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1. Business Transformation Proposal
Client Name:
Client Address:
Client Contact Information
Prepared by
Client Name:
Client Address:
Client Contact Information
Prepared for
Client Name

2. Cover Letter for Business Transformation Proposal
2
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
3
07. About us
11. Next Step
12. Terms and Conditions
09. Our Team
10. Client Testimonials
08. Case Study
01. Proposal Context
06. Your Investment
05. Challenges
04. Timeline
02. Our Services
03. Action Plan
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4. Proposal Context for Business Transformation Proposal
4
o 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.
o 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
o 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
Our Solution
o The job of the associate who answers the call could without much of a stretch be
supplanted by a computerized framework,
o 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 #.
o 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..
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5. Our Services for Business
Transformation Proposal
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Design Services
Analytics and
Data Interpretation
Finance Strategy
Digital Services
Operations
Add Text Here
Marketing Sales
Risk Management
Add Text Here

6. Action Plan for Business Transformation Proposal
6
We Propose a 5 Phase action plan which will take a total of 15 weeks
of time. The phases details are :
Phase 1 o Conduct research and inspect the current way of communication for detailed
analysis of current system.
o Add Text Here
Research and Inspection
Phase 2 o Buy another telephone directing framework that would permit required capacities.
o Add Text Here
Material Purchase
Phase 3
Programing and Testing
o Conduct various test and program the ne technology according to needs.
o Add Text Here
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7. Action Plan for Business Transformation Proposal Contd..
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Phase 4 o Convert Incident ID #s from a blend of letters and numbers to numbers for
direction on the phone routing.
o Add Text Here
Create IDs
Phase 5
Communicate New Workflow
o Update the customers about the new workflow and blend them according to
according to new technology.
o Add Text Here

8. Timeline for Business Transformation Proposal
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Week 1-5
Phase I
Research
and Inspection
Week 6-7
Phase II
Material
Purchase
Week 8-11
Phase III
Programing
and Testing
Week 12-14
Phase IV
Create
IDs
Week 14-15
Phase V
Communicate
New Workflow

9. Challenges for Business Transformation Proposal
9
Obstacle I
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 III
o Customer administration issues with early guests whose ID # still contains numbers
and letters.
o Add Text Here
Obstacle II
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 IV
o Add Text Here
o Add Text Here
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10. Your Investment for Business Transformation Proposal
10
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
o 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
o The package can be altered and changed according to your needs
o Add Text Here
*Note:
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11. About Us for Business Transformation Proposal
11
1950
Founded in :
Company Introduction
o Write few short lines about company introduction displaying years in service major
projects accomplished and various certifications received.
o Add Text Here
o Add Text Here
Our Background
o Add details on company’s history
o Previous line of services
o How it all started etc.
o Other key points
Company Vision
Write your company's vision here.
Company Mission
Write your company’s mission here.
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12. Case Study for Business Transformation Proposal
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Project Summary
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
o Write Description about the project here
o Project Objective
o Customer Problem
Project Description
o Write the results of the project here
o Write the outcomes
o Add Text here
Project Results
Project Timeframe
Project Budget

13. Our Team (1/2)
13
“Write key credentials and major highlights of the
team member”
Name
Designation
Name
Designation
“Write key credentials and major highlights of the
team member”
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14. Our Team (2/2)
14
“Write key credentials and major highlights of the
team member”
Name
Designation
Name
Designation
“Write key credentials and major highlights of the
team member”
Name
Designation
“Write key credentials and major highlights of the
team member”
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15. Client Testimonial
15This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
“Write Client Testimonial Here”
Name
Designation
“Write Client Testimonial Here”
Name
Designation
“Write Client Testimonial Here”
Name
Designation

16. Next Step for Business Transformation Proposal
16
o 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.
o After receiving the proposal we will contact you and our representative will
visit you within 7 days
o Add Your Next Step Here
o 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. Terms and Condition for Business Transformation Proposal
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Service and Payment
o 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
o Add Text Here
Terms of Contract Termination
o The Contract with the client shall be terminated in case of non
compliance with the confidentiality contract
o Add Text Here
Notice & Renewal
o Contact can be renewed after or before completion of the project
o Add Text Here
Signature and Name

18. Company Logo
Contact Us
18
Company
Name
Company Address
Your Text Here
Website and Social Media Accounts
Your Text Here
Phone number
Your Text Here

19. Additional Slides
19

20. Our Mission
20
Vision
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needs and capture your audience's attention.
Mission
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needs and capture your audience's attention.
Goal
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needs and capture your audience's attention.

21. Gantt Chart
21
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 #1
Task #1
Task #2
Task #3
Task #4
Revision
Task #5
Task #6
Project #End

22. Timeline for Business Transformation Proposal
22
2016
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2017
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2018
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2020
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2019
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2021
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23. Roadmap for Business Transformation Proposal
23
Text Here
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Text Here
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24. 30 60 90 Days Plan for Business Transformation Proposal
24
30 Days
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60 Days
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90 Days
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