F&TRC - Finance and Technology Research Centre

Propostion Assessment Service

Background:

Technology is increasingly the key conduit for business and obtaining customer buy-in is important from the outset. As a result, external evaluation of new and updated technology systems and propositions is in growing demand from providers, platforms and client management systems(CMS) ahead of any formal launch and subsequent updates.

F&TRC is now offering a consultancy service to provide a structured assessment plus feedback on these systems and propositions.

Details of the Proposition Assessment Service can be found at http://www.ftrc.co.uk/PDFfiles/FTRCPAS.pdf.

Menu of Proposition Assessment Services available

Meeting held face to face at F&TRC office Three hour consultancy session involving up to three selected F&TRC consultants Standard agenda: Basic pre-information from the client ahead of the session Presentation by the client of the proposition and system Verbal assessment and feedback within the session from F&TRC consultants	Meeting held face to face at client office Three hour consultancy session involving up to three selected F&TRC consultants Standard agenda: Basic pre-information from the client ahead of the session Presentation by the client of the proposition and system Verbal assessment and feedback within the session from F&TRC consultants	Meeting held using client web conference facilities. Three hour consultancy session involving up to three selected F&TRC consultants Standard agenda: Basic pre-information from the client ahead of the session Presentation by the client of the proposition and system Verbal assessment and feedback within the session from F&TRC consultants	This is an additional tailored service which provides a detailed evaluation of your system by F&TRC consultants. This service is costed based on your requirements and includes: Detailed system assessment Fully documented report containing individual screen feedback Optional competitor analysis
Session Pricing	Session Pricing	Session Pricing	Session Pricing
3 hours x 3 F&TRC selected consultants	3 hours x 3 F&TRC selected consultants	3 hours x 3 F&TRC selected consultants	Estimate based on client requirements
£1,125 + VAT*	£1,125 + VAT* (plus F&TRC travel costs)**	£1,125 + VAT*	Quoted cost on request

Notes:
*Illustrated costs assumes three consultants @ £125 + VAT each per hour. Please note that Ian McKenna’s hourly charge rate is £500 + VAT per hour if his participation is required. ** Travel time will be charged at 50% of the hourly rate per consultant. Other travel costs to be agreed prior to the meeting, e.g. hotel accommodation and transport. Documented assessment is also available on request, prior to the meeting, at an additional cost of £500 + VAT (assumes four hours work post session)