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Commonwealth Project 


https://commonwealthcapital.co/

Just a quick update. A major client about to land is Commonwealth Capital in Chicago. Here is their LI profile for info.
https://www.linkedin.com/company/commonwealth-capital-advisors/about/
I’ve had several calls with Mai Luu their COO and Tuesday I have a call with her and their CEO, to ideally secure the project. Once we have been walked through their project, we will be coming back to them with an SOW for a full blueprint, and from there the full development.
They are a PE and need a full back office solution as a clearing house, on boarding and asset management as a platform, which means taking their current manual “system” and processes and putting those workflows into a full PaaS with automation, shored up with emerging technologies eg AI, DLT, etc.
I anticipate once I’ve had the call next week and finalized our plan with Wes, then I will be able to submit in response the above SOW, and finally engage.
At that point, we would love to finally get you engaged for this project.
If you are available sometime late or end of next week for a chat, I just wanted to plant the seed for discussion.
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Jason notes --- 201018 

jason   October 16th at 1:47 PM
@channel Hey everyone, this is a message to pin our meeting for next Friday 3pmCST, 10/23 with Commonwealth.This should be our final engagement call with Tim (CEO) walking us through the schema of what he spent over an hour describing to us in our last call.As there will likely be a Q&A session at the end, please note any comments/questions you’d like Wes or I to ask here in this channel (that we’ll keep open during the call).Current timing - gather project info needed from this call; internalize estimation of hours and blueprint deliverable; Jason in turn submits SOW for blueprint. Blueprint will likely take 3-5 weeks, followed by an SOW for a development effort.General role expectations:
@lance will run point on all client engagement
@Jim Mason will be senior solutions architect crafting the core blueprint
@wes will work with Jim on strategy, framework, direction, technology choice, integrations, final outcome
@jason will source SOWsGeneral timeline expectations:
Oct 28–Nov 6:  Blueprint SOW signed/paid engagement begins
Dec 7–11: Blueprint sign off/turnover
Dec 11–20: Development SOW submitted/discussed
Dec 20–Jan 2: HOLIDAYS
Jan 4–15: Development SOW signed/paid engagement beginsFeel free to engage here in thread for questions, thanks.



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