Working scope for the initial fixed-price proposal
Define the Base System
Identify exactly what Lakeland needs to move its essential paper workflow onto OnIT, what should wait, and what still needs definition before a reliable fixed price can be quoted.
The signed proposal will cover the selected base items, stated assumptions and agreed acceptance scenarios. Material additions or changes require an approved change order.
How to use this checklist
Build the exact list of work the initial proposal will promise.
01Review each area
Read the work items grouped beneath the business area they support.
02Check work to be completed
A checked bullet becomes part of the proposed base-system deliverables.
03Clarify in the notes
Add quantities, limitations, examples and acceptance wording before the quote is finalized.
OnIT working document
Work to Be Completed
Check the bullet items that should be included in the initial fixed-price proposal. Use the notes below each area to define exactly what completion means. Progress is saved on this device.
Share a clean working copyThe link starts without selections or notes for an independent review.
Check the work OnIT will complete.
01
Definition • Current process
Scope basis and current-state review
Work to be completed
The fixed price should be based on the paperwork and essential processes Lakeland uses today. This work turns familiar forms and real examples into written deliverables and acceptance scenarios.
02
Access • Accountability
Users, permissions and audit controls
Work to be completed
Employees should see the information and actions they need, while management retains a reliable record of important activity and sensitive information remains protected.
03
Customers • Properties
Customer and property records
Work to be completed
The service address is the durable operational record: customers may move, but installed equipment and work history stay with the property where the work occurred.
04
Core workflow • Paper replacement
Familiar digital order sheet
Work to be completed
This is the heart of the MVP: preserve the speed and simplicity of Lakeland’s paper order while making the information searchable, reusable and accountable.
05
Field work • Resilience
Offline capture and later synchronization
Work to be completed
Temporary loss of cellular service must not stop field work. Essential information should be saved safely on the authorized device and connected to the correct customer and property when service returns.
06
History • Follow-through
Customer, equipment and service history
Work to be completed
Every completed order should improve the next customer interaction by building a searchable record of what was installed, delivered or serviced at the property.
07
Sales • Transaction records
Products, pricing and payment records
Work to be completed
The base system needs enough product, price and payment information to complete an order accurately and feed the connected accounting records.
08
Products • Locations
Basic inventory visibility
Work to be completed
Define the minimum inventory control needed to support orders without accidentally committing to a complete purchasing and warehouse system.
09
Vehicles • Field accountability
Vehicle, mileage and fuel visibility
Work to be completed
Give management a practical record of where service vehicles are used, how mileage changes and where fuel expense may deserve review—without promising unsupported vehicle hardware.
10
Accounting • Year-end control
Connected operational accounting
Work to be completed
Accounting should live in the same system as the transactions that create it, while preserving accountant review, controlled adjustments and the flexibility needed to finish year-end correctly before records are locked.
11
Operations • Oversight
Essential management visibility
Work to be completed
Include the operational views needed to know what work exists, what is incomplete and where follow-up is required—without turning the base quote into a full business-intelligence project.
12
Delivery • Fixed-price completion
Implementation, training and acceptance
Work to be completed
The final agreement should identify the production environment, current open work, training, test scenarios and the point at which the base system is accepted.
13
Boundaries • Future phases
Potential later phases or change orders
Work to be completed
These capabilities may be valuable, but they should not be assumed in the fixed-price base system unless the final proposal expressly includes them.
Quote preparation
Turn the checked work into a defined proposal.
The checked deliverables and final notes create the working record OnIT can estimate, organize into milestones and convert into the fixed-price proposal.
0Included work items
85Not included
Submitting saves this working checklist for OnIT. It does not create a contract or fixed price. The written proposal will define final deliverables, price, payment terms, assumptions and acceptance requirements.
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