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    Project Owner/Support Team Assigned   Space Planning and Design  
Identify space planning solutions
Provide 2- & 3-D drawings
Develop product specifications & installation documentation
Obtain client sign-off

Account Manager
Project Manager
Designer
Client Care Professional
Warehouse and Transportation teams
Installation crew

  Needs Assessment Project and Order Management
    Determine Goals
(aesthetics, budget, functionality)
Review available space
Consider environmental/sustainability requirements
Review compliance to local/national codes
Identify employee type/function/number
Space utilization review
  Develop delivery & install time
Final check of order
Order entry, manufacturer EDI
Manufacturer confirmation checked against order
Tracking and expediting of order
Updates to client on order status
Begin queuing shipment in receipt of product

Determine future add/change needs
Ergonomic review
Sound/noise review
Electrical & IT use review
Lighting review
Work style assessment
Hoteling requirements
Review and assess findings and conclusions

  Product Receipt, Delivery & Installation
Complete queuing of product in transit
Check product receipt against order
(complete, free of damage, and high quality)
Delivery & staging of product for installation
Install according to plan
Confirm area is free and clear of all trades
Quality walkthrough with project team
Ongoing Service and Warranty Support
 

Product maintenance
Warranty repair & replacement
Product use seminars & programs
Workspace customization
Asset management & warehousing