Sample Planning Sprint Pack
What the $5,000 Planning Sprint delivers.
A sample plan for Civara, a fictional tax, payments and records platform that wants AI beyond our existing modules. Two weeks, no build: where AI fits, what it depends on, and a fixed quote.
What you get
- Where AI fits across your platform, with the agency outcome, users and data for each
- The prioritized capability map, with what each one depends on
- The readiness review of your architecture, data, integrations and permissions
- Cost-to-serve estimates per agency, with the assumptions shown
- The recommended first build: 2 to 3 capabilities and why they come first
- A fixed-price quote to build it and take it to production; the $5,000 counts toward it
Illustrative demo on a fictional county. Not client work.
How the two weeks run
We plan with the people who know the platform.
About 2 to 3 hours a week from a product owner and an engineering lead. No build, no production access.
Week 1
- Walk the platform with your product, engineering and support leads
- Read what agencies and the public ask for in support tickets
- Map where each agency's data lives and who can see it
Week 2
- Map the capabilities and review architecture, data, integrations and permissions
- Estimate the cost to serve per agency
- Agree the first build with you and write the fixed quote
01 · Where AI fits
Every opportunity, tied to an agency outcome.
Including capabilities our modules do not cover. Each one names who uses it and the data it needs.
| Opportunity | Who uses it | Data it needs |
|---|---|---|
| Batch differences explained | Balancers | Batches, lockbox and gateway files |
| Payment help on the portal | Taxpayers | Notices, payment settings |
| Cited answers over minutes | Clerks | Minutes and ordinances, by clearance |
| Letter drafts for delinquent notices | Office staff | Notices, letter templates |
02 · Capability map
Now, next and later, with what each depends on.
Ordered by agency value and by what your platform can support today.
| Capability | When | Depends on |
|---|---|---|
| Batch differences explained | Now | Batch and payment APIs |
| Payment help on the portal | Next | Notice lookup open to the assistant |
| Cited answers over minutes | Later | Clearance set on every collection |
03 · Readiness review
Architecture, data and permissions, checked.
What is ready, what needs work, and what blocks a capability until it changes. Illustrative findings.
Findings
- Payments carry parcel and reference on every channel; matching can start without new data.
- Lockbox files are stored per batch; the file line can be shown beside each match.
- Collections have no clearance field yet; cited answers wait until they do.
- Open question for you: include balancing in every office plan, or sell it as a tier?
04 · Recommended first build
Explain batch differences first.
Two capabilities that share the same screen: payments matched to their notice with the cause of any difference, and balancer approval before a correction posts.
05 · Quote
A fixed price to build it and take it to production.
The fixed quote is in your Planning Sprint Pack, not on the site. If you go ahead, the $5,000 counts toward it; if you stop, the plan is yours.
Get a plan for your own platform.
Bring the AI questions your agencies are asking. In 30 minutes we agree what the Planning Sprint would map.
Calls run in US Central time. No generic AI presentation: we discuss your product, users and production constraints.