# Proposal Brief Example

## Client
Service operations client exploring an AI-assisted internal dashboard.

## Objective
Deliver phase 1 of a browser-based operations dashboard that centralizes requests, ownership, and reporting.

## Problem / Opportunity
Current operational work is fragmented across chat, spreadsheets, and email, leading to missed follow-up and poor reporting visibility.

## Recommended Approach
Phase 1 web dashboard with request intake, owner assignment, simple reporting, and approval visibility. Later phases can expand into integrations and automation.

## Deliverables
- browser-based dashboard MVP
- request and owner management
- reporting summary view
- admin guide and handoff session

## Assumptions
- Google Workspace remains the primary internal toolset
- client can assign one internal owner for weekly feedback
- phase 1 excludes deep ERP-style integrations

## Exclusions
- mobile app build
- full accounting integration
- advanced BI or custom forecasting

## Dependencies
- access to current request and reporting workflows
- weekly review access with operations lead

## Commercial Notes
Recommend fixed phase 1 build followed by monthly retainer for refinement, reporting, and incremental automation.

## Roles Needed
- Penulis Cadangan
- Strategi Produk
- Strategi Jenama
- Pembina Aplikasi

## Verification
Check that scope, exclusions, and phased next step are explicit before sharing.