IETEL OS
Project Lifecycle
A graph, not a line: Permitting and Procurement are conditional branches, Change Order is a cross-cutting loop rather than a fixed stage, and invoicing happens at three milestones instead of one. Click any stage for its full detail.
Stages
| # | Stage | Owner | Notes |
|---|---|---|---|
| 1 | Marketing | Marketing Director | |
| 2 | Lead | Sales Director | |
| 3 | Qualification | Sales Director | |
| 4 | Site Survey | Estimator | conditional |
| 5 | Estimate | Estimator | |
| 6 | Proposal | Sales Director | conditional |
| 7 | Contract | General Manager / Executive | invoice · deposit |
| 8 | Project Creation | Project Manager | |
| 9 | Planning | Project Manager | |
| 10 | Permitting / Approvals | Project Manager | conditional |
| 11 | Procurement / Equipment Ordering | Operations Manager | conditional |
| 12 | Partner / Employee Assignment | Operations Manager | |
| 13 | Installation | Lead Technician | invoice · progress |
| 14 | Documentation | Lead Technician | |
| 15 | Customer Acceptance | Customer Success / Account Manager | invoice · final |
| 16 | Closeout | Project Manager | |
| 17 | Customer Success | Customer Success / Account Manager | |
| 18 | Case Study / Marketing | Marketing Director |
Change Order — cross-cutting, not a stage
Owner: Project Manager
Capture and approve scope changes requested mid-project. An approved change order routes the project back to Planning (or Installation, for minor changes) rather than sitting still waiting its turn on the spine.
Can occur any time between Contract and Closeout. When approved, loops the project back to Planning.
Milestone invoices — plural, not one stage
deposit
Tied to the Contract stage.
progress
Tied to the Installation stage.
final
Tied to the Customer Acceptance stage.
Project types
Not every project walks every stage with equal weight. A ProjectType is just a named subset of the same stage list — no separate template engine in Phase 1.
Small Service Call
A single-system, low-complexity job — e.g. swapping one camera or adding one access point.
Skips Site Survey, Permitting, and Procurement. Estimate and Proposal are typically combined into one customer touchpoint.
Large / Multi-Site Access Control Project
A multi-site or higher-complexity rollout requiring formal survey, permitting, and equipment procurement.
Walks the full 18-stage sequence, including the conditional Permitting and Procurement branches.