Managed Services Sales Proposal
Managed Services
Sales Proposal
Proposal name:
Proposal created for:
Contact name:
Contact information:
Date:
Table of Contents
Overview, 3
Attributes, 3
Overview, 3
Situation Summary 3
Assessment Findings 4
Business Function 1: 4
Business Function 2: 4
Business Function 3: 5
Business Function 4: 5
Business Function 5: 5
Workflow Summary 6
General Issues and Requests 6
Summary of Actionable Findings 7
Proposed Solution 8
Solution Details 8
Project Timeline 8
Pricing Summary 10
Project pricing: 10
Ongoing management pricing: 11
Return on Investment Summary 12
Acceptance and Terms 13
Overview,
Attributes,
Number of Employees:
Annual Revenue:
Industry:
Products:
Services:
Other:
Overview,
Situation Summary
Assessment Findings
The assessment findings section is divided up by the identified business functions of . As part of MSP Inc.’s assessment, each business function had a number of attributes identified, including criticality, risks, dependencies, vulnerabilities, potential for optimization, current issues and findings requiring action or correction. In this section, the actionable findings are presented, along with any other relevant information.
Business Function 1:
Dependence on IT:
Notable Dependencies:
Impact of Unavailability:
Optimization:
a)
Technical Deficiencies:
Risks: Actionable findings:
1.
Business Function 2:
Dependence on IT:
Notable Dependencies:
Impact of Unavailability:
Optimization:
a)
Technical Deficiencies:
Risks:
Actionable findings:
1.
Business Function 3:
Dependence on IT:
Notable Dependencies:
Impact of Unavailability:
Optimization:
a)
Technical Deficiencies:
Risks:
Actionable findings:
1.
Business Function 4:
Dependence on IT:
Notable Dependencies:
Impact of Unavailability:
Optimization:
a)
Technical Deficiencies:
Risks:
Actionable findings:
1.
Business Function 5:
Dependence on IT:
Notable Dependencies:
Impact of Unavailability:
Optimization:
a)
Technical Deficiencies:
Risks:
Actionable findings:
1.
Workflow Summary
Issues discovered:
1.
2.
3.
General Issues and Requests
Client requests:
1.
2.
Summary of Actionable Findings
| |Finding |Impact |
|1 | | |
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Proposed Solution
Based on the findings of the business, technical and workflow assessments, MSP Inc. recommends an initial upgrade and stabilization project, followed by ongoing management of ’s technology systems under our Proactive IT Management solution.
Solution Details
Initial project:
|Solution to be Implemented |Issue(s) Addressed |
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Project Timeline
Please see the Project Timeline and Schedule document for details on the project phases (design, deployment, implementation, monitoring and management, optimization) and itemized rollout schedule.
Ongoing Solution:
|Feature Bundle |Description |Supported Devices, |Issue(s) Addressed |Benefits |
| | |Device Types or Users | | |
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Pricing Summary
Project pricing:
|Item |Price |
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|Total Project Price |$ |
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|* Please see the New Hardware Schedule for product names, serial numbers, models, and component pricing |
Ongoing management pricing:
|Item |Monthly Price |
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|Total Monthly Management Price |$ |
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Return on Investment Summary
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For details of source information contributing to the above Return on Investment Summary, please refer to the Return on Investment Worksheet document.
Acceptance and Terms
Commitment of Acceptance
commits to engage to undertake both the project and ongoing management solution plan outlined in the preceding proposal. Upon receiving this commitment, agrees to book this project, schedule staff and negotiate a suitable project start date with .
In agreeing to partner with , acknowledges that the project scope, deliverables, ongoing management and methodology outlined in the proposal are satisfactory and agrees to accept the initial project cost and ongoing support cost as specified in the proposal. A formal Service Agreement outlining management start dates and invoicing schedules will follow at a later date.
Signatures:
______________________________ ______________________________
Client Name
Terms and Conditions
’s liability to for any act or omission, whether negligent or otherwise, shall at all times be limited to the labor cost of the project.
The project is a joint effort between and . is not responsible for providing additional work or resources which are caused, directly or indirectly, by delay, omission or alteration of project scope by . shall reimburse to any labor charges and/or expenses resulting, either directly or indirectly, from such delay, omission or alteration.
All information contained in this proposal is confidential between and . This confidentiality clause covers project methodology, schedules, costs and all particulars of the proposal. respects ’s ownership of documentation prepared for as part of this project. Our staff treat any client information encountered during the project as confidential.
About CDS Office Technologies
CDS Office Technologies is a Midwest based office technology provider and leader of remote monitoring and management technology. CDS’ proven MNS platform offers the right combination of technology, people and processes, which helps us to deliver managed services to small- and medium-sized businesses.
Copyright
Copyright © 2011 CDS Office Technologies.
All rights reserved. This document contains information intended for the exclusive use of CDS personnel, business partners and potential partners. The information herein is restricted in use and is strictly confidential and subject to change without notice. No part of this document may be altered, reproduced, or transmitted in any form or by any means, electronic or mechanical, for any purpose, without the express written permission of CDS Office Technologies.
Copyright protection includes, but is not limited to, program code, program documentation, and material generated from the software product displayed on the screen, such as graphics, icons, screen displays, screen layouts, and buttons.
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