1. Define the job before the model
Write the task, environment, payload, users, route, integrations, quantity, destination and acceptance criteria. A model shortlist built before this step often optimizes the wrong variables.
2. Separate company roles
Confirm which legal entity manufactures, owns the brand, exports, invoices, licenses software and provides warranty. These roles may belong to different parties.
3. Normalize the evidence
Ask suppliers to quote the same configuration and answer the same evidence checklist. Mark claims as manufacturer-provided until independently checked.
4. Validate before scale
Use remote evidence, samples, factory review and FAT in proportion to project risk. Define pass/fail conditions before testing.
5. Plan the full lifecycle
Include packaging, battery documents, installation, training, remote access, firmware, consumables, spare parts, repair and end-of-life support.
Include these elements in your project file.
- Requirement brief
- Legal entity and role map
- Comparable quotations
- Evidence and unknowns register
- Sample/FAT plan
- Contract responsibility matrix
- Export and after-sales plan
This guide provides general procurement information, not legal, tax, customs, certification or engineering advice. Requirements depend on the exact product, configuration and destination.