Scope & BuildSolution design
Product & solution design for software teams

Your client can't describe it. I can.

Fifteen years across the table from CFOs, CIOs and operations heads. I work out what your client actually needs, then hand you a clickable prototype, a proposal, a full scope of work and the technical architecture. Your team builds from it without asking a single question.

24-48 hour turnaround Under your brand NDA as standard
app.clientname.com / vendor-payments
Invoices open184
Avg cycle9.2 d
Early-pay saved$41.6k
POPurchase order raised, 4,200 unitsDone
GRGoods receipt, partial, 3,100 unitsDone
3WThree-way match, quantity variance flaggedDone
APPlant head approval, variance above 5%Waiting
PYPayment release, 2% discount windowQueued
VendorInvoiceAmountMatch
Northline SupplyINV-40921$18,400Matched
Cedar ComponentsINV-40928$6,275Matched
Halcyon MetalsINV-40933$22,110Variance
Bright FabricationINV-40941$9,860Matched
Download PDFDownload Excel

A prototype behaves. It doesn't just look right.

The real risk

On custom builds the risk is almost never the code. It's finding out in month three that the requirement was wrong.

AI writes the code in twenty minutes now. That part stopped being hard. The hard part is knowing what to tell it. Which exception matters. Which approval breaks the process. What the auditor will ask for eighteen months later.

You don't learn that from a brief. You learn it from years of sitting in the room while a finance controller explains why his team still keeps the one spreadsheet the ERP could never replace.

How a good project goes wrong
  • The client describes what they do, not what they need.
  • A proposal gets approved on a document nobody fully pictured.
  • Build starts. Assumptions get made quietly, because asking costs a week.
  • Month three: the demo lands, and the approval routing is wrong.
  • Change requests. Margin gone. Relationship strained.
What lands on your desk

Three artefacts, one requirement call.

All of it in your branding. Your client never needs to know I'm external.

01

A clickable prototype

Not a wireframe. A deployed link your client opens and actually uses.

  • Role and designation-wise logins
  • Every tab live, workflow end to end
  • Realistic data down to the line item
  • Reports that download in PDF and Excel

Front-end prototype, no live backend. That part stays your build.

02

A deck the CFO can approve

The version that survives a board meeting, not a list of features.

  • The problem framed in their numbers
  • Process before, process after
  • Where the time and money come back
  • Phasing, and what it takes to start

Presented by you, or by me on your call. Your choice.

03

A scope with no gaps

Detailed enough that your team builds without a clarification call.

  • Wireframes and architecture
  • APIs, webhooks, ingestion approach
  • In scope and out of scope, stated plainly
  • RACI matrix and timeline

Part of a full pack: proposal, SOW, BRD, assumptions, architecture.

The paperwork your team actually needs

Hand it to your developers. Build it in 8 weeks.

The prototype wins the approval. This is what turns it into a build. Written properly, so nobody has to come back and ask what was meant.

Detailed proposalCommercials, phasing, deliverables, what the client is signing for
Scope of WorkModule by module, feature by feature, with acceptance criteria
Business Requirement DocumentProcess flows, user roles, business rules, exception handling
Assumptions and dependenciesEvery assumption written down before it becomes a change request
Technical architectureSystem design, data model, integration and ingestion approach
API and webhook specificationEndpoints, payloads, third party touchpoints, error states
In scope and out of scopeStated plainly, so the quote holds through delivery
RACI and delivery timelineWho does what, in what order, by when

Your development team opens the pack and starts on day one. No discovery phase, no requirement calls, no waiting on answers. A typical build off this pack runs about 8 weeks.

How an engagement runs

Four steps. About two working days.

Step 01

The call

I join your discovery call under your brand, as your solution consultant. Or take the recording and never appear at all.

Step 02

The decode

What they said, what they meant, and the four things they never mentioned because they assume everyone knows.

Step 03

The build

Prototype, deck and scope, in your branding. Live link within 24-48 hours of the requirement call.

Step 04

The demo

Hand over the link, present it yourself, or bring me on to walk the client through it.

NDA signed as standard Non-circumvention Your logo on everything No contact with your client outside your presence
Where the depth is

Fifteen years, eight domains.

Requirement workshops and product demonstrations with CFOs, CIOs and operations heads across banking, NBFCs, insurance, capital markets, hospitals, manufacturing and retail.

ReconciliationMulti-level: gateway, bank, books
Procure to payThree-way match, AP automation
Vendor managementOnboarding, GRN, invoice discounting
Field serviceDispatch, technician app, SLA
CRM & experienceOmnichannel, ticketing, AI assist
Loan managementOrigination, servicing, collections
Document managementLifecycle, approval, e-signature
Healthcare operationsBilling, settlement, administration
What I have already built

Seven platforms, built end to end. I will walk you through any of them.

Each is a front-end prototype: full look, feel and workflow, no live backend. Add a record and it moves through the process and lands in the downloaded report. Access is on request, so tell me which one is closest to what your client is asking for and I will give you a live login and take you through it.

Who you'd be working with

Surjeet Kumar

Product and go-to-market director, fifteen years in enterprise software. Most of it spent in the same room as the person whose process is about to change, which is where the useful information lives.

I build every prototype myself. No team behind me, no template library. When you put me on a client call, you get the same person who writes the scope your developers work from.

MBA by qualification. I work US, UK, European and Australian hours from India.

Request prototype access

Tell me what your client is asking for.

I will send you a live login to the prototype closest to it, and walk you through it on a call if that is useful. If a brief has landed and nobody wants to scope it, that is the one worth sending over.

  • Live access to the relevant prototype
  • A sample scope of work and technical architecture
  • First engagement with a new agency at a reduced rate

Prefer email? surjeetscopeandbuild@gmail.com

I reply within one working day. Nothing is shared with anyone.