Scoping Workbench

The Scoping Workbench is the central workspace for managing client engagements from initial scoping through SOW delivery. It provides a tabbed interface that guides you through each phase of the scoping process.

Workflow Overview

12:30

▶

Complete Scoping Workflow End-to-End From creating a scoping session through SOW generation and client delivery 🚶 Walkthrough

Scoping States

Scoping sessions progress through defined workflow states:

State	Description	Next Actions
draft	Session created, not started	Select services, complete questionnaire
scoping	Questionnaire in progress or complete	Calculate pricing
priced	Pricing calculated and locked	Generate SOW
sow_draft	SOW generated	Review, edit, send to client
sent	SOW sent to client	Await client response
viewed	Client viewed the SOW	Await acceptance/rejection
accepted	Client accepted the SOW	Create project
rejected	Client rejected the SOW	Review feedback, revise

Document Types

Type	Use Case
SOW (Statement of Work)	Full engagement proposal with scope, pricing, timeline, and terms
ROE (Rules of Engagement)	Focused document for penetration testing with scope and rules

Creating a Scoping Session

1. Navigate to Sales > Scoping
2. Click New Scoping Session
3. Select or create a client
4. Choose the document type (SOW or ROE)
5. An opportunity number is automatically generated

Tab 1: Overview Dashboard

The Overview tab provides a quick summary of the scoping session.

🖥️ Scoping Overview Dashboard Tab Screenshot

Status Information

• Current workflow state with visual indicator
• Document type (SOW/ROE)
• Opportunity number
• Creation and modification dates

Pricing Summary

• Estimated total (if calculated)
• Pricing status (draft, locked)
• Last calculation timestamp

Quick Actions

Available actions depend on current state:

Action	Available When
Generate Link	Any state
Calculate Pricing	After questionnaire complete
Generate SOW	After pricing locked
Send to Client	After SOW generated
Mark as Accepted	After sent
Mark as Rejected	After sent

Workflow Progress

Visual progress indicator showing:

• Completed steps (checkmark)
• Current step (highlighted)
• Upcoming steps (dimmed)

Status Banners

Contextual banners appear based on state:

• Draft: Prompt to select services
• Scoping: Prompt to complete questionnaire
• Priced: Prompt to generate SOW
• Sent: Awaiting client response
• Accepted/Rejected: Final state indicators

Tab 2: Services

Select which services are included in the engagement.

🖥️ Services Selection Interface Screenshot

Service Selection

1. View available services in a multi-select list
2. Click to toggle service selection
3. Selected services appear with checkmarks
4. Service color coding indicates category

Service Details

For each service, view:

• Service name and description
• Associated questionnaire sections
• Default pricing tier

Service Impact

Selecting services affects:

• Questionnaire: Service-specific questions appear
• Pricing: Service pricing rules are applied
• SOW: Service-specific content sections are included

Tab 3: Questionnaire

Complete the scoping questionnaire to gather engagement details.

🖥️ Questionnaire Tab with Different Question Types Screenshot

6:00

▶

Questionnaire Completion and Conditional Logic Completing questionnaires, understanding conditional questions, and client portal workflow 📚 Video Tutorial

Question Types

Type	Input	Example
Text	Free-form text	”Describe the application architecture”
Number	Numeric value	”Number of IP addresses”
Boolean	Yes/No toggle	”Is source code available?”
Select	Single choice dropdown	”Testing environment”
Multi-Select	Multiple choice checkboxes	”Compliance frameworks”

Conditional Logic

Questions may appear or hide based on previous responses:

• Answer a boolean question to reveal follow-up questions
• Select certain options to show related question groups
• Conditional logic is defined in service configurations

Service-Grouped Questions

Questions are organized by service:

• Each service section is collapsible
• Section headers show service name
• Questions within each section are ordered by priority

Completing the Questionnaire

Internal Completion (Sales team):

1. Work through each service section
2. Answer all required questions (marked with asterisk)
3. Click Save to save progress
4. Click Submit to mark questionnaire as complete

External Completion (Client via portal):

1. Generate a questionnaire link from the Overview tab
2. Send link to client
3. Client completes questionnaire in public portal
4. Responses sync automatically

Validation

• Required fields are marked and validated
• Invalid inputs show error messages
• Cannot submit until all required fields are complete

Tab 4: LOE (Level of Effort)

Enter or review the level of effort estimates for the engagement.

🖥️ LOE Input Interface with Phase-Based Allocation Screenshot

Input Modes

Mode	Description	Use Case
Hours	Enter effort in hours	Small engagements, specific tasks
Days	Enter effort in days	Larger engagements, phase planning

Toggle between modes using the input mode selector.

Phase-Based Allocation

LOE is typically organized by engagement phase:

Phase	Description
Planning	Project setup, kickoff meetings
Execution	Primary testing/assessment work
Analysis	Finding analysis, research
Reporting	Report writing, peer review
Delivery	Presentation, debrief meetings

Custom Line Items

Add custom LOE line items:

1. Click Add Line Item
2. Enter description
3. Enter hours or days
4. Assign to a rate tier (if applicable)

Total Calculation

The LOE tab displays:

• Per-phase hour totals
• Custom line item totals
• Grand total hours
• Conversion to days (using standard day length)

LOE Data Structure

LOE data is stored as JSON with the following structure:

{
  "phases": [
    {
      "name": "Execution",
      "hours": 40,
      "tier": "standard"
    }
  ],
  "customItems": [
    {
      "description": "Additional research",
      "hours": 8,
      "tier": "senior"
    }
  ],
  "totalHours": 48
}

Tab 5: Pricing

Calculate and review engagement pricing.

🖥️ Pricing Workbench with Line Items and Summary Screenshot

8:45

▶

Pricing Engine Walkthrough Calculating pricing, understanding rule evaluation, making manual adjustments, and locking pricing 🎥 Demo Video

Pricing Calculation

Click Calculate Pricing to run the pricing engine.

The pricing engine performs these operations:

1. Rule Evaluation

   • Evaluates service-specific pricing rules
   • Uses questionnaire responses as inputs
   • Calculates base LOE from rules

2. Rate Assignment

   • Assigns rate tiers to each phase/item
   • Applies service-specific rate overrides
   • Calculates labor costs

3. Overhead Calculation

   • Project management overhead (configurable %)
   • Technical management overhead
   • Peer review time

4. Tool Charges

   • Per-service tool charges
   • One-time vs recurring charges
   • License fees

Pricing Workbench

The pricing workbench displays:

Line Items

Column	Description
Item	Service or phase name
Hours	Effort hours
Rate Tier	Standard, Senior, Expert
Rate	Hourly rate
Amount	Calculated cost

Summary Section

• Subtotal (labor)
• Overhead charges (itemized)
• Tool charges (itemized)
• Discount (if applied)
• Grand Total

Manual Adjustments

Adjustments available before locking:

Adjustment	Description
Hours Override	Modify calculated hours
Rate Override	Change rate tier or value
Discount	Apply percentage or fixed discount
Custom Items	Add unlisted charges

Lock Pricing

Once satisfied with pricing:

1. Click Lock Pricing
2. Pricing becomes read-only
3. State advances to priced
4. Can unlock to make changes (requires re-lock)

Recalculate

To recalculate after questionnaire changes:

1. Unlock pricing (if locked)
2. Click Recalculate
3. Review new pricing
4. Lock pricing again

Tab 6: SOW

Generate and edit the Statement of Work document.

🖥️ SOW Editor Interface Screenshot

10:20

▶

SOW Generation and Editing Generating SOWs from templates, editing sections, managing versions, and handling client comments 📚 Video Tutorial

Template Selection

1. Choose from available SOW templates
2. Templates define:
   • Document structure and sections
   • Placeholder locations
   • Conditional content blocks
   • Styling and formatting

SOW Generation

Click Generate SOW to create the document:

1. Template Loading

   • Fetches selected template content
   • Identifies all placeholders

2. Placeholder Resolution

   • client.* - Client details (name, address, contacts)
   • org.* - Organization details (name, address, logo)
   • service.* - Service descriptions and scope
   • pricing.* - Pricing tables and totals
   • dates.* - Timeline and validity dates

3. Conditional Processing

   • Evaluates conditional blocks
   • Includes/excludes sections based on services
   • Processes if/else logic

4. Section Assembly

   • Orders sections per template
   • Applies service-specific content
   • Generates table of contents

SOW Editor

After generation, edit the SOW content:

Section Editing

• Click a section to edit
• Rich text editor with formatting tools
• Save individual sections
• Revert to generated content

Per-Service Content

For container sections (like “Scope”):

• Edit content for each selected service
• Service-specific scope descriptions
• Independent save per service

Editor Features

• Bold, italic, underline formatting
• Headings (H1-H4)
• Bullet and numbered lists
• Tables
• Images (from content library)
• Page breaks

SOW Versioning

Each save creates a new version:

• Version history displayed
• Compare versions side-by-side
• Revert to previous versions
• Version numbers increment (v1, v2, v3…)

Client Comments

When clients comment via portal:

• Comments appear highlighted in editor
• Comment author and timestamp shown
• Mark comments as resolved
• Comment indicators in section list

PDF Preview

Click Preview PDF to:

• Generate printable PDF version
• View with theme applied
• Check page breaks and formatting
• Download or print

Tab 7: Send

Manage client delivery and workflow completion.

🖥️ Send Tab with Portal Recipients Configuration Screenshot

Portal Recipients

Configure who can access the SOW:

1. Click Manage Recipients
2. Add email addresses
3. Only listed emails can view/interact with SOW
4. Primary contact auto-added by default

Access Link Generation

Generate a secure access link:

1. Click Generate Link
2. Set validity period (default: 7 days)
3. Copy link for delivery
4. Link uses secure token authentication

SOW Validity

Set how long the SOW offer is valid:

• Default: 30 days
• Displayed to client in portal
• Affects acceptance deadline

Send to Client

Click Send to Client to:

1. Mark status as sent
2. Record sent timestamp
3. Enable client portal access
4. Optionally trigger email notification

Manual Workflow Options

For offline delivery scenarios:

Action	Use Case
Mark as Sent	Delivered via email or meeting
Mark as Accepted	Verbal or signed acceptance
Mark as Rejected	Verbal or written rejection

Manual Acceptance

1. Click Mark as Accepted
2. Enter signatory name
3. Add notes (optional)
4. Status updates to accepted

Manual Rejection

1. Click Mark as Rejected
2. Enter rejection reason
3. Status updates to rejected

Link Revocation

To revoke client access:

1. Click Revoke Link
2. Confirm revocation
3. Existing link becomes invalid
4. Generate new link if needed

Keyboard Shortcuts

Shortcut	Action
Ctrl+S	Save current section
Ctrl+Shift+S	Save all changes
Esc	Close editor/modal

Best Practices

Questionnaire Completion

• Complete all sections before calculating pricing
• Use consistent terminology
• Document assumptions in notes

Pricing Review

• Verify calculated hours against estimates
• Check rate tier assignments
• Review overhead percentages
• Add manual adjustments sparingly

SOW Quality

• Review all generated content
• Customize boilerplate for client
• Check placeholder resolution
• Preview PDF before sending

Client Communication

• Use descriptive recipient names
• Set appropriate validity periods
• Track client viewing activity
• Respond promptly to comments