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Nancy Bergantzel, Sales Support Tech Analyst, and
Chuck McGavren, RFP Manager, West Corporation
Create meaningful RFP stat...
• About Us
– Combined 17 years managing RFPs
– Qvidian experience since 2011
– APMP members
• West Interactive Services
– ...
• Define transparency
Transparency
• Define transparency
• Find what bosses want to know
Transparency
• Define transparency
• Find what bosses want to know
• Generate an executive dashboard with simple
MS Office tools using ...
• Define transparency
• Find what bosses want to know
• Generate an executive dashboard with simple
MS Office tools using ...
In the dictionary sense —
• something transparent;
• especially : a picture viewed by light shining
through it or by proje...
• Define transparency
In the communication theory sense —
• Sender / Receiver / Feedback Loop
• especially : the Feedback ...
In the business sense —
Transparency = honesty+open communication
In the business sense —
•
•
•
Transparency = honesty+open communication
In the business sense —
•
•
•
— Notes from David Gebler, President of Skout Group 3/11/2011 blog
Transparency = honesty+op...
In the business sense —
• Receiver has full access to wanted information
•
•
— Notes from David Gebler, President of Skout...
In the business sense —
• Receiver has full access to wanted information
• Not just what the sender is willing to provide
...
In the business sense —
• Receiver has full access to wanted information
• Not just what the sender is willing to provide
...
• What do bosses want to know?
•
•
•
•
Transparency
• What do bosses want to know?
• What we found
•
•
•
Transparency
• What do bosses want to know?
• What we found
• Group participation: share YOUR boss’s needs
•
•
Transparency
• What do bosses want to know?
• What we found
• Group participation: share YOUR boss’s needs
• Poll of the room
•
Transpa...
• What do bosses want to know?
• What we found
• Group participation: share YOUR boss’s needs
• Poll of the room
• or text...
•
•
•
•
• text to 22333, type QC16, enter YOUR
transparency needs
Transparency
Whatever it is,
Whatever it is,
focus on project progress numerically
Whatever it is,
focus on project progress numerically
Whatever it is,
focus on project progress numerically
Whatever it is,
focus on project progress numerically
Whatever it is,
focus on project progress numerically
So start a project
Whatever it is,
focus on project progress numerically
Whatever it is,
focus on project progress numerically
Whatever it is,
focus on project progress numerically
Whatever it is,
focus on project progress numerically
Whatever it is,
focus on project progress numerically
Whatever it is,
focus on project progress numerically
Whatever it is,
focus on project progress numerically
Whatever it is,
focus on project progress numerically
Whatever it is,
focus on project progress numerically
Whatever it is,
focus on project progress numerically
Whatever it is,
focus on project progress numerically
Whatever it is,
focus on project progress numerically
Whatever it is,
focus on project progress numerically
Whatever it is,
focus on project progress numerically
Whatever it is,
focus on project progress numerically
ACME RFP Status Check
26 All RFP Questions 3 0 23 0
Total Count 4/6/2016 9:53 a.m. Central Time Unanswered In Progress Rea...
Whatever it is, keep it visual
Whatever it is, keep it visual
0
2
4
6
8
10
12
14
16
18
20
DOS Chuck McGavren Nancy Bergantzel
Accepted
Ready for Review
I...
• You have all this data in Qvidian PA
Collect your data
Order Type Question/Header Answer Owner(s)
1 Q RFP Response for i...
Collect your data
• Use Excel Export
• You get an Excel worksheet
• Select the columns you need then hide others
Collect your data
Order Type Question/Header A...
Collect your data
• Add a column to the right to mark questions
• We use “Fixed” status to mark non-questions
Owner(s) Com...
Collect your data
• Look for questions: 1 = a question; 0 = not (“Fixed”)
• Add formulas to mark question status levels
Un...
Segment your data
• Use conditional statements for each RFP resource
• If named resource and it’s a question
• then add 1
Segment your data
• If resource and it’s a question and it’s unanswered
• Then add 1
• Extend formulas to “In Progress”, “...
Segment your data
• Extend formulas for more resources with status for
each question: copy and paste to the right.
• We bu...
Summarize
• Total the columns
ACME RFP Status Check
26 All RFP Questions 3 0 23 0
Total Count 4/6/2016 9:53 a.m. Central Time Unanswered In Progress Rea...
ACME RFP Status Check
26 All RFP Questions 3 0 23 0
Total Count 4/6/2016 9:53 a.m. Central Time Unanswered In Progress Rea...
Then make it graphic Unanswered
12%
Ready for
Review
88%
ACME RFP Status Check
0
2
4
6
8
10
12
14
16
DOS Chuck McGavren Na...
Make showing your progress fast
Make your progress impressive
• Give SMEs Help - Rapid Response Tips, Tools
Make your progress impressive
• Give SMEs Help - Rapid Response Tips, Tools
Make your progress impressive
• Read through the materials
received
•
•
• Su...
• Give SMEs Help - Rapid Response Tips, Tools
Make your progress impressive
• Read through the materials
received
•
•
• Su...
• Give SMEs Help - Rapid Response Tips, Tools
Make your progress impressive
• Read through the materials
received
• Use co...
• Give SMEs Help - Rapid Response Tips, Tools
Make your progress impressive
• Read through the materials
received
• Use co...
• Give SMEs Help - Rapid Response Tips, Tools
Make your progress impressive
• Read through the materials
received
• Use co...
• Give SMEs Help - Rapid Response Tips, Tools
Make your progress impressive
•
• Refresh regularly with info from recent RF...
• Give SMEs Help - Rapid Response Tips, Tools
Make your progress impressive
• Qvidian Library for frequent RFP questions
•...
• Give SMEs Help - Rapid Response Tips, Tools
Make your progress impressive
• Qvidian Library for frequent RFP questions
•...
• Give SMEs Help - Rapid Response Tips, Tools
Make your progress impressive
• Qvidian Library for frequent RFP questions
•...
• Give SMEs Help - Rapid Response Tips, Tools
Make your progress impressive
• Qvidian Library for frequent RFP questions
•...
• Give SMEs Help - Rapid Response Tips, Tools
Make your progress impressive
•
• If you come across a topic that you know i...
• Give SMEs Help - Rapid Response Tips, Tools
Make your progress impressive
• Sort by questions assigned to you
• If you c...
• Give SMEs Help - Rapid Response Tips, Tools
Make your progress impressive
• Sort by questions assigned to you
• If you c...
• Give SMEs Help - Rapid Response Tips, Tools
Make your progress impressive
• Sort by questions assigned to you
• If you c...
• Give SMEs Help - Rapid Response Tips, Tools
Make your progress impressive
• Sort by questions assigned to you
• If you c...
• Give SMEs Help - Rapid Response Tips, Tools
Make your progress impressive
• Sort by questions assigned to you
• If you c...
• Give SMEs Help - Rapid Response Tips, Tools
Make your progress impressive
Use external sources outside your library
•
•
...
• Give SMEs Help - Rapid Response Tips, Tools
Make your progress impressive
Use external sources outside your library
• Ve...
• Give SMEs Help - Rapid Response Tips, Tools
Make your progress impressive
Use external sources outside your library
• Ve...
• Give SMEs Help - Rapid Response Tips, Tools
Make your progress impressive
Use external sources outside your library
• Ve...
• Give SMEs Help - Rapid Response Tips, Tools
Make your progress impressive
Use external sources outside your library
• Ve...
• Give SMEs Help - Rapid Response Tips, Tools
Make your progress impressive
Use external sources outside your library
• Ve...
• Give SMEs Help - Rapid Response Tips, Tools
Make your progress impressive
Final Review
•
•
•
•
•
•
• Give SMEs Help - Rapid Response Tips, Tools
Make your progress impressive
Final Review
• Re-read your responses
•
•
•
•
•
• Give SMEs Help - Rapid Response Tips, Tools
Make your progress impressive
Final Review
• Re-read your responses
• Read E...
• Give SMEs Help - Rapid Response Tips, Tools
Make your progress impressive
Final Review
• Re-read your responses
• Read E...
• Give SMEs Help - Rapid Response Tips, Tools
Make your progress impressive
Final Review
• Re-read your responses
• Read E...
• Give SMEs Help - Rapid Response Tips, Tools
Make your progress impressive
Final Review
• Re-read your responses
• Read E...
• Give SMEs Help - Rapid Response Tips, Tools
Make your progress impressive
Final Review
• Re-read your responses
• Read E...
• Use your Excel filters to show the unfinished
All this from a simple Qvidian export function
Order Type Question/Header ...
• Let Excel formulas do the work for you
All this from a simple Qvidian export function
=IF(AND(U3=1,$O3=V$1),1,0)
Double ...
• Make your RFP progress transparent
All this from a simple Qvidian export function
• Make showing your RFP progress fast
All this from a simple Qvidian export function
• Minimum effort, maximum boss satisfaction
All this from a simple Qvidian export function
• LinkedIn
– Nancy Bergantzel
– Chuck McGavren
Questions now and after the conference
Complete the short session
evaluation in the Connect
mobile app!
Tell us what you think!
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Connect 2016 RFP Transparency

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Connect 2016 RFP Transparency

  1. 1. Nancy Bergantzel, Sales Support Tech Analyst, and Chuck McGavren, RFP Manager, West Corporation Create meaningful RFP status charts with QPA’s Excel export
  2. 2. • About Us – Combined 17 years managing RFPs – Qvidian experience since 2011 – APMP members • West Interactive Services – Automated customer/patient – IVR, messaging, professional services – Communications inbound, outbound • LinkedIn – Nancy Bergantzel – Chuck McGavren Biographies
  3. 3. • Define transparency Transparency
  4. 4. • Define transparency • Find what bosses want to know Transparency
  5. 5. • Define transparency • Find what bosses want to know • Generate an executive dashboard with simple MS Office tools using Qvidian’s export button Transparency
  6. 6. • Define transparency • Find what bosses want to know • Generate an executive dashboard with simple MS Office tools using Qvidian’s export button • Amaze your colleagues with speed Transparency
  7. 7. In the dictionary sense — • something transparent; • especially : a picture viewed by light shining through it or by projection (as with film) Transparency = communication
  8. 8. • Define transparency In the communication theory sense — • Sender / Receiver / Feedback Loop • especially : the Feedback Loop Transparency = open communication
  9. 9. In the business sense — Transparency = honesty+open communication
  10. 10. In the business sense — • • • Transparency = honesty+open communication
  11. 11. In the business sense — • • • — Notes from David Gebler, President of Skout Group 3/11/2011 blog Transparency = honesty+open communication
  12. 12. In the business sense — • Receiver has full access to wanted information • • — Notes from David Gebler, President of Skout Group 3/11/2011 blog Transparency = honesty+open communication
  13. 13. In the business sense — • Receiver has full access to wanted information • Not just what the sender is willing to provide • — Notes from David Gebler, President of Skout Group 3/11/2011 blog Transparency = honesty+open communication
  14. 14. In the business sense — • Receiver has full access to wanted information • Not just what the sender is willing to provide • Information shared when uncomfortable — Notes from David Gebler, President of Skout Group 3/11/2011 blog Transparency = honesty+open communication
  15. 15. • What do bosses want to know? • • • • Transparency
  16. 16. • What do bosses want to know? • What we found • • • Transparency
  17. 17. • What do bosses want to know? • What we found • Group participation: share YOUR boss’s needs • • Transparency
  18. 18. • What do bosses want to know? • What we found • Group participation: share YOUR boss’s needs • Poll of the room • Transparency
  19. 19. • What do bosses want to know? • What we found • Group participation: share YOUR boss’s needs • Poll of the room • or text to 22333, type QC16, enter YOUR transparency needs Transparency
  20. 20. • • • • • text to 22333, type QC16, enter YOUR transparency needs Transparency
  21. 21. Whatever it is,
  22. 22. Whatever it is, focus on project progress numerically
  23. 23. Whatever it is, focus on project progress numerically
  24. 24. Whatever it is, focus on project progress numerically
  25. 25. Whatever it is, focus on project progress numerically
  26. 26. Whatever it is, focus on project progress numerically So start a project
  27. 27. Whatever it is, focus on project progress numerically
  28. 28. Whatever it is, focus on project progress numerically
  29. 29. Whatever it is, focus on project progress numerically
  30. 30. Whatever it is, focus on project progress numerically
  31. 31. Whatever it is, focus on project progress numerically
  32. 32. Whatever it is, focus on project progress numerically
  33. 33. Whatever it is, focus on project progress numerically
  34. 34. Whatever it is, focus on project progress numerically
  35. 35. Whatever it is, focus on project progress numerically
  36. 36. Whatever it is, focus on project progress numerically
  37. 37. Whatever it is, focus on project progress numerically
  38. 38. Whatever it is, focus on project progress numerically
  39. 39. Whatever it is, focus on project progress numerically
  40. 40. Whatever it is, focus on project progress numerically
  41. 41. Whatever it is, focus on project progress numerically
  42. 42. ACME RFP Status Check 26 All RFP Questions 3 0 23 0 Total Count 4/6/2016 9:53 a.m. Central Time Unanswered In Progress Ready for Review Accepted 3 DOS 3 0 0 0 5 Chuck McGavren 0 0 5 0 18 Nancy Bergantzel 0 0 18 0 Whatever it is, focus on project progress numerically
  43. 43. Whatever it is, keep it visual
  44. 44. Whatever it is, keep it visual 0 2 4 6 8 10 12 14 16 18 20 DOS Chuck McGavren Nancy Bergantzel Accepted Ready for Review In Progress Unanswered Unanswered 12% Ready for Review 88% ACME RFP Status Check
  45. 45. • You have all this data in Qvidian PA Collect your data Order Type Question/Header Answer Owner(s) 1 Q RFP Response for increase containment and introduce more . . . for savings XXXX ##, 2015 Chuck McGavren 2 Q[cover letter]XXXX ##, 2015 Dear CLIENT CONTACT, Your opportunity to increase containment and introduce more . . . will lead to savings. ……[DOS] Best regards, Director of Sales ###–###–#### DOS 3 Q Correspondence Purpose / Confidentiality In Response to: CLIENT, Inc. Request for ProposalPrepared for: CONTACT, CLIENT Prepared by: Director of Sales XXXX Direct Dial: ###–###–#### Mobile: ###–###–#### Email: XXXXX@XXX.com All correspondence pertaining to this Proposal should be addressed to the above named contact.The pricing contained in this proposal is effective for 90 days from the date of issuance. Confidentiality:This document contains information proprietary to XXXX. This document shall not be reproduced, transformed to other documents, disclosed to others, or used for any purpose other than which it was furnished without prior written permission of XXXX. Submitted On: DATE The XXXX logo and the names of all XXXX products and/or services as posted herein are either trademarks, service marks, or registered trademarks and/or service marks of XXXX. The names of other products and companies mentioned herein may be trademarks and/or service marks held by their respective owners. XXXX. Copyright © 2015 West Corporation. All rights reserved. Equal Opportunity/Affirmative Action Employer. Chuck McGavren 4 Q Table of Contents TOC Executive Summary PAGE 2.2 Functional Requirements PAGE 2.2.1 System Functionality PAGE 2.2.2 Price PAGE 2.2.3 Reliability/Redundancy/Uptime SLA PAGE 2.2.4 Containment Design & Containment Reporting PAGE 2.2.5 Professional Services Implementation PAGE 2.3 non-functional requirements PAGE 2.3.1 Industry Experience PAGE 2.3.2 Relationship Potential PAGE 2.3.3 • Innovation & Creativity PAGE 2.4 Procurement Timetable PAGE 2.4.1 GrubHub aims to complete the bid review process as soon as possible PAGE Chuck McGavren 5 Q Executive Summary CLIENT requires . . . [DOS] DOS 6 H2.2 Functional Requirements 2.2.1 System 7 Q o Basic features Response: Our hosted solution includes the following components and capabilities: Nancy Bergantzel 8 Q o Hosted Response: XXXX is proposing a Hosted Nancy Bergantzel 9 Qo Guided Response: XXXX uses any metric available Nancy Bergantzel 10 Q o recognition capabilities Response: XXXX uses XXXX. Nancy Bergantzel 11 Q o compliance Response: Quarterly vulnerability scans Chuck McGavren 12 Q o Self-Service Response: XXXX provides Nancy Bergantzel 13 Q o Ability to Response: XXXX can support Nancy Bergantzel 14 Qo Take Response: XXXX can support any Nancy Bergantzel 15 H2.2.2 Price 16 Q o Price and payment structure will be Response: Response formatted as such. [DOS] DOS
  46. 46. Collect your data • Use Excel Export
  47. 47. • You get an Excel worksheet • Select the columns you need then hide others Collect your data Order Type Question/Header Answer Owner(s) Comments Status Level 1 Q RFP Response for increase containment and introduce more . . . for savings XXXX ##, 2015 Chuck McGavren Ready For Review 2 Q [cover letter]XXXX ##, 2015 Dear CLIENT CONTACT, Your opportunity to increase containment and introduce more . . . will lead to savings. ……[DOS] Best regards, Director of Sales ###–###–#### DOS Unanswered 3 Q Correspondence Purpose / Confidentiality In Response to: CLIENT, Inc. Request for ProposalPrepared for: CONTACT, CLIENT Prepared by: Director of Sales XXXX Direct Dial: ###–###–#### Mobile: ###–###–#### Email: XXXXX@XXX.com All correspondence pertaining to this Proposal should be addressed to the above named contact.The pricing contained in this proposal is effective for 90 days from the date of issuance. Confidentiality:This document contains information proprietary to XXXX. This document shall not be reproduced, transformed to other documents, disclosed to others, or used for any purpose other than which it was furnished without prior written permission of XXXX. Submitted On: DATE The XXXX logo and the names of all XXXX products and/or services as posted herein are either trademarks, service marks, or registered trademarks and/or service marks of XXXX. The names of other products and companies mentioned herein may be trademarks and/or service marks held by their respective owners. XXXX. Copyright © 2015 West Corporation. All rights reserved. Equal Opportunity/Affirmative Action Employer. Chuck McGavren Ready For Review 4 Q Table of Contents TOC Executive Summary PAGE 2.2 Functional Requirements PAGE 2.2.1 System Functionality PAGE 2.2.2 Price PAGE 2.2.3 Reliability/Redundancy/Uptime SLA PAGE 2.2.4 Containment Design & Containment Reporting PAGE 2.2.5 Professional Services Implementation PAGE 2.3 non-functional requirements PAGE 2.3.1 Industry Experience PAGE 2.3.2 Relationship Potential PAGE 2.3.3 • Innovation & Creativity PAGE 2.4 Procurement Timetable PAGE 2.4.1 GrubHub aims to complete the bid review process as soon as possible PAGE Chuck McGavren Ready For Review 5 Q Executive Summary CLIENT requires . . . [DOS] DOS Unanswered 6 H 2.2 Functional Requirements 2.2.1 System Fixed 7 Q o Basic features Response: Our hosted solution includes the following components and capabilities: Nancy Bergantzel Ready For Review 8 Q o Hosted Response: XXXX is proposing a Hosted Nancy Bergantzel Ready For Review 9 Q o Guided Response: XXXX uses any metric available Nancy Bergantzel Ready For Review
  48. 48. Collect your data • Add a column to the right to mark questions • We use “Fixed” status to mark non-questions Owner(s) Comments Status Level All RFP Questions Chuck McGavren Ready For Review DOS Unanswered Chuck McGavren Ready For Review Chuck McGavren Ready For Review DOS Unanswered Fixed Nancy Bergantzel Ready For Review Nancy Bergantzel Ready For Review Nancy Bergantzel Ready For Review
  49. 49. Collect your data • Look for questions: 1 = a question; 0 = not (“Fixed”) • Add formulas to mark question status levels Unanswered, In Progress, Ready for Review, Accepted
  50. 50. Segment your data • Use conditional statements for each RFP resource • If named resource and it’s a question • then add 1
  51. 51. Segment your data • If resource and it’s a question and it’s unanswered • Then add 1 • Extend formulas to “In Progress”, “Ready”, “Accept”
  52. 52. Segment your data • Extend formulas for more resources with status for each question: copy and paste to the right. • We built a spreadsheet for you. You add resources, extend for more questions by copying, pasting.
  53. 53. Summarize • Total the columns
  54. 54. ACME RFP Status Check 26 All RFP Questions 3 0 23 0 Total Count 4/6/2016 9:53 a.m. Central Time Unanswered In Progress Ready for Review Accepted 3 DOS 3 0 0 0 5 Chuck McGavren 0 0 5 0 18 Nancy Bergantzel 0 0 18 0 Whatever it is, focus on progress numerically • Total the columns • Collect into a summarizing table
  55. 55. ACME RFP Status Check 26 All RFP Questions 3 0 23 0 Total Count 4/6/2016 9:53 a.m. Central Time Unanswered In Progress Ready for Review Accepted 3 DOS 3 0 0 0 5 Chuck McGavren 0 0 5 0 18 Nancy Bergantzel 0 0 18 0 Then make it graphic Unanswered 12% Ready for Review 88% ACME RFP Status Check
  56. 56. Then make it graphic Unanswered 12% Ready for Review 88% ACME RFP Status Check 0 2 4 6 8 10 12 14 16 DOS Chuck McGavren Nancy Bergantzel Accepted Ready for Review In Progress Unanswered
  57. 57. Make showing your progress fast
  58. 58. Make your progress impressive
  59. 59. • Give SMEs Help - Rapid Response Tips, Tools Make your progress impressive
  60. 60. • Give SMEs Help - Rapid Response Tips, Tools Make your progress impressive • Read through the materials received • • • Submit questions to gatekeeper Pre- Read:
  61. 61. • Give SMEs Help - Rapid Response Tips, Tools Make your progress impressive • Read through the materials received • • • Submit questions to gatekeeper Pre- Read:
  62. 62. • Give SMEs Help - Rapid Response Tips, Tools Make your progress impressive • Read through the materials received • Use comments and highlight • • Submit questions to gatekeeper Pre- Read:
  63. 63. • Give SMEs Help - Rapid Response Tips, Tools Make your progress impressive • Read through the materials received • Use comments and highlight • Keep track of questions • Submit questions to gatekeeper Pre- Read:
  64. 64. • Give SMEs Help - Rapid Response Tips, Tools Make your progress impressive • Read through the materials received • Use comments and highlight • Keep track of questions • Submit questions to gatekeeper Pre- Read:
  65. 65. • Give SMEs Help - Rapid Response Tips, Tools Make your progress impressive • • Refresh regularly with info from recent RFP’s, product releases • Look at various customers, verticals, new products, etc. • Use Your Toolset
  66. 66. • Give SMEs Help - Rapid Response Tips, Tools Make your progress impressive • Qvidian Library for frequent RFP questions • Refresh regularly with info from recent RFP’s, product releases • Look at various customers, verticals, new products, etc. • Use Your Toolset
  67. 67. • Give SMEs Help - Rapid Response Tips, Tools Make your progress impressive • Qvidian Library for frequent RFP questions • Refresh regularly with info from recent RFP’s, product releases • ook at various customers, verticals, new products, etc. • Use Your Toolset
  68. 68. • Give SMEs Help - Rapid Response Tips, Tools Make your progress impressive • Qvidian Library for frequent RFP questions • Refresh regularly with info from recent RFP’s, product releases • Look at various customers, verticals, new products, etc. • Use Your Toolset
  69. 69. • Give SMEs Help - Rapid Response Tips, Tools Make your progress impressive • Qvidian Library for frequent RFP questions • Refresh regularly with info from recent RFP’s, product releases • Look at various customers, verticals, new products, etc. • Add new knowledge when you find it Use Your Toolset
  70. 70. • Give SMEs Help - Rapid Response Tips, Tools Make your progress impressive • • If you come across a topic that you know is represented in multiple areas of the RFP, use your RFP editing tool to search for these topics and complete your responses • • • • • Response and RFP Management Tools
  71. 71. • Give SMEs Help - Rapid Response Tips, Tools Make your progress impressive • Sort by questions assigned to you • If you come across a topic that you know is represented in multiple areas of the RFP, use your RFP editing tool to search for these topics and complete your responses • • • • • Response and RFP Management Tools
  72. 72. • Give SMEs Help - Rapid Response Tips, Tools Make your progress impressive • Sort by questions assigned to you • If you come across a topic that you know is represented in multiple areas of the RFP, use your RFP editing tool to search for these topics and complete your responses • • • • • Response and RFP Management Tools
  73. 73. • Give SMEs Help - Rapid Response Tips, Tools Make your progress impressive • Sort by questions assigned to you • If you come across a topic that you know is represented in multiple areas of the RFP, use your RFP editing tool to search for these topics and complete your responses • Make comments in responses that you know need further review • • • • Response and RFP Management Tools
  74. 74. • Give SMEs Help - Rapid Response Tips, Tools Make your progress impressive • Sort by questions assigned to you • If you come across a topic that you know is represented in multiple areas of the RFP, use your RFP editing tool to search for these topics and complete your responses • Make comments in responses that you know need further review • Tag as “in progress” to ensure that you come back to these later • • • Response and RFP Management Tools
  75. 75. • Give SMEs Help - Rapid Response Tips, Tools Make your progress impressive • Sort by questions assigned to you • If you come across a topic that you know is represented in multiple areas of the RFP, use your RFP editing tool to search for these topics and complete your responses • Make comments in responses that you know need further review • Tag as “in progress” to ensure that you come back to these later • Know your SMEs • Submit questions to them • Save this info for future use Response and RFP Management Tools
  76. 76. • Give SMEs Help - Rapid Response Tips, Tools Make your progress impressive Use external sources outside your library • • • • • • • •
  77. 77. • Give SMEs Help - Rapid Response Tips, Tools Make your progress impressive Use external sources outside your library • Vendor documentation that is public • User guides, reporting details, login to demos • • • • • •
  78. 78. • Give SMEs Help - Rapid Response Tips, Tools Make your progress impressive Use external sources outside your library • Vendor documentation that is public • User guides, reporting details, login to demos • LinkedIn • • • • •
  79. 79. • Give SMEs Help - Rapid Response Tips, Tools Make your progress impressive Use external sources outside your library • Vendor documentation that is public • User guides, reporting details, login to demos • LinkedIn • Google • • • •
  80. 80. • Give SMEs Help - Rapid Response Tips, Tools Make your progress impressive Use external sources outside your library • Vendor documentation that is public • User guides, reporting details, login to demos • LinkedIn • Google • Your Corporate web site • Case Studies • Press release info •
  81. 81. • Give SMEs Help - Rapid Response Tips, Tools Make your progress impressive Use external sources outside your library • Vendor documentation that is public • User guides, reporting details, login to demos • LinkedIn • Google • Your Corporate web site • Case Studies • Press release info • Actual product logins
  82. 82. • Give SMEs Help - Rapid Response Tips, Tools Make your progress impressive Final Review • • • • • •
  83. 83. • Give SMEs Help - Rapid Response Tips, Tools Make your progress impressive Final Review • Re-read your responses • • • • •
  84. 84. • Give SMEs Help - Rapid Response Tips, Tools Make your progress impressive Final Review • Re-read your responses • Read Executive Summary • • • •
  85. 85. • Give SMEs Help - Rapid Response Tips, Tools Make your progress impressive Final Review • Re-read your responses • Read Executive Summary • Read other answers • • •
  86. 86. • Give SMEs Help - Rapid Response Tips, Tools Make your progress impressive Final Review • Re-read your responses • Read Executive Summary • Read other answers • Look for cohesiveness in response • •
  87. 87. • Give SMEs Help - Rapid Response Tips, Tools Make your progress impressive Final Review • Re-read your responses • Read Executive Summary • Read other answers • Look for cohesiveness in response • Use spell check •
  88. 88. • Give SMEs Help - Rapid Response Tips, Tools Make your progress impressive Final Review • Re-read your responses • Read Executive Summary • Read other answers • Look for cohesiveness in response • Use spell check • Use graphics and case studies wisely
  89. 89. • Use your Excel filters to show the unfinished All this from a simple Qvidian export function Order Type Question/Header Owner(s) Status Level 2 Q [cover letter]XXXX ##, 2015 DOS Unanswered 5 Q Executive Summary DOS Unanswered 16 Q o Price and payment structure will be DOS Unanswered
  90. 90. • Let Excel formulas do the work for you All this from a simple Qvidian export function =IF(AND(U3=1,$O3=V$1),1,0) Double Click Here for Sample >
  91. 91. • Make your RFP progress transparent All this from a simple Qvidian export function
  92. 92. • Make showing your RFP progress fast All this from a simple Qvidian export function
  93. 93. • Minimum effort, maximum boss satisfaction All this from a simple Qvidian export function
  94. 94. • LinkedIn – Nancy Bergantzel – Chuck McGavren Questions now and after the conference
  95. 95. Complete the short session evaluation in the Connect mobile app! Tell us what you think!

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