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.
| Phase | Dates | Milestone |
|---|---|---|
| Sprint | Mid-Mar – Mid-Apr | Readout: workflow, pricing, 3 demos |
| Symposium | June 2–4 | Live prototype demos · 400 attendees |
| Decision | Q4 2026 | Pilot readout · Commercial decision |
Phased: Sprint followed by Pilot with 100% sprint credit applied within 15 business days
Sprint: 50% at kickoff, 50% at readout delivery.
Pilot: $40,000 kickoff + $35,000/month × 6 months.
No-Regret Clause: Sprint deliverables are retained by Thomson Reuters Tax & Accounting regardless of pilot decision. Sprint value is preserved even if built internally.