Intake

The required information

What we ask for, and why each item exists. Nothing on this list is decoration: each item states what it unlocks, and the pipeline refuses to generate from a partial intake because a quotation built on guesses would be an invention wearing a letterhead. This form renders from the same registry the runtime validates against, so the page and the product cannot disagree.

Organization

3 required

Legal entity name required Names the party on the quotation, the SOW, and the MSA. This item is required. The pipeline refuses to generate from a partial intake.

Industry and operating footprint required Selects the domain vocabulary the tailored platform speaks. This item is required. The pipeline refuses to generate from a partial intake.

Approximate revenue band and headcount required Sizes the tier recommendation; band, never a demand for exact figures. This item is required. The pipeline refuses to generate from a partial intake.

Systems of record

3 required

Named systems of record in scope required Each maps to a read-only connector; the quote lists only what the catalog carries. This item is required. The pipeline refuses to generate from a partial intake.

Decision domains in scope required Supply, finance, operations, customer, workforce; module scope derives from these and nothing else. This item is required. The pipeline refuses to generate from a partial intake.

Highest data class involved required Sets the tenant policy ceiling for anything external; strictest reading defaults. This item is required. The pipeline refuses to generate from a partial intake.

People

3 required

Executive sponsor, named required Owns the outcome on the customer side; the plan assigns them the decisions. This item is required. The pipeline refuses to generate from a partial intake.

One named owner per system of record required The connector cannot read what nobody grants; each owner has week-one tasks. This item is required. The pipeline refuses to generate from a partial intake.

Data steward or controller contact required Signs the reconciliation baselines; the evolution ledger refuses without a human reference. This item is required. The pipeline refuses to generate from a partial intake.

Outcome

4 required

Two or three success measures in your words required Become the KPIs the tailored platform computes first; the Outcome Warranty determination reads against these. This item is required. The pipeline refuses to generate from a partial intake.

Target first-baseline date and constraints required The plan schedules backward from it and states where the formula disagrees. This item is required. The pipeline refuses to generate from a partial intake.

Measurement window and cadence, your definition required You define the window results are measured over and choose the cadence, one to four sessions per year. This item is required. The pipeline refuses to generate from a partial intake.

Compliance context that governs you required Residency, retention and audit obligations set the policy ceiling before anything is generated. This item is required. The pipeline refuses to generate from a partial intake.

13 items. Validated in your browser first; nothing generates from a partial intake. On success this submits directly, no email client, no manual step.