Statement of work (SOW) template

Result

SOW "Customer portal, first release" ready: 4 deliverables, 3 milestones.

# Statement of work: Customer portal, first release

**Client:** Your company  
**Supplier:** Your vendor  

## 1. Background

Customers check orders and invoices by email and phone. This first release lets them do it in a web portal.

## 2. Objectives

- Customers can see orders and download invoices
- Support staff see one view of each customer

## 3. Deliverables

- Clickable prototype of the main screens
- Web portal with sign-in, orders and invoices
- Admin screens for users and permissions
- Deployment to the client's cloud account and a handover session

## 4. Out of scope

- Native mobile apps
- Payments
- Data migration beyond the last 24 months

## 5. Milestones

| # | Milestone | Target date |
|---|---|---|
| 1 | Prototype approved | week 3 |
| 2 | Orders and invoices in staging | week 9 |
| 3 | Launch | week 12 |

## 6. Acceptance

- Each deliverable is demonstrated in staging against the agreed user stories
- The client has 5 working days to accept or list defects
- Defects that block a user story are fixed before acceptance

## 7. Fees and payment

- Model: Milestone-based: each milestone is paid when it is accepted
- Amounts per milestone: to agree
- Invoices payable within 30 days

## 8. Client responsibilities

- Name one product owner who can make decisions within 2 working days
- Give API access to the order system before week 2

## 9. Assumptions

- The order system has a documented API
- Designs use the client's existing brand guide

## 10. Changes

Changes to scope are raised as a written change request with the effort, cost and schedule impact. Work on a change starts only after both sides approve it.

## 11. Contacts

- Client product owner: name, email
- Supplier project lead: name, email

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Draft built with the OceanLab SOW template. Have it reviewed before anyone signs it.