Penwortham Mutual - Proposal v1
Documentdraft Penwortham Mutual: documents · proposal · draft · 2026-03-30
Draft Enterprise proposal dated 30 March 2026 from Matteo Ricci: annual subscription £119k plus £30k implementation, total £149k. P1 response of 30 minutes is quoted. No availability figure is stated. Valid for 30 days.
What it says
What this says
Current to 12 Oct 26Draft Enterprise proposal dated 30 March 2026 from Matteo Ricci: annual subscription £119k plus £30k implementation, total £149k. P1 response of 30 minutes is quoted. No availability figure is stated. Valid for 30 days.
What it is: a draft proposal, not a contract, prepared by Matteo Ricci for Penwortham Mutual. It offers the Enterprise tier with "Annual subscription: £119k" and "Implementation project cost: £30k".
Commits: nothing binding. It describes up to 150 users, up to 20 connectors, "Premium support with 30-minute P1 response times" and a 12-week implementation with up to 12 connectors live.
Unusual: the subscription is £119k, which differs from the v2 Enterprise list in the company brief. The text does not explain the difference or state a discount. It also bundles Premium support, which the brief treats as an add-on or a v2 inclusion.
Not settled: availability, data freshness, service credits, payment terms, renewal date and signatory are not stated. The text says "This proposal remains valid for 30 days" from 30 March 2026, so the offer has lapsed by the as-of date unless it was reissued. The evidence does not show whether it was sent or accepted.
As found in this document
Current to 9 Oct 26- Price£118,750Source: object_read:doc_097_002
- Annual subscription£118,750Source: object_read:doc_097_002
- Implementation project cost£30,000Source: object_read:doc_097_002
- Total project investment£148,750Source: object_read:doc_097_002
- P1 response30-minute P1 response timesSource: object_read:doc_097_002
- Implementation length12-week engagementSource: object_read:doc_097_002
- Connectors liveUp to 12 connectors configured and liveUp to 12 connectors configured and live · Source: object_read:doc_097_002
- Proposal validityvalid for 30 daysSource: object_read:doc_097_002
The document
Body
PENWORTHAM MUTUAL
Proposal v1
Status: Draft
Prepared by: Matteo Ricci, Account Executive Date: 30 March 2026
Executive Summary
This proposal outlines a comprehensive solution for Penwortham Mutual to create a unified view of member operations and partner scheme data across the organisation.
The Challenge
Penwortham Mutual's member operations and partner management teams currently maintain separate systems for member data, partner schemes, and operational metrics. Reconciling these views manually is time-consuming and limits the organisation's ability to respond quickly to member needs and partner issues.
Solution: Company Brain – Enterprise
Company Brain is an AI-queryable layer built inside your own data infrastructure, allowing multiple teams to ask questions across integrated data sources in natural language.
Tier: Enterprise Annual subscription: £119k Implementation project cost: £30k Total project investment: £149k
What You Get
Read the whole document (1,739 characters)
Subscription includes:
- Up to 150 licensed users
- Up to 20 data connectors
- Executive sponsor and quarterly business reviews
- Premium support with 30-minute P1 response times
- Advanced security: SSO, SCIM provisioning and dedicated security review
Implementation includes:
- 12-week engagement with security and compliance review
- Up to 12 connectors configured and live
- Data validation and quality assurance
- User training and handover
Next Steps
We propose a discovery meeting with your data and operations leadership to confirm data sources, stakeholder alignment, and go-live readiness.
This proposal remains valid for 30 days. Please contact Matteo Ricci to proceed.
Unusual terms
Current to 9 Oct 26- Subscription £118,750 differs from list price
- Premium support bundled in subscription
- 30-day proposal validity