workflow
Site-survey-to-proposal workflow assessment
Review survey evidence, design inputs, assumptions, pricing, incentives, approvals, revisions, and customer acceptance.
01
Preserve the assumptions behind the offer
A proposal should be traceable to the survey, design version, equipment, pricing assumptions, and approval record used to prepare it.
- Survey completeness
- Design and equipment version
- Pricing and approval
- Revision and acceptance
02
Records and decisions to map
The assessment starts by naming the records, owners, approvals, and recurring decisions that make this operating area work.
- Site survey and evidence
- Design version and production assumptions
- Estimate and approval history
- Proposal, revision, and acceptance
03
Configuration and system boundaries
Configuration scopeThese areas are evaluated as configuration or integration scope. Exact behavior is confirmed before implementation.
- Design system
- Pricing ownership
- Incentive source and review
- Signature and payment provider
04
Questions for the workflow assessment
Use these questions to expose hidden ownership, exception, and data requirements before the rollout is scoped.
- What makes a survey complete?
- Which design is authoritative?
- Who approves exceptions?
- What creates a new revision?
Review record
Sources and related pages
Next step
Map this workflow against the way your team works today.
Bring your current systems, records, owners, approvals, and exceptions. The assessment will identify what needs configuration, validation, or a staged handoff.