ORGANISATION & WORKFLOW / PROPOSED MODEL
One requirement.
Connected ownership.
A lean central team, working with factory engineering and specialist support.
GOVERNANCE
Founders & board
BUSINESS OWNER
General manager
Business ownership · final offer issue
Applications
& assurance+
Requirement quality, selection rules and technical exceptions, with factory or retained specialist review.
Digital product,
AI & data+
Customer tools, knowledge, research, calculations and evaluation shared across equipment types.
Supply &
customer operations+
Factory acknowledgment, documentation, delivery milestones, after-sales and repeat orders.
FACTORY COUNTERPARTS
Engineering. Production.
Testing. Quality.
SHARED SUPPORT
Finance. Specialist advice.
Inspection.
Proposed responsibilities; appointments and factory-specific arrangements remain to be confirmed.
OFFER APPROVAL / OPERATING MODEL
Three responsibilities.
TECHNICAL SCOPE
Technical director
Duty, fit and technical exceptions.
PRICE & TERMS
Commercial director
Commercial scope and commitments.
FINAL ISSUE
General manager
Issue after both reviews.
Role model. This page does not identify appointed staff or delegate approval to AI.
TARGET CUSTOMER EXPERIENCE
Keep the record.
Move the work forward.
Select a stage to see the handover.
CaptureDuty, references and priorities.AVAILABLE NOW+
Customer & applications owner
A reviewed requirement brief.
The workspace prepares and exports a brief; it does not submit an order.
DevelopResearch, alternatives and commercial scope.PREVIEW+
Applications & commercial owners
A proposal revision with assumptions and gaps.
Public pricing and proposal interfaces remain previews. Researched evidence requires review.
ConvertAgree the exact scope and commercial terms.PLANNED+
Commercial & customer operations
Accepted proposal revision and purchase order.
Order acceptance and payment workflows are planned.
CoordinateFollow the agreed factory and delivery milestones.PLANNED+
Customer operations & factory counterpart
Confirmation, documents and delivery record.
Delivery tracking and customer order accounts are planned.
SupportKeep references useful for the next requirement.PLANNED+
Customer operations & technical support
Equipment history, spares and reorder context.
Installed-equipment records and service workflows are planned.
AVAILABLE NOW
Prepare your requirement.
Review, save on your browser or download.