1. Commissioning a project

2. GENERAL INFO
In order to develop and grow our commissioning service, we need to support this action. We need to begin with a pricing table for commissioning. Once this table is ready, it should be communicated and promoted by salespeople and should always be included in quotations by back office staff.
Where to focus efforts?
Somfy partnering w. electrical installer
Somfy partnering w. electrical and Pro.-type
Somfy going direct to contractor with the support of key partners 2

3. QUOTATION
Picture: Specification List of a Project
Where to focus efforts?
Somfy partnering w. electrical installer
Somfy partnering w. electrical and Pro.-type
Somfy going direct to contractor with the support of key partners
Picture: Technical Drawing of a Project
A client requests a quotation, whether via phone, , personal visit, front office staff, etc. The request includes:
Specification text
Drawing of the project
The back office staff ensure that deadline for the request is met, and they are responsible for ensuring that the request is registered in our system.

4. QUOTATION
Once we have checked and understood everything in the quotation, we provide a solution for the project. This solution must be registered in the system. Each country currently has its own way of registering quotations, but in the future all countries will use Sales Force.
In this example shown, we enter the client’s name, project name, solution offered, services offered, type of project etc.
Type of Project
Offered Solution 1
Offered Solution 2
Where to focus efforts?
Somfy partnering w. electrical installer
Somfy partnering w. electrical and Pro.-type
Somfy going direct to contractor with the support of key partners
Picture: Registering a quotation in the system
Commissioning and after-sales services are included in the offer !

5. QUOTATION
PIC 5 :
Erik is waiting
Once the quotation is ready and has been signed by the person in charge (back office staff member, team manager, country manager, etc.; see Risks and Regulations), we send the quotation to our customer.
We make sure that the customer understands the offer.
Once we know that the client understands the quotation, we don’t wait around for a reply. We follow up the status of the quotation by, for example:
Calling the client
Front office staff asking about the status on a customer visit.
Picture: Back office staff member following up on a quotation.
Where to focus efforts?
Somfy partnering w. electrical installer
Somfy partnering w. electrical and Pro.-type
Somfy going direct to contractor with the support of key partners

6. QUOTATION
PIC 6 :
Erik is surprised
If the quotation is accepted, we confirm the data in our system and proceed with implementation. Commissioning is now one of the items in the implementation of a quotation.
Where to focus efforts?
Somfy partnering w. electrical installer
Somfy partnering w. electrical and Pro.-type
Somfy going direct to contractor with the support of key partners

7. 7 COMMISSIONING Types of Commissioning
We have different types of commissioning depending on the proposed solution:
Example 1: IB+
Our back office receives a call requesting a commissioning appointment (mostly from electricians or our traditional professional installers).
First, the back office staff make sure that everything is sorted out and ready on the construction site. How? Erik sends our customer a checklist of things to do.
Next, Edwin goes to the site. Before leaving for the construction site, he makes sure that he has his personal safety gear with him in the car.
Where to focus efforts?
Somfy partnering w. electrical installer
Somfy partnering w. electrical and Pro.-type
Somfy going direct to contractor with the support of key partners 7

8. 8 COMMISSIONING Example 1: IB+
We have different checklists for different products; this is the IB+ checklist.
We send this checklist to avoid any time loss and gain efficiency.
Where to focus efforts?
Somfy partnering w. electrical installer
Somfy partnering w. electrical and Pro.-type
Somfy going direct to contractor with the support of key partners 8

9. 9 COMMISSIONING Example 1: IB+
On site, Edwin starts up his laptop and configures the system.
Using the system software, he sets up the project: number of zones, how many sensors used, etc.
Where to focus efforts?
Somfy partnering w. electrical installer
Somfy partnering w. electrical and Pro.-type
Somfy going direct to contractor with the support of key partners 9

10. 1010 COMMISSIONING Example 1: IB+
Edwin uses the operating system to enter the values for sun, wind, etc.
Where to focus efforts?
Somfy partnering w. electrical installer
Somfy partnering w. electrical and Pro.-type
Somfy going direct to contractor with the support of key partners
Once he has checked that everything is working properly, he leaves the site !
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11. COMMISSIONING
When the commissioning is finished, we send the commissioning report to the customer.
Where to focus efforts?
Somfy partnering w. electrical installer
Somfy partnering w. electrical and Pro.-type
Somfy going direct to contractor with the support of key partners 11

12. COMMISSIONING
Where to focus efforts?
Somfy partnering w. electrical installer
Somfy partnering w. electrical and Pro.-type
Somfy going direct to contractor with the support of key partners
We add this project report to the commissioning report. It is a document listing all values for sensors, positions, type of end products, etc., for KNX, IB+ & IP io. Now it’s time to send the invoice!
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