All project leads and field teams are invited to the quarterly operational briefing on Monday. Attendance is required for active site personnel.
Updated procurement approval workflow
The revised thresholds and supplier-review checklist take effect September 1.
Welcome our new Electrical Project Engineer
Please join us in welcoming Alain Kabeya to the engineering team.
WORK WITH CONFIDENCE
Where to do what
Use the correct source of truth
TASKPRIMARY SYSTEMRULE
Clients, prospects & opportunitiesDOLIBARRRecord the contact and next action.
Quotations, invoices & purchase ordersDOLIBARRCreate and retain the final record there.
Project status, milestones & tasksDOLIBARRKeep the official status current.
Drawings, reports & working filesGOOGLE DRIVEUse the approved project folder only.
Policies, SOPs & templatesINTRANET → DRIVEUse the linked active version.
Fast operational coordinationAPPROVED CHATChat is not the final record.
Client decisions & commitmentsEMAIL + RECORDDocument formally in Dolibarr/Drive.
ONE TRACEABLE PROCESS
Client & project workflow
Dolibarr holds the record. Drive holds the files.
1SALESQualify in DolibarrClient, opportunity, next action
→
2HANDOVERTechnical requestFormal scope and source files
→
3DRIVECreate project folderSave link in Dolibarr record
→
4EXECUTEReview & deliverControlled files and approvals
→
5CLOSEArchive & recordFinal PDFs, PO and status
Folder naming: [Year]_[Client]_[Project or Request]_[Dolibarr Reference]
APPROVED & CONTROLLED
Resource library
8 resources
FORM
Technical Request Intake
Submit a traceable engineering review request.
OWNER
Engineering
VERSION
2.1
REVIEWED
15 Aug 2026
XLS
Cost Estimation Workbook
Prepare structured project and supply estimates.
OWNER
Engineering
VERSION
3.4
REVIEWED
02 Aug 2026
PDF
QA/QC Review Checklist
Verify technical deliverables before release.
OWNER
Engineering
VERSION
1.8
REVIEWED
22 Jul 2026
DOC
Commercial Scripts
Approved client outreach and follow-up wording.
OWNER
Business Dev.
VERSION
2.5
REVIEWED
11 Aug 2026
DOC
Proposal Template
Create approved technical-commercial proposals.
OWNER
Commercial
VERSION
4.0
REVIEWED
18 Aug 2026
XLS
Supplier Comparison Matrix
Compare vendor offers objectively and consistently.
OWNER
Procurement
VERSION
3.2
REVIEWED
09 Aug 2026
FORM
Purchase Request
Request approved equipment, parts or services.
OWNER
Operations
VERSION
2.0
REVIEWED
01 Aug 2026
FORM
Leave Request
Submit planned leave for manager approval.
OWNER
HR / Admin
VERSION
1.4
REVIEWED
30 Jun 2026
ENGINEERING CONTROLNo technical recommendation, compatibility confirmation, non-OEM alternative, final lead-time commitment, or technical proposal may be sent without required review and approval.
COMMERCIAL CONTROLSales must not confirm suitability, final pricing, supplier availability, delivery dates, or scope without approved technical and commercial validation.
