01 / Getting through a prequalification packet
Step 1 · Where it starts
One place where your insurance certificates, safety record, quality procedures, licences and signed terms live, each with a named owner and a renewal date on it.
Step 2 · What gets automated
A bid packet's document requirements are read and matched against what you already hold, producing a short list of what is genuinely missing rather than a forty-page checklist to work through by hand.
Step 3 · The process it plugs into
Expiries are chased weeks early, with the broker or the safety officer contacted directly, so the packet is current before a request arrives rather than after.
Step 4 · SolaceSentry review
A named person releases the packet. Superseded versions are archived rather than overwritten, so you can evidence what you submitted and when.
Step 5 · What leaves the system
A complete prequalification submission returned inside the deadline, assembled once instead of rebuilt for every general contractor.
Proof metric: Bids you were eligible to submit against bids you missed on documentation, and days to return a packet.