Requirements checklist
What to ask for when choosing software for transformer manufacturers.
A checklist built from how transformer manufacturers work, to print or save as a PDF and bring to any supplier meeting.
What the software should cover
Tick each one that matters to your business.
- Tender and loss commitments
- Design sheets and revisions
- Core steel and winding wire stock
- Core and coil build stages
- Routine and type tests
- Inspection bookings
- Dispatch and warranty record
Roles that need their own access
Who logs in, and what each person may see or change.
- For tender engineers
- For design staff
- For core and winding supervisors
- For the test bay
- For the stores and dispatch team
Reports to ask for
Ask to see each one with your own sample data.
- Units by build stage and rating
- Promised against measured losses per unit
- Core steel and wire consumed by order
- Inspector bookings and results
- Units waiting on material
- Repairs open by buyer
Systems it may need to connect to
Note which ones you already run.
- Accounting export
- Label printer
- Drawing file storage
Questions for any vendor
Put these to every supplier you are comparing.
- Does it compare measured losses with the tender?
- How is silicon steel traced to a unit?
- Can we plan drying ovens and oil filling bays?
- Where do copper and paper stocks appear?
- How are inspector visits handled?
- Can plate details be printed from the test record?
- What happens to a unit returned for rewinding?
- Do you keep type test certificates?
- Can existing order history be loaded?
- What does an evaluation look like?
Where the work usually breaks today
Circle the ones you recognise. They set the order of the project.
- Loss limits are quoted, then forgotten
- Core steel is not traced to a unit
- Winding wire runs out mid-order
- Test readings are copied between sheets
- Inspection calls are booked by phone
Prefer to talk it through? See the transformer manufacturers page.