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