Design the commercialization layer that converts Ready to Advise and Practice Forward outputs into consistently scoped, priced, signed, and expandable engagements. Target: demo-ready prototypes for Advisory Symposium, June 2-4, 2026.

This engagement includes: problem and opportunity definition with measurable success metrics, current-to-future workflow map showing integration with existing Thomson Reuters advisory products, pricing engine specification, scope and change-order taxonomy, engagement memory specification scoped to commercial workflow, three live demo journeys suitable for Advisory Symposium presentation, data boundary and security posture memo, internal sponsor memo with 5-slide executive deck and buy/partner/build decision brief, and pilot SOW with concrete success metrics for binary go/no-go decision.

This engagement explicitly excludes: production deployment, source-code transfer, production-data access, OEM or licensing agreements, exclusivity arrangements, embedded payment processing, broad knowledge-management systems, enterprise-scale controls, and any commitment to pilot, acquire, or grant exclusivity. All data used in Phase 1 is synthetic or anonymized.