Six-Step Project Experience - (Client Edition) | Boston Automations

Boston Automations

Six-Step Project Experience One-Pager (Client Edition)

01

Discovery & Onboarding

  • Complete Technology Gameplan
  • Discovery meeting to explore goals and lifestyle
  • Build Proposal created based on needs and budget
  • Proposal reviewed and refined
  • Client Provides Documentation (floor plans, etc.)
  • Client Signs Design Contract & Pays Design Invoice

Design & Engineering

Custom technology design and schematics

Room-by-room layouts and wire plans

Coordinate with design and construction details

Final design presented for approval

Client Approves Final System Design

Client Confirms Coordination with Architect/Builder

02

03

Pre-Wire / Rough-In

  • Install structured wiring during framing
  • Prepare infrastructure for current and future tech
  • On-site collaboration with GC and trades
  • Document wiring routes and terminations
  • Client Confirms Device Selections
  • Client Verifies Schedule Alignment with Builder

Trim Phase

Install speakers, wall plates, touchscreens, etc.

Neatly integrate technology with interior design

Test device connections and terminations

Identify and address trim-stage punch items

Client Reviews Trim Locations on Site

Client Approves Final Hardware Choices

04

05

Finish & Commissioning

  • Program control systems and scenes
  • Calibrate AV, network, lighting, and automation
  • Walkthrough and system training
  • Complete final punch list
  • Client Participates in System Walkthrough
  • Client Signs Off on Final System Settings

Ongoing Support & Service

Provide easy-to-follow system guides

Remote support and service options

Warranty coverage and future upgrades

Continued system health monitoring

Client Receives Documentation Package

Client Chooses Service & Maintenance Plan

06

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