OdysseyGPT

Guides & playbooks

Guides for tender, quality and handover documents

Step-by-step guides for the documents engineers prepare at each stage of an order, from the tender response to handover.

Playbook

Standing up a governed chat-with-your-documents pilot

A step-by-step checklist for security, legal, and operations teams evaluating OdysseyGPT for the first time.

Brief

AI-assisted due diligence in practice

What changes and what does not when every answer is backed by citations and audit logs.

Guide

How to evaluate document AI vendors

Use this guide to compare vendors on workflow fit, citation quality, deployment control, and time-to-value instead of generic feature grids.

Playbook

How to run a citation-backed document AI pilot

Use this guide to design a pilot that proves trust, workflow fit, and reviewer productivity before scaling to production.

Guide

Document AI governance checklist for regulated teams

Use this checklist to review evidence standards, access controls, retention, auditability, and reviewer escalation before deployment.

Guide

Document review workflow benchmark for enterprise teams

Use this benchmark to measure where review time goes today, what a trusted AI workflow should change, and which metrics actually matter in production.

Bid engineering

Technical deviation list: format, worked valve example and free template

How manufacturers write a technical deviation list for a tender: the seven columns, status values, a worked 6-inch ball valve example and a free template.

Bid engineering

Technical bid evaluation (TBE): what EPC evaluators check and how manufacturers pass it

What technical bid evaluation is, who evaluates technical bids, how a TBE is done, typical criteria, and how valve and pump manufacturers pass it.

Bid engineering

Compliance matrix for engineering specifications (clause by clause) vs proposal compliance matrices

What a clause-by-clause compliance matrix for engineering specifications looks like, how it differs from a proposal compliance matrix, and how to build one.

Bid engineering

How to check a valve, pump or instrument datasheet against a client specification: a 25-point checklist

How to check a valve, pump or instrument datasheet against a client specification: 25 checks, sample deviation rows and a free template.

Bid engineering

Valve World Expo 2026: tender deviation-list checklist

Valve World Expo 2026 (1–3 Dec, Düsseldorf) dates and a practical tender deviation-list checklist for valve makers, with free templates and a free requirement extractor.

Bid engineering

How to analyse a tender specification (for the equipment maker answering it)

A step-by-step method for equipment makers answering a tender: order of precedence, scope, extracting requirements, checking datasheets and common traps.

Bid engineering

How to handle a revised tender specification or addendum

How equipment makers handle a revised tender spec or addendum: compare revisions, recheck affected requirements, update the deviation list, control versions.

Bid engineering

RFQ automation for equipment makers who answer RFQs (supplier side)

Supplier-side RFQ automation for valve, pump and instrument makers: how it differs from procurement RFQ software, what it automates and what needs an engineer.

Bid engineering

VDRL and MDR: what equipment vendors must deliver, and what to check at bid stage

What a vendor data requirements list (VDRL) and manufacturing data record (MDR) are, what review codes mean, and what to check in a tender before you bid.

Bid engineering

Inspection and test plan (ITP): hold, witness and review points, and what to check in a tender

What an inspection and test plan (ITP) contains, what hold, witness and review points mean, and how manufacturers check ITP requirements at bid stage.

Bid engineering

Manufacturing record book (MRB): what goes in it and how to compile it

What a manufacturing record book (MRB) or final data book contains, who sets the index, how to compile it step by step, and why record books get rejected.

Bid engineering

How to check a purchase order against your quotation before you accept it

How equipment suppliers check a purchase order against the quotation: new obligations, silently rejected deviations, and scope and payment changes.

Bid engineering

How to review a material test report (MTR) against the purchase order

How to review a material test report (MTR) against the purchase order: grade, heat number, chemistry, mechanical tests, EN 10204 type and traceability.

Bid engineering

Factory acceptance test (FAT) checklist for valve and pump makers

A factory acceptance test (FAT) checklist for valve and pump makers: documents, calibration, NCRs, customer notice and what to do on the witness test day.

Bid engineering

Order engineering: what happens between purchase order and manufacture

What order engineering is in engineered-to-order manufacturing: the PO review, document approvals, datasheets, ITPs and change requests between award and build.

Bid engineering

Non-destructive examination (NDE) requirements in equipment specifications

How to read non-destructive examination (NDE) clauses in an equipment specification: RT, UT, MT and PT, extent, acceptance criteria, and proving weld coverage.

Bid engineering

Bid tabulation for engineered equipment: how evaluators level bids, and how suppliers come out well

What a bid tabulation is, how EPC and owner evaluators level equipment bids alongside the technical bid evaluation, and how suppliers can come out well in it.

Bid engineering

Calibration certificates for test reports: when a certificate supports a test

When a calibration certificate supports a test report: instrument identity, validity on the test date, range and traceability, plus what ISO 9001 expects.