项目建议书的写法：OpportunityFactSheet01.doc

ICE/Comm.OPPORTUNITY FACT SHEETFrom:(Partner/BDM)Please gather as much of the following information as possible, as this sheet will serve as an RFP to the Proposal Team:1Name of the Client:BellSouth2Client Contact Information:(include names, phone numbers, e-mail addresses, etc.)Jane Smith, CIO404-555-1212123 BellSouth DriveAtlanta, GA 22222J3Client Short name/Acronym: (if appropriate)BellSouth4Nature of the Work/Why Should We bid?: (what is the job?)Electronic Commerce strategy and implementation. BellSouth wants to revamp its corporate Web site, and develop a business plan to reorganize its business around web-based services. BellSouth wants a company to partner with in order to implement the plan. 5Name of the proposal / project name:BellSouth Web-based Services6Proposal Due Date:March 1, 20007Estimated dollar value of work:$10 million8Key Components of the Proposal:(a) Materials (HW, SW)?(b) Project Plan(c) Training?BellSouth is interested in our database integration, middleware, and back office integration capabilities, as well as our hardware and software capabilities related to e-commerce. Other key components are the project plan and our e-business vision.9Type of Proposal(a) Letter Proposal (10 pages)(b) Comprehensive/Binder Prop(c) Word Document(d) PowerPoint DocumentComprehensive response in MS Word format.10Cross-industry application(a)Assurance(b)Tax(c)Other KPMG Consulting Industries(d)Enterprise Workflow Management(e)E-Commerce(f)Customer Relationship Management (CRM)(g)World Class HR(i)OtherE-Commerce, CRM, BPI, Supply Chain11What proposal sections is the client expecting, and in what order? (e.g., Executive Summary, Personnel, Quals, Management Approach, Technical Approach, Project Schedule, Assumptions, Pricing, Resumes, etc.)Executive SummaryManagement ApproachTechnical ApproachQualsProject SchedulePricingPersonnel and Resumes12Will this be T&M or fixed price?Strategy phase: Fixed priceImplementation: T&M13Number of proposal copies going to the client. All at the same location?10 copies to procurement officer; plus 1 additional copy each to 5 different key personnel (15 total)14To what extent will travel be involved on the project? Most of the work will be done in Atlanta; some KPMG personnel will have to relocate for several months to Atlanta.15Labor categories/types of Resources needed to staff the job:Will need a lot of technical web experience and network experts for implementation phase (consultants, senior consultants and managers). For strategy and planning phases, need high-level e-business “visionaries.”16Has KPMG performed any previous business for this client? If so, is there an existing contract vehicle under which this work could be performed?KPMG has performed several small projects with Bell South ($100-700K), mostly market strategy and telecom best practice research. 17When does the client want the project to start? (best for getting resources / resumes)June 15, 2000Comments Section:18Who are our major competitors on this opportunity? Include here a brief synopsis of their strengths and weaknesses.Ernst & Young: BellSouths auditorDeloitte & Touche: Tax work at BellSouthAnderson Consulting: lots of “body shop” work at BellSouth staffed with junior-level personnel.Local, boutique e-commerce firms in Georgia19Include here a brief synopsis of what systems/services the client has now, and where they want to be positioned in the future. Include also win themes, “hot buttons,” key points to emphasize in the proposal, etc.:Some of the major issues facing Bell Souths e-commerce initiative include: Definition of strategic vision, positioning, objectives, and measurement criteria for the initiative. Establishing a sustainable competitive advantage in its markets through both internal and customer-facing operational and technology excellence Rapid evaluation and consolidation of multiple business units e-commerce initiatives Definition and implementation of new processes and practices Assessment of impacts to organization structure and human resources Technology asse