From the work of Disruption Dynamics.
Which version applies? What details are needed? Which attachments go with it?
The company knew its services. Its terms were documented. Yet preparing a proposal still meant connecting the assignment to the right documents. A business client or a private individual? Work carried out internally or with an outside specialist?
Finding the files did not settle those questions. Someone had to know the answers.
The Work Between the Documents
The assignment began with contracts. DD looked at the next step too: how would someone turn a new request into the right set of documents?
A sound contract matters. But a collection of sound contracts can still leave the person preparing an offer unsure which one to use. The decisions sit between the files, in the memory of whoever knows the company’s rules.
DD built those connections into a contract tool.
Two Generators, One Working Sequence
The tool runs in a browser and is held by the company as a file. It brings together the company’s standard terms, assignment details, and document generation. One generator creates the contractual closing section and terms and conditions for a separately designed proposal. The other prepares the collaboration with an outside specialist.
Services, conditions, and attachments are connected to the work being proposed. A short guide explains how to begin.
That is the concrete change: choices that previously had to be reconstructed are now represented in the tool. The company has more than another folder of templates. It has a way to apply them.
The result is a working solution for the contractual part of a proposal. It connects assignment details to the right documents and generates them. The tool and guide have been handed over. The proposal’s individual presentation stays with the company.
A proposal can still be specific to the client. The rules behind it do not have to be worked out again every time.
By Patrick Thole, Disruption Dynamics, Zürich
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