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Proposal Template – AI Factory Project

This document provides a reusable skeleton for proposals where the main product is the AI Factory (plus some platforms). It is written for sales and business development teams creating customer proposals.

This is an internal template document. Actual numbers, pricing, and customer-specific details go in external proposals. Use this template as a starting point and customize it for each customer engagement.

Note

This is an internal template document. Actual numbers, pricing, and customer-specific details go in external proposals. Customize this template for each customer engagement.

1. Context and Objectives

Customer Context

  • Company: [Customer company name]
  • Industry: [Industry/sector]
  • Current State: [Current architecture, challenges, pain points]
  • Goals: [Customer goals and objectives]

Project Objectives

  • Primary Objective: [Main objective of the engagement]
  • Success Criteria: [How success will be measured]
  • Timeline: [Expected timeline]
  • Budget: [Budget range or constraints]

Business Drivers

  • Speed to market
  • Cost reduction
  • Quality improvement
  • Consistency
  • Scalability
  • Compliance

2. Proposed Solution

Solution Overview

  • Factory Access: [Factory access level and capabilities]
  • Platforms Included: [Identity, Audit, Config, Bot platforms if included]
  • Support Level: [Support tier and response times]
  • Training: [Training and onboarding included]

Key Capabilities

  • Code Generation: [Microservices, libraries, pipelines, docs]
  • Architecture: [Clean Architecture, DDD, event-driven patterns]
  • Platforms: [Platform capabilities if included]
  • Integration: [Azure DevOps, external systems integration]

Value Proposition

  • Speed: [Time-to-market improvements]
  • Quality: [Code quality and architecture benefits]
  • Consistency: [Consistency across services]
  • Ownership: [Code ownership and control]

3. Scope and Deliverables

Scope

  • Bounded Contexts: [Number of bounded contexts to be designed]
  • Microservices: [Number of microservices to be generated]
  • Integrations: [Number of integrations to be built]
  • Platforms: [Platforms to be integrated]

Deliverables

  • Generated Code: [Code repositories in Azure DevOps]
  • CI/CD Pipelines: [Pipeline definitions and configurations]
  • Documentation: [Architecture docs, ADRs, API docs]
  • Training: [Training sessions and materials]
  • Support: [Support period and response times]

Out of Scope

  • [Items explicitly out of scope]
  • [Assumptions about customer responsibilities]
  • [Limitations and constraints]

4. Timeline and Phasing

Phase 1: Setup and Onboarding

  • Duration: [X weeks]
  • Activities:
  • Factory setup and configuration
  • Azure DevOps integration
  • Team training
  • Initial project setup

Phase 2: Pilot Project

  • Duration: [X weeks]
  • Activities:
  • Design first bounded context
  • Generate first microservice
  • Review and feedback
  • Iteration and refinement

Phase 3: Full Rollout

  • Duration: [X months]
  • Activities:
  • Generate remaining microservices
  • Integrate platforms
  • Deploy to environments
  • Documentation and handover

Milestones

  • Factory setup complete
  • Pilot microservice deployed
  • [X] microservices generated
  • Platforms integrated
  • Production deployment
  • Knowledge transfer complete

5. Assumptions and Responsibilities

Assumptions

  • Customer Responsibilities:
  • Azure DevOps access and configuration
  • Azure subscription and resources
  • Technical team availability for review
  • Domain expertise and requirements

  • ConnectSoft Responsibilities:

  • Factory access and configuration
  • Code generation and delivery
  • Training and support
  • Platform integration support

Dependencies

  • [External dependencies]
  • [Customer dependencies]
  • [Technical dependencies]
  • [Resource dependencies]

6. Pricing Structure (High-Level)

Pricing Model

  • Factory Access: [Subscription/licensing model]
  • Platforms: [Platform pricing if included]
  • Support: [Support pricing]
  • Training: [Training pricing if separate]

Payment Terms

  • Payment Schedule: [Payment milestones]
  • Currency: [Currency]
  • Terms: [Payment terms]

Note

Actual pricing, payment terms, and commercial details go in external proposals. This section is for internal reference only.

7. Risks and Mitigations

Technical Risks

  • Risk: [Technical risk description]
  • Mitigation: [Mitigation strategy]
  • Contingency: [Contingency plan]

Project Risks

  • Risk: [Project risk description]
  • Mitigation: [Mitigation strategy]
  • Contingency: [Contingency plan]

Business Risks

  • Risk: [Business risk description]
  • Mitigation: [Mitigation strategy]
  • Contingency: [Contingency plan]

8. Next Steps

Immediate Actions

  1. Customer review and approval
  2. Contract negotiation
  3. Project kickoff meeting
  4. Factory setup and configuration
  5. Team onboarding

Timeline

  • Proposal Review: [X days]
  • Contract Signing: [X days]
  • Project Kickoff: [X days]
  • First Deliverable: [X weeks]