Start with the problem and expected outcome
Describe what happens today, where it occurs and what you need to change. An overall process photo and an explanation of the function are useful starting points. If drawings are not available, state what information you do have.
- Current operation and observed difficulty
- Part or product and its variants
- Outcome you want to review at completion
Share available technical information
A drawing defines dimensions and references; a 3D model supports geometry and assembly review. For automation, provide the sequence, available diagrams, control equipment and signals involved.
- Drawings, 3D model or reference sample
- Material, quantity and operating conditions
- Existing equipment, interfaces and documentation
Describe the project context
Available space, plant location and the intervention window affect the scope. Include coordination needs with production or maintenance early. A requested date is a planning input, not a confirmed delivery commitment.
- City and installation or use location
- Layout, access and available utilities
- Target date and intervention constraints
Compare proposals against the same scope
Review the design, manufacturing, programming, documentation and checks included in each proposal. Clarify who provides samples, components and acceptance data. This reveals differences that price alone cannot explain.
- Clearly defined deliverables and exclusions
- Responsibilities of both parties
- Criteria for reviewing and accepting the result
