Metrics Template — Demo/Validation

Project: {Quote Ref} | Customer: {EPC} | Complexity: {Low/Med/High} | Efficiency Target: ≥70% time reduction (pilot)

Summary Metrics

• Files processed: {N}
• Pages processed: {N}
• High-risk requirements (count): {N}
• RFIs drafted (count): {N}
• Deviations proposed / accepted: {N} / {N}
• Open items (TQs/RFIs pending): {list}

CF01

• Anchors confirmed: {MR/Datasheet/Inst Spec}
• Missing Docs list: {items}
• Integrity issues: {files}
• Revisions timeline summary: {text}
• TQ tracker count: {N}

CF02

• Requirements extracted: {N}
• High-risk surfaced: {N}
• Normalization issues resolved: {notes}

CF03

• Dual power detected: {Y/N}
• Weakest-link area class: {class}
• Deviation candidates flagged: {list}
• CPQ implications: {notes}
• Variant locked: {Y/N}
• Power decided: {Y/N}
• Environmental minima satisfied with evidence: {Y/N}
• Regulatory declarations attached (or RFIs raised): {summary}

CF04

• Handoff summary generated: {Y/N}
• Prequalification annex included: {Y/N}
• Submission email drafted: {Y/N}
• Evidence completeness % (Attached/Enumerated): {A%}/{E%}
• EPC exact-citation coverage % (High‑Risk rows): {X%}
• RFIs closed: {N}; Deviations accepted: {N}
• High‑Risk finalized count: {N}

Notes & Lessons

• {free text}