By Roger Pritchett on June 20, 2012.
Recently I had a very frustrating experience that is becoming more and more common. A new client requested a quote for a small project but produced no written definition or instructions on scope of work, schedule or goals for the project. The information came from a phone call and several e-mails with some existing drawings of the process flow. Knowing that this information was not enough, I set up a meeting, traveled 5 hours one way to have a meeting and a quick tour of the area where this new project was going to be installed. The quick meeting was run by someone not involved with the project so the tour and verbalized scope of work turned out to be wrong, including the site location for the project. Thus all the information gathered was incorrect including my proposal for this project. I had to make a second trip and redo my proposal. I was told at the meeting I was bidding against another integrator and wondered what they were using for a scope of work. If the economy was better, I would have probably “no bid” the first go around.