Proposal Review

Advisory Commercialization Architecture Sprint

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.
Thomson Reuters Tax & Accounting · Draft · Enterprise
Engagement Total
$345,000
Primary Contact
Paul Miller
Last Client Action
Awaiting response

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Architecture Sprint
30-day fixed-fee design exercise. Deliverables: workflow map, pricing logic model, 3 demo journeys, data/security architecture, sponsor memo, exec deck, buy/partner/build decision brief, pilot SOW.
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Proposal & Pricing Pilot (6-Month)
Guided discovery, pricing calculator, proposal generation, scope/out-of-scope logic, change-order v1, engagement memory lite, light analytics. Sandbox deployment. Advisory Symposium as first live milestone.
$250,000

Scope

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.

In Scope · Problem & opportunity definition with success metrics
Out of Scope · Production deployment or production-data integration
In Scope · Current-to-future workflow map (with existing TR products)
Out of Scope · Source-code transfer
In Scope · Pricing engine specification
Out of Scope · OEM, licensing, or reseller agreement
In Scope · Scope & change-order taxonomy
Out of Scope · Exclusivity arrangements
In Scope · Engagement memory specification (commercial workflow scoped)
Out of Scope · Embedded payment processing
In Scope · Three live demo journeys (Symposium-stage ready)
Out of Scope · Broad knowledge management (CoCounsel Tax territory)
In Scope · Data boundary & security posture memo
Out of Scope · Enterprise-scale controls (pilot scope)
In Scope · Sponsor memo + 5-slide exec deck + decision brief
Out of Scope · Commitment to pilot, acquire, or grant exclusivity
In Scope · Pilot SOW with measurable success metrics

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