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NexSolve Consulting proposes a six-week IT change initiative for GreenLeaf Retail Inc. to address challenges such as fragmented sales data and manual processes by integrating Shopify POS with HubSpot CRM and automating workflows. The project aims to enhance operational efficiency, reduce manual tasks by 30%, and achieve a system uptime of 99.9%. The total project cost is estimated at CAD 6,400, which includes system integration, training, and support.

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Bhanu Prakash
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0% found this document useful (0 votes)
2 views8 pages

Canada File

NexSolve Consulting proposes a six-week IT change initiative for GreenLeaf Retail Inc. to address challenges such as fragmented sales data and manual processes by integrating Shopify POS with HubSpot CRM and automating workflows. The project aims to enhance operational efficiency, reduce manual tasks by 30%, and achieve a system uptime of 99.9%. The total project cost is estimated at CAD 6,400, which includes system integration, training, and support.

Uploaded by

Bhanu Prakash
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as PDF, TXT or read online on Scribd
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NexSolve Consulting Proposal

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Cover Letter

13 July 2025

Samantha Green

Operations Manager, GreenLeaf Retail Inc.

123 Commerce Avenue

Toronto, ON M5J 2N1

Dear Samantha,

Thank you for inviting NexSolve Consulting to help GreenLeaf Retail advance its next stage
of growth. During our recent conversation you highlighted three pressing challenges:
fragmented sales and inventory data, recurring weekend downtime that erodes customer trust,
and the burden of manual, error-prone tasks that distract your team from strategic goals. Our
proposal directly addresses these pain points by integrating Shopify POS with HubSpot CRM
on a secure Microsoft Azure backbone and automating the entire order-to-ship workflow.

Within six weeks, our three-phase approach—Discovery, Integration & Automation, and
Launch—will deliver real-time dashboards, reduce manual data entry by at least 30 per cent,
and raise site uptime to 99.9 per cent. Just as important, we will train your staff so they feel
confident using the new tools and can build on them long after go-live.

I am confident this project will free your operations team to focus on customer experience and
profitable scaling. I look forward to partnering with you and am happy to answer any questions
about the enclosed proposal.

Warm regards,

Abdul

Principal Consultant

NexSolve Consulting

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Table of Contents

Executive Summary ................................................................................................................... 4

Scope of Work ....................................................................................................................... 4

Pricing .................................................................................................................................... 5

About Us .................................................................................................................................... 5

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Executive Summary

GreenLeaf Retail Inc. is a high-potential e-commerce business with an office in the city of
Toronto experiencing system fragmentation, manual processes, and frequent platform failure.
In response to these, NexSolve Consulting will suggest a six week IT change initiative
centering on the use of the cloud and IT automation plus unification of the systems.
In the proposed solution, one has to assume integration of Shopify POS and HubSpot CRM
systems, automation of inventory and order processes, and migration of the most critical
services to a secured cloud solution based on Microsoft Azure. This project will decrease
mistakes, cut down time and allow reporting in real time and this will give GreenLeaf the ability
to expand at an efficient pace and offer the exemplary customer service.
At the end of the project, GreenLeaf will see positive change results: fewer manual operations,
better transparency of data, quicker order turnover, and a very high rate of the system
functioning.

Scope of Work

Phase Timeline Key Activities & Deliverables

1. Discovery & Week 1 - Conduct systems audit- Stakeholder workshop-


Planning Requirements gathering and documentation

2. Integration & Weeks - Connect Shopify POS to HubSpot CRM- Implement


Automation 2–4 inventory automation using Power Automate- Build central
database on Azure SQL

3. Testing & Go- Weeks - Conduct UAT and troubleshoot issues- Deliver two
Live 5–6 training sessions for staff- Provide launch support and final
handover pack
Deliverables Summary:
 Integration blueprint
 Functional cloud-based system (POS, CRM, Inventory)
 Workflow automations (stock sync, order tracking)
 Training sessions and user documentation
 Final project report and support transition plan
Success Metrics:

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 Uptime ≥ 99.9%
 Inventory error rate < 2%
 Manual order entry reduced by 30%
 Staff satisfaction ≥ 8/10 (post-training).

Pricing

Service Component Cost Details


(CAD)

Discovery & Systems $1,200 Fixed fee for initial analysis and planning
Assessment

System Integration & $3,800 POS–CRM sync, inventory automation,


Automation Azure setup

Microsoft Azure Licensing $900 25 users; based on actual usage post-


(est.) migration

Staff Training & $500 Includes two 2-hour live sessions and
Documentation handbooks

Total Project Fee $6,400 30% deposit, milestone billing on approval


Note: Licensing costs are approximate and may vary depending on user tier or usage volume.

About Us

NexSolve Consulting is a Toronto-based IT consultancy specializing in helping Canadian e-


commerce and retail firms scale through cloud migration, process automation, and systems
integration.

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Figure: Logo
Lead Consultant – [Abdul]
With 5+ years of experience in IT transformation projects, [Your Name] has worked with over
20 SMB clients across Ontario. Certified in Microsoft Azure and automation tools like Power
Platform, he focuses on creating scalable, secure solutions tailored to each client’s needs.
What Clients Say:
 “They helped us cut our manual work in half. Our backend finally runs like clockwork.”
– Claire J., UrbanCafé
 “Best IT investment we made. Everything’s in sync now.” – Leo F., MapleThreads.

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