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Section A — Collaboration Scope & Intent

Section 1 of 5

Section A establishes the foundational intent of the collaboration. The questions in this section are designed to understand what kind of engagement both parties are looking for, what they hope to achieve, and which functional areas of the business will be involved.

Misalignment in scope and intent is one of the most common early-stage causes of a collaboration breaking down. This section surfaces those differences before any commitments are made.


Questions in This Section


Question 1 — Nature of Collaboration Sought

Type: Single Select

This question asks you to identify which category best describes the type of collaboration your company is seeking with this partner.

OptionWhat It Means
Managed services / outsourcingYou are looking to hand over the ongoing management of a business function or process to the other party, or to take on that role for them
API / software integrationThe collaboration centres on connecting systems, platforms, or software between the two companies
Hybrid (services + integration)The engagement combines both managed services and technology/API integration elements
Exploratory / pilotNeither party has a fully defined scope yet — the collaboration begins as a pilot or exploratory engagement to test fit and feasibility

Select the option that most accurately reflects your company’s primary intent for this specific collaboration, not your company’s general service offering.


Question 2 — Primary Objective

Type: Single Select

This question asks what your company most wants to achieve from this collaboration.

OptionWhat It Means
Cost efficiencyThe primary driver is reducing operational or service delivery costs
Capability extensionYou want to access skills, technology, or expertise that your company does not currently have internally
Speed to marketThe collaboration is intended to accelerate the launch of a product, service, or initiative
ScalabilityYou need a partner who can grow with you or handle increased volume without the need to scale your own internal resources proportionally
Strategic partnershipThe engagement is intended to be a long-term, value-driven relationship rather than a transactional arrangement

Question 3 — Functional Scope Involved

Type: Multi Select

This question asks which functional areas of your business will be involved in or affected by the collaboration. Select all that apply.

Examples of functional areas may include:

  • IT and technology operations
  • Finance and accounting
  • Human resources
  • Legal and compliance
  • Sales and business development
  • Marketing
  • Customer service and support
  • Supply chain and procurement
  • Product development

Selecting the correct functional areas helps identify whether both parties have the same understanding of which parts of the business this collaboration will touch.


Why These Questions Matter

The three questions in Section A together paint a picture of what each company is bringing to the table and what they expect to take away. If one company views this as a managed services arrangement and the other sees it as an exploratory pilot, that fundamental difference in scope needs to be discussed before moving further.