1. Setup client and complete credit application
2. Conduct project planning meeting
3. Review counts and specifications
4. Understand site accessibility for length of project
5. Review construction schedule and compile detailed execution plan
6. Finalize product selections and finishes
7. Communicate product lead times
8. Field measure all critical locations and match to CAD drawings; revise as necessary
9. Audit all product specification and finishes
10. Submit preliminary product reservations to manufacturers
11. Get project team approval

1. Create color coded furniture/electrical/voice & data/panel & skin logic plans
2. Ensure client approves furniture layouts
3. Create specification and select finishes
4. Audit specs to plan
5. Create quote
6. Submit quote to client
7. Client approval of quotation

1. Define tagging and delivery sequencing
2. Enter order electronically (EDI)
3. Reserve COM fabrics as required
4. Audit vendor order acknowledgements
5. Communicate order acknowledgements to project team

1. Understand changes in construction schedule
2. Update execution schedule and communicate impact
3. Track shipping schedule
4. Complete installation package
5. Conduct move and installation meeting with client
6. Audit site readiness
7. Conduct pre-installation meetings

1. Confirm delivery schedule
2. Apply property protection materials
3. Receive and inspect product (on-site direct or dealer warehouse)
4. Deliver product to site (received at warehouse)
5. Stage product for installation
6. Conduct preliminary installation evaluation
7. Complete installation
8. Perform installation audit and preliminary punch list

1. Perform walk-through per phase and review punch list
2. Resolve outstanding issues
3. Obtain client approval and sign-off
4. Submit invoice upon completion of installation
5. Complete job close-out documents
6. Conduct post-installation meeting
7. Measure customer satisfaction and performance

Provide post move-in training support on correct product usage

Establish maintenance schedule (as applicable)

Create furniture assets database

Conduct post-project review to measure satisfaction with process, product and service