Proposal Template – SaaS Platform Stack¶

This document provides a reusable skeleton for proposals where the main product is a stack of platforms (e.g., Identity + Audit + Config + Bot). 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 identity/audit/config/bot solutions, 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¶

Need for identity/authentication solution
Compliance and audit requirements
Configuration management needs
Conversational interface requirements
Multi-tenant SaaS foundation
Cost reduction
Faster time-to-market

2. Proposed Platform Stack¶

Platforms Included¶

Identity Platform: [Included/Not included, hosting model]
Audit Platform: [Included/Not included, hosting model]
Config Platform: [Included/Not included, hosting model]
Bot Platform: [Included/Not included, hosting model]

Hosting Model¶

SaaS (Hosted): [ConnectSoft-hosted SaaS]
Self-Hosted: [Customer-hosted deployment]
Hybrid: [Mix of hosted and self-hosted]

Environments¶

Development: [Dev environment configuration]
Staging: [Staging environment configuration]
Production: [Production environment configuration]

Platform Capabilities¶

Identity Platform:
OAuth2/OIDC authorization server
Multi-tenant identity management
External IdP federation
RBAC and permissions
Audit Platform:
Comprehensive audit logging
Compliance and retention policies
Query and reporting
SIEM integration
Config Platform:
Centralized configuration
Feature flags
Tenant-specific settings
Configuration versioning
Bot Platform:
AI-powered conversations
Multi-channel support
Natural language processing
Backend integration

3. Integration Approach¶

Integration Patterns¶

API Integration: [REST APIs, OAuth2/OIDC]
Event Integration: [Event bus, webhooks]
Data Integration: [ETL pipelines, data sync]

See: Integration Overview for integration patterns.

Integration Services¶

Microservices: [How microservices integrate with platforms]
External Systems: [How external systems integrate]
Data Pipelines: [How data flows to analytics]

See: External SaaS Integration Patterns for integration patterns.

Integration Timeline¶

Phase 1: [Initial integration setup]
Phase 2: [Platform integration]
Phase 3: [External system integration]
Phase 4: [Data pipeline integration]

4. Scope and Deliverables¶

Scope¶

Platforms: [Platforms to be deployed]
Tenants: [Number of tenants]
Users: [Number of users]
Integrations: [Number of integrations]
Environments: [Environments to be configured]

Deliverables¶

Platform Deployment: [Deployed platforms]
Configuration: [Platform configuration]
Integration Code: [Integration code and examples]
Documentation: [Platform docs, API docs, integration guides]
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]

5. Timeline and Phasing¶

Phase 1: Platform Setup¶

Duration: [X weeks]
Activities:
Platform deployment
Initial configuration
Environment setup
Basic integration

Phase 2: Integration¶

Duration: [X weeks]
Activities:
Microservice integration
External system integration
Webhook configuration
Data pipeline setup

Phase 3: Configuration and Customization¶

Duration: [X weeks]
Activities:
Advanced configuration
Custom integrations
Feature flag setup
Bot training

Phase 4: Production Deployment¶

Duration: [X weeks]
Activities:
Production deployment
Performance testing
Security review
Documentation and handover

Milestones¶

6. Pricing Structure (High-Level)¶

Pricing Model¶

Platform Subscriptions: [Per-platform or bundled pricing]
Hosting: [Hosting costs if applicable]
Support: [Support pricing]
Training: [Training pricing if separate]

Payment Terms¶

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