Pritt Investment Partners / Phase 1

The formal proposal is ready.

Start with the approved 11-page proposal. It contains the USD 20,000 Phase 1 recommendation, scope, delivery method, acceptance criteria, ownership boundaries, and next working session.

DocumentFormal Phase 1 proposal
Length11 pages / PDF
InvestmentUSD 20,000
StatusClient review

Supporting implementation brief

Review the architecture and working-session path online.

The pages below explain the proposal visually. They are supporting material, not a substitute for the downloadable formal proposal.

Download formal proposal ↓

Pritt Investment Partners / Implementation brief

Model the company.
Prove one department.
Then expand.

A governed BusinessOS foundation that connects Pritt's people, current agents, business knowledge, and one real operating workflow.

Phase 1 investment USD 20,000

One company operating foundation plus one accepted department proof. The pilot department is selected during kickoff.

Prepared forScott Tripp and the Pritt Investment Partners team
Prepared byMIOSA x Merydian
StatusClient review

What we heard

Pritt does not need another disconnected AI tool. It needs one operating model that makes the current system usable by the company.

01

One company structure

Represent the organization, executive circles, departments, teams, roles, people, projects, and recurring work without flattening them into a single prompt library.

02

Use the existing agents

Bring forward the useful role concepts, agent instructions, soul files, commands, and operating knowledge Pritt has already created.

03

Local work, shared truth

Let authorized users work locally while approved company context, permissions, decisions, and evidence remain governed.

04

Role-aware interfaces

Show each person the modules, context, tasks, tools, and approvals required for their role instead of exposing the entire system.

05

One proof before expansion

Start with Operations or Marketing, execute one real workflow with named users, and prove the result before adding departments.

06

Pritt retains control

Pritt owns its accounts, data, credentials, cloud, business records, and accepted custom implementation artifacts.

Current assets AgentsRole conceptsBusiness documentsToolsExecutive intent become A governed operating system
Pritt Phase 1 implementation brief02

How the parts work together

BusinessOS becomes the operating surface. Optimal Engine supplies governed context. Pritt's infrastructure supplies the shared boundary.

01 / PEOPLE

BusinessOS

Each authorized user works through role-aware modules on their computer.

  • Current agents and tools
  • Department modules
  • Tasks, decisions, and evidence
  • Local model options
02 / CONTEXT

Optimal Engine

The company model determines which context applies and what each agent may do.

  • Organization and workspaces
  • Roles and permissions
  • Facts, signals, and memory
  • Policy and provenance
03 / SHARED

Pritt infrastructure

Pritt controls the cloud accounts, shared services, databases, and approved integrations.

  • Team synchronization
  • Hosted integrations
  • Shared applications
  • Security and observability
Control principleLocal-first execution, Pritt-owned data, explicit synchronization, inspectable agent actions.
Open foundationBusinessOS + Optimal Engine

Open-source product and context foundations Pritt can inspect and operate.

Service layerMIOSA

Deployment, orchestration, managed runtime, and implementation services used where selected.

DeliveryMerydian

Client coordination, implementation support, adoption, and operating handoff.

Pritt Phase 1 implementation brief03

Discovery is part of implementation

We cannot design the correct interface until the team shows us where the work starts, who owns it, and what a good result looks like.

Pritt provides

  1. Organization mapCurrent companies, executive circles, departments, teams, reporting lines, and decision authority.
  2. User and role rosterThe first users, their responsibilities, permissions, and the work they own.
  3. Current agent packageAgent instructions, soul files, prompts, commands, tools, and known limitations.
  4. System inventoryCurrent applications, repositories, data sources, integrations, model providers, and cloud services.
  5. Real operating sampleOne workflow from its original input through review, output, handoff, and final decision.
  6. Acceptance evidenceSample documents, expected outputs, known failures, security constraints, and measurable success criteria.
Pritt Phase 1 implementation brief04

One engagement, one acceptance decision

The USD 20,000 Phase 1 builds the company foundation and proves one department workflow with real users.

01

Discover

Map the organization, people, current tools, agents, workflows, boundaries, and expected outputs.

02

Model

Define the glossary, taxonomy, ontology, workspace structure, permissions, and acceptance rules.

03

Build

Configure BusinessOS, Optimal Engine, selected modules, current agents, tools, sources, and interfaces.

04

Pilot

Run one Operations or Marketing workflow with named users and controlled correction cycles.

05

Accept

Verify the output, permissions, evidence, handoff, documentation, and expansion decision.

Phase 1 investmentUSD 20,000

Timeline, payment schedule, named owners, and the selected pilot workflow are confirmed in the signed statement of work.

Included
  • Company language and hierarchy model
  • One governed Optimal Engine workspace
  • BusinessOS configuration for named pilot users
  • Selected current agents and agreed integrations
  • One complete department operating loop
  • Testing, documentation, handoff, and acceptance record
Not included without written expansion
  • All nine executive circles or all departments
  • Unlimited integrations or company-wide migration
  • Third-party subscriptions, cloud, or model consumption
  • Open-ended agent training or content production
  • Production service levels or recurring maintenance
  • Additional workflows after the accepted pilot
Pritt Phase 1 implementation brief05

What completion means

Phase 1 is complete when named users can execute the agreed workflow and Pritt can inspect, correct, and own the result.

01

Usable

Named pilot users can enter the workflow through the agreed interface and complete their assigned actions.

02

Correctly scoped

The selected role, department, data boundary, and approval path behave as documented.

03

Inspectable

Agent actions, retrieved context, outputs, corrections, and decisions produce an auditable evidence trail.

04

Comparable

The output is reviewed against the real examples and success criteria agreed during discovery.

05

Documented

Known limitations, unresolved issues, operating instructions, and handoff responsibilities are recorded.

06

Accepted

Pritt records written acceptance, requests an in-scope correction, or authorizes the next phase.

Pritt controlsCompany accounts, cloud, credentials, business data, source materials, decisions, and accepted custom artifacts.
Open source remains openBusinessOS and Optimal Engine remain governed by their applicable open-source licenses.
Third-party services remain separateModel, cloud, communications, and software providers remain subject to their own accounts and terms.
Pritt Phase 1 implementation brief06

Proposed alignment meeting

Use the next meeting to make five decisions, not to repeat the first conversation.

10 min

Confirm the business outcome

Define the exact result Pritt expects the first operating loop to improve.

10 min

Select the pilot department

Choose Operations or Marketing using pain, access, operator availability, and measurable value.

15 min

Walk through the current system

Review one real workflow, current agents, data sources, tools, handoffs, and known failures.

10 min

Set the operating boundary

Identify what remains local, what runs in Pritt's cloud, what synchronizes, and what requires approval.

15 min

Lock owners and next actions

Confirm participants, access package, security review, timeline, SOW details, and kickoff readiness.

Meeting output Selected department, named workflow, required inputs, owners, assumptions, acceptance criteria, and a confirmed path to the signed SOW.
Scheduling

Reply with two times that work for Scott and the required owners.

The session should include the department owner and an operator. A technical or security owner should join the boundary portion.

Pritt Phase 1 implementation brief07

How we move forward

Approve one foundation. Prove one department. Expand only from evidence.

01

Review

Pritt reviews the proposed scope, exclusions, ownership model, and acceptance criteria.

02

Align

The teams hold the working session and confirm the pilot department, workflow, owners, and inputs.

03

Contract

MIOSA x Merydian issues the final statement of work with dates, payment schedule, and named responsibilities.

04

Kick off

Pritt provides the current-state package and the paid discovery and implementation work begins.

Phase 1USD 20,000

Company operating foundation plus one department proof.

Optional after acceptanceSupport from USD 5,000 / month

Only under a separate written support agreement with defined capacity and response expectations.

Next action

Schedule the alignment meeting and select the initial department.

After alignment, the formal proposal becomes the source for the final Phase 1 statement of work.