# Proposal — Acme Corp

**Prepared for** Dana Ruiz, VP Operations · **Valid until** July 31, 2026

## The problem

Acme's ops team spends ~40 hours a month assembling customer
reports by hand. Formatting drifts, reviews stall, and two
full-time analysts are doing copy-paste work.

## Our approach

1. Connect Acme's data warehouse to the reporting pipeline
2. Template the five recurring report types
3. Automate delivery — every report rendered, checked, sent

## Investment

| Item                   | One-time | Monthly |
| ---------------------- | -------- | ------- |
| Implementation (3 wks) | $18,000  | —       |
| Platform license       | —        | $2,400  |
| Support & success      | —        | $600    |

## Timeline

- **Week 1–2** — integration and template design
- **Week 3** — parallel run against the manual process
- **Week 4** — cutover and team training

Total first-year investment: **$54,000** — against ~$110,000
in analyst time recovered.