Pricing & Process / Sample brief

What you receive from a paid assessment.

A paid assessment ends with a decision brief. This page shows the scope of an assessment and a sample brief for an orders-and-stock release.

Sample decision brief

Follow one agreed scope from assessment to handover.

This brief follows the orders-and-stock example. The assessment defines the proposed scope, risks and acceptance scenarios. It also records the checks and responsibilities needed for a later launch decision.

Workflow and scope

Customer → order → stock reservation → portal status → overdue-order report. The new system owns order status and reservations after cutover; accounting owns invoices and payments. One warehouse and one accounting export are included. Forecasting, multi-currency billing and additional warehouses are deferred.

Inputs and open risks

The client supplies a sanitised customer/product/order extract, accounting API documentation and an operations reviewer. We investigate stable source IDs, duplicate customers and provider retry behaviour. The technical lead records evidence; the client data owner resolves ambiguous mappings before migration approval.

Acceptance examples to agree before implementation

ScenarioExpected evidenceReviewer
Normal orderAn authorised user creates one order, stock is reserved once, and the customer sees only their order status.Client operations owner
Stock shortage or repeated requestNo partial reservation is silently committed; the exception is visible. Retrying the same operation creates no second reservation.Operations + QA
Accounting outageA failed export remains visible. Retry uses the same business reference and cannot silently produce a duplicate invoice.Finance + integration owner
Permissions and reportingAnother customer’s record is inaccessible. The overdue count excludes cancelled and completed orders and matches the source list at the same report time.Client data owner + QA
Trial importSource and target counts, key totals, selected relationships and rejected records are reconciled; rerunning the import does not duplicate history.Client data owner

Schedule and client decisions

Example sequence: assessment → design approval → build and review cycles → trial import → pilot → launch. We set dates once team availability, provider access and review periods are confirmed. Each stage needs the relevant client decisions on data ownership, exception rules and acceptance. If assumptions change, we update the forecast.

Go/no-go and fallback

Launch only after accepted scenarios, reconciled data, tested recovery and agreed support readiness. Record unresolved issues and who accepts them. If checks fail, postpone cutover. During the pilot, define which system accepts writes and how changes are reconciled before reverting; a backup alone is not a rollback plan.

Handover and daily use

Agree a repository and access inventory, deployment instructions, a data map, an operator guide, a backup and restore procedure and an issue contact. Pilot users practise an order, a shortage and a failed export. Record their questions, account owners and who approves the end of transition.

Decision after assessment

Proceed when the first release, estimate assumptions and responsibilities are agreed. If a risk still prevents a reliable proposal, reduce the scope or investigate that risk before commissioning development.

Your next system starts with a conversation

Tell us what needs to work better.

Share your processes, the systems you use today, and what you want to improve first. Our CEO normally leads the first discussion of possible approaches and what needs investigation before an estimate.

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