WORKFLOW MAP
Follow the systems through the business.
A useful proposal names the technology, people, vendors, approvals, and recovery expectations behind the work employees perform every day.
01Estimate and award
Estimating systems, file exchange, bid portals, email, and takeoff tools often concentrate work around hard deadlines.
What to testDefine priority handling, application-vendor escalation, large-file performance, and the approved remote-work option if the office is unavailable.
02Mobilize a jobsite
A new project can require connectivity, firewall and wireless equipment, printers, tablets, cameras, trailers, shared spaces, and subcontractor access.
What to testUse a lead-time checklist with address, carrier, coverage, equipment, security, contacts, budget, test date, and demobilization owner.
03Coordinate field work
Teams rely on current drawings, RFIs, submittals, schedules, photos, and communication across variable networks and devices.
What to testTest offline or alternate workflows, mobile-device control, account recovery, file synchronization, and the boundary with the construction platform vendor.
04Close and archive
Projects end, but records, warranties, models, photos, equipment, licenses, and external access persist.
What to testDefine handover format, retention decision, device return, site shutdown, guest removal, contract cancellation, and archive validation.