project C
4
Project D
5
Project E
Explain key data sources and pricing tools
In this task, you will explain to the new Managed Services Pricing Analysts the key data sources they will be using for their pricing analysis projects. This will include internal and external data sources, as well as the pricing tools they will have access to. The goal is to ensure that they understand where to find the required data and how to use the tools effectively.
Review data analysis methodologies
During this task, you will review the data analysis methodologies used by the company for pricing analysis. This will include explaining the different statistical techniques used, the interpretation of results, and the importance of data accuracy. The goal is to ensure that the new Managed Services Pricing Analysts have a good understanding of the company's data analysis approach.
1
Statistical Analysis
2
Regression Analysis
3
Data Mining
4
Price Elasticity Analysis
5
Market Segmentation
Approval: Review Data Analysis Methodologies
Will be submitted for approval:
Review data analysis methodologies
Will be submitted
Hands-on practice with pricing tools
In this task, you will provide the new Managed Services Pricing Analysts with hands-on practice using the pricing tools. This will include conducting sample analysis projects and explaining the steps involved in using the tools effectively. The goal is to ensure that they are comfortable using the tools before starting their actual analysis projects.
Attend team meeting
During this task, the new Managed Services Pricing Analysts will attend a team meeting. This will be an opportunity for them to meet the rest of the team, get updates on ongoing projects, and discuss any issues or challenges they may be facing. The goal is to foster collaboration and ensure that they feel included in the team dynamics.
Clarify reporting line and expectations
In this task, you will clarify the reporting line and expectations for the new Managed Services Pricing Analysts. This will include explaining who they report to, how often they are expected to provide updates, and any specific performance metrics they should be aware of. The goal is to ensure that they are clear about their role and responsibilities within the organization.
Assign a pricing analytics project
During this task, you will assign a pricing analytics project to the new Managed Services Pricing Analysts. This will involve selecting a project based on their skills and interests, setting clear objectives and deadlines, and providing any necessary guidance or resources. The goal is to give them a hands-on opportunity to apply their knowledge and contribute to the company's pricing strategies.
Approval: Pricing Analytics Project Assignment
Will be submitted for approval:
Assign a pricing analytics project
Will be submitted
Feedback and questions session
In this task, you will conduct a feedback and questions session with the new Managed Services Pricing Analysts. This will be an opportunity for them to ask any questions they may have, provide feedback on their onboarding experience, and discuss any challenges they may be facing. The goal is to address any concerns and ensure that they feel supported in their new role.
Schedule regular check-ins with supervisor
During this task, you will schedule regular check-ins with the new Managed Services Pricing Analysts' supervisor. This will involve setting a recurring meeting to discuss their progress, address any issues or concerns, and provide necessary guidance or feedback. The goal is to establish open lines of communication and ensure ongoing support throughout their onboarding period.