Software Implementation Proposal Template: Scope, Timeline & Costs

1. Proposal Title

[Example: "ERP Software Implementation Plan for [Client Name]"]

2. Prepared For

[Client Name / Company Name]

[Client Address]

[Email Address]

3. Prepared By

[Your Name / Company Name]

[Your Address]

[Email Address]

4. Date

[Insert Date]

5. Executive Summary

This proposal outlines the strategy, scope, and process for implementing [Software Name] within [Client Name]'s organization. The implementation will be designed to meet operational needs, ensure data integrity, and support long-term business goals.

6. Project Objectives

Key goals of this implementation include:

• Seamless migration from legacy systems
• Staff onboarding and training
• Integration with existing tools
• Minimizing downtime and disruptions
• Ensuring post-launch support and scalability

7. Scope of Work

The implementation project includes:

• Initial technical and process audit
• Custom configuration of [Software Name]
• Data migration (e.g., customers, inventory, transactions)
• User training and documentation
• Testing and go-live support

8. Methodology and Phases

Project phases:

• Phase 1: Discovery & Planning
• Phase 2: Configuration & Customization
• Phase 3: Data Migration & Integration
• Phase 4: User Training & UAT (User Acceptance Testing)
• Phase 5: Go-Live & Post-Launch Support

9. Timeline

Estimated total project duration: [X weeks/months]

• Start Date: [Insert Date]
• Go-Live Target: [Insert Date]

Detailed milestone chart available in Appendix A (if needed)

10. Team and Responsibilities

Our implementation team includes:

• Project Manager
• Lead Developer / Engineer
• Business Analyst
• Client Liaison

Client responsibilities include:

• Timely access to internal systems
• Coordination of internal stakeholders
• Participation in training and UAT

11. Technologies and Tools

The following technologies will be used:

• [Software Platform Name and Version]
• Data transfer via [e.g., CSV, SFTP, secure API]

12. Pricing and Payment Terms

Total project cost: $[Amount]

Breakdown:

Payment schedule:

• [e.g., 30%] upfront, [e.g., 40%] mid-project, [e.g., 30%] post-launch
• Payment due within [X] days of invoice

13. Assumptions and Exclusions

• Client has appropriate hardware and licensing
• Internet connection and data backups are maintained
• Any future enhancements or custom modules are outside of scope unless added by mutual agreement

14. Terms and Conditions

• Proposal valid for [X] days
• Timeline is subject to change based on Client's responsiveness
• Confidentiality and data security are guaranteed
• IP rights to custom code or integrations can be negotiated separately