FROM PROBLEM TO ENGAGEMENT
Define the work before committing to the build.
Start with the operating problem. Review fit and context, define the system boundary, then agree on the scope and commercial proposal before implementation.
- 01Operating problem
- 02System boundary
- 03Approved scope
- 04Commercial proposal
- 05Implementation
- 06Test / acceptance
- 07Handover
Architecture, implementation, configuration, integration, testing, documentation and handover are included only where the approved scope says they are. Implementation follows approval and any agreed payment gate.
See the delivery method ↗ENGAGEMENT SHAPES
Different work needs a different commercial shape.
These are general engagement shapes—not fixed products, packages, plans or pricing tiers. The appropriate shape follows the operating problem and actual scope.
01Scope Definition
The correct system boundary is not yet clear.
Understand enough of the workflow or system to define a responsible next step.
MAY INCLUDE
- Workflow / system mapping
- Dependencies + risks
- Authority boundaries
- Recommended next step
May stand alone. Implementation is not automatically assumed.
02Focused Implementation
The problem can be bounded to a clear workflow or system.
Implement a defined outcome inside an explicit boundary.
MAY INCLUDE
- Defined problem + deliverables
- Implementation + integrations where needed
- Testing
- Documentation + handover
A defined operating problem, with an explicit work boundary.
03Connected Implementation
Multiple systems, workflows or authority boundaries interact.
Coordinate a broader connected implementation while keeping complexity, dependencies and governance visible.
MAY INCLUDE
- System interaction + dependencies
- Integrations + data flows
- Approvals + governance + testing
- Connected handover
Broader coordination across connected system boundaries.
SCOPE + PRICE
Price follows the actual work. Scope makes that work visible.
Custom engagements are scoped against the operating problem, system boundary, implementation work, testing and handover requirements.
- 01
Workflows
How many operating paths must be understood or changed?
- 02
Systems + integrations
What platforms interact, and how reliable are those connections?
- 03
Data
What information moves, where does it live and what condition is it in?
- 04
Access + ownership
Who controls the relevant systems, accounts, environments and decisions?
- 05
Automation + AI
What logic, models, exceptions and human approval gates are required?
- 06
Risk + consequence
What happens if the system is wrong, delayed, unavailable or over-authorized?
- 07
Testing + release
What evidence, environments and release conditions are required?
- 08
Documentation + handover
What must the client receive and understand at transfer?
Actual price and payment terms are set in the commercial proposal after the required scope is understood.
COMMERCIAL CLARITY
The proposal should separate work, technology and payment.
A clear proposal does more than state a price. It makes the approved work, dependencies, cost responsibilities, payment structure and handover conditions visible before implementation.
PROPOSAL ANATOMYONE SCOPE · EXPLICIT BOUNDARIES
01 / DEFINED BOUNDARY
Work
Approved scope and deliverables define the professional work: architecture, implementation, configuration, integration, testing, documentation and handover only where included.
02 / SEPARATE COST CATEGORY
Technology
Third-party technology costs may include software subscriptions, hosting, AI/model usage, APIs, messaging, CRM, automation platforms and storage. Responsibility for these costs is made explicit.
03 / PROJECT-SPECIFIC TERMS
Payment
Professional fees, price and payment schedule are set in the commercial proposal after the required scope is understood. Payments follow the agreed commercial structure.
04 / VISIBLE DEPENDENCIES
Responsibility
Assumptions, exclusions, ownership, responsibilities and known dependencies make the engagement boundary visible before implementation.
05 / AGREED REVIEW METHOD
Acceptance
The proposal makes the project-specific acceptance method and testing expectations explicit where applicable.
06 / DEFINED TRANSFER
Handover
Handover conditions and the included material define what the client receives and understands at transfer.
Third-party technology is a separate cost category unless the proposal explicitly states otherwise.
Payment methods and any initial payment are confirmed in the applicable proposal or invoice. Where an initial payment is required, implementation begins after it is received.
Already have a defined operating problem?
SHARED CLARITY
Make responsibility clear from scope to transfer.
Batisha Labs can start from an imperfect current state. The engagement still needs enough business context and decision access to define what should actually be built.
MAKE THE WORK BOUNDARY VISIBLE
Batisha Labs defines
- Approved work boundary
- Deliverables
- Implementation responsibility
- Testing expectations
- Known dependencies
- Included documentation
- Handover responsibility
- Relevant exclusions
CONTEXT + ACCESS + DECISIONS
Client provides
- Business context
- Relevant decision-makers
- Current workflow information
- Approved system access
- Decisions when required
- Timely review
- Testing input
- Acceptance feedback
Client-owned systems and accounts are preferred where practical. Handover contents depend on approved scope.
CHANGE + UNKNOWNS
New information should change the scope visibly—not silently.
Custom work may reveal dependencies not visible during initial scoping. A changed operating problem, new system, integration, deliverable, requirement, risk or material assumption can change the approved work.
Batisha Labs makes the impact visible before additional work is treated as included.
Possible next steps
- Scope adjustment
- Commercial review
- Timeline review
- Separately scoped follow-on phase
DEFINE THE END STATE
Completion, acceptance and handover are different states.
- 01
Build complete
The scoped implementation work has been performed.
- 02
Tested
The agreed checks have been run.
- 03
Accepted
The applicable project-specific review / acceptance method has been satisfied.
- 04
Handed over
The agreed in-scope material has been transferred or made available.
What transfers is defined by scope.
Where applicable: configuration, documentation, system maps, workflow logic, operating instructions, source material, code where included and known dependencies.
OPTIONAL CONTINUITY
Supported
Only where a separate support / continuity arrangement exists. Some engagements end at handover; others may justify separately scoped support, monitoring, improvement or extension.
SEPARATE RELEASE STATE
Publicly released
Public release or deployment is a separate state. Acceptance does not mean the system has been publicly released.
START WITH THE OPERATION
Start with what is happening now.
You do not need to know which Batisha Labs service category applies. Describe what happens today, what is not working, which systems or people are involved and what the business needs to improve.