PASTEL EVOLUTION

IMPLEMENTATION PROPOSAL

for

[CUSTOMER NAME]

Pre par ed by:

Da te :

EVO34 Implementation Proposal Template

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Table of Contents
1.
Executive Summary ................................................................................................................... 3
2.
Background ............................................................................................................................... 3
3.
Current State ............................................................................................................................. 3
4.
Approach ................................................................................................................................... 3
5.
Benefits to <Customer Name> .................................................................................................. 3
6.
Implementation .......................................................................................................................... 4
7.
Timeline ..................................................................................................................................... 4
8.
Deliverables ............................................................................................................................... 4
9.
Fees........................................................................................................................................... 4
APPENDIX .......................................................................................................................................... 7

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1. Executive Summary
Include your executive summary here. No more than one page. This must include:
o Statement of customer problem or need (pain point)
o Summary of your product or proposed solution (stick to the points that specifically address the pain
point)
o Describe the benefits to the customer (be as quantitative as possible)

2. Background
Describe the customer background and customer problem or need.

3. Current State
Describe the customers current environment: what solution are they using now? What is working well?
What is not working so well?

4. Approach
Briefly describe your proposed product deployment or service you are proposing. Dont reproduce your
product data sheets here, just describe it in terms that the customer can relate to (directly addressing the
need above), addressing the points from the previous section.

5. Benefits to <Customer Name>

Explicitly and concisely describe the benefits of the proposed solution to the customer, in bulleted form:

Benefit #1,

Benefit #2,

Benefit #3.

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6. Implementation
Cover at a high level the process and timeline to implement the proposed solution. Dont go into more detail
here than you need to to make the sale (save that for the project plan later). Include any resource
requirements that you will need from the customer.

7. Timeline
Summarize the timeline for the proposed implementation (briefly). You can follow the example of the chart
below change it to meet your needs.

Project Planning
Length of time
Customer
resources
Other
requirements

Scoping and
Analysis
Length of time
Customer
resources
Other
requirements

Design and Build

Length of time
Customer
resources
Other
requirements

Final Preparation
Length of time
Customer
resources
Other
requirements

Go-live and
Support
Length of time
Customer
resources
Other
requirements

8. Deliverables
List any explicit deliverables from the proposed engagement or implementation. What are you the vendor
responsible for, and what is the customer responsible for? Are there any third party dependencies?

9. Fees
Include all relevant fees here: license fees, service fees, consulting fees, etc.

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10. Terms and Conditions

This Proposal is subject to the following conditions and by signing the proposal, the Customer accepts these
conditions as binding: -

1. Validity.
This proposal and the amounts quoted herein shall remain valid for acceptance for period of (14) days from
the date of issue thereof. At the expiry of this period, the proposal will lapse:1.1.1. unless otherwise extended by written agreement between Sage Pastel and the Customer; and
1.1.2. subject to any amendment to this proposal which Sage Pastel may, in its discretion and without
reservation, choose to make.

2. Estimates.
In view of the susceptibility of currency to fluctuating market conditions, the rates quoted in this proposal in
respect of Sage Pastels fees and charges are only estimates and may change at any time and without notice
prior to the acceptance hereof. Sage Pastel can therefore only provide the actual rates on acceptance of this
proposal.

3. Mode of contracting.
The contents of this Proposal do not, and should not be interpreted to, constitute an agreement between
Sage Pastel and the Customer. Should the Proposal be acceptable to the Customer, then mutually
acceptable agreements will be entered into between Sage Pastel and the Customer. The terms and
conditions of such agreements will be governed by the terms and conditions stipulated in the Sage Pastels
Maintenance, Software License and Consulting Services Agreements. Any such agreements will include,
amongst other things, the terms governing maintenance, software licensing, consulting services,
implementation, support and system requirements in respect of the system offered by Sage Pastel in its
response and also stipulate Sage Pastels general terms and conditions of contracting and describe in detail
the specific Services and/or Goods to be provided by Sage Pastel, including any additional terms and
conditions relating thereto.

4. No deviation.
No deviation from or variation of these conditions shall be allowed or permitted unless otherwise expressly
agreed in writing by Sage Pastel or its duly authorized representative.

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11. Business Assumptions

The list below summarizes the assumptions made in preparing this proposal. Variations to these assumptions
may directly impact the proposed pricing schedule and the ability to deliver the services within the target time
ranges.
1. The entire implementation will take place at one location unless otherwise specified.
2. The implementation is for financials with the relevant modules quoted.
3. The client will provide a resource that will be trained to assist other users and provide first line support.
4. Users are computer literate and understand computer fundamentals.
5. The client will provide suitable resources to capture master-file information and data, unless otherwise
agreed upon.
6. Client staff will be trained to capture information where relevant.
7. The client is free to enter into a Service Level Agreement with the respective Certified Business Partners.
This has no bearing in any way on Sage Pastel.
8. Suitable computer hardware, data backup devices, operating systems, database, network and other
infrastructures are in place, sound and stable. Softline Sage will be pleased to provide you with the
hardware requirement if required.
9. Sage Pastel on request can refer specialist IT infrastructure companies to the client, who will be able to
provide specialist services on LAN/WAN and IT hardware.
10. The client will grant on request, access to the required servers should remote access support need to be
administered.

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APPENDIX
In your appendix (if needed) you can include additional detail about your product, detail about service
methodologies, customer case studies, or individual bios if relevant.

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