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Software Strategy

How to Write a Machine Learning Project Brief

Vague briefs produce quotes that cannot be compared and projects that drift. What to include so suppliers price the same thing.

Updated 2 min readBy SpiderHunts Technologies

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Quick answer — TL;DR

State the decision you want to change, what data you hold, what success would look like in business terms, and what must not happen. Specifying the technique instead is the most common mistake and produces worse proposals.

Why briefs for this go wrong

A brief for a website can describe pages. A machine learning brief has to describe an outcome whose feasibility nobody knows until the data is examined, which makes the usual format unhelpful.

The result is briefs that either specify a solution in technical terms nobody can price consistently, or state an ambition so broad that every supplier proposes something different.

Describe the decision, not the technique

The single most useful thing you can write is which recurring decision you want to improve, who makes it, how often, and what it costs when it goes wrong.

Instead ofWrite
We want a neural network for demandWe order stock 6 weeks ahead and are frequently short on fast movers
We need AI for customer serviceTickets take 4 hours to reach the right team and we want that shorter
We want predictive maintenanceUnplanned line stops cost us production and we want more warning
We need a recommendation engineCustomers buy one category and never discover the others

The right column lets a supplier propose the appropriate approach, and sometimes tell you that a simpler thing solves it - which is information worth having before you spend.

Be specific about data

  1. Which systems hold the relevant data, and roughly how far back.
  2. Approximate volumes - orders per month, customers, jobs per year.
  3. Whether outcomes are recorded, and how reliably.
  4. Known quality problems you are already aware of.
  5. Whether a supplier can access a sample early, and under what terms.

That last point changes proposal quality more than anything else. A supplier who has seen a sample can quote with far less contingency, and a supplier who cannot will either pad the price or discover problems mid-project.

Say what success and failure look like

Define success in business terms - fewer stockouts, faster routing, less time spent - and state how it would be measured. If you cannot say how you would know it worked, that is worth resolving before starting.

Also state the constraints and the things that must not happen. Data that cannot leave your infrastructure, decisions that must remain with a person, explanation requirements, systems that cannot be modified. These shape the solution and are expensive to discover late.

Ask for a staged proposal

Nobody can responsibly quote a fixed price for an outcome that depends on data they have not seen. A brief that demands one gets either an inflated price or an optimistic one that will change.

Request a short, fixed-price first stage - data assessment and feasibility - with the larger build quoted after it. That gives you a decision point with real information, and a cheap exit if the data will not support the idea.

If a supplier quotes a fixed price for a model before seeing your data, they are pricing the risk, not the work.

FAQ

Frequently asked questions

The questions readers ask us after this guide.

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How long should a brief be?

A few pages is usually enough. Clarity about the decision and the data matters far more than length.

Should we say our budget?

Generally yes, as a range. It lets suppliers propose something appropriately sized rather than guessing, and saves everyone time.

What if we do not know what is possible?

Say so, and describe the problem rather than a solution. A feasibility stage exists precisely for this.

Should we ask for references?

Yes, and ask about projects that did not work out. How a supplier handled that tells you more than a success story.

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