empty laravel app
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11
docs/agents/code-style-reviewer.md
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docs/agents/code-style-reviewer.md
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# Code Style Reviewer
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Reviews code against project standards including Laravel Pint formatting, strict types declarations, final class declarations, proper use of `Illuminate\Support\Arr` for array operations, adherence to naming conventions, and alignment with CLAUDE.md instructions.
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## Purpose
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This agent is launched as the **final step** of every task that involves code changes. It ensures all written code complies with project coding standards.
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## Relevant Documentation
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- `docs/index.md` - Master index of all project documentation
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docs/agents/cypress-code-writer.md
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docs/agents/cypress-code-writer.md
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# Cypress Code Writer
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Writes, updates, and debugs Cypress E2E tests for user workflows.
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## Purpose
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Use this agent when writing new Cypress E2E tests, updating existing test files, debugging failing tests, adding test coverage for user workflows, or creating test utilities.
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## Relevant Documentation
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- `docs/index.md` - Master index of all project documentation
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docs/agents/docs-writer.md
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docs/agents/docs-writer.md
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# Docs Writer
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Creates and updates documentation files and maintains the documentation index.
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## Purpose
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Use this agent to create new documentation, update existing docs when code changes, and keep `docs/index.md` current with all documentation files.
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## Relevant Documentation
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- `docs/index.md` - Master index of all project documentation
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11
docs/agents/laravel-blade-code-writer.md
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docs/agents/laravel-blade-code-writer.md
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# Laravel Blade Code Writer
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Creates and modifies Laravel Blade templates and views.
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## Purpose
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Use this agent when working with Blade templates in `resources/views/`, including creating new templates, fixing layout issues, implementing UI changes, or refactoring template code.
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## Relevant Documentation
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- `docs/index.md` - Master index of all project documentation
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docs/agents/laravel-config-code-writer.md
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docs/agents/laravel-config-code-writer.md
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# Laravel Config Code Writer
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Manages database-driven config groups, fields, and the Config Service.
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## Purpose
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Use this agent when creating new Config Field classes, updating the Config Service, modifying the Config Model, updating the Nova Config Resource, creating migrations for new config groups, or debugging config value resolution.
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## Relevant Documentation
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- `docs/index.md` - Master index of all project documentation
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docs/agents/laravel-nova-code-writer.md
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docs/agents/laravel-nova-code-writer.md
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# Laravel Nova Code Writer
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Creates and modifies Laravel Nova 5 resources, actions, metrics, and dashboards.
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## Purpose
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Use this agent for ALL Nova-related code work in the `App\Nova` namespace, including resources, fields, actions, metrics, lenses, filters, cards, and dashboards.
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## Relevant Documentation
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- `docs/index.md` - Master index of all project documentation
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docs/agents/laravel-php-code-writer.md
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docs/agents/laravel-php-code-writer.md
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# Laravel PHP Code Writer
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Writes and refactors PHP code (controllers, models, services, migrations) except Nova resources.
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## Purpose
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Use this agent for all PHP code work outside of Nova resources: controllers, models, services, migrations, middleware, form requests, policies, commands, jobs, and any other PHP files.
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## Relevant Documentation
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- `docs/index.md` - Master index of all project documentation
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docs/agents/phpunit-code-writer.md
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docs/agents/phpunit-code-writer.md
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# PHPUnit Code Writer
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Creates, runs, and validates PHPUnit tests with mocking support.
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## Purpose
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Use this agent to write new test classes, fix failing tests (test issues only), create test seeders with DB facade, set up mocking routes for external API calls, or validate test coverage for PHP classes.
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## Relevant Documentation
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- `docs/index.md` - Master index of all project documentation
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docs/agents/vue-code-writer.md
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docs/agents/vue-code-writer.md
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# Vue Code Writer
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Builds Vue.js components in the Laravel + Inertia.js stack.
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## Purpose
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Use this agent when creating new Vue components, modifying existing ones, implementing Inertia page components, handling form submissions with useForm, integrating with Laravel backend endpoints, or fixing Vue-related bugs.
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## Relevant Documentation
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- `docs/index.md` - Master index of all project documentation
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docs/flow.md
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docs/flow.md
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# Flow of the go-no-go process
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```mermaid
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flowchart TB
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StartPage["Page: Start"]
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StartPage --> Continue{continue}
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Continue -->|Yes| YesNoQuestion["Page: Yes/No Questions"]
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YesNoQuestion --- R[ ]
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R -->|"10x"| YesNoQuestion
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YesNoQuestion --> FivePoints{"5 Points<br/>or more?"}
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FivePoints -->|YES| ChooseProject["Page: Choose project type"]
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FivePoints -->|NO| NoGo
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ChooseProject --> Questionnaire["Page: Questionnaire"]
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Questionnaire --- Q[ ]
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Q -->|"Nx"| Questionnaire
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Questionnaire --> CheckScore{"Check score"}
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CheckScore -->|"Not enough points"| NoGo
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CheckScore -->|"Questionable score"| Questionable
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CheckScore -->|"Enough points"| Go
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NoGo["🔴 Page: No Go"]
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Questionable["🟡 Page: Speak to SL or SSL leadership"]
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Go["🟢 Page: Go"]
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NoGo -->|"Again"| StartPage
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Questionable -->|"Again"| StartPage
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Go -->|"Again"| StartPage
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style R fill:none,stroke:none,color:none
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style Q fill:none,stroke:none,color:none
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```
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docs/general.md
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docs/general.md
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# Baker Tilly Go/No Go Checklist - Service Line Comparison
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## Overview
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This document compares the Go/No Go checklists across all 5 Baker Tilly service lines to inform the application design.
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---
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## Scoring System (Consistent Across All)
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| Color | Points | Decision |
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|-------|--------|----------|
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| 🟢 Green | 10+ Points | GO |
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| 🟡 Yellow | 5-9 Points | Speak to SL or SSL leadership |
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| 🔴 Red | 1-5 Points | NO GO |
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---
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## Question Format by Service Line
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| Service Line | Format | Scoring Mechanism |
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|--------------|--------|-------------------|
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| **Tax** | Open-ended questions | Unclear - no explicit Yes/No |
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| **Legal** | Open-ended questions | Unclear - no explicit Yes/No |
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| **Audit** | Hybrid (Open + Yes/No) | Yes = 1 point, No = 0 points |
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| **Outsourced Solutions** | Yes/No questions | Yes = 1 point, No = 0 points |
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| **Digital Solutions** | Yes/No questions | Yes = 1 point, No = 0 points |
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**Design Implication:** The application needs to support both open-ended questions AND Yes/No scoring questions.
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---
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## Section Comparison Matrix
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| Section | Tax | Legal | Audit | Outsourced | Digital |
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|---------|-----|-------|-------|------------|---------|
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| 1. Opportunity Details | ✅ 7Q | ✅ 8Q | ✅ 5Q | ✅ 6Q | ✅ 4Q |
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| Client Background & History | ✅ 3Q | ✅ 3Q | ✅ 4Q (Y/N) | ✅ 2Q (Y/N) | ✅ 2Q (Y/N) |
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| Financial Information | ✅ 2Q | ✅ 2Q | ✅ 2Q (Y/N) | ❌ | ❌ |
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| Regulatory Compliance | ✅ 3Q | ✅ 2Q | ✅ 3Q (Y/N) | ✅ 3Q (Y/N) | ✅ 2Q (Y/N) |
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| Risk Assessment | ✅ 2Q | ✅ 3Q | ✅ 3Q (Y/N) | ✅ 5Q (Y/N) | ✅ 5Q (Y/N) |
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| Resource Allocation | ✅ 4Q | ✅ 5Q | ✅ 2Q (Y/N) | ✅ 2Q (Y/N) | ✅ 2Q (Y/N) |
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| Stakeholder Engagement | ✅ 2Q | ✅ 2Q | ❌ | ❌ | ❌ |
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| Technology & Innovation | ❌ | ❌ | ❌ | ❌ | ✅ 1Q (Y/N) |
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| Reporting Requirements | ❌ | ❌ | ✅ 1Q (Y/N) | ❌ | ❌ |
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| Fee Quote | ❌ | ✅ 1Q | ❌ | ❌ | ❌ |
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| Additional Comments | ✅ | ✅ | ✅ | ✅ | ✅ |
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---
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## Unique Sections by Service Line
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### Tax
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- No unique sections (standard template)
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### Legal
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- **Fee Quote** - "Has the client provided sufficient information to enable a fee quote?"
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- Most comprehensive checklist (22+ questions)
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### Audit
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- **Reporting Requirements** - Understanding reporting rules and stakeholder expectations
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- **IESBA Independence** - Specific question about BTI member firm independence
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- Previous audit reports consideration
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### Outsourced Solutions
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- No unique sections
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- Most streamlined Yes/No format
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### Digital Solutions
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- **Technology & Innovation Fit** - Technology expertise and partnership assessment
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- Cross-border data transfer considerations
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---
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## Common Questions Across All Service Lines
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These questions appear (with slight variations) in ALL checklists:
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1. **Type of opportunity** - What sort of [service] opportunity is it?
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2. **Locations** - How many locations involved?
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3. **Baker Tilly coverage** - Do we have BTI firms in all locations?
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4. **Client HQ** - Where is the client headquartered?
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5. **Competition** - Who are the competitors?
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6. **Client business/industry** - What is the client's business?
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7. **Regulatory compliance** - Does client comply with regulations?
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8. **Pending legal issues** - Any legal/regulatory issues that could impact?
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9. **Conflict check** - Has a conflict check been completed?
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10. **Resources required** - What resources are needed (personnel, time, budget)?
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---
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## Question Count Summary
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| Service Line | Open Questions | Yes/No Questions | Total |
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|--------------|----------------|------------------|-------|
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| Tax | ~17 | 0 | ~17 |
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| Legal | ~22 | 0 | ~22 |
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| Audit | 5 | ~12 | ~17 |
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| Outsourced Solutions | 6 | 12 | 18 |
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| Digital Solutions | 4 | 12 | 16 |
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---
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## Design Recommendations for Application
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### 1. Question Types to Support
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- **Open text** - For opportunity details and explanatory fields
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- **Yes/No/Not Applicable** - For scored questions
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- **Conditional details** - "[if yes/no insert details]" fields
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### 2. Scoring Logic
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- Yes/No questions: Yes = 1 point, No = 0 points
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- Not Applicable: Needs clarification (0 points? excluded from total?)
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- Open questions: May need separate evaluation or no scoring
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### 3. Service Line Configuration
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- Each service line needs its own question set
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- Common sections can share base questions
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- Unique sections need service-line-specific implementation
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### 4. Threshold Handling
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- Score < 5: Automatic NO GO
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- Score 5-9: Escalation required (flag for SL/SSL leadership)
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- Score 10+: GO (but may still need approval workflow)
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### 5. Data Collection
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- Basic info (Client Name, Contact, Lead Firm) - common header
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- Section-by-section question flow
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- Additional comments section at end
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- PDF/report generation capability
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---
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## Inconsistencies to Address
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1. **Section numbering** - Some checklists have duplicate section numbers (two "Section 1"s)
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2. **Question phrasing** - Some questions are phrased positively, others negatively
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3. **Scoring for Tax/Legal** - No clear Yes/No mechanism; needs clarification from stakeholders
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4. **"Not Applicable" handling** - Not defined in scoring methodology
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---
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## Next Steps
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1. Clarify scoring mechanism for Tax and Legal service lines
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2. Define "Not Applicable" scoring treatment
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3. Confirm if all questions are mandatory
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4. Determine if negative questions (e.g., "There are NO key risks...") should reverse score
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5. Design conditional logic for detail fields
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6. Plan AI validation approach for open text responses
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docs/index.md
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# Documentation Index
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This file contains a complete list of all documentation in this project.
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## Documentation Files
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### Root Level
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- `docs/index.md` - This file; master index of all project documentation
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### Agents
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- `docs/agents/code-style-reviewer.md` - Project-specific notes for the code style review agent
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- `docs/agents/cypress-code-writer.md` - Project-specific notes for the Cypress E2E test writer agent
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- `docs/agents/docs-writer.md` - Project-specific notes for the documentation writer agent
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- `docs/agents/laravel-blade-code-writer.md` - Project-specific notes for the Blade template agent
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- `docs/agents/laravel-config-code-writer.md` - Project-specific notes for the config management agent
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- `docs/agents/laravel-nova-code-writer.md` - Project-specific notes for the Nova resource agent
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- `docs/agents/laravel-php-code-writer.md` - Project-specific notes for the Laravel PHP code agent
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- `docs/agents/phpunit-code-writer.md` - Project-specific notes for the PHPUnit test agent
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- `docs/agents/vue-code-writer.md` - Project-specific notes for the Vue.js component agent
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## Available Sub-Agents
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These are the sub-agents available globally that can be used in this project:
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- `code-style-reviewer` - Reviews code against project standards including Laravel Pint, strict types, and naming conventions
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- `cypress-code-writer` - Writes, updates, and debugs Cypress E2E tests for user workflows
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- `docs-writer` - Creates and updates documentation files and maintains the documentation index
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- `laravel-blade-code-writer` - Creates and modifies Laravel Blade templates and views
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||||
- `laravel-config-code-writer` - Manages database-driven config groups, fields, and the Config Service
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- `laravel-nova-code-writer` - Creates and modifies Laravel Nova 5 resources, actions, metrics, and dashboards
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- `laravel-php-code-writer` - Writes and refactors PHP code (controllers, models, services, migrations) except Nova resources
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- `phpunit-code-writer` - Creates, runs, and validates PHPUnit tests with mocking support
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- `vue-code-writer` - Builds Vue.js components in the Laravel + Inertia.js stack
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||||
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docs/questions-audit.md
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docs/questions-audit.md
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# Baker Tilly International Go/No Go Check List
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## Audit
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### Score Legend
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| Color | Points | Decision |
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|-------|--------|----------|
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| 🟢 Green | 10+ Points | GO |
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| 🟡 Yellow | 5-9 Points | Speak to SL or SSL leadership |
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| 🔴 Red | 1-5 Points | NO GO |
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---
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### Basic Information
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| Field | Value |
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|-------|-------|
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| **Client Name:** | |
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| **Client Contact:** | |
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| **Lead Firm Name:** | |
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| **Lead Firm Contact:** | |
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||||
---
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||||
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## 1. Opportunity Details
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||||
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| # | Question | Details |
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|---|----------|---------|
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||||
| 8 | What sort of audit opportunity is it? | [insert details] |
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| 9 | How many locations involved in this opportunity? | [insert details] |
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| 10 | List any locations included in this opportunity where we do not have a Baker Tilly firm. | [if no insert details] |
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| 11 | Where is the client HQ? | [insert details] |
|
||||
| 12 | Who is the competition? | [insert details] |
|
||||
|
||||
---
|
||||
|
||||
## 1. Client Background and History
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> *If you answer yes, you will score 1 point, if you answer no you will score 0 points*
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||||
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| # | Question | Yes / No / Not applicable | Insert details |
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||||
|---|----------|---------------------------|----------------|
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| 14 | What is the client's business and industry? | | [insert details] |
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| 15 | There have been no significant changes in the client's business operations or structure recently? | - | [if no insert details] |
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| 16 | Does the sector and/or client come with a reputation which we are comfortable that Baker Tilly is associated with? | - | |
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| 17 | Are there any previous audit reports or findings that need to be considered? | | [if yes insert details] |
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||||
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||||
---
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||||
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||||
## 2. Financial Information
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||||
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||||
> *If you answer yes, you will score 1 point, if you answer no you will score 0 points*
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||||
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||||
| # | Question | Yes / No / Not applicable | Insert details |
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||||
|---|----------|---------------------------|----------------|
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| 19 | Has the client provided financial statements or balance sheet? | - | [insert details if needed] |
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| 20 | Are the client's financial statements complete and accurate? | - | [insert details if needed] |
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||||
|
||||
---
|
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## 3. Regulatory Compliance
|
||||
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||||
> *If you answer yes, you will score 1 point, if you answer no you will score 0 points*
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||||
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||||
| # | Question | Yes / No / Not applicable | Insert details |
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||||
|---|----------|---------------------------|----------------|
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| 22 | Does the client comply with all relevant regulatory requirements and standards? | - | [if no insert details] |
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| 23 | The client has no pending legal or regulatory issues that you know of that could impact the audit? | | [if no insert details] |
|
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| 24 | The client has been subject to no regulatory investigations or penalties? | - | [if no insert details] |
|
||||
|
||||
---
|
||||
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||||
## 4. Risk Assessment
|
||||
|
||||
> *If you answer yes, you will score 1 point, if you answer no you will score 0 points*
|
||||
|
||||
| # | Question | Yes / No / Not applicable | Insert details |
|
||||
|---|----------|---------------------------|----------------|
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||||
| 26 | There are no key risks associated with the audit? | - | [if no insert details] |
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||||
| 27 | Have you completed a conflict check? | - | [insert details] |
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||||
| 28 | Are you and other BTI member firms independent with the meaning of local and IESBA rules? | - | [if no insert details] |
|
||||
|
||||
---
|
||||
|
||||
## 5. Resource Allocation
|
||||
|
||||
> *If you answer yes, you will score 1 point, if you answer no you will score 0 points*
|
||||
|
||||
| # | Question | Yes / No / Not applicable | Insert details |
|
||||
|---|----------|---------------------------|----------------|
|
||||
| 30 | What resources are required for the audit (personnel, time, budget)? | - | [insert details if available] |
|
||||
| 31 | Does your firm have the scale, seniority and degree of expertise available at the right time to report in accordance with the client's schedule? | | [insert details if needed] |
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||||
|
||||
---
|
||||
|
||||
## 6. Reporting Requirements
|
||||
|
||||
> *If you answer yes, you will score 1 point, if you answer no you will score 0 points*
|
||||
|
||||
| # | Question | Yes / No / Not applicable | Insert details |
|
||||
|---|----------|---------------------------|----------------|
|
||||
| 33 | Do we understand reporting rules, regulatory environment and stakeholder expectations? | - | [insert details if needed] |
|
||||
|
||||
---
|
||||
|
||||
## 7. Additional comments to support this decision
|
||||
|
||||
| Comments |
|
||||
|----------|
|
||||
| |
|
||||
98
docs/questions-digital-solutions.md
Normal file
98
docs/questions-digital-solutions.md
Normal file
@@ -0,0 +1,98 @@
|
||||
# Baker Tilly International Go/No Go Check List
|
||||
|
||||
## Digital Solutions
|
||||
|
||||
### Score Legend
|
||||
|
||||
| Color | Points | Decision |
|
||||
|-------|--------|----------|
|
||||
| 🟢 Green | 10+ Points | GO |
|
||||
| 🟡 Yellow | 5-9 Points | Speak to SL or SSL leadership |
|
||||
| 🔴 Red | 1-5 Points | NO GO |
|
||||
|
||||
---
|
||||
|
||||
### Basic Information
|
||||
|
||||
| Field | Value |
|
||||
|-------|-------|
|
||||
| **Client Name:** | |
|
||||
| **Client Contact:** | |
|
||||
| **Lead Firm Name:** | |
|
||||
| **Lead Firm Contact:** | |
|
||||
|
||||
---
|
||||
|
||||
## 1. Opportunity Details
|
||||
|
||||
| # | Question | Details |
|
||||
|---|----------|---------|
|
||||
| 8 | What sort of digital consulting opportunity is it? | |
|
||||
| 9 | How many locations involved in this opportunity and are there any locations where we do not have digital capabilities in the local Baker Tilly firm. | |
|
||||
| 10 | Where is the client HQ? please share more about the clients industry and digital maturity level. | |
|
||||
| 11 | Who are the competitors in this space? | |
|
||||
|
||||
---
|
||||
|
||||
## 2. Client Background and History
|
||||
|
||||
> *If you answer yes, you will score 1 point, if you answer no you will score 0 points*
|
||||
|
||||
| # | Question | Yes / No / Not applicable | Insert details |
|
||||
|---|----------|---------------------------|----------------|
|
||||
| 13 | Have we previously worked with this client, and was the experience positive? | - | |
|
||||
| 14 | Have we conducted a reputational risk check on the client (negative press, ethical concerns, etc.)? | - | |
|
||||
|
||||
---
|
||||
|
||||
## 3. Regulatory Compliance
|
||||
|
||||
> *If you answer yes, you will score 1 point, if you answer no you will score 0 points*
|
||||
|
||||
| # | Question | Yes / No / Not applicable | Insert details |
|
||||
|---|----------|---------------------------|----------------|
|
||||
| 16 | Does the project involve cross-border data transfers, and if so, are necessary safeguards in place? | - | |
|
||||
| 17 | Does the client have no pending legal, tax or regulatory issues that [you know of] which could impact this opportunity? | - | |
|
||||
|
||||
---
|
||||
|
||||
## 4. Risk Assessment
|
||||
|
||||
> *If you answer yes, you will score 1 point, if you answer no you will score 0 points*
|
||||
|
||||
| # | Question | Yes / No / Not applicable | Insert details |
|
||||
|---|----------|---------------------------|----------------|
|
||||
| 19 | Is there a clear understanding of the project scope, responsibilities, and deliverables? | - | |
|
||||
| 20 | Do we have the necessary delivery tools (platforms, technology, security measures etc.) to support this opportunity? | - | |
|
||||
| 21 | Have we completed a conflict check? | - | |
|
||||
| 22 | Can we meet the service-level agreements (SLAs) without overcommitting our resources? | - | |
|
||||
| 23 | Are there no special expectations or requirements from the client that may pose a challenge? | - | |
|
||||
|
||||
---
|
||||
|
||||
## 5. Resource Allocation
|
||||
|
||||
> *If you answer yes, you will score 1 point, if you answer no you will score 0 points*
|
||||
|
||||
| # | Question | Yes / No / Not applicable | Insert details |
|
||||
|---|----------|---------------------------|----------------|
|
||||
| 25 | Do you have the resources required for the opportunity (personnel, time, budget)? | - | |
|
||||
| 26 | Do you have the right expertise and capacity across our network to deliver high-quality service? | - | |
|
||||
|
||||
---
|
||||
|
||||
## 6. Technology & Innovation Fit
|
||||
|
||||
> *If you answer yes, you will score 1 point; if you answer no, you will score 0 points*
|
||||
|
||||
| # | Question | Yes / No / Not applicable | Insert details |
|
||||
|---|----------|---------------------------|----------------|
|
||||
| 28 | Are the technologies involved within our area of expertise, or do we have partnerships to support the implementation? | - | |
|
||||
|
||||
---
|
||||
|
||||
## 7. Additional comments to support this decision
|
||||
|
||||
| Comments |
|
||||
|----------|
|
||||
| |
|
||||
112
docs/questions-legal.md
Normal file
112
docs/questions-legal.md
Normal file
@@ -0,0 +1,112 @@
|
||||
# Baker Tilly International Go/No Go Check List
|
||||
|
||||
## Legal
|
||||
|
||||
### Score Legend
|
||||
|
||||
| Color | Points | Decision |
|
||||
|-------|--------|----------|
|
||||
| 🟢 Green | 10+ Points | GO |
|
||||
| 🟡 Yellow | 5-9 Points | Speak to SL or SSL leadership |
|
||||
| 🔴 Red | 1-5 Points | NO GO |
|
||||
|
||||
---
|
||||
|
||||
### Basic Information
|
||||
|
||||
| Field | Value |
|
||||
|-------|-------|
|
||||
| **Client Name:** | |
|
||||
| **Client Contact:** | |
|
||||
| **Lead Firm Name:** | |
|
||||
| **Lead Firm Contact:** | |
|
||||
|
||||
---
|
||||
|
||||
## 1. Opportunity Details
|
||||
|
||||
| # | Question | Score | Details |
|
||||
|---|----------|-------|---------|
|
||||
| 7 | What type of legal opportunity is it (e.g., litigation, corporate, M&A, regulatory)? | | [insert details] |
|
||||
| 8 | How many locations involved in this opportunity? | | [insert details] |
|
||||
| 9 | Do we have a presence or a reliable partner in all locations listed in this opportunity? | - | [if no insert details] |
|
||||
| 10 | Is the client budget realistic? | | [insert details] |
|
||||
| 11 | Has the client requested any additional information from our firms? | - | [insert details] |
|
||||
| 12 | What is the deadline to respond to the client on this opportunity? | | [insert details] |
|
||||
| 13 | Where is the client HQ? | | [insert details] |
|
||||
| 14 | Who is the competition? | | [insert details] |
|
||||
|
||||
---
|
||||
|
||||
## 1. Client Background and History
|
||||
|
||||
| # | Question | Score | Details |
|
||||
|---|----------|-------|---------|
|
||||
| 16 | What is the client's business and industry? | | [insert details] |
|
||||
| 17 | Have there been any significant changes in the client's business operations or structure recently? | - | [if yes insert details] |
|
||||
| 18 | What is our competitive edge in this opportunity (e.g., prior experience with the client, unique expertise, pricing advantage)? | - | [insert details] |
|
||||
|
||||
---
|
||||
|
||||
## 2. Financial Information
|
||||
|
||||
| # | Question | Score | Details |
|
||||
|---|----------|-------|---------|
|
||||
| 20 | Has the client provided enough financial information about their company? | - | [insert details if needed] |
|
||||
| 21 | Are there any significant financial risks or uncertainties that you are aware of? | - | [if yes insert details] |
|
||||
|
||||
---
|
||||
|
||||
## 3. Regulatory Compliance
|
||||
|
||||
| # | Question | Score | Details |
|
||||
|---|----------|-------|---------|
|
||||
| 23 | Are there any pending legal or regulatory issues that you know of that could impact the opportunity? | - | [if yes insert details] |
|
||||
| 24 | Has the client been subject to any regulatory investigations or penalties? | - | [if yes insert details] |
|
||||
|
||||
---
|
||||
|
||||
## 4. Risk Assessment for Legal Opportunities
|
||||
|
||||
| # | Question | Score | Details |
|
||||
|---|----------|-------|---------|
|
||||
| 26 | Are there any potential risks or challenges associated with the opportunity? | - | [if yes insert details] |
|
||||
| 27 | Has a conflict check been completed? | - | [if yes insert details] |
|
||||
| 28 | Are there any potential conflicts of interest? | - | [if yes insert details] |
|
||||
|
||||
---
|
||||
|
||||
## 5. Resource Allocation
|
||||
|
||||
| # | Question | Score | Details |
|
||||
|---|----------|-------|---------|
|
||||
| 30 | Do we have the required skills and capacity within our firm to deliver this work, or would we need support from another firm? | - | [insert details if available] |
|
||||
| 31 | What resources are required for the opportunity (personnel, time, budget)? | - | [insert details if available] |
|
||||
| 32 | Are there any constraints on the availability of your resources? | - | [insert details if needed] |
|
||||
| 33 | Do you know of the any constraints on the availability of other firms included in this opportunity? | - | [insert details if needed] |
|
||||
| 34 | Is the deadline to respond to the client is more than two weeks away. Our experience shows that anything shorter is often unrealistic to pursue. | | [insert details if needed] |
|
||||
|
||||
---
|
||||
|
||||
## 6. Stakeholder Engagement
|
||||
|
||||
| # | Question | Score | Details |
|
||||
|---|----------|-------|---------|
|
||||
| 36 | Who are the key stakeholders involved in this opportunity? | | [insert details] |
|
||||
| 37 | Are there any special expectations and requirements? | - | [insert details if needed] |
|
||||
|
||||
---
|
||||
|
||||
## 8. Fee Quote
|
||||
|
||||
| # | Question | Score | Details |
|
||||
|---|----------|-------|---------|
|
||||
| 39 | Has the client provided sufficient information to enable a fee quote? | - | [insert details if needed] |
|
||||
|
||||
---
|
||||
|
||||
## 9. Additional comments to support this decision
|
||||
|
||||
| Comments |
|
||||
|----------|
|
||||
| |
|
||||
91
docs/questions-outsource-solutions.md
Normal file
91
docs/questions-outsource-solutions.md
Normal file
@@ -0,0 +1,91 @@
|
||||
# Baker Tilly International Go/No Go Check List
|
||||
|
||||
## Outsourced Solutions
|
||||
|
||||
### Score Legend
|
||||
|
||||
| Color | Points | Decision |
|
||||
|-------|--------|----------|
|
||||
| 🟢 Green | 10+ Points | GO |
|
||||
| 🟡 Yellow | 5-9 Points | Speak to SL or SSL leadership |
|
||||
| 🔴 Red | 1-5 Points | NO GO |
|
||||
|
||||
---
|
||||
|
||||
### Basic Information
|
||||
|
||||
| Field | Value |
|
||||
|-------|-------|
|
||||
| **Client Name:** | |
|
||||
| **Client Contact:** | |
|
||||
| **Lead Firm Name:** | |
|
||||
| **Lead Firm Contact:** | |
|
||||
|
||||
---
|
||||
|
||||
## 1. Opportunity Details
|
||||
|
||||
| # | Question | Details |
|
||||
|---|----------|---------|
|
||||
| 8 | What sort of outsourcing opportunity is it? | |
|
||||
| 9 | How many locations involved in this opportunity? | |
|
||||
| 10 | List any locations included in this opportunity where we do not have a Baker Tilly firm. | |
|
||||
| 11 | Where is the client HQ? | |
|
||||
| 12 | What is the client's business and industry? | |
|
||||
| 13 | Who are the competitors in this space? | |
|
||||
|
||||
---
|
||||
|
||||
## 2. Client Background and History
|
||||
|
||||
> *If you answer yes, you will score 1 point, if you answer no you will score 0 points*
|
||||
|
||||
| # | Question | Yes / No / Not applicable | Insert details |
|
||||
|---|----------|---------------------------|----------------|
|
||||
| 15 | Have we previously worked with this client, and was the experience positive? | - | |
|
||||
| 16 | Have we conducted a reputational risk check on the client (negative press, ethical concerns, etc.)? | - | |
|
||||
|
||||
---
|
||||
|
||||
## 3. Regulatory Compliance
|
||||
|
||||
> *If you answer yes, you will score 1 point, if you answer no you will score 0 points*
|
||||
|
||||
| # | Question | Yes / No / Not applicable | Insert details |
|
||||
|---|----------|---------------------------|----------------|
|
||||
| 18 | Does the client comply with all relevant regulatory requirements? | - | |
|
||||
| 19 | Has the client provided complete and accurate financial records for review? | - | |
|
||||
| 20 | Does the client have no pending legal, tax or regulatory issues that [you know of] which could impact this opportunity? | - | |
|
||||
|
||||
---
|
||||
|
||||
## 4. Risk Assessment
|
||||
|
||||
> *If you answer yes, you will score 1 point, if you answer no you will score 0 points*
|
||||
|
||||
| # | Question | Yes / No / Not applicable | Insert details |
|
||||
|---|----------|---------------------------|----------------|
|
||||
| 22 | Is there a clear understanding on the scope, responsibilities and deliverables? | - | |
|
||||
| 23 | Do we have the necessary delivery tools (platforms, technology, security measures etc.) to support this opportunity? | - | |
|
||||
| 24 | Have you completed a conflict check? | - | |
|
||||
| 25 | Can we meet the service-level agreements (SLAs) without overcommitting our resources? | - | |
|
||||
| 26 | Are there no special expectations or requirements from the client that may pose a challenge? | - | |
|
||||
|
||||
---
|
||||
|
||||
## 5. Resource Allocation
|
||||
|
||||
> *If you answer yes, you will score 1 point, if you answer no you will score 0 points*
|
||||
|
||||
| # | Question | Yes / No / Not applicable | Insert details |
|
||||
|---|----------|---------------------------|----------------|
|
||||
| 28 | Do you have the resources required for the opportunity (personnel, time, budget)? | - | |
|
||||
| 29 | Do you have the right expertise and capacity across our network to deliver high-quality service? | - | |
|
||||
|
||||
---
|
||||
|
||||
## 6. Additional comments to support this decision
|
||||
|
||||
| Comments |
|
||||
|----------|
|
||||
| |
|
||||
102
docs/questions-tax.md
Normal file
102
docs/questions-tax.md
Normal file
@@ -0,0 +1,102 @@
|
||||
# Baker Tilly International Go/No Go Check List
|
||||
|
||||
## Tax
|
||||
|
||||
### Score Legend
|
||||
|
||||
| Color | Points | Decision |
|
||||
|-------|--------|----------|
|
||||
| 🟢 Green | 10+ Points | GO |
|
||||
| 🟡 Yellow | 5-9 Points | Speak to SL or SSL leadership |
|
||||
| 🔴 Red | 1-5 Points | NO GO |
|
||||
|
||||
---
|
||||
|
||||
### Basic Information
|
||||
|
||||
| Field | Value |
|
||||
|-------|-------|
|
||||
| **Client Name:** | |
|
||||
| **Client Contact:** | |
|
||||
| **Lead Firm Name:** | |
|
||||
| **Lead Firm Contact:** | |
|
||||
|
||||
---
|
||||
|
||||
## 1. Opportunity Details
|
||||
|
||||
| # | Question | Score | Details |
|
||||
|---|----------|-------|---------|
|
||||
| 7 | What sort of opportunity is it?/Describe the Scope of Work | | [insert details] |
|
||||
| 8 | How many locations involved in this opportunity? | | [insert details] |
|
||||
| 9 | Do we have a Baker Tilly firm in all locations within this opportunity? | - | [if no insert details] |
|
||||
| 10 | Has the client requested any additional information from our firms? | - | [insert details] |
|
||||
| 11 | What is the deadline to respond to the client on this opportunity? | | [insert details] |
|
||||
| 12 | Where is the client HQ? | | [insert details] |
|
||||
| 13 | Who is the competition? | | [insert details] |
|
||||
|
||||
---
|
||||
|
||||
## 1. Client Background and History
|
||||
|
||||
| # | Question | Score | Details |
|
||||
|---|----------|-------|---------|
|
||||
| 15 | What is the client's business and industry? | | [insert details] |
|
||||
| 16 | Have there been any significant changes in the client's business operations or structure recently? | - | [if yes insert details] |
|
||||
| 17 | Is the client an existing client? | - | [insert details] |
|
||||
|
||||
---
|
||||
|
||||
## 2. Financial Information
|
||||
|
||||
| # | Question | Score | Details |
|
||||
|---|----------|-------|---------|
|
||||
| 19 | Has the client provided enough financial information about their company? | - | [insert details if needed] |
|
||||
| 20 | Are there any significant financial risks or uncertainties that you are aware of? | - | [if yes insert details] |
|
||||
|
||||
---
|
||||
|
||||
## 3. Regulatory Compliance
|
||||
|
||||
| # | Question | Score | Details |
|
||||
|---|----------|-------|---------|
|
||||
| 22 | Does the client comply with all relevant regulatory requirements and standards? | - | [if no insert details] |
|
||||
| 23 | Are there any pending legal or regulatory issues that you know of that could impact the opportunity? | - | [if yes insert details] |
|
||||
| 24 | Has the client been subject to any regulatory investigations or penalties? | - | [if yes insert details] |
|
||||
|
||||
---
|
||||
|
||||
## 4. Risk Assessment
|
||||
|
||||
| # | Question | Score | Details |
|
||||
|---|----------|-------|---------|
|
||||
| 26 | Are there any potential risks or challenges associated with the opportunity? | - | [if yes insert details] |
|
||||
| 27 | Are there any potential conflicts of interest? | - | [if yes insert details] |
|
||||
|
||||
---
|
||||
|
||||
## 5. Resource Allocation
|
||||
|
||||
| # | Question | Score | Details |
|
||||
|---|----------|-------|---------|
|
||||
| 29 | What resources are required for the opportunity (personnel, time, budget)? | - | [insert details if available] |
|
||||
| 30 | Are there any constraints on the availability of your resources? | | [insert details if needed] |
|
||||
| 31 | Do you know of the any constraints on the availability of other firms included in this opportunity? | - | [insert details if needed] |
|
||||
| 32 | What is the expected timeline for the opportunity, including any critical deadlines that must be met? | | [insert details if needed] |
|
||||
|
||||
---
|
||||
|
||||
## 6. Stakeholder Engagement
|
||||
|
||||
| # | Question | Score | Details |
|
||||
|---|----------|-------|---------|
|
||||
| 34 | Who are the key stakeholders involved in this opportunity? | | [insert details] |
|
||||
| 35 | Are there any special expectations and requirements? | - | [insert details if needed] |
|
||||
|
||||
---
|
||||
|
||||
## 7. Additional comments to support this decision
|
||||
|
||||
| Comments |
|
||||
|----------|
|
||||
| |
|
||||
Reference in New Issue
Block a user