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01 · Market analysis01 / 24
01

Stage 01 · 4 steps

Market analysis

I draw up the technical requirements, find producers and collect first offers. The result is a report: who makes it, at what prices and whom to work with next.

01

Stage 01 · Step 01

Define individual technical requirements

Action

We get to the heart of your task, define the objectives and develop Individual Technical Requirements.

How it works

  • We break down the task: product, volumes, operating conditions and budget.
  • We separate must-have parameters from those open to compromise.
  • We agree the document with you — it becomes the basis of every request.

Goal

Create one consistent standard for a fair comparison of all manufacturers.

Result

An Individual Technical Requirements document and a clear project plan.

Video walkthrough in productionComing to YouTube
02

Stage 01 · Step 02

Supplier longlist

Action

We scan the global market and build a comprehensive list of potential factories.

How it works

  • We search industry databases, trade fairs and our own contacts.
  • We separate genuine factories from trading companies right away.
  • You see the full list and the criteria behind it.

Goal

See all relevant players, not only the names everyone already knows.

Result

An open, transparent supplier database.

Video walkthrough in productionComing to YouTube
03

Stage 01 · Step 03

Collect initial offers

Action

We distribute the requirements and collect initial commercial offers.

How it works

  • We send the requirements to every candidate in the same format.
  • We bring the replies into one table: price, lead time, scope, terms.
  • We note who replied quickly and to the point — that is a signal too.

Goal

Take the market's pulse and establish baseline figures.

Result

A structured comparison of initial offers.

Video walkthrough in productionComing to YouTube
Related articleHow to read an EXW price without overpaying
04

Stage 01 · Step 04

Final market analysis

Action

We consolidate the data into an analytical report and assess pricing and factory status.

How it works

  • We compare prices with the market level and find out what drives them.
  • We assess each factory’s standing and track record.
  • We propose a strategy: whom we take forward and why.

Goal

Give you a clear evidence base for a strategic decision.

Result

A completed report and a sourcing strategy.

Video walkthrough in productionComing to YouTube
Next · Stage 02 — Cost calculation
02

Stage 02 · 5 steps

Cost calculation

I refine the specification, negotiate with several suppliers and calculate the final cost for your volume. Figures, not promises.

05

Stage 02 · Step 05

Develop the technical specification

Action

We turn the individual requirements into a precise, unambiguous technical specification.

How it works

  • We turn requirements into exact figures, tolerances and standards.
  • We specify the scope of supply, packing, marking and documents.
  • The specification becomes an annex to the contract.

Goal

Prevent the factory from interpreting requirements in different ways.

Result

A final technical specification.

Video walkthrough in productionComing to YouTube
06

Stage 02 · Step 06

Enhanced due diligence

Action

We check factories against security databases, financial records and actual production capacity.

How it works

  • We check registration, ownership, litigation and export history.
  • We request photos and videos of the workshops and quality-system certificates.
  • Doubtful companies are excluded, even with the best price.

Goal

Filter out shell companies and intermediaries.

Result

A verified assessment of the counterparty's reliability.

Video walkthrough in productionComing to YouTube
Related articleFactory verification before contract: a minimal checklist
07

Stage 02 · Step 07

Request final prices

Action

We shortlist the top five factories and request detailed pricing against the specification.

How it works

  • We send the specification to the shortlist and ask for an itemised price.
  • We clarify production time, warranty and payment terms.
  • We compare the offers on a like-for-like basis.

Goal

Get the most accurate figures from the strongest candidates.

Result

A package of final commercial offers.

Video walkthrough in productionComing to YouTube
08

Stage 02 · Step 08

Test product samples

Action

We request and test product samples where applicable.

How it works

  • We agree what needs testing and in what quantity.
  • We test samples ourselves or in an independent laboratory.
  • The approved sample becomes the reference for accepting the batch.

Goal

Verify tangible product quality before signing the contract.

Result

Confirmed material or product quality.

Video walkthrough in productionComing to YouTube
09

Stage 02 · Step 09

Turnkey cost calculation

Action

We calculate the full landed cost, including logistics, customs and currency exposure.

How it works

  • We add freight, insurance, duties, VAT and services to the factory price.
  • We account for currency swings and build in a reserve.
  • You get one figure — the cost of the equipment at your warehouse.

Goal

Show the real final price without hidden surprises.

Result

A transparent final estimate for your business plan.

Video walkthrough in productionComing to YouTube
Related articleDDP: what the price actually includes
Next · Stage 03 — Partner selection
03

Stage 03 · 3 steps

Partner selection

I compare offers by specification, price and supplier reliability. You decide, based on the data and my recommendations.

10

Stage 03 · Step 10

Select the supplier

Action

Together, we select the best factory based on price, quality and reliability.

How it works

  • We combine price, quality, reliability and lead time in one matrix.
  • I give a reasoned recommendation — the decision stays with you.

Goal

Find the right balance of price and quality.

Result

An approved partner.

Video walkthrough in productionComing to YouTube
11

Stage 03 · Step 11

Negotiate firmly

Action

We negotiate every percentage point of discount and the best payment terms.

How it works

  • We back the discount with market data and competing offers.
  • We secure a safe payment schedule: advance, interim payments, balance after acceptance.
  • All agreements are put in writing.

Goal

Save your budget and reduce risk.

Result

Improved supply terms.

Video walkthrough in productionComing to YouTube
12

Stage 03 · Step 12

Framework agreement

Action

We sign a long-term framework agreement.

How it works

  • We fix prices, lead times and the process for repeat orders.
  • We set out each party’s liability and how disputes are resolved.

Goal

Lock in prices and terms to protect you from inflation and market volatility.

Result

A signed framework agreement.

Video walkthrough in productionComing to YouTube
Next · Stage 04 — Transaction support
04

Stage 04 · 8 steps

Transaction support

I run the deal from contract to shipment: production, payments, logistics. Every step is set out in the method.

13

Stage 04 · Step 13

Contract and factory visit

Action

We prepare a robust contract and visit the factory in person for an audit and signing.

How it works

  • We prepare the supply contract: specification, penalties, warranty, governing law.
  • We inspect the production site in person and meet the factory’s management.
  • The contract is signed after the audit, not before.

Goal

Protect you legally and verify that the production operation is genuine.

Result

A signed contract and a direct relationship with the factory director.

Video walkthrough in productionComing to YouTube
14

Stage 04 · Step 14

Payment control

Action

We arrange secure advance payments according to the agreed schedule.

How it works

  • We help register the contract with your bank and pass currency control.
  • We verify bank details and that the payee matches the contract.
  • Payments follow the schedule and only once each milestone is met.

Goal

Maintain financial discipline.

Result

Payment status is documented.

Video walkthrough in productionComing to YouTube
15

Stage 04 · Step 15

In-process monitoring

Action

We receive photo and video updates on assembly or production progress.

How it works

  • We receive photos and videos at key production milestones.
  • We check progress against the schedule and react to deviations at once.
  • You get a short report without having to chase the factory yourself.

Goal

Give you confidence that work is progressing according to plan.

Result

Regular progress reports.

Video walkthrough in productionComing to YouTube
16

Stage 04 · Step 16

Factory acceptance inspection

Action

We inspect the goods before and after packing.

How it works

  • We check conformity with the specification and the approved sample.
  • For equipment — a test run at the factory (FAT).
  • We check packing and marking before shipment.

Goal

Prevent defective goods from being shipped.

Result

An acceptance report and shipment release.

Video walkthrough in productionComing to YouTube
17

Stage 04 · Step 17

Insurance and logistics

Action

We insure the cargo and hand it over to a vetted logistics operator.

How it works

  • We choose the route and transport mode to suit timing and budget.
  • The cargo is insured for its full value.
  • We track the shipment and keep you informed.

Goal

Protect the goods against risks in transit.

Result

The cargo is insured and dispatched.

Video walkthrough in productionComing to YouTube
18

Stage 04 · Step 18

Customs clearance

Action

We prepare and file declarations and manage the required procedures.

How it works

  • We check the HS code, rates and permits in advance.
  • We prepare the document set for the declaration.
  • We see the release through so the cargo does not sit in a bonded warehouse.

Goal

Clear the border promptly and without penalties.

Result

The goods are released by customs.

Video walkthrough in productionComing to YouTube
19

Stage 04 · Step 19

Delivery to your warehouse

Action

We deliver the goods to your warehouse and complete the final inspection.

How it works

  • We arrange delivery to your warehouse and unloading.
  • We check quantity, completeness and condition.
  • Any issues are recorded in a report — the basis for a claim if needed.

Goal

Hand over the goods in excellent condition.

Result

The goods are at your warehouse.

Video walkthrough in productionComing to YouTube
20

Stage 04 · Step 20

Commissioning

Action

We arrange installation and commissioning by the factory's engineers.

How it works

  • We schedule the factory engineers’ visit and site preparation.
  • We oversee installation, start-up and reaching operating parameters.
  • Your staff are trained on site.

Goal

Help the equipment start contributing to your business as soon as possible.

Result

Operational equipment and trained staff.

Video walkthrough in productionComing to YouTube
Next · Stage 05 — Certification
05

Stage 05 · 2 steps

Certification

I identify document requirements during costing and complete them for delivery: testing, certificates, declarations.

21

Stage 05 · Step 21

Determine required documents

Action

We review the HS code and determine which certificates are required.

How it works

  • We determine whether a certificate, a declaration or an exemption letter is needed.
  • We start as early as costing so time and cost are accounted for.

Goal

Establish the exact scope of compliance work.

Result

A certification plan.

Video walkthrough in productionComing to YouTube
Related articleHS codes: five costly mistakes
22

Stage 05 · Step 22

Testing and certification

Action

We collect samples, arrange laboratory testing and obtain the required documents.

How it works

  • We prepare technical documentation and select samples.
  • We work with accredited laboratories and certification bodies.
  • The documents are issued in your company’s name.

Goal

Make the goods fully compliant for sale or use.

Result

Completed certificates and declarations.

Video walkthrough in productionComing to YouTube
Next · Stage 06 — Project close & support
06

Stage 06 · 2 steps

Project close & support

I hand over the complete document set and stay in touch after delivery.

23

Stage 06 · Step 23

Successful closeout

Action

We hand over the document archive, warranty certificates and instructions.

How it works

  • We gather all supply documents in one archive.
  • We hand over service contacts and warranty terms.
  • We review the outcome: what worked and what to improve next time.

Goal

Provide a complete project history and a sound basis for future servicing.

Result

A fully closed project and a satisfied client.

Video walkthrough in productionComing to YouTube
24

Stage 06 · Step 24

Claims resolution

Action

If an unforeseen issue arises (defect or transit damage), we manage the claim.

How it works

  • We document the problem: photos, reports, expert opinions.
  • We negotiate with the factory, the carrier or the insurer.
  • We pursue a replacement, repair or compensation.

Goal

Protect your investment and give you peace of mind.

Result

Your interests are protected throughout the claims process.

Video walkthrough in productionComing to YouTube

Now you know how a supply works

Tell me about your project — we will work out which step you are at and where to start. I can join at any stage, and the first consultation is free.