- Process Analysis: Evaluating the existing equipment configuration, operating modes, process media parameters (temperature, density, viscosity), and operator workflows.
- Infrastructure Assessment: Inspecting the availability and condition of existing control systems, control rooms, cable routing, power supply, and grounding systems.
- Identifying Bottlenecks: Pinpointing critical areas where existing equipment operates inconsistently or where enhanced measurement precision is required.
- Reporting & Deliverables: Compiling a comprehensive technical report based on the survey findings. This includes preliminary recommendations for equipment selection and defines the overall scope of upcoming work.