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6.1 CRM Data Model

10. Customer Success & Business Operations Part 6. CRM & Commercial Operating System

A CRM is not a digital address book; it is the operating system of your manufacturing revenue. If...

Updated 1 month ago by Sergey Zorin

5.5 End of Life (EOL) Management

10. Customer Success & Business Operations Part 5. Quality, Change & Lifecycle

EOL is a financial event, not just an operational stop. A poorly managed discontinuation results ...

Updated 1 month ago by Sergey Zorin

5.4 Quality Assurance & RMA

10. Customer Success & Business Operations Part 5. Quality, Change & Lifecycle

RMA (Return Material Authorization) is not a waste disposal channel; it is a forensic feedback lo...

Updated 1 month ago by Sergey Zorin

5.3 Customer Complaints → Containment → 8D/CAPA

10. Customer Success & Business Operations Part 5. Quality, Change & Lifecycle

Unresolved field failures degrade contract margins and invite liability claims. A complaint is no...

Updated 1 month ago by Sergey Zorin

5.2 Deviations / Waivers / Concessions

10. Customer Success & Business Operations Part 5. Quality, Change & Lifecycle

Rigid adherence to specification is the baseline for quality, but manufacturing reality occasiona...

Updated 1 month ago by Sergey Zorin

5.1 Engineering Change Management (ECM)

10. Customer Success & Business Operations Part 5. Quality, Change & Lifecycle

Uncontrolled variation is the primary driver of manufacturing failure. In an electronics manufact...

Updated 1 month ago by Sergey Zorin

1.5 Contract Review & Commercial Controls

10. Customer Success & Business Operations Part 1. Pipeline, RFQ Intake & Quoting

A signed contract is not a victory; it is a liability container. If the legal terms contradict th...

Updated 1 month ago by Sergey Zorin

4.5 Fulfillment & Logistics: Incoterms, OTIF & Claims

10. Customer Success & Business Operations Part 4. Supply Chain, Orders & Logistics

Logistics is the final step of the manufacturing process, not an afterthought. A product that is ...

Updated 1 month ago by Sergey Zorin

4.4 Order Acceptance Rules: PO Validation & Promise Logic

10. Customer Success & Business Operations Part 4. Supply Chain, Orders & Logistics

A Purchase Order (PO) is not a suggestion; it is a binding legal contract. Once accepted, the fac...

Updated 1 month ago by Sergey Zorin

4.3 E&O Prevention & Disposition Rules

10. Customer Success & Business Operations Part 4. Supply Chain, Orders & Logistics

Excess and Obsolete (E&O) inventory is financial cancer. It occupies warehouse space, consumes wo...

Updated 1 month ago by Sergey Zorin

4.2 Materials Ownership Model & Liability

10. Customer Success & Business Operations Part 4. Supply Chain, Orders & Logistics

Inventory is not an asset; it is cash trapped in a physical form that degrades over time. Ambigui...

Updated 1 month ago by Sergey Zorin

4.1 Rolling Forecast: Horizon Rules & Capacity Reservation

10. Customer Success & Business Operations Part 4. Supply Chain, Orders & Logistics

Manufacturing is a momentum machine; it cannot turn on a dime. The Rolling Forecast is the steeri...

Updated 1 month ago by Sergey Zorin

3.3 SOP Readiness & Transfer to Volume

10. Customer Success & Business Operations Part 3. New Product Introduction (NPI) ...

Start of Production (SOP) is the specific moment where the project transitions from an Engineerin...

Updated 1 month ago by Sergey Zorin

3.2 PVT / Pilot Run Readiness: Tooling, Test & Yield

10. Customer Success & Business Operations Part 3. New Product Introduction (NPI) ...

PVT (Production Validation Test) is not a "practice run"; it is a stress test of the manufacturin...

Updated 1 month ago by Sergey Zorin

3.1 NPI Stage Gates (Commercial + Technical)

10. Customer Success & Business Operations Part 3. New Product Introduction (NPI) ...

New Product Introduction (NPI) is the highest-risk phase in the manufacturing lifecycle. It is wh...

Updated 1 month ago by Sergey Zorin

2.3 Account Plan: Expansion Map, Stakeholders, Renewal Roadmap

10. Customer Success & Business Operations Part 2. Account Governance & Executive ...

A static account is a dying account. In manufacturing, if you are not growing your share of the c...

Updated 1 month ago by Sergey Zorin

2.2 Quarterly Business Review (QBR)

10. Customer Success & Business Operations Part 2. Account Governance & Executive ...

A Quarterly Business Review is not a social visit or a grievance session for a single late shipme...

Updated 1 month ago by Sergey Zorin

2.1 Account Governance: Cadence, Escalation & Decision Rights

10. Customer Success & Business Operations Part 2. Account Governance & Executive ...

Entropy is the default state of any manufacturing relationship. Without a rigid governance struct...

Updated 1 month ago by Sergey Zorin

1.1 Commercial Qualification

10. Customer Success & Business Operations Part 1. Pipeline, RFQ Intake & Quoting

Manufacturing capacity is a finite asset; engineering time is non-renewable. Every hour spent quo...

Updated 1 month ago by Sergey Zorin

1.6 Sales → Project Handoff Package

10. Customer Success & Business Operations Part 1. Pipeline, RFQ Intake & Quoting

The "Throw it over the wall" era is over. A signed PO is worthless if Operations cannot execute i...

Updated 1 month ago by Sergey Zorin