IT Services and Software

Software development, implementation and support. Start each job from a ready-made project with its milestones, tasks and client documents already in place.

Templates: 7
Milestones: 19
Tasks and sub-tasks: 48
Documents to collect: 18

Look inside the templates

These are the projects a new firm gets on day one. Pick one to see how the work and the fee are laid out.

Website design and build

A marketing website from discovery to launch.

Fixed price
60 days
3 milestones
12 tasks
4 documents

Milestones and tasks

Day 0Kick-off30% of the fee
- Discovery workshopManager
Day 25Design sign-off40% of the fee
- WireframesDesigner
- Visual designDesigner
Day 60Launch30% of the fee
- Build the pagesDeveloper
- Content entry and SEO basicsDeveloper
- Testing across browsers and devicesDeveloper
- Go live and hand overManager

Plus 5 sub-tasks in the app, broken down under these tasks.

Document checklist

Signed proposal or statement of workFrom the client · day 0 · compulsory
Brand guidelines and logo filesFrom the client · day 5
Final page contentFrom the client · day 35 · compulsory
Domain and hosting accessFrom the client · day 50 · compulsory

Software development (fixed price)

A fixed-scope application, delivered in phases with acceptance testing.

Fixed price
90 days
3 milestones
6 tasks
3 documents

Milestones and tasks

Day 14Requirements signed off20% of the fee
- Requirements and user storiesManager
Day 70Build complete50% of the fee
- Architecture and setupDeveloper
- Build featuresDeveloper
- Internal testingDeveloper
Day 90Accepted and live30% of the fee
- User acceptance testingManager
- Deployment and handoverDeveloper

Document checklist

Signed statement of workFrom the client · day 0 · compulsory
Signed requirements documentFrom the client · day 14 · compulsory
UAT sign-offFrom the client · day 84 · compulsory

Annual maintenance (AMC)

A year of support, updates and health checks for an application or website.

Retainer
365 days
3 milestones
5 tasks
2 documents

Billed as a retainer, so these milestones track the work rather than the fee.

Milestones and tasks

Day 0Contract start
- Onboard: access, backups and monitoringDeveloper
Day 180Mid-year review
- Quarterly health check (Q2)Developer
Day 335Renewal
- Renewal proposalManager
Throughout the project
- Quarterly health check (Q1)Developer
- Quarterly health check (Q3)Developer

Document checklist

Signed AMC agreementFrom the client · day 0 · compulsory
System access credentials (shared securely)From the client · day 5 · compulsory

Mobile app development

An Android and iOS app, from design to store release, with acceptance testing.

Fixed price
100 days
3 milestones
7 tasks
3 documents

Milestones and tasks

Day 25Designs approved25% of the fee
- Requirements and user flowsManager
- UI designDesigner
Day 75Beta build40% of the fee
- Back-end and APIsDeveloper
- App developmentDeveloper
- Testing on devicesTester
Day 100Live on the app stores35% of the fee
- Client acceptance testingManager
- Store listings and releaseDeveloper

Document checklist

Signed statement of workFrom the client · day 0 · compulsory
Apple and Google developer accountsFrom the client · day 75 · compulsory
UAT sign-offFrom the client · day 88 · compulsory

ERP implementation

Implementing an ERP or accounting system: process study, configuration, data migration, training and go-live.

Fixed price
90 days
4 milestones
7 tasks
4 documents

Milestones and tasks

Day 20Solution design signed off30% of the fee
- Process study workshopsConsultant
- Solution design documentConsultant
Day 55System configured30% of the fee
- Configuration and customisationConsultant
Day 80Go-live30% of the fee
- Data migration: masters and opening balancesConsultant
- User trainingConsultant
- Cut-over and go-liveManager
Day 90Post go-live support complete10% of the fee
- Hypercare supportConsultant

Document checklist

Signed statement of workFrom the client · day 0 · compulsory
Signed solution designFrom the client · day 20 · compulsory
Master data and opening balancesFrom the client · day 50 · compulsory
Go-live sign-offFrom the client · day 80 · compulsory

Managed IT services (monthly)

A month of IT support for an office: helpdesk, devices, backups, security patches and a service report.

Retainer
30 days
1 milestone
5 tasks
0 documents

Billed as a retainer, so these milestones track the work rather than the fee.

Milestones and tasks

Day 30Monthly service report
- Helpdesk ticketsSupport Engineer
- Patch servers and laptopsSupport Engineer
- Check backups and test a restoreSupport Engineer
- Review licences, joiners and leaversSupport Engineer
- Service report and recommendationsManager

Document checklist

No documents listed. Add your own.

Security assessment (VAPT)

Vulnerability assessment and penetration test of applications or networks, with a report and a re-test.

Fixed price
30 days
2 milestones
6 tasks
2 documents

Milestones and tasks

Day 15Testing complete60% of the fee
- Scope, rules of engagement and authorisationManager
- Vulnerability scanningSecurity Analyst
- Manual penetration testingSecurity Analyst
- Report with risk ratings and fixesSecurity Analyst
Day 30Re-test and closure report40% of the fee
- Re-test after the client's fixesSecurity Analyst
- Closure reportManager

Document checklist

Signed authorisation to testFrom the client · day 2 · compulsory
Test accounts and IP addresses in scopeFrom the client · day 2 · compulsory

Templates are starting points, not professional advice. Rules and due dates change, so check them against your own practice. They're yours to edit.

Example

How a firm like yours could run it

A firm like this

The company builds web and mobile applications on fixed price, implements ERP systems, and supports clients on annual maintenance contracts, in India and overseas.

A typical month

Projects move through requirements sign-off, build, UAT and go-live, with the sign-off documents on the client checklist. Each accepted milestone becomes an invoice the same day; overseas clients are invoiced as exports under the company's LUT. Support tickets are logged against AMC clients, and renewal tasks appear ahead of each contract's expiry.

Where the work gets hard

Milestones were invoiced weeks after acceptance.
Change requests were built before they were priced.
AMC renewals were remembered at the last minute.

What MSMEPulse gives you

Milestones are billed on acceptance.
Changes are priced before they're built.
AMC renewals are raised in good time.

Read the full example

What happens when you start a project

Real dates and amounts

Enter the start date and contract value, and preview every milestone before anything is created.

Real people

Roles like Manager or Junior are filled with your team when the project starts.

Documents chased

A milestone can't be closed while a compulsory document is missing, unless a manager overrides it with a reason.

Your way of working

Edit any template, or save a finished project as a new one.

Guides for this industry

Related industries

Start with these projects already set up

Choose IT Services and Software when you sign up and its templates are in your library straight away.