Business Proposal Template Sample with accurate effort estimation

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Proposal Sample Project 3: Complex SaaS application

3/28/2013

Contents Technical Part

3

1. Short project description

3

2. List of important requirements

3

3. Possible risks

3

4. System Architecture

4

5. Technologies

4

6. Documentation

5

7. Quality Control and Testing

5

8. Communication

5

9. Project Breakdown with time efforts estimation

6

10. Project delivery plan by stages

10

Financial Part

13

11. Budget details

13

12. Payment terms

14

13. Warranty

14

14. Maintenance and support terms

14

General Information

15

15. Information

15

16. Portfolio Samples

16

17. References

17

18. Contact Details

17

2

Technical Part 1. Short project description

TEXT In this field, you can briefly provide the most important information about the project, for example, the project name, a short description, objectives, and general technologies.

2. List of important requirements

TEXT In this field, you can summarize the major requirements for the future project in your own words. We suggest to list here those requirements which singificantly determine work scope of the project. Important requirements: 1. Requirement 1 2. Requirement 2 3. Requirement 3 4. Requirement 4 5.

Requirement 5 6. Requirement N....

3. Possible Risks

TEXT In this field, you can make a note of every possible risk in project development, for example technical issues or any other issue that may lead to missing deadlines, not staying within budget, or not completing the project.

Important risks: 1. Risk 1 2. Risk 2 3. Risk 3 4. Risk N....

3

4. System Architecture

The system will consist of the following major sections: 1. Web users application 2. MS SQL Server database 3. Administrator web-based application 4. Service system application 5. POS terminal application

5. Technologies Default Company Name suggests building the system using the following technologies: 1. Crystal Reports 2. Javascript 3. WPF 4. Microsoft.NET 4.0 4

5. jQuery 6. ASP.NET MVC3 7. HTML 5 8. Entity Framework 9. Microsoft Windows

6. Documentation Default Company Name will provide: 1. Commented source code 2. Mockups 3. Software requirements specification 4. Technical documentation

7. Quality Control and Testing Default Company Name will implement the following tests: 1. Functional testing 2. Performance testing 3. Usability testing 4. Security testing

8. Communication Default Company Name will ensure excellent communication throughout the entire duration of the project: Day to Day a. Direct access to the latest development version of the system (demo site) b. Client will be able to communicate with a project manager via a desired instant messenger, Skype, e-mail Weekly a. Conference call with presentation of results achieved (shared desktop)

5

9. Project Breakdown with time efforts estimation Timeline and price in this proposal are referred to the entire application. â„– Stage 1 1.1 1.2 1.3 1.4 Stage 2 2.1 2.1.1 2.1.2 2.1.3 2.1.4 2.2 2.2.1 2.2.1.1 2.2.1.2 2.2.1.3 2.2.1.4 2.2.1.5 2.2.1.6 2.2.1.7 2.2.1.8 2.2.1.9 2.2.2 2.2.2.1 2.2.2.2 2.2.2.3 2.2.2.4 2.2.2.5 2.2.2.6 2.2.2.7 2.2.2.8 2.2.2.9 2.2.2.10 2.2.2.11 2.2.2.12 2.3 2.3.1 2.3.2 2.3.2.1 2.3.2.2 2.3.2.3 2.3.2.4 2.3.2.5

Stages/Tasks

Analysis and Design Analysing Requirments Web site design Work plan System architecture Implementation Multi-tenant architecture Registration of new tenant Adaptation of current database structure Subscription, tenant properties Adaptation of existing reports CustomerTab Customer Maintanence Customer Form Category Form (Category maintainence) Upload Photo Dialog Address Editor Email button Customer Secodary Id Form Purchaser Form Report (SQL Reporting) with selecting Order Redeem Ronald Svewept s Frequent Shopper points Instore Carge AR Maintainence Main Form Charges Payments AutoApply Payments Credit memo Instore Charge Finance Customer Attriutes Aging Report Statement Report Activity Report Balance Detail Report Balance Summary Report Inventory Cost Calculator Receive an Invoice Form (+CRUD) Search PO Adjustment Create Batch Preview (Report)

Efforts, man-hours 16 16 18 24 20 40 20 40 24 8 6 6 1 8 8 4 8 24 16 16 4 16 16 16 8 8 8 8 8 12 24 12 16 8 4 6

2.4 2.5 2.6 Stage 3 3.1 3.1.1 3.1.1.1 3.1.1.2 3.1.1.3 3.1.1.4 3.1.1.5 3.1.1.6 3.1.2 3.1.2.1 3.1.2.2 3.1.2.3 3.1.2.4 3.1.3 3.1.3.1 3.1.3.2 3.1.3.3 3.1.4 3.1.4.1 3.1.4.2 3.1.4.3 3.1.4.4 3.1.4.5 3.1.4.6 3.1.5 3.1.5.1 3.1.5.2 3.1.5.3 3.1.5.4 3.1.5.5 3.1.5.6 3.1.5.7 3.1.5.8 3.1.6 3.1.6.1 3.1.6.2 3.1.6.3 3.1.7 3.1.7.1 3.1.7.2 3.1.7.3 3.1.7.4 3.1.7.5 3.1.7.6

Ribbon Bar implementation BarTender integration Testing Implementation Point of Sale Store Sales Main Form + CRUD Stores Graph Diagram Memo Dialog Report Agregate Report Taxes Dialog(Summary/Detail view + Report) Product Sales Main Form Filters Product Movement Report Weekly Balance Summary Main Page Setting page Report Till Statistics and Balancing Main Page Report Get Employee Popup Convert concurency Till Status Report Settings - Balance by cashier/by lane Safe Statistics and Balancing Page Report Make a deposit (Deposit form + Check form) Show till monitor (dialog) Safe Adjustment Countdown dialog Date search Safe audit report Balancing Overview Main Page Report Discount and Coupon Summary Report Electronic Journal Page Retail Search Analyze Transition Analyze Order Show All Employees Report

40 32 40

20 32 4 4 4 20 24 20 6 4 4 16 4 4 16 4 6 4 4 8 32 4 32 16 6 12 4 4 24 4 4 16 8 8 8 4 4

7

3.1.8 3.1.8.1 3.1.8.2 3.1.9 3.1.10 3.1.10.1 3.1.10.2 3.1.10.3 3.1.10.4 3.1.10.5 3.1.10.6 3.1.10.7 3.1.10.8 3.1.10.9 3.1.10.10 3.1.10.11 3.1.11 3.1.11.1 3.1.11.2 3.1.11.3 3.1.11.4 3.1.11.5 3.1.11.6 3.1.11.7 3.1.11.8 3.1.11.9 3.1.11.10 3.1.12 3.1.12.1 3.1.12.2 3.1.13 3.1.13.1 3.1.13.2 3.1.14 3.1.14.1 3.1.14.2 3.1.15 3.1.16 3.2 Stage 4 4.1 4.1.1 4.1.2 4.1.3 4.1.3.1 4.1.3.2 4.1.4 4.1.4.1

Print EFT Charges Report Report configure dialog Report Products Product Maintenance Main Form Report Product Groups Additional Vendors Inventory Product Movement Price History Product Batches Scale Data ( + 1 subform) Power Edit Cost Calculator Product Batches Maintenance Main Form Report Add New Batches Find a Batch (batch table) Date Change Product Movement Apply Change Review Related Batches Prouct Ad Loss Report Prices that will remain in effect Product Group Maintenance Form Report Power Edit Form Report Print Custom Labels Form Printing (Report) Convert Currency Product Movement (used in other forms + Report ) Testing Implementation Administration Customer Maintenance Employee Maintenance Vendor Maintenance Vendor page Report Template Maintenance Template page

8 6 32 4 6 6 6 2 2 12 2 6 16 4 4 4 4 4 4 4 4 16 4 16 4 24 8 16 24 64 16 24 20 4 16

8

4.2 Stage 5 5.1 5.2 Stage 6 6.1 6.2 6.3

Crystal Reports deployment Testing and other QA tasks Final testing of all implemented functionality Debugging, Bugs fixing Deployment Deployment of customer server Knowledge transfer to customer staff Technical documentation

16 160 120 8 16 16

Total estimated efforts: 1733 man-hours

9

10. Project delivery plan by stages The project will be implemented in the following stages: Tasks

Analysing Requirments;Web site design;Work plan ;System architecture;

Deliverables

System architecture, work plan and web design of application

Estimate (work days)

5

Total man-hours by stage 74 Labor category

Man-hours per category

Staff quantity

Man-hours per person

Project manager

34

1

34

Senior software engineer

24

1

24

Web designer

16

1

16

Tasks

Multi-tenant architecture;Registration of new tenant;Adaptation of current database structure;Subscription, tenant properties ;Adaptation of existing reports;Customer Tab;Customer Maintanence;Instore Carge AR Maintainence;Inventory;Cost Calculator;Receive an Invoice;Ribbon Bar

Deliverables

Updated version of application on developer s server

Estimate (work days)

22

Total man-hours by stage 529 Labor category

Man-hours per category

Staff quantity

Man-hours per person

Senior software engineer

162

1

162

Software engineer

327

2

163.5

Software test engineer

40

1

40

10

Stage 3. Implementation Tasks

Point of Sale;Store Sales;Product Sales;Weekly Balance Summary;Till Statistics and Balancing;Safe Statistics and Balancing;Balancing Overview;Electronic Journal;Print EFT Charges Report;Products;Product Maintenance;Product Batches Maintenance;Product Group Maintenance;Power Edit;Print Custom

Deliverables

Updated version of application on developer s server

Estimate (work days)

23

Total man-hours by stage 714 Labor category

Man-hours per category

Staff quantity

Man-hours per person

Senior software engineer

98

1

98

Software engineer

528

3

176

Software test engineer

64

1

64

Tasks

Administration;Customer Maintenance;Employee Maintenance;Vendor

Deliverables

Completed application with some bugs on developer s server

Estimate (work days)

5

Total man-hours by stage 96 Labor category

Man-hours per category

Staff quantity

Man-hours per person

Senior software engineer

36

1

36

Software engineer

60

2

30

Tasks

Final testing of all implemented functionality;Debugging, Bugs fixing;

Deliverables

Competed application on developer s server

Estimate (work days)

10

Total man-hours by stage 280 Labor category

Man-hours per category

Staff quantity

Man-hours per person

Software engineer

120

2

60

Software test engineer

160

2

80

11

Stage 6. Deployment Tasks

Deployment of customer server;Knowledge transfer to customer staff;Technical

Deliverables

Completed application on client s server

Estimate (work days)

2

Total man-hours by stage 40 Labor category

Man-hours per category

Staff quantity

Man-hours per person

Project manager

16

1

16

Senior software engineer

8

1

8

Software test engineer

16

1

16

Total project timeframe: 14 weeks.

Total estimated efforts: 1733 man-hours Total estimated efforts Project manager

50

Senior software engineer

328

Software engineer

1035

Web designer

16

Software test engineer

280

12

Financial Part 11. Budget details Hour rates Web designer

25 USD per hour

Software test engineer

22 USD per hour

Software engineer

31 USD per hour

Senior software engineer

38 USD per hour

Project manager

40 USD per hour

Budget calculation Labor category

Duration, man-hours

Cost per category

Total cost per category

Web designer

16

25

400

Software test engineer

280

22

6160

Software engineer

1035

31

32085

Senior software engineer

328

38

12464

Project manager

50

40

2000

Additional Services Knowledge transfer and client's staff education

3500 USD

Cloud Amazon hosting rent and deployment

1600 USD

Total price is 58209 USD The total cost includes: • Final deliverables in accordance with project work scope listed in proposal • 12 months of free bug fixing • Development and testing efforts to create the entire project

13

12. Payment terms Pre-payment

20%

11641.8 USD

After completion of Stage

15%

8731.35 USD

After completion of Stage

15%

8731.35 USD

After completion of Stage

15%

8731.35 USD

After completion of Stage

15%

8731.35 USD

After completion of Stage

20%

11641.8 USD

Methods of payment: • Default Company Name accepts payment via Cash • Default Company Name accepts payment via Wire transfer • Default Company Name accepts payment via Credit card • Default Company Name accepts payment via PayPal • Default Company Name accepts payment via Check Payment Notes We will provide source code only after full payment.

13. Warranty All errors that are discovered within the first three months of system operation will be fixed at no additional cost.

14. Maintenance and support terms Will be discussed after project completion.

14

General information 15. Information Your company description:

TEXT Key Services:

Key Skills:

Full-Time Employees:

Location:

Team Expertise

TEXT

15

16. Portfolio Samples Project name

Description Text

Screenshot

Description Text

Screenshot

Description Text

Screenshot

Technologies:

Project name

Technologies:

Project name

Technologies:

16

17. References

Client words Client contact details

Client words Client contact details

Client words Client contact details

18. Contact Details Email:

Your email

Skype:

Your Skype name

Office Phone/Fax:

Your phone number

Mobile:

Your mobile number

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