Work Breakdown Structure, acceptance criteria, transition plan, compliance matrix, and supporting appendices for the RealizeAI Value platform — delivered as a Build + Operate engagement with hosting-first pricing (20 MVP tools, Categories 1–2).
| WBS # | Work Element | Sprint | Acceptance Criteria |
|---|---|---|---|
| 1.0 | Phase 1A: Category 1 + Foundation | Day 1–3 | Platform foundation + 6 scoring tools live, payments processing, Form-Before-Download, Vertex AI PDF pipeline deployed at realizeaivalue.com |
| 1.1 | Cloud SQL schema + RLS + Firebase Auth | Day 1 | 7+ tables deployed, RLS enforced, register/login/session working |
| 1.2 | Stripe + Design System + CI/CD | Day 1 | Stripe checkout live; RealizeAI brand system; CI/CD + staging |
| 1.3 | User Journey + Commerce | Day 2 | Persona Mirror + Category Hub + cart/checkout + Form-Before-Download |
| 1.4 | PDF Pipeline + Scoring Tools | Day 3 | Vertex AI PDF pipeline; TRM, 3P Audit, Pilot Purgatory, Swamp Draining |
| 2.0 | Templates, Guides, QA + Launch | Day 4–5 | All 20 MVP tools live, email, legal docs, security audit, production deployment, client walkthrough + handoff |
| 2.1 | Templates, Guides + Email + Book (16 tools) | Day 4 | All 16 Cat 2 templates/guides built; SendGrid email; book integration; promo codes; benchmarking data pipeline |
| 2.2 | Analytics + QA + Full Launch | Day 5 | Admin analytics dashboard; feedback system; full MVP security audit (20 tools); performance tuning; mobile QA; client walkthrough; production deployed |
Agent-Accelerated Timeline: The 5-day sprint timeline (vs. 20 weeks traditional) is achievable because BFI's AI agent fleet handles ~83% of work that would require separate specialists — code scaffolding, QA automation, CI/CD, design generation, and documentation. John Lewis focuses exclusively on architecture, business logic, and quality review. Infrastructure is pre-scaled to handle 1,000 concurrent users before the first customer hits staging. See the Sprint Plan for the detailed Basis of Estimate.
Engagement starts upon contract execution. Target start: Week of March 24, 2026. All dates are business-week estimates.
Upon each phase completion, BFI delivers a structured handoff to ensure the client can independently operate, maintain, and extend the platform. Under the Build + Operate model, BFI continues managing hosting, security, and operations at $249/mo — our incentive is aligned with your platform's ongoing success.
| Deliverable | Description | Format |
|---|---|---|
| Source Code | Complete, documented source code repository | GitHub repo (client-owned) |
| Technical Documentation | Architecture docs, API reference, database schema, deployment guide | Markdown in repo + PDF |
| Admin Guide | How to manage users, view analytics, handle support cases | PDF + video walkthrough |
| Deployment Runbook | Step-by-step production deployment, rollback, and monitoring procedures | Markdown runbook |
| Credential Inventory | All service accounts, API keys, env vars (encrypted handoff) | 1Password vault or encrypted doc |
| Tool Authoring Guide | How to add new tools (Category A/B/C patterns with examples) | Developer guide + component templates |
| Knowledge Transfer Sessions | 2× 90-minute live walkthroughs of architecture and operations | Video call + recording |
Post-Launch Managed Hosting: Under the Build + Operate model, BFI manages ongoing hosting, security patching, uptime monitoring, and incident response at $249/mo (see BOE for details). Client retains 100% of platform revenue. BFI has skin in the game through perpetual operations — we succeed when your platform runs reliably.
This matrix maps every Developer Brief section to the corresponding proposal coverage, confirming full compliance.
| BRD Section | Requirement | Proposal Reference | Status |
|---|---|---|---|
| §1 — Executive Summary | Micro-SaaS platform, PLG, Form-Before-Download | Vol I M-01, M-02 | ✓ Compliant |
| §2 — Target Audience | Mid-market C-Suite, $100M–$500M companies | Vol I M-02 | ✓ Compliant |
| §3 — Technology Stack | Next.js, Cloud SQL, Firebase Auth, Stripe, Cloud Run | Vol II T-01, SOW S-04 | ✓ Compliant |
| §4 — Monetization | 4-tier pricing (singles, Bundle A $397, Bundle B $697, Annual $997), Form-Before-Download | Vol II T-04, BOE | ✓ Compliant |
| §5 — UI/UX Design | Premium dark mode, glassmorphism, responsive | Vol II T-01 | ✓ Compliant |
| §6 — 6-Category Hub | Category navigation (Cat 1-2 active, Cat 3-6 "Coming Soon") | Vol II T-02 | ✓ Compliant |
| §7 — Tool Taxonomy | Categories: Scoring Tools, Templates, User Guides | Vol II T-03 | ✓ Compliant |
| §8 — Security & Privacy | RLS, GDPR, CCPA, disclaimers, pen-testing | Vol II T-05, Vol I M-05 | ✓ Compliant |
| §9 — Feedback Loop | Thumbs up/down + comment on every tool | Vol II T-03 (Phase 2 — Month 2) | ✓ Deferred |
| §10 — Book Integration | Book hub MVP, QR codes, UTM tracking | Vol II T-06 (Day 5, Sprint Plan) | ✓ Compliant |
| §11 — Email Sequences | Transactional + nurture + abandoned cart | Vol II T-06 (SendGrid, Day 4) | ✓ Compliant |
| §12 — Analytics | PostHog, GA4, admin dashboard, KPIs | Vol II T-06, T-07 | ✓ Compliant |
| §13 — Launch Phases | Phase 1 (5-Day Sprint MVP), Phase 2 (Revenue-Funded Scale) | Vol I M-03, Vol IV D-01 | ✓ Compliant |
| §14 — Success Metrics | MAU, revenue, conversion, NPS targets | BOE H-08 | ✓ Compliant |
| §15 — Risk Mitigation | 8 identified risks with mitigations | Vol I M-06 | ✓ Compliant |
| §16 — Legal / IP | Copyright, trademarks, E&O insurance | Vol I M-08 | ✓ Noted |
| §17 — Glossary | Term definitions | Appendix C | ✓ Compliant |
| # | Tool Name | Cat | Type | Inputs | Output | Phase |
|---|---|---|---|---|---|---|
| Category 1 — Diagnostic Foundation (3 tools) | ||||||
| 1 | Tandem Realization Matrix (TRM) | 1 | Scoring | 6 dimensions | Zone classification + OpenAI personalized PDF | 1A |
| 2 | 3P Alignment Audit (Two-Lock) | 1 | Scoring | 15 questions | Triple-axis radar + archetype PDF | 1A |
| 3 | Swamp Draining Reality Check | 1 | Guide | None | Data debt guide + downloadable framework | 1A |
| Category 2 — Scoring Tools (3 tools) | ||||||
| 4 | Pilot Purgatory Extraction Audit | 2 | Scoring | Diagnostic Qs | “Kill or Scale” blocker analysis PDF | 1B |
| 5 | The Antibody Audit | 2 | Scoring | 12 questions | Resistance heatmap PDF | 1B |
| 6 | AI Investment ROI Calculator | 2 | Scoring | Financial inputs | ROI timeline + breakeven analysis PDF | 1B |
| Category 2 — Templates (8 tools) | ||||||
| 7 | Master AI Initiative Charter (The Gateway) | 2 | Template | 30+ fields | Board-ready PDF/Word | 1B |
| 8 | The 4 Laws Template | 2 | Template | Guided form | Governance framework PDF | 1B |
| 9 | Requirement Gathering Template | 2 | Template | Structured form | Requirements capture PDF | 1B |
| 10 | Master AI Risk Register | 2 | Template | Risk inputs | Risk framework PDF/Excel | 1B |
| 11 | CFO Drift Mitigation Planner | 2 | Template | 5–8 inputs | OpEx tracking model | 1B |
| 12 | Macro YoY P&L Model | 2 | Template | Financial inputs | Multi-tab financial model | 1B |
| 13 | 90-Day Sprint RACI Matrix | 2 | Template | Role inputs | RACI matrix PDF/Excel | 1B |
| 14 | Executive Stakeholder Communication Brief | 2 | Template | Initiative fields | Board-ready AI initiative summary PDF | 1B |
| Category 2 — User Guides (6 tools) | ||||||
| 15 | Scoping — The 3-Key Vault | 2 | Guide | None | Interactive methodology guide | 1B |
| 16 | The 30 Pearls for a Pilot Project | 2 | Guide | None | Searchable catalog | 1B |
| 17 | 90-Day Implementation Roadmap | 2 | Guide | None | Interactive sprint-by-sprint guide | 1B |
| 18 | Build vs. Buy Checklist | 2 | Guide | None | Decision framework with scoring | 1B |
| 19 | Procurement Red-Flag Checklist | 2 | Guide | None | Vendor evaluation grid | 1B |
| 20 | Change Management Playbook | 2 | Guide | None | Organizational change framework for AI adoption | 1B |
| Term | Definition |
|---|---|
| BRD | Business Requirements Document — see Developer Brief (18 Mar 2026) for current specification |
| BOE | Basis of Estimate — bottom-up cost derivation from hours, rates, and work elements |
| Cat 1 / Cat 2 | Category 1 (Diagnostic Foundation, 3 tools) and Category 2 (Strategic + Operational, 17 tools) per Developer Brief §7 |
| Form-Before-Download | Access model: users complete mandatory 7-field assessment before receiving tool output (replaces credit engine) |
| PLG | Product-Led Growth — acquisition model where the product itself drives conversion |
| RLS | Row-Level Security — PostgreSQL policy enforcing per-user data isolation |
| SDVOSB | Service-Disabled Veteran-Owned Small Business — SBA certification held by BFI |
| Sprint | 5-day intensive development sprint — concept to production in one business week |
| UAT | User Acceptance Testing — stakeholder validation before deliverable sign-off |
| MVP | Minimum Viable Product — Phase 1A + 1B deliverable with 20 tools (Cat 1: 3 + Cat 2: 17) |
| ARPU | Average Revenue Per User — total revenue divided by number of paying users |
| NPS | Net Promoter Score — customer satisfaction metric (–100 to +100) |
| UTM | Urchin Tracking Module — URL parameters for campaign attribution (e.g., utm_source=book) |
| DPA | Data Processing Agreement — required for EU customer GDPR compliance |
| E&O Insurance | Errors & Omissions professional liability insurance |
BlueFalconInk LLC is a Service-Disabled Veteran-Owned Small Business (SDVOSB) headquartered in Bossier City, Louisiana. Founded and operated by John Eric Lewis — veteran, solution architect, and full-stack engineer — the company designs, ships, and operates production-grade AI systems. BFI's unique "Human Led, Agent Driven" model combines one senior architect with a 13-agent AI fleet to deliver enterprise-grade output at competitive pricing with perpetual managed hosting.
BFI operates a 26-service production AI platform on Google Cloud with 26 Cloud Run services, 13 ADK-powered AI agents, two completed OWASP security sprints (23 findings remediated), and ID-token authenticated cross-agent communication — all at under $58/month infrastructure cost.
John Eric Lewis · Founder & Solutions Architect
BlueFalconInk LLC · Bossier City, Louisiana
Web: bluefalconink.com