SUM VISUM™ / Company and engagement

Delivery & acceptance

From an initial need to evidence-based acceptance.

For each engagement, we agree the project lead, participating specialists, deliverables and review stages with the client.

01 / Qualify

Define the problem, audience, context, location and intended outcome. Identify the decision-maker, procurement constraints and information excluded from the initial enquiry.

02 / Verify capacity

Confirm owner, competence, availability, tools and authorizations. Decide to proceed, narrow the scope or decline. An intention to recruit is insufficient.

03 / Agree scope

Specify deliverables, exclusions, timetable, quoted price, dependencies, intellectual property and acceptance criteria. Legally significant clauses require appropriate professional review.

04 / Deliver and record

Work only in authorized environments. Keep a record of decisions, changes and tests. Work outside scope requires an agreed change before execution.

05 / Review with the client

Compare deliverables to agreed scenarios. Record results, defects, limitations and corrective actions; obtain the named client reviewer’s decision.

06 / Hand over and close

Transfer files, documentation and authorized access. Agree any maintenance or support separately; revoke temporary access and apply agreed retention arrangements.

A checkable acceptance record

Deliverable and version
Signed criterion and test case
Observed result and evidence
Discrepancy, owner and due date
Client decision and date

Illustrative only — no client activity is represented.

A defined engagement before delivery

Enquiry
Scope clarification
Written proposal
Agreement
Delivery
Acceptance

The initial enquiry and preliminary scope discussion are not charged. Paid work begins under an accepted proposal or the applicable agreement.

Depending on the need: fixed-scope assignments, milestone-based projects, and occasional or ongoing professional support. Deliverables, responsibilities, terms and acceptance criteria are documented in writing.