PrequalReady
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Use cases

Find the situation that looks like yours.

Four common ways contractors keep up with prequalification today, where that way breaks, and what changes with PrequalReady.

Typical situations, described from how prequalification works. They are not results of specific customers.

Use case 01

Oilfield service company on ISNetworld

Three operators require ISNetworld. Each adds its own list on top of the shared questionnaire, and the grade drops when a certificate lapses.

Size
10–40 people
Who does it
The office manager
Networks
ISNetworld, 3 operators
Today
A spreadsheet tab per operator, a shared drive of PDFs, renewal dates in one person’s calendar.
Friction
The same certificate and programs are tracked three times. Nobody sees at a glance what blocks which operator.
With PrequalReady
Each operator is a hiring client. The questionnaire, insurance and statistics are entered once for ISNetworld. The certificate is uploaded once, with its expiry date, and shows for all three.
Result
One list shows what to do next for all three operators, and an email arrives 30, 14 and 3 days before the certificate expires.
Items shared across all ISNetworld clients, entered once: the questionnaire submitted, the insurance certificate accepted and expiring in 12 days, the EMR letter accepted.

Shared ISNetworld items, entered once · sample

Use case 02

A new client on Avetta

An industrial electrical contractor already on ISNetworld wins a client that requires Avetta. The team needs to know what to prepare and what it already has.

Size
20–100 people
Who does it
Office manager and safety lead
Networks
ISNetworld, then Avetta
Today
Read the client’s requirements, build a checklist by hand, search the drive for existing programs.
Friction
Programs already written for ISNetworld clients get rewritten or lost. The checklist lives in an email thread.
With PrequalReady
Add the client on Avetta; its list fills with the items common on Avetta and their sources. Programs already in the library are linked to it with one choice.
Result
What is missing for the new client is visible on the first day, and nothing already done is done again.
One Hazard Communication program linked to the same requirement for Contoso Refining, Fabrikam Power on Avetta, and Northwind Midstream.

One program, three clients, two networks · sample

Use case 03

One safety person, three networks

A safety coordinator keeps a dozen hiring clients current across ISNetworld, Avetta and Veriforce, with yearly deadlines on each network.

Size
50–150 people
Who does it
One safety or compliance person
Networks
ISNetworld, Avetta, Veriforce
Today
A tracker per network, calendar entries for the OSHA 300A posting and the Avetta annual update, reviewer comments in the inbox.
Friction
There is no single view. A rejected program for one client gets buried; yearly dates arrive as surprises.
With PrequalReady
All clients in one workspace. Rejected items rise to the top of what to do next. Every expiry, due date and yearly date is in one deadline list.
Result
A check of one list instead of three trackers, and a reminder before each date.
The deadlines for the next 30 days across ISNetworld and Avetta clients.

Every date in one list · sample

Use case 04

Owner before a bid

A bid needs good standing with one operator, and the owner does not know what is still open.

Size
5–30 people
Who does it
The owner, between everything else
Networks
ISNetworld or Avetta
Today
Log in to the network, click through each section, ask the office what was sent.
Friction
It takes an afternoon, and it is still unclear what to fix first.
With PrequalReady
The client’s page shows progress, what needs attention and what expires soon, with notes on each item.
Result
A clear, ranked list of what to fix for that client. The grade itself is still the network’s decision.
Northwind Midstream's page: grade B as entered, 4 of 12 items submitted or accepted, 5 need attention, 3 expire soon.

One client, at a glance · sample

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