PS: retire the professional-services-engineering workflows/ stubs

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title: "Professional Services Engineering Workflows"

---

## Project Process

1. Manager, Professional Services: Once an SOW has been approved and moved for Closed Won, assign a Professional Services Engineer.

1. Manager, Professional Services: Send [welcome e-mail](/handbook/customer-experience/professional-services-engineering/workflows/project-execution/welcome-email)

1. Professional Services Engineer: Begins project with processes defined here.

    - [Kick-off](/handbook/customer-experience/professional-services-engineering/workflows/project-execution/kick-off)

    - Intake for [AWS](/handbook/customer-experience/professional-services-engineering/workflows/intake/on-prem) or [on-prem](/handbook/customer-experience/professional-services-engineering/workflows/intake/on-prem)

    - [On-going project calls (external)](/handbook/customer-experience/professional-services-engineering/workflows/project-execution/calls)

    - [On-going internal project updates](/handbook/customer-experience/professional-services-engineering/workflows/internal/15minute-standup)

    - [Change request when required for scope changes](https://docs.google.com/document/d/1aBKeyui9qCt9YoVtZg-Z7XRkNpomTa-H3KRPBLnt6TQ/)

    - Project Summary

1. Professional Services Engineer: Starts financial wrap-up process.

1. Manager, Professional Services: Schedule [blameless post-mortem](/handbook/customer-experience/professional-services-engineering/workflows/internal/root-cause-analysis).

## Quote to Sign-off Process

This is an overview of the entire process for a services engagement from discovery of the customer's needs to the sign-off from the customer.

See [Professional Services Business Operations](/handbook/customer-experience/professional-services-engineering/workflows/internal/biz-ops)

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title: Artifacts

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---

title: After Action Reports

category: Artifacts

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The following reports are templates to be filed after a particular activity takes place.  These reports should be distributed to, at a minimum, the customer's SAE, the customer's CSM, your manager and the customer's contacts where appropriate.

This report template should be used for

- On-Site After Action Reports

- Go-Live After Action Report

- Training After Action Report

## Using Template

1. Create new issue in the [Professional Services project](https://gitlab.com/gitlab-com/customer-success/professional-services/issues/new)

1. Select "After Action Report" template

1. Fill out the various details.

## Template

```markdown

Particpants:

Customer

---

GitLab

---

Goals

*

Outcomes

*

Next Steps

*

```

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title: Architecture Diagrams

category: Artifacts

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The following are reference architecture diagrams for various deployment methods of GitLab.

## Cloud Providers

### AWS

See [High Availability on AWS](https://docs.gitlab.com/ee/install/aws/)

### GCP

See [GKE on GCP](https://www.youtube.com/watch?v=HLNNFS8b_aw)

## On-prem

See [GitLab Architecture Overview](https://docs.gitlab.com/ee/development/architecture.html)

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title: Intake

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