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 protected 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 stakehold
📌 Sales Operations (Thane)
🏢 Vertiv
📍 Thane