The phases
1: Identify the need
Take stock of the equipment and rooms you already have.
Pinpoint what isn't working and where users might struggle.
Define what the new installation actually needs to achieve.
2: Research & gather information
Know what's relevant without chasing every new feature.
Grasp the basics so you can evaluate recommendations.
Learn from peers, consultants, and industry bodies.
How to tell apart manufacturers, consultants, and integrators.
Check whether what's in the walls can support the plan.
3: Define requirements
Identify the capabilities that the system truly depends on.
Separate the must-haves from the nice-to-haves.
Make sure today's choices don't become tomorrow's limits.
4: Evaluate solutions
Weigh all three together, not in isolation.
Look past track record and service.
See solutions in action before committing.
Premium support available in Canada, exclusively through SFM.
Technical expertise, product assistance, educational content, and project support—all designed to ensure customer satisfaction at every stage of your AV journey. Plus+ Services set a new standard for professional AV support, available exclusively through SFM.
5: RFP or design-build brief
What you should document so responses are comparable.
Target qualified respondents and set clear rules.
Score responses against your orgs criteria.
6: Budgeting & approval
Look beyond the purchase price to the full solution lifecycle.
Build a credible case and align stakeholders.
Agree on scope, support, and acceptance up front.
7: Implementation & installation
Set milestones, deadlines, and clear ownership.
What you can do to keep IT, facility managers, and trades working well together.
Drive adoption so the system actually gets used.
8: Commissioning & support
Verify the system meets the goals you set.
Listen to users and resolve early friction.
Should you choose integrator- or supplier-led, in-house, or blended support.