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Opstree Standard Proposal Format

Landing Page

Who We Are

TOC

  1. Executive Summary
  2. Service Provider Information
    1. OpsTree Overview
    2. OpsTree Digital & Analytics Practice
    3. Our Team
    4. Our Services
    5. Why Us
  3. Management Proposal
    1. Our Understanding of Requirements / Problem Statement / Project Objectives
    2. Scope of Work
      1. In-Scope / Inclusions
      2. Out of Scope / Exclusions
      3. Assumptions & Dependencies (Resource Requirements)
    3. Technical Approach
      1. Technical Requirements (Specifications) / Proposed Technology Stack
      2. Functional Requirements (Specifications)
      3. Non-Functional Requirements
      4. Software Architecture / High Level Design
      5. Setup & Configuration
      6. Integration with other systems
      7. Development
      8. Monitoring, Logging & Alerting
      9. Security and Compliance
      10. Data Governance
      11. Testing & Validations
        1. Integration & Testing
        2. UAT (User Acceptance Criteria)
        3. Performance Testing
        4. Security Testing
      12. Deployment / Delivery
        1. Go Live
        2. Post Go Live
      13. Training
      14. Maintenance
      15. Licensing
    4. Project Management Approach
      1. Project Execution Methodology
      2. Project Documentation
      3. Change Management Process
      4. Project Team Structure
      5. Project Management & Governance
      6. Project Schedule / Project Timeline / Project Milestones
      7. Project Resources & Team
      8. Roles & Responsibilities
      9. Escalation Matrix & Process
      10. Risks & Mitigations (Risk Management)
        1. Risk Identification
        2. Risk Assessment
        3. Risk Response Planning
        4. Risk Monitoring and Control
        5. Risk Communication
      11. Deliverables
      12. Support & Maintenance
        1. Incident Management Process
        2. Problem Management Process
        3. SLA
    5. Conclusion
  4. Commercial Plan
    1. Cost Summary
    2. Commercial Assumptions
    3. Additional Costs (If Applicable)
    4. Contingency Budget
    5. Payment Terms & Conditions / Payments Schedule
    6. Other terms & Conditions
  5. General T&Cs
    1. Intellectual property and Project Ownership
  6. Appendices
    1. Abbreviations & nomenclature
    2. References & Past Case Studies
    3. Team Resumes
  7. Signature