Kit Presales für Lösungsarchitekten
Den Auftrag auf solider Basis gewinnen: Bid/No-Bid, Discovery-Workshops, Ist-Analyse, Optionen, PoC, technische RFP-Antwort, Compliance-Matrix, Schätzung und Stückliste.
Qualifizierung
Discovery-Phase
Discovery Workshop Plan and Record Template
VollständigWorkshop series plan and record: objectives, participants, data requests, schedule, agendas, capture IDs, pain points, requirements, fit-gap, playback
IIBA BABOK Guide v3 (Elicitation and Collaboration, Workshops); SAP Activate ExploreStakeholder Interview Guide Template
VollständigInterview programme and question bank: information and agreement script, structure, core and role questions, NFR probes, probing techniques, notes sheet, coding, coverage
IIBA BABOK Guide v3 (Interviews); ISO/IEC 25010:2023; GDPR Art. 5 and 13Stakeholder Register and Engagement Plan Template
StandardStakeholder register with interest, influence, attitude, power/interest grid, engagement gaps, actions and communication preferences
Current-State (As-Is) Assessment Template
VollständigAs-is baseline: applications, integrations, data, infrastructure, security (CSF 2.0), operations (DORA), quality, cost (FOCUS), contracts, findings, gaps
TOGAF 10th Ed. (baseline, gap analysis names); AWS portfolio assessment; ISO/IEC 25010:2023; NIST CSF 2.0; DORA metrics; FOCUS 1.4Business Requirements Specification (BRS) Template
VollständigBusiness purpose, measurable objectives, processes, rules, business requirements with attributes, success metrics (BRS/BRD)
ISO/IEC/IEEE 29148:2018
Lösung gestalten
Solution Options Analysis Template
VollständigApproach options: decision, objectives and CSFs, long-list filter, short list with BAU and do minimum, sketches, NFR fit, TCO, risk, scores, sensitivity
HM Treasury Green Book (2026) options framework; ISO/IEC/IEEE 42010:2022; ISO/IEC 25010:2023; TOGAF 10 Phase EProof of Concept Plan and Report Template
VollständigPoC or PoV plan and report: outcomes, hypotheses, success criteria, environment, scenarios, RACI, stop rules, results, evidence, findings, sign-off
ISO/IEC 25040:2024 (evaluation process); ISO/IEC 25010:2023Solution Demo Script Template
VollständigObjectives, audience map, storyline and win themes, personas and data, environment checklist, agenda, scene clicks and talk track, Q&A, fallback plan
Pre-sales demonstration practice; ISO/IEC/IEEE 41062:2024 (acquirer view)
Angebot und Schätzung
RFP Technical Response Volume Template
VollständigBidder technical volume: instructions map, win themes, solution architecture, functional and NFR coverage, security, plan, team, SLAs, risks, case studies
APMP Body of Knowledge; Shipley Proposal Guide 5th ed.; ISO/IEC/IEEE 41062:2024; ISO/IEC 25010:2023RFP Compliance Matrix Template
VollständigLine-by-line RFP compliance: sources and addenda, shredding, status legend, fit levels, deviations, clarifications, criteria map, coverage metrics
APMP Body of Knowledge (compliance matrix); ISO/IEC/IEEE 41062:2024Solution Effort and Cost Estimate Template (PERT, COSMIC)
VollständigEstimate class, methods, COSMIC size cross-check, PERT per work package, role and phase effort, rates, contingency and reserve, range, assumptions
PMBOK Guide 8th ed. (2025); AACE RP 17R-97 classes; ISO/IEC 19761:2011 (COSMIC); ISO/IEC 20926:2009 (IFPUG)Solution Bill of Materials Template (FOCUS 1.4)
VollständigPricing basis, licences, cloud per environment, SaaS, hardware, support, services, commitment discounts, assumptions, validity, totals by year, renewals
FOCUS 1.4 (2026); ISO/IEC 19770-1:2017RAID Log Template (Risks, Assumptions, Issues, Dependencies)
VollständigRisks, assumptions, issues, dependencies and constraints log with P x I scoring, validate-by and validated-on dates, heat map, ADC alignment, RACI and review cadence
Vertrag
Business Proposal Template
VollständigClient proposal: needs, solution and architecture summary, scope, team, pricing options, technical assumptions, dependencies, risks, win themes
Statement of Work (SOW) Template
VollständigSOW: scope in/out, deliverables with acceptance criteria, milestones, roles of both parties, change control, payment schedule, signatures