Pre-Installation Installation Training
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Step 2: Installation preparation
In order to perform an efficient and professional installation, the installation has to be
strongly prepared to avoid any surprise during the installation.
Several points have to be checked during this preparation;
Contact your sales & logistic colleagues
Liaise with the sales department to check what was sold, what was ordered and the specific
requirements for the installation (pre-installation form).
Contact the logistics department to confirm what was ordered and its delivery date.
Check that the delivered parts and what the sales team sold match up, so as to minimize
any surprises at customer site!
Contact your customer
It is the first contact with YOUR CUSTOMER: you have to be professional!
• Establish a link between the customer’s representatives who will be the responsible for
the installation.
• Arrange an appointment (define the date) and re-check the customer need by using the
Pre-installation filled during the pre-installation visit.
• Check if the company has safety or quality issues that require special authorization or
documentation (safety shoes, safety helmet, electrical qualification…).
• Check that the delivered parts and what the sales team sold match up, so as to
minimize any surprises at customer site!
• Check if they have completed any pre-installation work required (air pressure present,
main power present near the installation area, specific braket done by the customer…).
• Check with your contact the Laser and accessories have been delivered.
• Check with your contact the production line could be stopped for the Laser integration
and then the production line will be ready to perform some test in production mode.
A well planned installation is a succefull one
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