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ScopeWise / Quoting & resource planning

A delivery plan you can put a price on.

Quoting changes when delivery includes people, AI tools, and human oversight. We designed and built ScopeWise around the actual plan: who contributes, when they contribute, what their involvement costs, and how that becomes a quote the team can stand behind.

Our role
Product strategy, visual planning, AI cost modelling, interface design, and platform engineering
Visit ScopeWise (opens in a new tab)
AI workflow designUX/UI designPlatform engineering
Inside the productOriginal interfaces
Quote workspace / synthetic project
AI cost model / original dialog

Captured directly from ScopeWise’s current product components in its isolated visual review environment. Names, allocations, and monetary amounts are synthetic examples.

  1. 01

    Assemble the team

    Choose identifiable people and configured AI resources.

  2. 02

    Plan their involvement

    Allocate the work across periods and inspect the cost.

  3. 03

    Package the quote

    Review pricing, share a client document, and preserve its assumptions.

01 / The challenge

A quote is the consequence of a plan.

  • Visual people-and-time planning
  • Explicit AI spending and human oversight
  • Quotes that retain reviewed assumptions

A generic line-item form can add up a price, but it loses the thinking behind delivery. ScopeWise needed to keep the team, its involvement over time, and its commercial rates visible together. Adding AI made that relationship more important: subscription spend, allocation, and human review are different inputs.

The design challenge was to make a connected resource plan feel understandable without flattening it into a spreadsheet. We retained the visual team cards and allocation grid, then made pricing, AI assumptions, save states, and review decisions easier to inspect in their own focused surfaces.

02 / Design decisions

Keep the plan visible. Make the assumptions explicit.

The interface connects resource selection, time allocation, and commercial review instead of treating them as separate forms.

01 / Plan the delivery

Give every contribution a place in time.

A list of names and hourly rates does not explain how a project will be delivered or how involvement changes across its duration.

Visual resource cards establish who is on the quote. The allocation grid keeps identities on the left, periods through the middle, and hours and costs on the right. Weeks, months, hours, and percentages are alternate views of the same plan. A live summary keeps the commercial consequence beside the working detail.

The actual quote workspace, using an isolated synthetic studio project.
  1. Human and AI resources stay identifiable in the plan.
  2. Period allocations connect directly to resource and quote totals.

What this makes possibleTeams can discuss how the work will happen while they estimate what it should cost.

02 / Account for AI

Price the system around the agent.

An AI subscription is often shared. An agent may need a named human reviewer. Treating either as a free or invisible contribution hides the real assumptions behind the quote.

The AI editor assigns a share of workspace spend to the resource, names the reviewer, and exposes the oversight percentage. Its breakdown carries those costs into an explicit planning rate before AI and quote markup. The costing month is an allocation convention; it does not claim an equivalence between AI output and human productivity, or track actual agent usage.

Inside the productOriginal interfaces
AI resource / the full cost model
Connected quote / original MCP preview

Original components show the configuration and the saved quote preview. The MCP integration is implemented; native ChatGPT connection and publication remain separate launch checks.

  1. Shared spending is assigned explicitly rather than counted again for every agent.
  2. Included reviewer time stays visible in the rate calculation.

What this makes possibleAI-assisted delivery has a commercial model people can explain and review.

03 / Review the commercial decision

Let a quote keep its own pricing.

A workspace default should help start the next quote. Changing it should not silently rewrite a previous commercial decision.

A dedicated pricing dialog offers no markup, a custom percentage, or a saved preset, with a preview before application. The quote captures its reviewed pricing and resource assumptions. Refreshing a draft is an explicit action. Internal approval is optional for solo work and becomes available when an approver has joined, keeping governance aligned with the team actually using the product.

The original pricing dialog, showing a synthetic 25% example rather than a suggested commercial rate.
  1. The preview explains the amount change before it is applied.
  2. Quote pricing stays separate from the workspace default and saved presets.

What this makes possibleA quote remains an inspectable commercial commitment instead of a moving calculation.

03 / The result

A connected plan, with a defensible quote.

ScopeWise connects visual resource planning with the assumptions behind a price. Its browser and integration workflows use a shared quote model, with explicit saves, revision handling, and historical values.

Explore ScopeWise

The web product is deployed. Its MCP preview and shared quote service are implemented; the native ChatGPT connection, walkthrough recording, and public integration submission are tracked separately.

Visit ScopeWise (opens in a new tab)
01

Visible involvement

A visual team and allocation grid preserve the connection between people, periods, and project cost.

02

Explainable AI costs

Assigned spend, reviewer oversight, and rate assumptions can be inspected within the quoting workflow.

03

A durable commercial record

Quote-specific pricing and saved assumptions remain stable until a draft explicitly adopts changes.

Explore the project scope

Planning & pricing

  • Resource cards and period allocation grid
  • Shared AI budgets and named oversight
  • Rate overrides, quote markup, and presets
  • Client document and optional internal review

Connected product

  • Shared typed quote model for browser and MCP
  • Atomic saves, revisions, and retry recovery
  • Company-scoped permissions
  • Private realtime reconciliation
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