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Proposal Outline
Data Call Workflow
Secure Collaboration
Team Management
Proposal Schedule
Proposal Manager Dashboard
Notifications
3 min read
How to Maximize Proposal Win Themes
Preparing for the start and finding a way to extend the 30-day proposal timeline to 180 days or more includes...
OneTeam Automates Proposal Tasks
Proposal Managers lead diverse teams to produce compliant and compelling RFP responses based on inputs from Capture Managers. They must successfully navigate numerous company processes, approvals, and reviews using multiple technology applications and systems, while adhering to a customer driven schedule.
Proposal management can be drastically improved with streamlined tools that support the team, are customized to company processes, and help maintain the customer's timeline. OneTeam allows Proposals Managers to:
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Automate manual proposal processes, workflows, and tasks to increase productivity, reduce errors, maintain document security, and provide real-time status.
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Use an integrated, cloud-based platform to support the entire BD lifecycle from identification, qualification, capture, proposal development, and award.
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Organize data in an opportunity-centric database to allow Proposal Managers to focus on developing compelling content for winning bids.
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Maintain the schedule and keep the entire team on track.
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Focus on developing and validating content, rather than performing manual administrative tasks.
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Easily access information, complete tasks, share data, and collaborate during writing and color team reviews.
Auto-Generated Writer Packages
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Develop compliant outline and link RFP requirements to each section. This eliminates an annotated outline.
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Assign writers, reviewers, and volume leads based on outline.
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Auto-generate Writer Packages in Microsoft Word.
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Writers are automatically notified of assignments.
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Writers can only access assigned sections and cannot change or move headings.
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Writers view requirements, outline, and required terms with OneTeam's custom Word add-in.
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Writers mark requirements as completed to update status.
Data Calls Workflow
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Upload Excel, Word, or PDF templates to data call library.
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Distribute data calls by selecting teaming partners and internal contacts to start workflow.
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Teaming partners are notified of data call, complete tasks, and 'submit' documents thru automated workflow'.
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Prime contractor can see status of data calls within an opportunity, and 'accept' or 'reject' submissions.
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Data call status is easy to review with color-coded status and sorting options.
Collaborative Color Team Reviews
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Auto-generate color team document from multiple Writer Packages in seconds.
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Conduct real-time collaborative review with Microsoft 365.
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Use OneTeam's custom Word add-in to view requirements. No annotated outline or separate RFP documents required.
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Score each section with color coded ratings, customized to your Business Development process.
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Use track changes, add comments, and integrate reviewers and writers using @mention.
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Set headings, organization, and styles that cannot be changed by reviewers.
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Monitor review status in Proposal Dashboard.
Consolidate Proposal Management Data with Customizable Templates
As a proposal manager, you visualize the proposal big picture while focusing on every small detail.
You schedule hundreds of tasks with multiple dependencies to be completed in a relatively short time.
OneTeam's Proposal Management Toolkit provides several tools that can be customized to your proposal development process. Feel free to use these tools on your next bid!
Learn 5 strategies to complete tasks and increase your company’s win rate
The proposal manager’s role is key to winning government contracts and they must work with a team to execute many tasks on a tight deadline. Success depends on implementing efficient processes. Download our PDF to learn how to improve these key areas of your process:
- Manage Data Access
- Reuse Information and Utilize Templates
- Automate Processes
- Balance Structure and Flexibility
- Modernize Color Team Reviews