Scoping with Orana Chamber

🏗️ Purpose of the Scoping Session

The goal of our scoping session is to translate your business vision into a clear, actionable technical blueprint.
It helps us uncover your workflow, identify automation opportunities, and ensure our AI systems integrate perfectly with your existing tools and operations.

This stage eliminates ambiguity and gives you complete confidence in what will be delivered, how long it will take, and the investment required.

📋 What Happens During the Workshop

Our scoping workshop typically involves your key stakeholders, our Requirement Analyst, and Technical Consultant, working together in structured sessions (either remote or onsite):

1. Discovery & Business Mapping
   We start by understanding your core business processes — from lead management to operations.
   Together, we define goals, user journeys, data flows, and integration points.

2. Problem & Opportunity Identification
   Our team identifies gaps, bottlenecks, and manual tasks that can be automated using AI workflows and digital tools.

3. System & Integration Review
   We assess existing systems (CRMs, ERPs, communication tools, APIs) to design compatible pathways and ensure seamless data flow.

4. Process Visualization
   Using flow diagrams and architecture sketches, we visualise your end-to-end workflow, helping you see how automation fits into the bigger picture.

5. Requirement Documentation
   Our Requirement Analyst compiles all functional, technical, and user requirements into a structured document.
   This includes workflows, user roles, technology stacks, data handling, and system dependencies.

6. Effort & Cost Estimation
   Every module, feature, and integration is evaluated in hours and resource types to provide a transparent costing and delivery timeline.

7. Validation & Feedback
   We review the draft scope with your team for confirmation before finalising the documentation.

📄 Project Implementation Document (PID)

After the scoping session, you receive a formal Project Implementation Document (PID) — a comprehensive guide outlining:

• Project scope and objectives

• Functional and technical requirements

• System integrations and workflow maps

• Project phases and milestones

• Resource allocation and effort estimation

• Costing summary (per phase and total)

• Implementation timeline and dependencies

• Assumptions, exclusions, and risk notes

This PID acts as the foundation for delivery, ensuring alignment between all parties before any work begins. It also becomes the reference for project planning, progress tracking, and quality assurance.

💰 Value of the Scoping & PID Phase

We treat this stage as a professional consulting engagement — not just a pre-sales step.
The PID itself holds strategic value for your business because it provides:

• A clear digital transformation roadmap

• A verified and costed implementation plan

• Confidence in investment decisions

• Vendor-agnostic documentation (you can use it internally or externally)

The Scoping & PID engagement fee is credited toward your implementation phase when you proceed with Saasbridge Tech for delivery.

🤝 Our Collaboration with Orana Software

Working alongside Orana Software, we combine business process expertise with technical execution excellence.
Orana focuses on solution architecture and integration design, while Saasbridge Tech ensures the delivery, configuration, and implementation align with your goals and operational structure.

This joint approach guarantees:

• Business alignment with technology outcomes

• Reduced delivery risks

• End-to-end visibility and accountability

🧩 Outcome

At the end of the Scoping & Workshop phase, you will have a complete, validated project plan with:

• Clear requirements and deliverables

• Defined costs and effort per phase

• System diagrams and user flow designs

• Ready-to-go project initiation roadmap

Only once you’ve approved the PID do we proceed with formal engagement for implementation — ensuring every dollar and hour spent is fully justified and strategically aligned with your goals.