CTA Process Overview
The goal of this document is to:
- Outline what a CTA-process entails.
- Divide ownership of various tasks between the different actors in a CTA-process.
Terminology
| Term | Description |
|---|---|
| Cloud Enablement | Department responsible for AWS Operations. You can reach CE via helpdesk.crayon.com |
| Customer facing employee | The employee in direct contact with the customer. Typically a salesperson. |
| CTA | Concent To Assignment. The process of transferring formal ownership of an account. |
General
The customer facing employee is responsible for managing the process.
Cloud Enablement will complete the actions we can complete, but following up, keeping track of current status, etc. is the responsibility of the customer facing employee.
Specific
| # | Process | Description | Owner |
|---|---|---|---|
| 1 | Initial meeting | Short initial meeting between Cloud Enablement and sales to plan the process | Customer facing |
| 2 | Order Account | Customer/customer facing employee makes an Account Transfer Request through CloudIQ | Customer facing |
| 3 | Read-Only Access | Only applicable if CrayonBoundary will be applied. Customer gives Cloud Enablement read-only access to their account. | Customer facing |
| 4 | Review | Only applicable if CrayonBoundary will be applied. Review the account for compatibility with Crayon setup | Cloud Enablement |
| 5 | CTA-form | Fill in the CTA-form with the customer. | Customer facing |
| 6 | Apply | Send the CTA-form to the AWS APN-team. | Cloud Enablement |
| 7 | Root Access | Change the root user e-mail to the e-mail specified in the order form | Customer |
| 8 | Remove MFA | Remove MFA from the root user | Customer |
| 9 | Enroll | Enroll the account in SPP via the AWS APN-team | Cloud Enablement |
| 10 | Complete | Configure the account, activate in Operations, deliver to customer | Cloud Enablement |