Sample Business Proposals / Software Automation Sample Proposal

Investigative Systems LLC is in need of Process Server Automation solution to take over for an existing framework. With limited extensibility and set functions the current system is not performing to expectations. The automation of all office activities will be incorporated into the new system. THIS AGREEMENT is made on this day by and between IGuide Media hereafter referred to as "Company" and Investigative Systems LLC hereafter referred to as "Customer".

For illustration purposes the text of the non disclosure contract has been removed. See the Proposal Pack template Non Disclosure NDLShort.docx for the full text of the contract. EXECUTED as of the date first written above.

The Objective

Investigative Systems LLC is in need of Process Server Automation software to take over for an existing framework. The new software system will expand and integrate all current office automation functions. Office Automation Solution.

Investigative Systems LLC needs database program to effectively manage the process server business. Client Services. Investigative Systems LLC wants to better serve its clients.

The Goals

Investigative Systems LLC is privately owned organization that requires cost effective office automation and web services. The goals of IGuide Media are to. Provide solutions for office automation tasks with the ability to easily add new features. Provide framework to process papers at lower cost than possible for those currently being processed by existing system.

Improve functionality of the office automation solution.

The Solution

IGuide Media specializes in technology solutions for all types of small businesses. We offer expertise in the utilization of technology for business automation in cost effective manner. We will provide an office automation package to include.

Investigative Systems LLC is privately owned and operated investigative services office with independent agents across the United States. Investigative Systems offers professional quality services performed by highly trained and experienced professionals. The company has several years of experience offering wide range of investigative services to insurance companies law firms and major corporations. However the lack of an upgradeable office automation solution has led to lost productivity and missed opportunities.

Once IGuide Media is responsible for all office automation tasks the owner of Investigative Systems will be better able to meet the demands of his business and focus more on growing the business. Our system will provide the following benefits. Increased Productivity Improve productivity and profitability with new communication tools.

Extensible Configuration Easily add new features and upgrade the office automation solution. Exposure Increase public awareness of business through Internet marketing efforts. The following is an estimate and summary of the costs associated with IGuide Media services for an office automation solution and web services.

Standard Disclaimer. The numbers represented above are to be used as an estimate for the projects discussed. The above Cost Summary in no way constitutes warranty of final price.

Estimates are subject to change if project specifications are changed or costs for outsourced services change before being locked in by binding contract. Minimum Term of this contract. 12 calendar months commencing on the first of the month following conversion completion.

After the initial term of this contract services will be provided on continuing monthly basis at the current rate schedule. Current rates are disclosed no less than days prior to the end of the initial term of this contract. If new contract for period of or more months is signed the rates will be locked in at the current rate at the time of signing.

In the event of cancellation for any reason. 90 days notice is required by either party. There are no pre payment penalties. Cancellation of contract prior to the end of the initial term will require payment for all contracted services due to the end of the contract period or for days whichever is longer.

Late payment fees will be assessed on any account past due by days. Final terms and conditions will be provided in the contract for services. An authorized signature below by Investigative Systems LLC indicates your acceptance of this proposal. By utilizing IGuide Media as your technology partner you will realize the following benefits.

IGuide Media offers our entire staff at your service. We will assign the following team to your company’s project. Client Project Team Contact. Brian Noon The Team Contact person is responsible for managing all contact between the IGuide Media development team and Investigative Systems LLC.

To keep the project on schedule and avoid communication problems all project related issues must be managed through your contact person. Team Leader. Julien Simmons The Team Leader is responsible for managing the technical details of the project to ensure it meets the terms of the proposal and contract. The Team Leader will manage all of the activities of the subordinate team members and answers directly to the Project Manager. The Team Contact person will be your main contact for the project development team.

All decisions must be cleared through the Team Contact person and Project Manager. Subordinate team members should not be contacted directly unless cleared by the Team Contact Project Manager and Team Leader. IGuide Media will submit complete diagram of the office automation database schema and program workflow upon receiving contract approval and signature from Investigative Systems LLC.

This document will need to be approved by Investigative Systems LLC before programming begins on project. A Service Change Order SCO will be the method for communicating any changes to the project. The SCO will describe the change ; the reason for the change the charges for the change and the effect the change will have on the project timelines. Authorized representatives of Investigative Systems LLC and IGuide Media must sign completed SCO before implementation.

The following is our projected production schedule for the project. Thank you for taking the time to work with us to determine your technology needs last week. Know that your business office process serving software has been high priority problem for you.

Am pleased to propose cost effective solution that will maximize your office automation needs. IGuide Media will be available to start work on this project as soon as possible. We pride ourselves in providing our clients with professional service guaranteed accuracy and the highest level of confidentiality.

Your attached cost summary is based upon your current needs and can be adjusted as we customize your services. I look forward to discussing your project with you in more detail shortly. Please contact me directly any time you have additional questions or requests.