Engagements

CapSure Business/Engagement Models

Business Models: Flat Rate Monthly Subscription or Project-Based Advisory

Subscription-Based Services: flat monthly fee for Advisory and Coaching
- Calendar tool will be made available for both on-site and virtual appointments
- No limits to the number or duration of remote sessions, CapSure Solutions commits to limiting concurrent client workload to ensure bandwidth is readily available.
- Secure cloud hosted coaching environment credentials will be provided to each engagement team member
- Coaching environment provides action-item tracking, meeting notes, electronic whiteboard and file repository capabilities
- Cancel subscription anytime for any reason with 1 month advance notice
- On-Site Advisory and/or Coaching: arranged with 2 week notice (incremental daily fee & travel cost reimbursement)
Project-based Advisory Services
- Traditional statement of work (SOW) approach
- SOW defines objectives and deliverables
- Hourly rate; invoiced monthly

Hypothetical Engagement

Company ABC is investing in a new robotic automation platform for automotive assembly.

New AI-based dynamic pathing capability in addition to a novel end effector design are expected to significantly reduce TAKT time vs. prior generation products. The expectation is to leapfrog the competition and become a market leader.
It isn’t their first new platform development but the program is well behind plan and and over budget.
The new technical elements have been proven via bench test but the first full system integration has bogged down. The team is firefighting a variety of issues involving performance, supplier delays, and software robustness.
Distractions surrounding sustaining engineering demands for existing sold products are an additional headwind.

ABC engages CapSure Solutions. Given there is not a clear initial set of tasks and outcomes ABC decides to work on an Advisory and Coaching agreement basis.