CMS Implementations Deck

The “two agreement” approach is common. Blend had a one-time “General Services Agreement” that would govern the relationship. When a specific project needed to be bid, we’d do a “proposal” or “statement of work” for that project.

But not every follow-on project needs to be bid. Often, customers would purchase a block of hours every month, and we’d just work with them to divide that up between projects and tasks in their backlog.

The graphic is an example of how many follow-on projects get estimated – via work tickets. A ticket will be opened by the customer, the integrator will put some “Estimated Hours” in the system, and the customer will approve the work order.

These projects don’t really rate a full proposal, and you hopefully enter into a good working relationship with your integrator so that informality like this is not a problem.