Product / From incoming scope to authorised action

The work takes shape.
You decide what happens next.

One operating system for engineering support, document production, quality, project delivery and the business behind it. Work through the sequence, or choose the part that matters to your firm.

THE WORK / SIX CONNECTED FUNCTIONS
OPSWORK / EXAMPLE PROJECTPREPARED WORK
Business development

From incoming scope
to a clearer brief.

RE: HV SUBSTATION DESIGN ENQUIRY

Thank you for the scope information. Before we prepare our proposal, please confirm the design responsibility at the connection boundary.

Clarification prepared from the scope

We have brought the supplied drawings and outstanding questions together for your review.

Source scope + prepared responseDirector review

Illustrative work product. Not a customer record or an issued design.

Emma / Enquiry

A usable brief. Before the fee.

Bring the scope, attachments and clarification points together. Review a prepared response with the information that prompted it.

Prepared output
Brief and draft response
Your reviewer
Director or nominated engineer
Robert / Engineering

The revision is only the beginning.

Put the drawing change beside the technical query and the project context. Give the engineer the material needed to make the next decision.

Prepared output
Revision context and technical query
Your reviewer
Responsible engineer
Robert / Calculations

Inputs, assumptions and a proper check.

Prepare calculation work with its inputs and source context. Keep engineering review visible, from the first assumption to the issue record.

Prepared output
Calculation preparation for review
Your reviewer
Suitably qualified engineer
Sarah / Documents

The right document. The right issue.

Bring revisions, review comments and transmittal information into one controlled issue. Keep the document history with the work.

Prepared output
Prepared issue sheet and transmittal
Your reviewer
Document controller and authoriser
Sarah / James / Project & quality

Build the record as the work moves.

Prepare quality evidence, project obligations and the items that need attention. Make the information useful before an audit or progress meeting.

Prepared output
Evidence index and review items
Your reviewer
Project or quality lead
Michael / Commercial

Delivery should reach the commercial record.

Bring fee information, progress and payment records together. Review the prepared commercial work before you authorise the next action.

Prepared output
Prepared payment application
Your reviewer
Director or finance lead

Illustrative sequence, not a customer recording. Each material action has its own review and approval.

THE FIRST ENQUIRY IS JUST THE START

A clearer brief.
A stronger starting point.

Before an enquiry can become a proposal, someone needs to understand the scope. OpsWork prepares the brief, brings the supplied material together and identifies the questions for your review.

OPSWORK / EXAMPLE PROJECTPREPARED WORK
Business development

From incoming scope
to a clearer brief.

RE: HV SUBSTATION DESIGN ENQUIRY

Thank you for the scope information. Before we prepare our proposal, please confirm the design responsibility at the connection boundary.

Clarification prepared from the scope

We have brought the supplied drawings and outstanding questions together for your review.

Source scope + prepared responseDirector review

Illustrative work product. Not a customer record or an issued design.

OPSWORK / EXAMPLE PROJECTPREPARED WORK
Document control

Ready for the
next controlled issue.

Illustrative issue sheet
DocumentRevisionStatus
Single-line diagramP02For review
Calculation sheetP01For checking
Design basisP03Comments included
PreparedCheckedAuthorised
Transmittal / issue historyApproval required

Illustrative work product. Not a customer record or an issued design.

THE DAY-TO-DAY RELATIONSHIP

Give the instruction.
Review the work.

You do not need to organise the business around a collection of chat windows. The six functions have defined responsibilities and bring prepared work to the people who can decide.

  1. 01

    Start with the context

    An enquiry, a drawing revision, a project record or a direct instruction.

  2. 02

    Inspect the preparation

    Read the draft, source context and the proposed next action. Ask for a correction where needed.

  3. 03

    Make the decision

    Approve the action or leave it for later. Each material action follows its own review path.

BEYOND THE DRAWING OFFICE

Keep the business record with the engineering work.

Quality evidence, project obligations and commercial information are part of delivery. OpsWork gives their preparation a place in the same operating model.

OPSWORK / EXAMPLE PROJECTPREPARED WORK
Quality and project records

A working record.
Not an audit-week hunt.

  1. 01
    Competency recordsNamed responsibility and review
  2. 02
    Document and design checksSource material and revision context
  3. 03
    Project obligationsAction, owner and next decision
Evidence index / example structureLead review

Illustrative work product. Not a customer record or an issued design.

OPSWORK / EXAMPLE PROJECTPREPARED WORK
Finance and commercial

Connect the progress
to the payment record.

Illustrative commercial review
Agreed scopeFee reference attached
Work completedProgress information linked
ApplicationDraft prepared
Next actionDirector to authorise
Application / supporting recordsFinance review

Illustrative work product. Not a customer record or an issued design.

YOUR MICROSOFT ENVIRONMENT

Work where your information belongs.

Your Microsoft 365 and Azure resources provide the environment. Your mailboxes, SharePoint records, authorised documents and permissions define the working context.

Ownership, access and approval ↗
Connect the relevant information
Identify the project records, mailboxes and reference material your team uses.
Set review responsibilities
Keep technical checking, commercial approval and statutory duties with the appropriate people.
Agree the working setup
Confirm Microsoft licensing, the customer subscription, permissions and the workflows to demonstrate during onboarding.
All six functions
Every pricing tier includes the same six specialist functions. Engineer count and support determine the plan.

Bring a workflow your team knows well.

See it in a demonstration ↗