knowledge of

- Customer RFQ
- Purchase Order (PO) / Letter of Intent (LOI)
- Bid correspondence
- Sales Order (SO) & CAS
- Commercial and contractual documents
- Legal approvals
Any other relevant documentation

The Project Manager is expected to review all project details and arrange an IKOM with internal stakeholders. Key stakeholders include:

- Sales
- Product Team
- Engineering Team
- SIOP
- Logistics
Finance

Step 3: Customer Kick-Off Meeting (CKOM)

After completion of IKOM, the Project Manager should establish communication with the customer and arrange a CKOM. During this meeting, the PM must:

- Present the overall project scope and plan
- Align all stakeholders on a common understanding

Key elements to be established include:

- Communication matrix
- Reporting formats
- Turnaround Time (TAT) for delivery and service
- Drawing submission and approval timelines

(Refer to the enclosed PPT formate for CKOM details.)

Step 4: Manufacturing & Dispatch Coordination

The Project Manager is responsible for:

- Coordinating with SIOP, factory, and sourcing teams ( including external panel integration and battery bank procurement activity ) based on customer demand and lot size
- Monitoring production progress to ensure timely completion of all units
- Coordinating with the customer for Factory Acceptance Testing (FAT) visit, this includes participation from the main customer, consultant,



and End customer (e.g., government bodies like MMRDA)
- Ensuring closure of all punch points post-FAT
- Obtaining billing, dispatch, and clearance approvals from customer
- Overseeing timely and secure dispatch of equipment to site

The same process should also be followed for battery bank delivery etc.

Step 5: Installation, Commissioning & Project Closure

Upon delivery at site, the Project Manager must:

- Coordinate with the Regional Service Manager to deploy the service team based on site readiness and customer clearance
- Share weekly progress reports with all stakeholders
- Facilitate the following tests:
- PAT (Power Acceptance Test) – & ensure closure of punch points (generally performed by main customer & consultant )
- SAT (Site Acceptance Test) – & ensure final acceptance and closure (generally performed by main customer & consultant & end customer )

Additionally, the PM must ensure:

- Submission and handover of all project documentation (test certificates, warranty certificates, user manuals, etc.) by service team
- Timely billing of services executed by service team
- Monitoring and managing change orders, risks, and issues throughout the project lifecycle.
- present a management level review presentation for the overall review of complete project portfolio..

📌 Sales Operations & Support Manager (India)
🏢 Vertiv
📍 India