Client Needs Assessment Questionnaire

AI-Based Integrated Project & Business Management Platform

Thank you for your interest in ITNOG’s AI-based software. Before preparing a tailored proposal and contract, we would like to understand exactly which functions your organization needs. For each capability below, please mark whether it is Essential, Useful, or Not needed (place an X in one box) and add specifics in the notes. This helps us configure and price the right solution for you.

Estimated time: 5–10 minutes.

All information is treated as strictly confidential.

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1. Company & Respondent Profile

Support scope required (select all that apply): (required) EPC supportProduction supportConstruction supportManufacturing support

Industry / sector (select all that apply): (required) Oil & GasPetrochemicalChemicalPower plant / energyWind / renewable energyBiogasNuclearWater treatmentWastewater treatmentPharmaceuticalFood processingBeverageSemiconductor / chip fabricationBattery productionAutomotiveAerospaceMarine / shipbuildingSteel & metal fabricationRubber productsPlastic productsCement & building materialsGlass manufacturingPulp & paperMining & mineralsOffshoreIndustrial manufacturingInfrastructure & civil constructionEngineering consultancyDesign & engineering servicesOther

Number of active projects / sites: (required)

Approx. number of software users expected: (required)

Primary working language(s) (select all that apply): (required) GermanEnglishArabicSpanishFrenchPersian (Farsi)ChineseItalianRussianTurkishPortugueseOther

2. Current Situation & Challenges

How do you currently manage projects, quality & documents: (required) Paper / formsSpreadsheets (Excel)Separate software toolsOne integrated systemNo central system

Main challenges to solve (select all that apply): (required) Project delaysCost overrunsReworkLost / duplicated documentsSlow issue / NCR closurePoor visibilityCompliance / audit gapsCommunication between partiesManual / repetitive workDisconnected toolsOther

PART A — PROJECT CONTROL & MANAGEMENT

A1. AI-Based Project Management Office (PMO)

Centralized control of all project functions in one platform: (required) EssentialUsefulNot needed

Integrated planning, cost, quality, risk & document oversight: (required) EssentialUsefulNot needed

KPI tracking & automated management reporting: (required) EssentialUsefulNot needed

Change management & variation control: (required) EssentialUsefulNot needed

Stakeholder reporting & project dashboards: (required) EssentialUsefulNot needed

AI-assisted decision support & recommendations: (required) EssentialUsefulNot needed

A2. Project Planning & Scheduling

Detailed scheduling (Gantt) & baselines: (required) EssentialUsefulNot needed

Milestone tracking: (required) EssentialUsefulNot needed

Critical-path analysis: (required) EssentialUsefulNot needed

Resource-loaded schedules: (required) EssentialUsefulNot needed

Progress measurement (S-curves): (required) EssentialUsefulNot needed

Delay analysis & recovery planning: (required) EssentialUsefulNot needed

A3. Project & Task Management

Task assignment & responsibility tracking: (required) EssentialUsefulNot needed

Deadline / due-date monitoring: (required) EssentialUsefulNot needed

Priority & importance scoring: (required) EssentialUsefulNot needed

Time tracking: (required) EssentialUsefulNot needed

Status & progress scoring: (required) EssentialUsefulNot needed

Escalation control: (required) EssentialUsefulNot needed

A4. Risk Assessment & Analysis

Risk identification & classification: (required) EssentialUsefulNot needed

Probability & impact scoring: (required) EssentialUsefulNot needed

Visual risk heat map: (required) EssentialUsefulNot needed

Mitigation action tracking: (required) EssentialUsefulNot needed

Responsible-person assignment: (required) EssentialUsefulNot needed

Continuous monitoring & reporting: (required) EssentialUsefulNot needed

PART B — QUALITY, INSPECTION & SAFETY

B1. Issue / NCR Management

AI photo-based defect detection (welds, coatings, structures): (required) EssentialUsefulNot needed

Automatic defect classification & severity assessment: (required) EssentialUsefulNot needed

Auto-generate NCRs referencing standards: (required) EssentialUsefulNot needed

Assign responsibility, deadlines & corrective actions: (required) EssentialUsefulNot needed

Real-time status tracking to closure: (required) EssentialUsefulNot needed

Recurring-defect trend analytics: (required) EssentialUsefulNot needed

B2. Inspection

Inspection & Test Plan (ITP) management: (required) EssentialUsefulNot needed

Inspection scheduling & assignment: (required) EssentialUsefulNot needed

On-site / mobile inspection records: (required) EssentialUsefulNot needed

Photo evidence capture: (required) EssentialUsefulNot needed

Inspection reports & digital sign-off: (required) EssentialUsefulNot needed

Third-party / witness inspection coordination: (required) EssentialUsefulNot needed

B3. Quality Check (QA / QC)

QA/QC reporting: (required) EssentialUsefulNot needed

Checklists & acceptance criteria: (required) EssentialUsefulNot needed

Corrective & preventive action (CAPA) tracking: (required) EssentialUsefulNot needed

Material & certificate traceability: (required) EssentialUsefulNot needed

Final acceptance & handover: (required) EssentialUsefulNot needed

Compliance with ISO / API / ASME standards: (required) EssentialUsefulNot needed

B4. Safety & HSE

Incident & near-miss reporting: (required) EssentialUsefulNot needed

Safety inspections & audits: (required) EssentialUsefulNot needed

Permit-to-work management: (required) EssentialUsefulNot needed

Method statement & risk-assessment review: (required) EssentialUsefulNot needed

Corrective action tracking: (required) EssentialUsefulNot needed

HSE KPIs & compliance (ISO 45001): (required) EssentialUsefulNot needed

PART C — DOCUMENTS, ENGINEERING & PROCUREMENT

C1. Document Control System (DCS)

Centralized document database: (required) EssentialUsefulNot needed

Revision / version control: (required) EssentialUsefulNot needed

Workflow-based review & approval: (required) EssentialUsefulNot needed

Role-based access permissions: (required) EssentialUsefulNot needed

Transmittals & submittal tracking: (required) EssentialUsefulNot needed

Archive & handover documentation preparation: (required) EssentialUsefulNot needed

C2. Project Drawing & Design

2D drawings: (required) EssentialUsefulNot needed

3D models: (required) EssentialUsefulNot needed

As-built drawings: (required) EssentialUsefulNot needed

P&ID diagrams: (required) EssentialUsefulNot needed

General arrangement / layout drawings: (required) EssentialUsefulNot needed

Drawing register & revision control: (required) EssentialUsefulNot needed

C3. File Sharing & Collaboration with Parties

Secure sharing with clients: (required) EssentialUsefulNot needed

With suppliers & manufacturers: (required) EssentialUsefulNot needed

With contractors & subcontractors: (required) EssentialUsefulNot needed

With 3rd parties / authorities: (required) EssentialUsefulNot needed

Access-controlled shared workspaces: (required) EssentialUsefulNot needed

Large-file & drawing sharing: (required) EssentialUsefulNot needed

C4. Procurement & Contract Management

Tender preparation (RFQ / RFP / ITT): (required) EssentialUsefulNot needed

Technical & commercial bid evaluation: (required) EssentialUsefulNot needed

Supplier prequalification & vendor database: (required) EssentialUsefulNot needed

Purchase orders & materials tracking: (required) EssentialUsefulNot needed

Contract administration, variations & claims: (required) EssentialUsefulNot needed

Cost estimation, budgeting & cost control: (required) EssentialUsefulNot needed

PART D — PEOPLE & CORPORATE FUNCTIONS

D1. Human Resources (HR)

Employee records & documentation: (required) EssentialUsefulNot needed

Recruitment & onboarding: (required) EssentialUsefulNot needed

Leave / absence & timesheet management: (required) EssentialUsefulNot needed

Certificates & competency tracking: (required) EssentialUsefulNot needed

Mobilization / demobilization on projects: (required) EssentialUsefulNot needed

Payroll data support: (required) EssentialUsefulNot needed

D2. Accounting & Tax Declaration

Invoicing (accounts payable / receivable): (required) EssentialUsefulNot needed

Cost & expense tracking: (required) EssentialUsefulNot needed

Financial reporting & forecasting: (required) EssentialUsefulNot needed

VAT / tax calculation & declaration support: (required) EssentialUsefulNot needed

Multi-currency support: (required) EssentialUsefulNot needed

Integration with accounting / ERP systems: (required) EssentialUsefulNot needed

D3. Training Portal

Online course library: (required) EssentialUsefulNot needed

Exams & assessments: (required) EssentialUsefulNot needed

Knowledge evaluation & scoring: (required) EssentialUsefulNot needed

Certificates & training records: (required) EssentialUsefulNot needed

Role-based / mandatory training paths: (required) EssentialUsefulNot needed

Training compliance tracking: (required) EssentialUsefulNot needed

D4. Staff KPI & Performance Evaluation

Individual performance tracking: (required) EssentialUsefulNot needed

Working-efficiency / productivity metrics: (required) EssentialUsefulNot needed

KPI scoring & dashboards: (required) EssentialUsefulNot needed

Appraisal / review workflow: (required) EssentialUsefulNot needed

Goal & objective tracking: (required) EssentialUsefulNot needed

Team performance comparison: (required) EssentialUsefulNot needed

PART E — COMMUNICATION, CALENDAR & AI

E1. Internal & External Communication

In-platform messaging / chat: (required) EssentialUsefulNot needed

Voice / video calling: (required) EssentialUsefulNot needed

Team meeting scheduling: (required) EssentialUsefulNot needed

Notifications & alerts: (required) EssentialUsefulNot needed

Communication log / audit trail: (required) EssentialUsefulNot needed

External communication with clients & suppliers: (required) EssentialUsefulNot needed

E2. Calendar, Meetings & Room Booking

Shared activity calendar: (required) EssentialUsefulNot needed

Meeting scheduling & invitations: (required) EssentialUsefulNot needed

Meeting-room booking: (required) EssentialUsefulNot needed

Resource / equipment booking: (required) EssentialUsefulNot needed

Reminders & notifications: (required) EssentialUsefulNot needed

Calendar sync (Outlook / Google): (required) EssentialUsefulNot needed

E3. AI Assistant (Knowledge & Generation)

Q&A on engineering knowledge & formulas: (required) EssentialUsefulNot needed

Process / method guidance: (required) EssentialUsefulNot needed

Standards & regulations lookup: (required) EssentialUsefulNot needed

Auto-generate procedures & specifications: (required) EssentialUsefulNot needed

Auto-generate letters & correspondence: (required) EssentialUsefulNot needed

Draft answers / technical responses: (required) EssentialUsefulNot needed

PART F — DEPLOYMENT, INTEGRATION & SECURITY

Preferred deployment: (required) Cloud (SaaS)On-premiseHybridNo preference

Devices to be used: (required) DesktopTabletMobile – iOSMobile – AndroidOffline capture on site

Integrations required: (required) SAP / ERPPrimavera P6MS ProjectAccounting / DATEVExisting document systemPower BI / analyticsEmail / OutlookOther

Data hosting in EU / Germany required: (required) YesNoUnsure

GDPR / data-protection compliance required: (required) YesNo

Single sign-on (SSO) required: (required) YesNoUnsure

Interface & report languages required: (required) GermanEnglishArabicSpanishFrenchPersian (Farsi)ChineseItalianRussianTurkishPortugueseOther

Migration of existing data needed: (required) YesNo

PART G — SCALE, TIMELINE & COMMERCIAL

Expected number of users / seats: (required)

Number of sites / projects to cover: (required)

Approx. documents / drawings to manage: (required)

Approx. inspections or NCRs per month: (required)

Target start date / project timeline: (required)

Would you like a live demo or pilot first: (required) Yes-demoYes-pilotNot yet

Preferred engagement model: (required) SubscriptionPer-project licenseEnterprise licenseUndecided

Indicative budget range: (optional)

Decision timeline & key decision-makers: (required)

PART H — ADDITIONAL REQUIREMENTS & COMMENTS

Please list any must-have features, success criteria, or requirements not covered above: (optional)

PART I — YOUR CONTACT DETAILS

First Name (required)

Last Name (required)

Company (required)

Position / Job Title (required)

Phone Number (required)

Your email (required)

Company Website (required)

Thank you for completing this questionnaire.

Our team will review your needs and prepare a tailored demonstration, implementation plan, and proposal.