T-009-001 White-label Calculator Template
- Deal Id: [DEAL_ID_LINK]
- Deal name: [DEAL_NAME]
Project Summary
Details
- Desired Start Date: [START_DATE]
- Duration: [DURATION] (e.g. 12 months)
- Scoring System: [SCORING_SYSTEM_NAME] (e.g. PASI)
- Languages: [LANGUAGE_CODE]
- Countries: [COUNTRY]
Technical Implementation
- Product: Calculator
- AI Status: Existing AI model ready to use.
- UI Status: Existing UI template ready to use.
- Only logo and naming is required.
- Domain: [DOMAIN_NAMING] (e.g. pasi.legit.health)
Objectives
- Provide a ready-to-use, branded severity assessment calculator for [PATHOLOGY_NAME].
- [ADD_ADDITIONAL_OBJECTIVE]
Scope
The scope is limited to applying the client's brand guidelines (logo and name) to our existing Calculator template for [SCORING_SYSTEM_NAME]. No custom frontend logic or new AI models will be developed.
Success Metrics
- Tool adoption (e.g., number of assessments performed).
- [ADD_ADDITIONAL_METRICS_HERE]
Doubts, questions and issues
These are certain issues that need to be solved or clarified in order to clearly define this project.
Any doubt or comment clarified in this section must be accompanied by a modification in its respective section.
- [ADD_DOUBTS_QUESTIONS_ISSUES_HERE]
Project timeline and milestones
The dates provided in the timeline are for reference purposes only; final dates will be determined following contract signature.
Project tasks
🧭 Definition & planning
| Task | Description | Responsible | Start Date | End Date | Status | Notes |
|---|---|---|---|---|---|---|
| Project conception and initiation | Initial ideation and opportunity scoping with all key stakeholders. | Deal Owner | [YYYY-MM-DD] | [YYYY-MM-DD] | ⏳ Pending | |
| Definition and planning | Define project details: scope, brand assets needed, timelines. | Deal Owner & JD-013 | [YYYY-MM-DD] | [YYYY-MM-DD] | ⏳ Pending | |
| Implementation plan defined | Project scope, key deliverables, timelines, success metrics, and required resources are defined and clear | Deal Owner & JD-013/JD-027 | [YYYY-MM-DD] | [YYYY-MM-DD] | ⏳ Pending | |
| Offer Sent | Formal offer/proposal shared with the customer for review. | Deal Owner & JD-002 | [YYYY-MM-DD] | [YYYY-MM-DD] | ⏳ Pending |
📝 Contracting
| Task | Description | Responsible | Start Date | End Date | Status | Notes |
|---|---|---|---|---|---|---|
| Offer Review | Customer internal review period. | Client | [YYYY-MM-DD] | [YYYY-MM-DD] | ⏳ Pending | |
| Offer Approved | Customer reviews and approves the proposed scope, terms, and pricing. | Client | [YYYY-MM-DD] | [YYYY-MM-DD] | ⏳ Pending | |
| Contract Review | Align on deliverables, timelines, legal and data terms. | Deal Owner & Client | [YYYY-MM-DD] | [YYYY-MM-DD] | ⏳ Pending | |
| Contract Signing | Finalize and sign all contractual agreements. | Client | [YYYY-MM-DD] | [YYYY-MM-DD] | ⏳ Pending |
🏁 Kickoff
| Task | Description | Responsible | Date | Status |
|---|---|---|---|---|
| Kick-off Meeting | Initial meeting to align on project goals, timelines, and responsibilities. | Deal Owner & JD-016/JD-029 | [YYYY-MM-DD] | ⏳ Pending |
🛠️ Setup & Customization
| Task | Description | Responsible | Start Date | End Date | Status |
|---|---|---|---|---|---|
| Apply UI Customization | Update existing calculator template with the client's branding. | JD-010/JD-007 | [YYYY-MM-DD] | [YYYY-MM-DD] | ⏳ Pending |
| Internal QA | Verify calculator works correctly and branding is properly applied. | JD-013/JD-027 | [YYYY-MM-DD] | [YYYY-MM-DD] | ⏳ Pending |
🚀 Project Execution
| Task | Description | Responsible | Start Date | End Date | Status |
|---|---|---|---|---|---|
| Go Live & Launch | Publish the calculator landing page and share the final URL with the client. | Deal Owner & JD-010 | [YYYY-MM-DD] | [YYYY-MM-DD] | ⏳ Pending |
| Customer Support | Setup and activate helpdesk or in-app support systems. Comprehensive assistance for complex issues | Deal Owner & JD-029/JD-016 | [YYYY-MM-DD] | [YYYY-MM-DD] | ⏳ Pending |
🔁 Follow-up Meetings
| Task | Description | Date | Responsible | Status |
|---|---|---|---|---|
| Follow-up | Formal review of key findings, feedback, and performance. | [YYYY-MM-DD] | Deal Owner & JD-029/JD-016 | ⏳ Pending |
✅ Project Close
| Task | Description | Start Date | End Date | Responsible | Status |
|---|---|---|---|---|---|
| Final Report | Analyze final outcomes, compare against objectives, and document results. | [YYYY-MM-DD] | [YYYY-MM-DD] | Deal Owner & JD-029/JD-016 | ⏳ Pending |
| Final Meeting | Formal review of the final report and project closure discussion. Also, define next steps if possible to continue collaboration. | [YYYY-MM-DD] | [YYYY-MM-DD] | Deal Owner & JD-029/JD-016 | ⏳ Pending |
Clinical Workflows
This section provides the implementation guidelines and clinical logic for the Calculator project.
System Architecture & Logic
Calculator Landing Page Flow
For healthcare professionals, the calculator is accessed via a dedicated landing page URL. They can securely upload patient images and answer any required clinical questions. The system processes the data using our existing AI models and returns the severity assessment score.