Helmsman AI – Sales & Technical Discovery Questionnaire
Please complete this form to help us understand your fleet management needs and requirements.
Section 1: Company & Fleet Overview
Company legal name *
Primary contact name *
Role *
Email *
Fleet type (select all that apply) *
Offshore Support Vessels (OSV)
AHTS
PSV
Jack-up / Rigs
Tankers
Bulk / General Cargo
Other
Total number of vessels in scope *
Average vessel size / class
Operating regions *
Section 2: Current Challenges & Drivers (Sales)
What are the main reasons you are evaluating a new fleet/vessel management system? (Select up to 3)
Audit readiness & compliance
Too many disconnected systems
Paper-based reporting onboard
Lack of fleet visibility
Maintenance planning challenges
Crew certification tracking
Environmental / emissions reporting
Digitalization initiative
Which audits or inspections cause the most pressure today?
Flag State
Class
ISM / ISPS / MLC
Charterer audits
ISO audits
How would you describe your current audit readiness?
Always ready
Mostly reactive
Highly stressful / last minute
Section 3: Existing Systems & IT Landscape (Technical)
What systems do you currently use? (Select all)
PMS software
QMS / ISM software
Excel / paper-based
ERP (SAP, Oracle, etc.)
Crew management system
Are these systems integrated today?
Yes
Partially
No
Internet connectivity onboard is typically:
Limited / intermittent
Satellite only
Reliable broadband
Is offline operation a requirement?
Mandatory
Preferred
Not required
Section 4: Vessel-Side Modules (Select Interest)
Which modules would you like to evaluate onboard vessels?
Core QMS & Forms (mandatory base)
Operations & Daily Reporting
Maintenance / PMS
Safety, Risk & Permit to Work
Environmental & MARPOL
Crew & STCW Management
Compliance, Audits & NCRs
AI Assistant (documents & insights)
Section 5: Shore-Side & Fleet Modules
Which shore-side functions are required?
Fleet oversight dashboards
Technical / maintenance planning
Dry docking & surveys
HSEQ oversight
Corporate compliance reporting
Number of onshore locations:
Fleet office(s)
Workshops / yards
Camps / project offices
Approximate number of onshore users:
Management
HSEQ
Technical / maintenance
Operations
Section 6: Licensing & Access Model
Preferred licensing approach:
Per vessel
Per user
Combination
Do you require:
Named user licenses
Shared location licenses
Corporate-level read-only access
Will external parties need access?
Auditors
Class / Flag
Charterers
None
Section 7: Data, Security & Compliance
Any of the following required?
Data hosted in specific country
ISO 27001 alignment
Role-based access control
Audit logs / traceability
Is Class or Flag approval/certification required for the software?
Yes
No
To be evaluated later
Section 8: Implementation & Timeline
Desired implementation approach:
Pilot (1–3 vessels)
Phased rollout
Full fleet rollout
Target start date:
Target go-live timeline:
< 1 month
1–3 months
3–6 months
Who will be involved in approval?
Operations
HSEQ
Technical
IT
Management
Section 9: Commercial Expectations (Optional but Helpful)
Budget range (optional):
Not defined
Budgeted
Under evaluation
Preferred commercial model:
Annual subscription
Multi-year contract
Any requirement for:
Pilot pricing
Multi-year discount
Group fleet discount
Section 10: Custom Requirements
Are there any custom modules, workflows, or integrations you anticipate?
Any other expectations or constraints we should consider?
Cancel
Submit Feedback