In the furniture design and customization industry, accurately documenting client requirements and systematically managing design proposals are critical to project success. This article outlines a standardized documentation process covering the entire lifecycle from requirement collection to final implementation.
(1). Requirement Collection Phase
Structured Interview Tools
Utilize standardized Client Requirement Questionnaires (covering 10 categories and 45 detailed metrics), including:
- Functional requirements: Storage capacity (in liters), load-bearing standards (≥200kg/㎡)
- Aesthetic preferences: Color systems (Pantone codes), material types (solid wood/board/metal)
- Spatial compatibility: Installation area dimensions (tolerance ≤3mm), ergonomic parameters (seat depth/height)
Digital Documentation Tools
- 3D scanning: Capture spatial data using handheld laser scanners (accuracy 0.1mm)
- Requirement management software: Create traceable requirement lists via Trello/Asana with priority tags (P0-P3)
(2). Design Development Phase
Visualization Tools
- 3D modeling: Create 1:1 scale models in SketchUp/AutoCAD with critical node annotations (e.g., mortise-tenon joint tolerance ±0.5mm)
- Material database: Develop a digital library with 500+ material samples (texture/gloss/eco-rating)
Version Control Standards
- Apply V1.0-V3.0 version naming with change logs (date/editor/impact analysis)
- Deliver files in PDF + 3D formats (.SKP/.STL)
(3). Proposal Approval Phase
Interactive Approval Process
- Implement AR technology for virtual placement demos (iOS/Android compatible)
- Generate Proposal Approval Documents with technical specs (e.g., formaldehyde emission ≤0.05mg/m³) and delivery timelines (±3 days)
Legal Compliance Review
- Ensure designs meet GB/T 3324-2017 (General Technical Requirements for Wooden Furniture)
- Clarify IP ownership (copyright/modification rights) in contracts
(4). Implementation and Follow-up
Production Data Integration
- Transfer design specs via BOM (Bill of Materials), including:
- Board cutting plans (utilization rate ≥85%)
- Hardware specifications (hinge cycles ≥50,000)
Client Feedback System
- Distribute Satisfaction Surveys post-project (5-point scale across 8 quality metrics)
- Track maintenance needs via CRM (e.g., free adjustments within 5-year warranty)
(5). Long-term Maintenance and Data Reuse
Long-term Strategies
- Store design blueprints via blockchain (timestamp + hash verification)
- Build a corporate knowledge base categorizing historical proposals (tags: style/layout/budget)
Industry Data
- Standardized documentation reduces communication errors by 40% (China Furniture Association, 2023)
- Client satisfaction increases 28% with digital tools (Furniture Today Survey)