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1. Transformation Implementation Proposal
Client Name:
Client Address:
Client Contact Information
Client Name:
Client Address:
Client Contact Information
Prepared for Prepared by
“Client Name”
2. Cover Letter For Transformation Implementation Proposal
Dear Client
You need to change your old customer handling and grievance
management system from man labor intensive to more capital intensive
way . this change process can be elaborate and can have many points of
resistance in it , thus managing all these complication becomes hectic and
difficult.
Dear client you need not worry about such hinderance because this is
where we play a major role for you . we mange the process of change for
you with our expertise's in the matter and help you to implement the
desired change your organization needs.
Sincerely
User Assigned
Signature
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3. Table of Content
02. Our Services 08. Case Study
03. Action Plan 09. Our Team
04. Timeline 10. Client Testimonials
06. Your Investment 12. Terms and Conditions
11. Next Step05. Challenges
07. About us01. Proposal Context
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4. Proposal Context for Transformation Implementation Proposal
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• Client calls to our helpline are right now replied by an
associate who asks the client in the event that they are calling
to report another issue or to check the status of a formerly
revealed issue.
• On the off chance that the client is calling about a recently
revealed issue, the partner inquires the client for the Incident
ID #. The associate at that point puts the client on hold.
• The Machine calls a client administration agent, educates the
delegate with respect to the purpose behind the call (new
issue or Incident ID #), and exchanges the guest.
Your Problem
• The job of the associate who answers the call could without much
of a stretch be supplanted by a computerized framework,
• Which enable the client to squeeze 1 for another issue or 2 for a
recently detailed issue. On the off chance that the client squeezed 2,
they would be provoked to enter their Occurrence ID #
• The guest would then be steered to a client administration agent,
alongside the Incident ID #, if appropriate, which would be passed
along through the telephone framework..
Our Solution
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5. Our Services for Transformation Implementation Proposal
Design Services Digital Services Marketing Sales
Analytics and Data
Interpretation
Operations Risk Management
Finance Strategy Add Text Here Add Text Here
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6. Action Plan for Transformation Implementation Proposal
We Propose a 5 Phase action plan which will take a total of 15 weeks
of time . The phases details are :
• Conduct research and inspect the current way of
communication for detailed analysis of current system.
• Add Text Here
Phase 1 Research and Inspection
• Buy another telephone directing framework that would
permit required capacities.
• Add Text Here
Phase 2 Material Purchase
• Conduct various test and program the ne technology
according to needs.
• Add Text Here
Phase 3 Programing and Testing
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7. Action Plan for Transformation Implementation Proposal Contd..
• Convert Incident ID #s from a blend of letters and numbers
to numbers for direction on the phone routing.
• Add Text Here
Phase 4 Create IDs
• Update the customers about the new workflow and blend
them according to according to new technology.
• Add Text Here
Phase 5
Communicate
New Workflow
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8. Timeline for Transformation Implementation Proposal
Week 1-5 Week 6-7 Week 8-11 Week 12-14 Week 14-15
Research
and Inspection
Phase 1
Programing
and Testing
Phase 3
Create IDs
Phase 4
Material Purchase
Phase 2
Communicate
New Workflow
Phase 5
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9. The time related with
programming and testing
and building up the new ID
framework (48 complete
manhours). Once more, the
time spared by actualizing
the new technique would
More than compensate for
this underlying venture.
Obstacle 1
• Customer administration
issues with early guests
whose ID # still contains
numbers and letters.
• Add Text Here
Obstacle 3
Resistance of clients who don't lean
toward managing a computerized
framework. No arrangement will
satisfy each client, yet most
purchasers today hope to be
welcomed with a computerized
framework when calling a business.
One choice is to permit clients to
squeeze 0 in the event that they're
uncertain how to address the
robotized questions.
Obstacle 2
• Add Text Here
• Add Text Here
Obstacle 4
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Challenges for
Transformation
Implementation Proposal
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10. Your Investment for Transformation Implementation Proposal
Description Price USD
Research and Inspection 2,000
Material Purchase 2,000
Programing and Testing 2,000
Create IDs 2,000
Communicate New Workflow 2,000
TOTAL 8,000
The total cost of the Change Management will be divided into five categories
• 50% of the total payment is to be made at eh time of contract signing, rest of the amount will be paid upon the successful
completion of project.
• The package can be altered and changed according to your needs.
• Add Text Here
*Note:
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11. About Us for Transformation Implementation Proposal
Founded in : 1950
Company Introduction
• Write few short lines about company
introduction displaying years in service
major projects accomplished and
various certifications received
• Add Text Here
• Add Text Here
Our Background
• Add details on company’s history
• Previous line of services
• How it all started etc
• Other key points
Company Mission
Write your company’s mission here
Company Vision
Write your company's vision here
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12. Case Study for Transformation Implementation Proposal
Project Summary
• Write Description about the project here
• Project Objective
• Customer Problem
• Write the results of the project here
• Write the outcomes
• Add Text here
Description Price USD
Add Task Here XXX
Add Task Here XXX
Add Task Here XXX
Add Task Here XXX
Task Time
Task 1 WK
Task 2 WK
Task 3 WK
Task 4 Wk
Project BudgetProject Description
Project ResultsProject Timeframe
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13. “Write key credentials and major highlights of the team member”
• Text Here
• Text Here
• Text Here
• Text Here
• Text Here
• Text Here
Name
Designation
“Write key credentials and major highlights of the team member”
• Text Here
• Text Here
• Text Here
• Text Here
• Text Here
• Text Here
Name
Designation
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Our Team (1/2)
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14. Our Team (2/2)
“Write key credentials and major highlights of the team member”
• Text Here
• Text Here
• Text Here
• Text Here
• Text Here
• Text Here
Name
Designation
“Write key credentials and major highlights of the team member”
• Text Here
• Text Here
• Text Here
• Text Here
• Text Here
• Text Here
Name
Designation
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“Write key credentials and major highlights of the team member”
• Text Here
• Text Here
• Text Here
• Text Here
• Text Here
• Text Here
Name
Designation
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15. Client
Testimonial
Name
Designation
“Write Client Testimonial Here”
Name
Designation
“Write Client Testimonial Here”
Name
Designation
“Write Client Testimonial Here”
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16. Next Step for Transformation Implementation Proposal
• After reading the proposal, if you feel confident and are willing to hire our firm
for change management please send a signed copy of the proposal on he
address or e-mail
• After receiving the proposal we will contact you and our representative will
visit you within 7 days
• Add Your Next Step Here
• We believe in transparency and trust among partners. Therefore we believe
in laying a solid foundation . mentioned below are next steps after signing
the contract
User Assigned:
Designation:
Company Name:
Signature
Client Name:
Client Company Name :
Address :
Signature
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17. Notice & Renewal
• Contact can be renewed after or before completion of the project
• Add Text Here
Service and Payment
• Service Payment is to made in 3 Installments with first 50 % being paid at the
time of contract signing , 25 % in between of the project and rets 25% after
project completion
• Add Text Here
Terms of Contract Termination
• The Contract with the client shall be terminated in case of non compliance
with the confidentiality contract
• Add Text Here
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Terms and Condition for
Transformation
Implementation Proposal
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Signature and Name
18. Contact Us Website and Social Media Accounts
Company Address
Phone Number
Company
Logo
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20. Mission
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audience's attention.
Vision
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audience's attention.
Goal
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audience's attention.
Our Mission
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21. Timeline
2019
2012
Text Here
Text Here
Text Here
2013
Text Here
Text Here
Text Here
2014
Text Here
Text Here
Text Here
2015
Text Here
Text Here
Text Here
2016
Text Here
Text Here
Text Here
2018
Text Here
Text Here
Text Here
2017
Text Here
Text Here
Text Here
2019
Text Here
Text Here
Text Here
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22. Road Map
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audience's attention.2016
2018
2019
2017
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23. 30 60 90 Days Plan
Days Plan
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audience's attention.
Days Plan
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Days Plan
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24. Gantt Chart
Events Dates 27 Jan 28 Jan 29 Jan 1 Feb 2 Feb 3 Feb 4 Feb 7 Feb 8 Feb 12 Feb 13 Feb
Project #1 +
Task #1 +
Task #2 +
Project #3 +
Project #4 +
Revision +
Task #5 +
Project #6 +
Project End Project # End
Project #1
Project #3
Project #4
Project #6
Task #1
Task #2
Revision
Task #5
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