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Inspection & Testing
Capital-intensive extraction and processing programs where safety, regulation, and supply chain complexity define execution.
Example organizations in this space:
SGS
Bureau Veritas
Intertek
TÜV SÜD
This interactive experience is the shipped product itself — the same application code customers run in production, mounted read-only in your browser over a real sample journey. Not a video, not a mockup: because the demo and the product are one codebase, it can never drift from the real thing.
Inside this journey
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Pre-Sales
Align technical requirements, certifications, and scheduling constraints before scoping the work.
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Outcome Discovery
Align on regulatory and insurance requirements, target inspection outcomes, stakeholder roles, and timing constraints (including shutdown windows and urgent needs).
Discovery Questions
Starting point: how you currently manage inspections
- How do you currently engage third-party inspection and testing for your assets?
- Tell me about the asset types, systems, or product lines you most often send for inspection.
- Which regulatory or insurance standards typically drive your inspection requests?
- Describe the last inspection report your team accepted without changes and what about it made the decision straightforward.
- Who in your organization must sign off before inspection work can begin, and which of them would stop the engagement if core requirements were unmet?
Clarifying the outcomes that matter
- If a missed inspection finding on your assets could trigger a shutdown or an insurance claim, which specific outcome would that be?
- How quickly after an inspection do you need critical findings communicated during a shutdown window?
- In operational terms, what measurement limits or acceptance thresholds must a result meet for you to consider a component compliant?
- Which single report element, if missing, would cause your team to reject the inspection?
- Give an example of a past inspection your team handled where the report format led to confusion and the specific detail that would have prevented that outcome.
When time is tight: scheduling, windows, and availability
- When your operation has a narrow shutdown window, what usually fails first, permitting, access, or inspector availability?
- Estimate the number of unplanned inspection days or emergency shifts your teams requested in the last 12 months.
- For example, are there inspection types tied to fixed activities such as critical valve work, hot taps, or production cutovers that you cannot move?
- Who typically coordinates access, permits, and lockout with external inspection teams on your site?
- If the earliest qualified team is outside your shutdown window, what is the maximum delay you will accept before you cancel or seek an alternative?
Inspector qualifications: where competency changes outcomes
- What recent inspector qualification gap forced you to redo work or led to an audit finding for your operation?
- List the specific certifications, accreditation schemes, or endorsement letters your contracts require for on-site inspectors.
- Describe how you validate an inspector's competency for a particular asset type before allowing them to report on that equipment.
- Point to the report elements where you see the largest variation between inspection teams on your projects, for example defect sizing, NDT interpretation, or photo orientation.
- Name the role on your side that would refuse to accept inspections from a team lacking a required accreditation, and specify which accreditation that would be.
Where inspections stall: real risks and downstream cost
- Where do inspections most often stall on your sites and why does that happen?
- Estimate how often access, permit, or site safety failures caused aborted inspections for your operations in the last year.
- Are there procurement, contracting, or legal reviews in your process that typically add more than two weeks to starting an inspection?
- Tell me about the last time an incumbent or supplier missed an urgent inspection request for your site and the downstream impact on production or safety.
- Identify the one unresolved site or regulatory constraint on your side that would prevent you from signing a new scope this quarter.
The other paths you're weighing: incumbents, internal, and new vendors
- List the external providers, internal teams, or incumbents you are actively considering for this inspection work for your assets.
- What would have to be true about your current provider or internal approach for you to keep them rather than change?
- Rank which factors matter most in your choice: faster turnaround, accreditation coverage, geographic presence, report quality, or price.
- Do stakeholders inside your procurement, HSE, or operations teams favor an internal capability build instead of a vendor, and if so who is pushing that?
- Would matching price from your incumbent be sufficient if they could not guarantee the accreditation coverage you require?
Practical readiness: access, integrations, and on-site constraints
- Point to the permit, access, or safety approval that has previously halted inspections on your site and still threatens your upcoming window.
- Name the systems or reporting endpoints your inspection data must integrate with, and who owns each on your side.
- Do you have the headcount and trained attendants, such as confined-space or certified safety watchers, available during your preferred inspection windows?
- Identify the role on your team accountable for chain of custody, sample handover, and transport for material testing at your sites.
- Assuming you cannot open the API required for live data transfer, what fallback for reporting, certificates, or dashboards would be acceptable to keep your timelines?
Decisions and next steps: what accelerates sign off
- State the single pilot outcome that would make your team ready to scale and sign a full program within 30 days.
- Within your approval timeline, which internal reviews must be completed before award and what typical lead time does each require?
- Provide the roles of your final approvers and the specific accreditation or liability language they will insist on.
- Assuming your pilot proves the expected reduction in inspection rework, what remaining budget, contractual, or governance barrier could still delay award?
- Specify the deadline on your calendar that would force you to decide now rather than later, for example an upcoming shutdown booking or insurance renewal.
- Are you prepared to run a time boxed pilot within the next 6 weeks, yes, no, or do you need a different timeframe?
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Inspector Qualification & Scheduling
Review required inspector qualifications, certifications, accreditation coverage, sample reports, and preliminary team availability for proposed dates.
Meeting Notes
- Assumptions and Qualification Requirement Review
- Sample Report and Reporting Standard Validation
- Inspector Pool Availability and Preliminary Scheduling
- Accreditation and Compliance Risk Review
- Final Qualification Sign-off and Scheduling Handover
- Deliver the formal report acceptance checklist with pass/fail criteria and sample evidence thresholds.
- Provide inspector qualification matrix mapping certifications and minimum experience to each inspection type.
- Compile copies of accreditation certificates and scope statements relevant to the project jurisdictions.
- Document any regulatory or insurer evidence required to accept mitigations for identified gaps.
- Review representative sample reports
- Approved report template or a tracked list of required edits to produce a final report template.
- Report acceptance checklist that will be used to validate each delivered report.
- Produce the consolidated report template incorporating agreed edits and circulate for final confirmation.
- Summarize accreditation coverage vs jurisdictional requirements
- Confirm the data delivery endpoint details and required credentials for electronic report transfer.
- Review proposed inspection dates and critical windows
- Preliminary schedule with roles and backup coverage for each critical date, and agreed confirmation deadlines.
- Documented mobilization lead times and a list of any schedule risks that require escalation.
- Produce the preliminary staffing schedule showing primary and backup assignments by date and site.
- Log mobilization requirements and initiate any necessary travel or permit requests to meet lead times.
- Flag any dates where required qualifications exist but no available resource can be confirmed, and propose mitigation.
- Documented accreditation and compliance risk register with agreed mitigation approach and timelines.
- Named risk owners and clear escalation triggers for unresolved compliance items.
- Create and circulate the accreditation risk register with proposed mitigations and timeline estimates.
- Initiate contact with proposed subcontractor or partner resource where mitigations require third-party involvement.
- Prepare a short compliance position statement suitable for insurer or regulator review where required.
- Recap decisions and artifacts from prior sessions
- Formal sign-off on qualifications, report template, and preliminary schedule, or a short list of open items with due dates.
- Clear handover checklist and scheduled pre-deployment readiness meeting date.
- Circulate the signed qualification and scheduling package and archive the final artifacts for delivery teams.
- Schedule the pre-deployment readiness session and attach the handover checklist to the meeting invite.
- Resolve any remaining open items by the agreed due dates or escalate per the escalation triggers.
- Confirm scope and acceptance criteria
- Definitive list of required qualifications and certifications per inspection/test type, agreed for proposal and scheduling purposes.
- Gap list that documents where current resources or accreditations do not meet requirements, with preliminary mitigation options noted.
- Review final artifacts for sign-off
- Map required qualifications per inspection type
- Evaluate business impact and acceptability of each gap
- Present available inspector pool and backup resources
- Map report elements to buyer acceptance criteria
- Reconcile accreditation and jurisdictional coverage
- Develop mitigation options and timelines
- Map mobilisation, travel, and permit lead times
- Document remaining open items and deadlines
- Decide technical formatting and delivery requirements
- Create the report acceptance checklist
- Handover actions and next stage triggers
- Agree risk owners and escalation triggers
- Identify qualification gaps and mitigations
- Finalize tentative assignment and booking approach
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Solution Experience
Walk through how the inspection and testing approach meets the customer's acceptance criteria, reporting needs, and consistency controls using real scenarios.
Solution Experience
- Solution Experience Session
- Confirm the current state and its cost
- You confirm the demonstrated workflow maps every acceptance criterion to a concrete report output.
- Supply the acceptance criteria, list of critical assets in scope, and any upcoming shutdown windows to be used as the primary test case.
- Map acceptance criteria to report outputs
- You confirm the proposed turnaround and scheduling approach prevents the shutdown delays described in Discovery.
- Provide the required inspector qualifications and accreditation coverage that must appear on certificates and reports.
- Scenario 1: Urgent shutdown inspection walkthrough
- Run a sample inspection against the provided acceptance criteria and deliver a mapped sample report with traceability and QA notes before the follow-up session.
- You identify any remaining evidence required for your internal approval and agree the next deliverable set.
- Confirm the decision criteria and list of stakeholders who must sign off so the next session can be tailored to approval needs.
- Scenario 2: Multi-inspector consistency and QA controls
- Validate the future state
- Agree next evidence and decision steps
- Solution Experience Session
- Solution Experience Deck
- Solution Brief — Inspection & Testing
- meeting
- slides
- document
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Solution Scope
Define inspection types, testing modules, number of locations/units, deliverables, SLAs (turnaround/availability), and responsibilities.
Scope Configuration
- Ultrasonic Thickness Mapping (UT/PAUT/TOFD)
- Radiographic and Digital Radiography Inspection (RT/DR)
- Magnetic Particle Inspection (MT/MPI)
- Liquid Penetrant Inspection (PT)
- Weld Integrity Inspection (PAUT/TOFD/RT)
- Weld Visual Inspection and Acceptance Reporting
- Coatings Inspection and Thickness Measurement
- Positive Material Identification (PMI/XRF)
- Metallurgical Laboratory Testing (hardness, tensile, microstructure)
- Dimensional Inspection with CMM and Laser Scan
- Pressure Equipment Inspection and Hydrostatic Witness
- Vendor Facility Inspection and Pre‑Shipment QA/QC
- Shutdown/Turnaround Rapid‑Response NDT Deployment
- Digital Inspection Reporting with Photos and Dashboards
- Management System Audit (ISO 9001, 14001, 45001)
Scope Questions
Ultrasonic Thickness Mapping (UT/PAUT/TOFD)
- Which asset types require thickness mapping (for example pressure vessels to ASME Section VIII, piping, storage tanks)?
- How many discrete locations or linear meters per asset need UT mapping and what is the expected grid density (points per m2 or spacing in mm)?
- Do you require phased array ultrasonic testing (PAUT) or time of flight diffraction (TOFD) for welds vs conventional single-element thickness readings?
- Who will provide baseline drawings or previous thickness charts (for example original MTR/drawing or last inspection report) to correlate readings?
- By when do thickness deliverables need to be available (for example preliminary field log within 24 hours, final mapped dataset by X days)?
Radiographic and Digital Radiography Inspection (RT/DR)
- Which code or acceptance standard must RT/DR meet for the inspected component (for example ASME Section V radiography, API 650 weld radiography, or company-specific standard)?
- How many welds or components require RT/DR and what are the maximum film/digital plate sizes or detector formats expected on site?
- Do you require on-site radiographic interpretation with certified level II/III personnel and annotated film/digital reports, or only exposure and raw images for off-site interpretation?
- Provide the required radiation safety paperwork and site restrictions (for example controlled area layout, RSO contact, exclusion distances) necessary for planning exposures.
- Describe any logistics constraints for DR detector transfer and image upload (for example maximum file size per image, need for offline transfer where no WAN exists).
Weld Integrity Inspection (PAUT/TOFD/RT)
- Which types of welds and materials are in scope (for example circumferential carbon steel nozzle welds, duplex stainless longitudinal seams)?
- How many weld lengths or joint numbers require volumetric inspection and what maximum weld length per day should we plan for?
- Do you require PAUT mapping of root-to-cap, TOFD for crack detection, RT as secondary confirmation, or a combination per joint type?
- Identify the acceptance criteria document for welds (for example AWS D1.1, ASME IX, API 1104, or an internal weld acceptance matrix) and attach or name the section clause.
- Confirm what deliverables close the weld integrity scope (for example signed weld maps, annotated images, traceable calibration records for probes and scanner).
Weld Visual Inspection and Acceptance Reporting
- Which visual acceptance standard applies to the welds (for example ASME Section V visual acceptance, AWS D1.1, or client-specific QA matrix)?
- How will visual inspection records be captured on site (for example digital forms with photo attachments, paper checklists, tablet-driven templates)?
- Do you require weld profile measurement and root gap verification versus drawing tolerance (for example maximum misalignment in mm)?
- Who is the acceptance owner for visual defects on site (for example client QA inspector, pipe stress engineer, third-party certification body)?
- Specify any mandatory photo angles or minimum resolutions for acceptance photos (for example 12 MP minimum, include welded joint macro with scale).
Coatings Inspection and Thickness Measurement
- Which coating standards and test points must be measured (for example SSPC/NACE standards, dry film thickness per coat, holiday testing frequency)?
- How many locations per asset require coating thickness (for example 10 readings per tank shell course, 4 quadrant readings per pipe spool)?
- Is destructive coating sampling or adhesive pull-off strength testing required in addition to non-destructive gauge readings?
- Identify any surface preparation verification required (for example profile measurement in microns, WFT/DFT documentation from applicator).
- Describe required reporting outputs for coatings (for example per-coat DFT distribution charts, holiday test maps, digital certificate of inspection).
Positive Material Identification (PMI/XRF)
- Which materials or components need PMI (for example all alloyed flanges, bolts, or sample of heat numbers), and do you require full-coverage or verification sampling?
- Do you require X-ray fluorescence (XRF) alloy grade reports with certificate of conformity tied to material test reports (MTRs)?
- How many discrete PMI points per component are required and is a match-to-heat-number mandatory?
- Specify any elements that must be reported as part of the PMI result (for example Mo, Ni, Cr minimum percentages or P/S limits).
- Indicate whether PMI records must be integrated into your QA database or delivered as standalone PDF with embedded XRF spectra.
Metallurgical Laboratory Testing (hardness, tensile, microstructure)
- Which lab tests are required for each sample type (for example Vickers or Rockwell hardness, tensile per ASTM E8, microstructure etch and optical report)?
- How many samples and which sample form do you provide (for example 10 mm cores, full coupons) and do samples need witness chain-of-custody documentation?
- Do you require lab accreditation confirmation (for example ISO/IEC 17025) and copies of recent proficiency testing records for the requested methods?
- Specify reporting requirements for lab results (for example calibrated instrument serials, test method clause references, hardness load and indent distance).
- Identify any turnaround time target for lab deliverables (for example hardness within 5 working days, tensile within 10 working days).
Pressure Equipment Inspection and Hydrostatic Witness
- Which code governs the pressure test acceptance (for example ASME Section VIII, PED, API code) and please name the specific clause if applicable.
- How many pressure vessels or systems require hydrostatic witness and what is the nominal test pressure in bar or psi for each asset?
- Do you need an inspector witness during pressurization and hold (include required witness points such as zero leak rate, pressure hold time in minutes, and allowable drop in pressure)?
- Confirm the acceptance evidence that will close the hydrostatic scope (for example signed hydrotest certificates with pressure-time graph, calibrated pressure gauge trace, photographic evidence).
- Describe any site constraints for hydrostatic testing such as available water source, environmental discharge restrictions, confinement of test area, or need for temporary bunding.
Digital Inspection Reporting with Photos and Dashboards
- Which report outputs do you require (for example PDF annotated reports, CSV inspection logs, dashboard KPIs with trend charts)?
- How soon after fieldwork do you require preliminary findings in the platform (for example immediate field sync, within 24 hours, or only final report delivery)?
- Do you require embedded evidence types for each inspection point (for example timestamped photo, instrument calibration ID, technician ID, geotag)?
- Confirm the acceptance criteria for a completed digital inspection record (for example photo, measurement value, calibrated instrument serial, and signed inspector entry).
- Specify any integration endpoints or credentials needed for automated delivery (for example SFTP endpoint, API key for your QA system, or email distribution list).
Dimensional Inspection with CMM and Laser Scan
- Which parts or assemblies require coordinate measurement machine (CMM) inspection or laser scan (for example machined housings, alignment-critical flanges)?
- How many measurement points or features must be reported per part and what tolerance banding should be used (for example ±0.1 mm, GD&T callouts)?
- Do you require point cloud deliverables for as-built comparison and which file format do you prefer (for example .e57, .las)?
- Identify any calibration or artifact traceability needed for CMM equipment (for example block set certificate, laser tracker calibration).
- Describe reporting format preference for dimensional data (for example inspection report with annotated drawings, CSV with feature list, or 3D alignment report).
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Mutual Commit
Finalize commercial and contractual terms, acceptance criteria, liability and accreditation statements, and confirm project governance.
Agreement Modules
- Master Services Agreement (MSA)
- Statement of Work (SOW)
- Service Level Agreement (SLA)
- Pricing & Order Form
- Acceptance Criteria & Test Protocol
- Accreditation & Liability Addendum
- Insurance Certificate & Evidence of Coverage
- Project Governance & Escalation Matrix
- Change Order Agreement
- Chain-of-Custody & Sample Handling Addendum
- Site Safety & Access Addendum
- Data Processing Agreement (DPA) — conditional
- Regulatory Compliance Rider — conditional
- Mutual Non-Disclosure Agreement (NDA)
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Deployment
Lock readiness facts and configuration values before execution begins.
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Pre-Deployment Readiness
Capture concrete site readiness facts — access, permits, safety inductions, confined-space/isolation requirements, and exact inspection windows.
Pre-Deployment Questions
Environment and site access
- List each site/location included in this deployment and the short identifier we should use for scheduling (one per line) — so teams can be routed to the correct site.
- For each listed site, what is the current external access status for inspection teams? (select the best single option per site) — this tells us whether we need buyer coordination before arrival.
- Are site gate/pass procedures and induction requirements available now to the seller (so we can pre-register teams and confirm PPE)?
Permits, safety and isolations
- Which of the following specific safety controls apply to the scoped inspections at each site? (select all that apply) — used to allocate qualified personnel and plan safe work methods.
- For every required permit, isolation, or LOTO referenced above: are approvals/permits issued before the inspection window? (select one) — we will not mobilize teams until required permits are confirmed.
- If any permits or LOTO are not yet issued, provide the expected approval date per site (one line per site) — so we can align team arrival and avoid demobilisation.
People and ownership
- Who is the primary on-site buyer contact for access and daily coordination (name and role) — this person will confirm inductions and daily start/end?
- Who is the buyer's named HSE owner and the buyer's named scope/operational owner (name and role for each) — these owners will approve safety deviations and accept inspection findings?
Timing and constraints
- Provide the exact approved inspection windows per site (start date/time and end date/time; list per site) — include shift details if work must be split.
- Are there any recurring blackout periods, critical production constraints, or required standby/escort conditions that would prevent work during the approved windows? (select one) — this prevents scheduling conflicts.
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Configuration Details
Lock reporting formats, data delivery endpoints, credentials, chain-of-custody procedures, sample handling, and integration settings.
Configuration Details
Environments & Endpoints — where reports land
- Enter the production reporting endpoint URL (format: https://... ). This exact URL will be used by the platform to deliver final reports and data packages.
- Select the delivery protocol the buyer's endpoint supports (Default: HTTPS POST (REST)).
- Choose the primary report/data format to be delivered (Default: PDF final report). If multiple formats are required, select the single primary format here and list extras in 'Additional delivery notes' in the Pre-Deployment questionnaire.
Authentication & Integration identifiers — non-secret values only
- Select the authentication method your endpoint requires. Do NOT paste secrets here — only select the method and prepare the secret for secure exchange at handoff.
- Enter the integration identifier used by the buyer's receiving system (one value — e.g., 'reporting_integration_prod', 'inspection-api-client-id', 's3-bucket-name'). This is a non-secret identifier the build uses verbatim.
- Select the receiving system category for delivered reports/data (Default: Buyer's inspection dashboard (platform API)). Use the receiving-system category that best matches the endpoint URL above.
Reporting structure & retention — filenames, manifests, and retention
- Enter the exact report file naming convention to use (one value). Allowed tokens: {project}, {job}, {location}, {sampleID}, {date:YYYYMMDD}. Example: {project}_{job}_{location}_{date:YYYYMMDD}.pdf
- Specify the retention period (in days) for delivered report files on the buyer's delivery endpoint (Default: 365 days). Enter numeric only.
- Should each delivery include a machine-readable chain-of-custody manifest alongside the report? (If Yes, manifest will be generated as JSON by default.)
Sample handling & custody — labels, temperature, handoff
- Select the sample labeling standard the buyer requires (one value). This defines the ID placed on physical samples and printed on manifests.
- Select temperature/handling requirement for physical samples (one value). If 'Yes' is selected, the buyer must provide cold-chain carrier details in the Pre-Deployment readiness form.
- Who is responsible for custody at the physical handoff point (single value)? If selecting 'Third-party logistics provider', record the provider name in the Pre-Deployment readiness form.
Credential ownership & secure exchange (non-secret identifiers only)
- Enter the integration credential identifier (one value) you will use to associate delivered files — acceptable values: client ID, service-account name, certificate alias, or integration user name. DO NOT paste secret keys or passwords.
- Select who owns the credential and the secure channel you will use to exchange the secret at handoff (choose the single option that best matches reality). The secret itself will be exchanged via the selected secure channel at implementation kickoff.
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Field Execution & Reporting
Schedule and execute inspection and testing with named teams, task sequencing, real-time reporting milestones, and escalation paths.
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Operational Acceptance & Ongoing Integrity
Validate findings against acceptance criteria, capture corrective actions, and establish recurring inspection cadence and improvement requests.
Success Reviews
- Go-live Health Check (week 1-4)
- First Measurement Review (weeks 4-10)
- Acceptance Gate Review (around day 90)
- Quarterly Operational Review
Issues & Enhancements
- Update the recurring inspection schedule to reflect agreed cadence changes for high-risk assets.
- Schedule focused working sessions for any technical or access issues blocking report completeness.
- Restate acceptance criteria and numeric targets
- Produce a recorded acceptance decision for each numeric criterion recorded in Solution Scope with pass or fail noted.
- Agree any remediation plan required for conditional acceptance with dates and verification steps.
- Confirm incumbent system wind-down status where relevant, or record retention and archive details.
- Publish the formal acceptance record with pass/fail status per criterion and the documented signatory or buyer owner decision.
- Create a remediation tracker for any conditional items with target completion dates and verification steps.
- If replacing an incumbent, publish the decommission or retention plan and the data archive confirmation.
- Trend review of corrective action closure time and repeat-finding rate
- Confirm whether corrective action closure time and repeat-finding rate are within the Solution Scope targets or require additional remediation.
- Ensure all overdue corrective actions have an agreed next-step and target closure date.
- Agree any cadence adjustments needed for higher-risk assets and record planned changes to inspection frequency.
- Publish the quarterly performance dashboard with trends for corrective action closure time and repeat-finding rate.
- Create tasks to resolve overdue corrective actions with target dates and verification criteria.
- Re-confirm success criteria and owners
- Confirm that site access, inspector qualifications, and reporting tools are ready for the first inspection wave.
- Create a prioritized list of blockers with target resolution dates to enable outcome measurement.
- Ensure owners for each acceptance criterion recorded in Solution Scope are named and acknowledged.
- Publish the blocker register and remediation plan with target dates for each item.
- Update site readiness checklist to reflect any newly identified permit or access requirements.
- Confirm inspector credentials and certification evidence are uploaded to the project repository.
- Present first-period results for key metrics
- Determine whether inspection turnaround time is trending toward the Solution Scope target and document corrective steps if not.
- Confirm inspection report completeness rate vs the Solution Scope target and identify template or process fixes if below target.
- Agree a remediation plan with clear tasks and dates that brings the engagement to the acceptance gate on schedule.
- Publish the measurement summary with metric baselines and identified root causes for each gap.
- Create remediation tasks for each gap, include target completion dates and verification criteria, and circulate for acknowledgement.
- Present outcome data against each criterion
- Outstanding corrective actions and overdue items
- Deployment and logistics validation
- Diagnose root causes for gaps
- Document pass or fail per criterion and capture decision
- Early adoption and usage signals
- Review and confirm recurring inspection cadence
- Agree corrective actions and timelines
- Open blockers and issue triage
- Confirm readiness timeline to acceptance gate
- Prioritize improvement requests and change items
- Agree remediation items and resolution timeline
- Agree immediate remediation actions
- Incumbent system decommissioning or retention status
- Short summary and next steps