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Transformation Implementation Proposal
Client Name:
Client Address:
Client Contact Information
Client Name:
Client Address:
Client Contact Information
Prepared for Prepared by
“Client Name”
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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2
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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3
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
4
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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5
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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6
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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7
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
8
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
9
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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10
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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11
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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12
“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)
13
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
This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
“Write key credentials and major highlights of the team member”
• Text Here
• Text Here
• Text Here
• Text Here
• Text Here
• Text Here
Name
Designation
14
Client
Testimonial
Name
Designation
“Write Client Testimonial Here”
Name
Designation
“Write Client Testimonial Here”
Name
Designation
“Write Client Testimonial Here”
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15
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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16
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
17
Signature and Name
Contact Us Website and Social Media Accounts
Company Address
Phone Number
Company
Logo
18
Additional Slides
19
Mission
This slide is 100% editable. Adapt it to your needs and capture your
audience's attention.
Vision
This slide is 100% editable. Adapt it to your needs and capture your
audience's attention.
Goal
This slide is 100% editable. Adapt it to your needs and capture your
audience's attention.
Our Mission
20
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
This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
21
Road Map
This slide is 100% editable. Adapt it to
your needs and capture your
audience's attention.
This slide is 100% editable. Adapt it to
your needs and capture your
audience's attention.
This slide is 100% editable. Adapt it to
your needs and capture your
audience's attention.
This slide is 100% editable. Adapt it to
your needs and capture your
audience's attention.2016
2018
2019
2017
22
30 60 90 Days Plan
Days Plan
This slide is 100% editable.
Adapt it to your needs
and capture your
audience's attention.
Days Plan
This slide is 100% editable. Adapt
it to your needs
and capture your
audience's attention.
Days Plan
This slide is 100% editable. Adapt
it to your needs
and capture your
audience's attention.
23
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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24

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Transformation Implementation Proposal PowerPoint Presentation Slides

  • 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 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 2
  • 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 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 3
  • 4. Proposal Context for Transformation Implementation Proposal This slide is 100% editable. Adapt it to your needs and capture your audience's attention. • 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 4
  • 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 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 5
  • 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 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 6
  • 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 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 7
  • 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 8
  • 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 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Challenges for Transformation Implementation Proposal 9
  • 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: This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 10
  • 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 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 11
  • 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 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 12
  • 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 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Our Team (1/2) 13
  • 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 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. “Write key credentials and major highlights of the team member” • Text Here • Text Here • Text Here • Text Here • Text Here • Text Here Name Designation 14
  • 15. Client Testimonial Name Designation “Write Client Testimonial Here” Name Designation “Write Client Testimonial Here” Name Designation “Write Client Testimonial Here” This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 15
  • 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 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 16
  • 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 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Terms and Condition for Transformation Implementation Proposal 17 Signature and Name
  • 18. Contact Us Website and Social Media Accounts Company Address Phone Number Company Logo 18
  • 20. Mission This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Vision This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Goal This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Our Mission 20
  • 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 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 21
  • 22. Road Map This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention.2016 2018 2019 2017 22
  • 23. 30 60 90 Days Plan Days Plan This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Days Plan This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Days Plan This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 23
  • 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 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 24