Agree the technology requirement. Understand the commitment.
A customer’s device, access or security requirement can affect the price, the programme and the handover. Use these checks with IT before you agree what your business will provide.
Check the customer requirementBefore the answer becomes a commitment.
Use the customer’s actual wording. These are questions to settle with the relevant IT, project and commercial colleagues, rather than assumptions to put into a bid.
What has the customer actually specified?
Record the required apps, device rules, identity checks and security evidence. Ask IT to confirm what the current setup can deliver before committing to extra controls.
What will it cost to provide?
Check handsets, mobile data, licences, setup, support and replacements. Agree whether the allowance sits with the project, the business or a subcontractor.
Who is responsible when the work changes?
Record who requests access changes, who administers the systems and who deals with a client-controlled portal. Put the service responsibilities into the handover.
What must continue after completion?
Agree access for defects or maintenance separately from the project record that needs to be retained. Review ongoing SIMs and licences against their contract terms.
Cost the requirement before you commit.
Use this as an agenda with IT and the project lead. Add the customer’s actual wording and record the agreed answer in the worksheet.
| Decision | What to establish | Who to involve |
|---|---|---|
| Devices and licences | Which devices and subscriptions are actually required? | IT confirms the setup; Commercial includes the agreed cost. |
| Rollout and support | Who provisions access, trains users and handles replacement kit? | IT and the service provider agree the work and support boundary. |
| Client platforms | Which accounts and permissions can only the client change? | The project lead agrees a named client contact and escalation route. |
| Information and assurance | What can be downloaded, shared or used in Copilot or ChatGPT? | The information owner checks customer terms; IT confirms controls. |
| Completion and defects | What needs to continue, what ends and which charges remain? | The project lead, IT and Commercial agree the closeout actions. |
Download the editable worksheet (CSV)
Complete it in your own spreadsheet application and keep the record in your agreed business location.
Turn the requirement into a costed, workable plan.
Bring the existing setup and the decision you need to make. We can discuss the relevant service without assuming every business needs the same package.
The bid includes device or access requirements
IT needs to check the applications, device rules, licences and implementation effort before you commit to them.
Mobile costs follow the project
Check who pays, what is included, the contractual change dates and which services continue after handover.
A customer wants security evidence
Use an answer checked against the actual setup and certification scope. We can help your IT and assurance colleagues work through the technical requirements.
A closer look at the questions behind the work.
Bring the customer’s requirement.
Tell us which device, access or security requirement needs checking. We can discuss the technical work with you and your IT colleague before you decide how to proceed.
Ask about the requirement