Case C Expand I: Qualification and Independence for AI Pursuits
Case C · Expand I (parent: Bid/no-bid overview). Run structured qualification and independence before heavy proposal investment.
1. Qualification dimensions (worked)
| Dimension | Case signal |
|---|---|
| Need | Real cost pressure; poorly framed as “agentic enterprise” |
| Urgency | Aggressive calendar |
| Sponsorship | IT-led; weak ops ownership |
| Funding | Claimed; not evidenced as AI programme budget |
| Decision process | Procurement-heavy; vendor eval parallel |
| Competitive position | Spec language favours incumbent platform |
| Delivery feasibility | Data residency, change capacity, eval maturity unknown |
| Commercial attractiveness | Guarantees and liability misaligned |
| Risk acceptability | Independence may constrain some in-region services |
2. Classifications
Qualified · Conditionally qualified · Continue discovery · Nurture · Partner-led · No bid.
Here: Conditionally qualified only if client accepts a paid discovery / reframe gate. Otherwise No bid.
3. Independence and acceptance (run early)
Check existing relationships, audit independence, conflicts, sanctions, integrity, reputation, service nature, capacity, subcontractors, data/confidentiality, regulation.
Outcomes: cleared · cleared with safeguards · further consultation · modify scope · decline.
Do this before partner time, prototype spend and full proposal drafting.
4. Pursuit plan minimums (if Conditional)
Lead partner · pursuit director · industry lead · solution lead / SE · commercial · delivery · risk/legal/independence · proposal support.
Artefacts: pursuit plan, RACI, stakeholder map, competitor view, win themes, question/assumption/risk logs, proposal outline, review calendar.
Governance: stand-ups; partner/solution/commercial/risk reviews; pitch rehearsal only after Conditional criteria met.
5. SE contribution at qualify
- Challenge “agentic” appropriateness and autonomy claims.
- List data, eval and change dependencies as deal risks.
- Estimate complexity honestly; protect the firm from logo-driven overreach.
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