The TurboSonic Proposal and Project Management Process
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Ensuring Your Experience with TurboSonic is a Positive One
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To deliver a successful project, we must have a process
that accurately collects information, discovers the best solutions,
and properly sets expectations. The TurboSonic Proposal and
Project Management Process is designed to provide our customers
with the peace of mind they want from a supplier.
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Proposal Management
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Introduction
and Information Exchange
The first time a company contacts TurboSonic, an exchange of
information takes place. TurboSonic collects facts and develops
an understanding of the environmental or industrial problem that
the company is interested in solving. The company, in turn, learns
about TurboSonic and its products.
This preliminary exchange is often verbal, but could be in writing
via fax, mail, or e-mail.
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Budget Proposal
Based on the discussion, TurboSonic prepares a rough estimate
for the appropriate equipment to meet the company’s requirements.
Typically this initial, written estimate is around four pages in
length. |
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Site Visit
If the customer receives budgetary approval and wishes to proceed,
then a date is arranged for TurboSonic to visit the customer’s site.
While at the site, drawings of the site layout are collected.
Any issues and requirements are discussed in detail.
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Firm Proposal
Based on discussions and information collected from the on-site
visit, TurboSonic prepares a detailed written proposal. It includes:
- drawings of the proposed equipment
- performance specification
- detailed pricing
- terms and conditions
- a proposed schedule for delivery
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Revisions
Once the company has reviewed TurboSonic’s proposal, any required
revisions are made to the proposal. The result is an accurate proposal
for a solution that addresses the company’s needs. |
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Pilot Test (optional)
In some cases a pilot test is done to collect specific data
or to demonstrate a technology’s ability to meet a company’s requirements.
This site-specific data will allow TurboSonic to develop an optimal
solution for the company's process.
Any costs associated with doing an on-site pilot are detailed
to the company prior to starting the pilot.
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Purchase Order Issued
If the company accepts the TurboSonic proposal, the company
issues a purchase order. The proposal is now a project.
The written proposal becomes an agreement.
Based on the proposed terms and conditions, an initial payment
may be required at this point.
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Project Management
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Project Review
Meeting
Once the Purchase Order is received, TurboSonic holds an internal
meeting to review the project and assign a Project Manager. Because
the proposal and approval process may have taken some time, the
schedule is now confirmed. Dates for specific milestones are set
and communicated to the company. |
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Engineering
TurboSonic provides the company with detailed layout and process
drawings. Plans and data on foundation loading are supplied to the
company so that they can prepare their facility for the new equipment.
The company reviews this information and revisions are made as necessary.
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Release for Fabrication
Once the company approves the engineering drawings, the equipment
is fabricated and components are ordered. |
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Quality Assurance/Customer
Inspection
If desired, the company may inspect the equipment at the fabrication
shop prior to delivery. Any questions regarding installation can
be discussed and resolved at this stage. |
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Delivery of Operating
Instructions
Detailed operating instructions are sent to the company prior
to the equipment arriving. These instructions typically arrive at
the company four weeks before the equipment. |
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Delivery of Equipment
The equipment is shipped to the company’s site. The company
may choose to co-ordinate the shipping or have TurboSonic arrange
it. |
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Installation
As detailed in the agreement, TurboSonic, the company, or a
third party installs the equipment. |
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Start-up and Commissioning
TurboSonic is on site to start up the equipment and to ensure
it is functioning properly. Operators at the company are trained
on site at this point. |
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Performance Testing
Emissions testing confirms the equipment is meeting the performance
targets as specified in the agreement. |
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Customer Satisfaction
Follow-up
TurboSonic contacts the company after a period of operation
to answer any questions and to ensure that the company is satisfied
with their TurboSonic equipment. Any issues are resolved. |
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