Proposal

Acme Corp - Customer Portal Modernization

Discovery-first plan with phased delivery, firm pricing following the security review.

Prepared for Acme Corp, VP Customer Experience

Prepared by Riverline Consulting

Valid through 30 days from publish

Executive overview

Acme's customer portal currently relies on three disconnected tools, creating duplicate logins and inconsistent data for support teams. This proposal outlines a phased modernization that consolidates these into a single portal, reduces support handling time, and gives your CS team a unified view of account health.

Scope & deliverables

Unified authentication across portal, billing, and support tools
Self-service account health dashboard for end customers
Migration of historical ticket and billing data
Admin console for your CS and ops teams
Training session and handoff documentation

Investment bands

Discovery & UX$8,000 - $11,000

Build & integration$32,000 - $41,000

Training & handoff$4,000 - $6,000

Indicative timeline

Weeks 1-2Discovery workshops, current-state audit, success metrics agreed

Weeks 3-7Build & integration sprints, weekly demos

Week 8UAT, data migration dry-run

Week 9Go-live, training, hypercare begins

Next step: This proposal is hosted at a single link that always reflects the latest version - no need to re-send if scope or pricing changes after our call.