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Professional services / APPLICATION BLUEPRINT

Client Scoping & Proposal Management

Move a client brief through qualification, effort and responsibility estimates, commercial review, approval and delivery handover.

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12 workspace menus · 12 business workflows · 5 role profiles

Application blueprint only. This is a proposed design, not a deployed or production-tested system. Screens and sample figures are illustrative; workflows, business rules, approvals, permissions and integrations require confirmation before build.

Designed for Professional services director and engagement partners

Client Scoping & Proposal Management workspace interface preview; illustrative records and figures.
Client Scoping & Proposal Management — operational workspaceIllustrative interface · Sample dataView full interface →

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Illustrative workspace and record review. Select a concept screen to inspect it in full.

Client Scoping & Proposal Management workspace interface preview; illustrative records and figures.
Client Scoping & Proposal Management — operational workspaceIllustrative interface · Sample dataView full interface →
Client Scoping & Proposal Management record interface preview; illustrative records and figures.
Client Scoping & Proposal Management — record and workflow reviewIllustrative interface · Sample dataView full interface →

Operational dashboards and work queues.

Operational views

Review work, evidence, exceptions and authorised decisions within a defined operating scope.

Engagement / practicePeriodAssigned teamReview state

Dashboard measures

  • Active operational records
    Count of all records in the selected workspace.
  • Review queue
    Records at the third stage of the business workflow.
  • Needs attention
    Records with an assigned review requirement.
  • Final-stage records
    Records in the fourth business workflow stage.

Business workflow and operating scope

Move a client brief through qualification, effort and responsibility estimates, commercial review, approval and delivery handover. A proposal can create delivery commitments that are difficult to trace back to the assumptions used to price and approve it. The system connects the client brief, scope boundaries and commercial exceptions to an approved proposal and a clear handover to the delivery owner.

Operations

Operational overview

Review the work position and priority actions.

Client brief intake

Coordinate client brief intake with assigned responsibilities, linked records and review history.

Opportunity qualification

Coordinate opportunity qualification with assigned responsibilities, linked records and review history.

Deliverable scoping

Coordinate deliverable scoping with assigned responsibilities, linked records and review history.

Effort and responsibility estimates

Coordinate effort and responsibility estimates with assigned responsibilities, linked records and review history.

Commercial exception review

Coordinate commercial exception review with assigned responsibilities, linked records and review history.

Proposal approval

Coordinate proposal approval with assigned responsibilities, linked records and review history.

Delivery commitment handover

Coordinate delivery commitment handover with assigned responsibilities, linked records and review history.

Insights

Reports and saved views

Review the reporting scope and export agreed operational views.

Governance

Approvals and exceptions

Review delegated decisions, exceptions and recorded conditions.

Audit history

Trace accepted changes, decisions and accountable actions.

Access and configuration

Manage the agreed role permissions and configurable operating rules.

The end-to-end business journey.

From intake to authorised completion, with evidence at each decision.

01

Qualify the brief

Qualify a client brief and desired deliverables.

02

Estimate the engagement

Estimate effort, responsibilities and commercial assumptions.

03

Review terms and scope

Review scope, fees and contractual exceptions.

04

Approve and hand over

Approve the proposal and transfer accepted commitments to delivery.

Business workflows

Select a workflow to review the steps, responsibilities, approval and exception handling.

01 · Coordinate client brief intake

Coordinate client brief intake within Client engagement scoping and proposal management.

Trigger
Client brief intake requires a new record, an agreed review or a controlled change.

Responsible role
Engagement lead

  • Register client brief intake and its operating scope
  • Assign the accountable owner and required actions
  • Review the relevant evidence and unresolved conditions
  • Confirm the accepted outcome and retain its history

Approval
Proposal approver records the decision when the action changes an accepted commitment or requires delegated authority.

Exception handling
Required information or responsibility is missing, or an operating condition changes.

Outcome
A completed operating record with its linked evidence and remaining obligations.

02 · Coordinate opportunity qualification

Coordinate opportunity qualification within Client engagement scoping and proposal management.

Trigger
Opportunity qualification requires a new record, an agreed review or a controlled change.

Responsible role
Commercial reviewer

  • Register opportunity qualification and its operating scope
  • Collect the linked records and qualified evidence
  • Assign the responsible reviewer and record findings
  • Accept the outcome or assign corrective follow-up

Approval
Proposal approver records the decision when the action changes an accepted commitment or requires delegated authority.

Exception handling
Evidence is incomplete, disputed, expired or outside the reviewer’s authority.

Outcome
A review finding, its accepted evidence and any accountable corrective actions.

03 · Coordinate deliverable scoping

Coordinate deliverable scoping within Client engagement scoping and proposal management.

Trigger
Deliverable scoping requires a new record, an agreed review or a controlled change.

Responsible role
Engagement lead

  • Register deliverable scoping and its operating scope
  • Assign the accountable owner and required actions
  • Review the relevant evidence and unresolved conditions
  • Confirm the accepted outcome and retain its history

Approval
Proposal approver records the decision when the action changes an accepted commitment or requires delegated authority.

Exception handling
Required information or responsibility is missing, or an operating condition changes.

Outcome
A completed operating record with its linked evidence and remaining obligations.

04 · Coordinate effort and responsibility estimates

Coordinate effort and responsibility estimates within Client engagement scoping and proposal management.

Trigger
Effort and responsibility estimates requires a new record, an agreed review or a controlled change.

Responsible role
Engagement lead

  • Register effort and responsibility estimates and its operating scope
  • Assign the accountable owner and required actions
  • Review the relevant evidence and unresolved conditions
  • Confirm the accepted outcome and retain its history

Approval
Proposal approver records the decision when the action changes an accepted commitment or requires delegated authority.

Exception handling
Required information or responsibility is missing, or an operating condition changes.

Outcome
A completed operating record with its linked evidence and remaining obligations.

05 · Coordinate commercial exception review

Coordinate commercial exception review within Client engagement scoping and proposal management.

Trigger
Commercial exception review requires a new record, an agreed review or a controlled change.

Responsible role
Commercial reviewer

  • Register commercial exception review and its operating scope
  • Collect the linked records and qualified evidence
  • Assign the responsible reviewer and record findings
  • Accept the outcome or assign corrective follow-up

Approval
Proposal approver records the decision when the action changes an accepted commitment or requires delegated authority.

Exception handling
Evidence is incomplete, disputed, expired or outside the reviewer’s authority.

Outcome
A review finding, its accepted evidence and any accountable corrective actions.

06 · Coordinate proposal approval

Coordinate proposal approval within Client engagement scoping and proposal management.

Trigger
Proposal approval requires a new record, an agreed review or a controlled change.

Responsible role
Engagement lead

  • Register proposal approval and its operating scope
  • Compare options, dependencies and operating constraints
  • Review the selected option with its accountable owners
  • Accept the plan and track its delivery conditions

Approval
Proposal approver records the decision when the action changes an accepted commitment or requires delegated authority.

Exception handling
An assumption changes, prerequisites are missing or stakeholders cannot accept the proposed commitment.

Outcome
An approved operating plan and owned actions for its accepted conditions.

07 · Coordinate delivery commitment handover

Coordinate delivery commitment handover within Client engagement scoping and proposal management.

Trigger
Delivery commitment handover requires a new record, an agreed review or a controlled change.

Responsible role
Engagement lead

  • Register delivery commitment handover and its operating scope
  • Identify continuing obligations and dependencies
  • Obtain receiving-owner acceptance
  • Record the authorised transfer and follow-up

Approval
Proposal approver records the decision when the action changes an accepted commitment or requires delegated authority.

Exception handling
The receiving team declines an obligation or a dependency remains open.

Outcome
Accepted responsibility, transfer evidence and retained follow-up obligations.

08 · Register the operating requirement

Coordinate operating requirement within Client engagement scoping and proposal management.

Trigger
Operating requirement requires a new record, an agreed review or a controlled change.

Responsible role
Engagement lead

  • Register operating requirement and its operating scope
  • Compare options, dependencies and operating constraints
  • Review the selected option with its accountable owners
  • Accept the plan and track its delivery conditions

Approval
Proposal approver records the decision when the action changes an accepted commitment or requires delegated authority.

Exception handling
An assumption changes, prerequisites are missing or stakeholders cannot accept the proposed commitment.

Outcome
An approved operating plan and owned actions for its accepted conditions.

09 · Resolve operating exceptions

Coordinate operating exceptions within Client engagement scoping and proposal management.

Trigger
Operating exceptions requires a new record, an agreed review or a controlled change.

Responsible role
Engagement lead

  • Register operating exceptions and its operating scope
  • Gather the relevant evidence and review options
  • Route the case to the delegated decision owner
  • Record the outcome, conditions and follow-up obligations

Approval
Proposal approver records the decision when the action changes an accepted commitment or requires delegated authority.

Exception handling
The case exceeds delegation, contains a conflict or has disputed evidence.

Outcome
An authorised decision or escalation with accountable resolution actions.

10 · Verify completion and follow-up

Coordinate completion and follow-up within Client engagement scoping and proposal management.

Trigger
Completion and follow-up requires a new record, an agreed review or a controlled change.

Responsible role
Commercial reviewer

  • Register completion and follow-up and its operating scope
  • Collect the linked records and qualified evidence
  • Assign the responsible reviewer and record findings
  • Accept the outcome or assign corrective follow-up

Approval
Proposal approver records the decision when the action changes an accepted commitment or requires delegated authority.

Exception handling
Evidence is incomplete, disputed, expired or outside the reviewer’s authority.

Outcome
A review finding, its accepted evidence and any accountable corrective actions.

11 · Review controlled operating changes

Coordinate controlled operating changes within Client engagement scoping and proposal management.

Trigger
Controlled operating changes requires a new record, an agreed review or a controlled change.

Responsible role
Commercial reviewer

  • Register controlled operating changes and its operating scope
  • Collect the linked records and qualified evidence
  • Assign the responsible reviewer and record findings
  • Accept the outcome or assign corrective follow-up

Approval
Proposal approver records the decision when the action changes an accepted commitment or requires delegated authority.

Exception handling
Evidence is incomplete, disputed, expired or outside the reviewer’s authority.

Outcome
A review finding, its accepted evidence and any accountable corrective actions.

12 · Prepare scoped operational reports

Coordinate scoped operational reports within Client engagement scoping and proposal management.

Trigger
Scoped operational reports requires a new record, an agreed review or a controlled change.

Responsible role
Engagement lead

  • Register scoped operational reports and its operating scope
  • Assign the accountable owner and required actions
  • Review the relevant evidence and unresolved conditions
  • Confirm the accepted outcome and retain its history

Approval
Proposal approver records the decision when the action changes an accepted commitment or requires delegated authority.

Exception handling
Required information or responsibility is missing, or an operating condition changes.

Outcome
A completed operating record with its linked evidence and remaining obligations.

Governance and control

  • Customer and partner records require unique identity and controlled access.
  • Eligibility, entitlement or service rules must be configurable.
  • Material exceptions require an authorised reviewer.
  • Financial or status-changing actions require confirmation and audit history.
  • All external communications must be linked to the underlying transaction or case.
Operating rules by business workflow
  • For client brief intake, the record retains an accountable owner, its supporting evidence and accepted outcome.
  • For opportunity qualification, evidence, reviewer authority and acceptance conditions are visible before a reviewed outcome is accepted.
  • For deliverable scoping, the record retains an accountable owner, its supporting evidence and accepted outcome.
  • For effort and responsibility estimates, the record retains an accountable owner, its supporting evidence and accepted outcome.
  • For commercial exception review, evidence, reviewer authority and acceptance conditions are visible before a reviewed outcome is accepted.
  • For proposal approval, the accepted plan records assumptions, rejected alternatives, dependencies and conditions.
  • For delivery commitment handover, a receiving owner, evidence of acceptance and unresolved obligations are recorded before a handover closes.
  • For operating requirement, the accepted plan records assumptions, rejected alternatives, dependencies and conditions.
  • For operating exceptions, a decision retains its authority, reason, supporting evidence and resulting obligations.
  • For completion and follow-up, evidence, reviewer authority and acceptance conditions are visible before a reviewed outcome is accepted.
  • For controlled operating changes, evidence, reviewer authority and acceptance conditions are visible before a reviewed outcome is accepted.
  • For scoped operational reports, the record retains an accountable owner, its supporting evidence and accepted outcome.

Data, interfaces and operating requirements.

Core records

Customer / partnerRequest / orderProduct / serviceEligibility / entitlementDecisionTransactionCommunicationCompletion / settlement
Record fields and linked information
  • Record identifier — Stable reference for the operating transaction.
  • Engagement / practice — Business scope used for responsibility and reporting.
  • Operating subject — The request, commitment or work item being handled.
  • Accountable owner — Named responsibility for the next action.
  • Workflow stage — Current position in the agreed business journey.
  • Review requirement — Required review and outstanding decision.
  • Due or review date — Agreed action window or review trigger.
  • Linked evidence — Source records supporting the operating decision.
  • Decision authority — The delegated authority relevant to the accepted outcome.
  • Accepted outcome — Recorded decision and its business consequences.
  • Follow-up obligation — Remaining responsibilities after an accepted action.
  • Revision history — Trace of accepted changes and their evidence.
  • Client brief intake reference — Link the relevant client brief intake to the operating transaction and its decision evidence.
  • Opportunity qualification reference — Link the relevant opportunity qualification to the operating transaction and its decision evidence.
  • Deliverable scoping reference — Link the relevant deliverable scoping to the operating transaction and its decision evidence.
  • Effort and responsibility estimates reference — Link the relevant effort and responsibility estimates to the operating transaction and its decision evidence.
  • Commercial exception review reference — Link the relevant commercial exception review to the operating transaction and its decision evidence.

Systems and interfaces

  • Client and opportunity records
  • Approved fee models
  • Document and electronic approval services

Interface scope, data mapping and testing are agreed for each engagement.

Implementation requirements
Core application; fee models, professional terms and engagement acceptance checks.

Mobile and tablet access

Review proposal status and complete authorised approvals from responsive views.

Access approved workflows through the Dalfin mobile app. Device tasks and permissions are confirmed for the deployment.

Apple App Store ↗Google Play ↗

AI extensions

Draft a proposal outline from approved scope material for engagement lead review.

AI extensions are scoped around the required data, business outcome and review controls.

Engineered with Genesis.

Structured application engineering

Connect requirements, roles, records, workflows and interfaces through the agreed Genesis engineering process.

Controlled changes

Review dependency impact and validation requirements. Context Memory supports governed changes and accepted application revisions.

Deployment and support

Agree customer cloud or on-premises requirements, device access, implementation acceptance and ongoing engineering support.

AN EXAMPLE OPERATING SCENARIO

What to validate in a scoped demonstration.

A client brief is scoped with explicit assumptions. A commercial reviewer returns a contractual exception for resolution, the approved position is incorporated and the proposal is authorised. Delivery receives the accepted scope, responsibilities and exclusions.

What to review

  • A saved end-to-end transaction
  • An exception and its authorised resolution
  • Different operator, approver and reviewer permissions
  • Final records, history and the relevant report
Discuss this solution

Questions before implementation.

How is this system adapted to our organisation?

Roles, approval authority, business rules, records and reporting are configured around your operating model. Scope definition connects the required business outcome to workflows, interfaces and acceptance criteria.

How are approvals and responsibilities defined?

Operators, reviewers and authorised decision makers have defined responsibilities. Approval limits, exception handling and access permissions are agreed with your business owners and tested against the selected workflows.

Can it connect with our existing systems?

Interface requirements cover your existing business systems, data ownership, mapping and authentication. Connection design and testing form part of the agreed implementation scope.

What will we review in a solution walkthrough?

Start with a relevant business transaction, then review its approvals, an exception, role permissions and final records. Discuss the integrations, reporting and operating requirements that matter to your organisation.