Many SharePoint users make use of team sites to manage individual proposals – primarily leveraging basic document management. Most don’t get much further. This leaves a vast untapped potential for driving Business Development results and efficiency waiting to be exploited. Using CorasWorks, leading companies are making it happen…
One of our customers is a billion dollar plus Federal Government Contractor. A few years ago they acquired a company that came with a proposal management system built with CorasWorks on SharePoint. They adopted it and have since enhanced and extended the system to serve as a full service Proposal Center supporting 400 proposal projects per year, in a 24/7 operation, that drives $250m/year in new business. In this article, I’ll provide an overview of their Proposal Center system, the business impact, and, how they are taking it even further.
The Proposal Center System
The original system was built using CorasWorks on SharePoint 2003. It went live in 2005. When our customer bought the company that built it – they got it. It was decided that this system would become the core for a new Proposal Management Center that would offer their service to all business units of the company and that would provide a flexible set of services to meet varying business needs.
NOTE: This decision was surprising. At the time our customer was a complete SAP shop – even for their Intranet/My SAP portal. The company they acquired used CorasWorks/SharePoint for their Intranet and many other operations. Our customer killed everything SharePoint from the acquired company, except for this proposal system. This one app has kept the SharePoint flame burning in the organization which over the years is now starting to more broadly adopt SharePoint.
At the core of the Proposal Center is a good solid proposal development system based upon SharePoint. Each proposal or proposal project is a SharePoint site (at least one) managed as part of an ongoing portfolio of work. The native SharePoint capabilities have been enhanced with CorasWorks to automate many aspects of the proposal life-cycle and flesh out the system to support a range of different levels of business development capture and proposal projects and information resources as follows:
- Standard RFP Responses – The standard proposal project is a full response to a government RFP using internal resources. For this, they use a standardized color review process. The system structures the work, manages the content, and, keeps everyone up to date via email notifications and workflow.
- Smaller BD Projects – It also supports smaller projects. Sometimes a business group may only require input on the Executive Summary, a short response to an RFI, Past Performance information, or work on a Pricing matrix.
- Managed Knowledge Resources – In addition to managing the projects, the Proposal Center has become a central source for standardized information such as Past Performance, forms, policies, proposal snippets, pricing information, etc. People working on proposals can “fetch” relevant information from various managed KM repositories and pull it into the working site. Over time, the Proposal Center has built up an extensive set of knowledge that is reusable as well as knowledge about the process and results of all Business Development operations activity.
- Large Teamed Responses – Further, the system is designed to also support large proposals involving a broad number of teaming partners. Leveraging CorasWorks and its “secure separation” design each teaming partner is able to interactively participate within the system but only sees the information that they are supposed to see. Yet, the core company proposal team gets a holistic view of all of the activity.
- IDIQ Task Order Responses – Last year, a new module was added to the system to support IDIQ Task Order Management where they serve as the Prime contractor. The Task Order responses are managed through the system. As IDIQ Task Orders, these have unusually short deadlines, such as 10 days, and require an expedited process.
All of the different types of projects are managed via overall portfolio dashboards and work consoles that allow the business development managers to see, act, and contribute as needed. It provides extensive real-time reporting across the system for business development executives, program managers, and, overall executives.
There are also many unique features to the system that were created to drive productivity within the specific operating environment of our customer. One of these is the integration with the customers’ SAP HR system. Our customer responds to a large number of service-oriented RFPs that are dependent on people. Thus, easy access to resumes and integration of vetted individuals into the proposal is a big productivity boost. Using CorasWorks, the customer integrated with their SAP HR system which allows them to locate people/resumes, which when selected are dynamically formatted based upon pre-defined templates to be incorporated into their proposals.
NOTE: CorasWorks v11, our latest platform release, contains an advanced toolset enabling customers to integrate with Deltek Costpoint, Deltek GovWin CRM, SAP, Oracle Siebel, MS CRM/Dynamics, Taleo HR, Peoplesoft and most other enterprise CRM, ERP, and HR systems used by Federal Government Contractors. It supports read/write integration, business logic, and is done without custom development leveraging CorasWorks adapters.
Impact on Business
When they first began, they were running fewer than 100 projects through their nascent proposal center using very manual processes. The Proposal Center’s impact and scope of services has grown considerably over the last two years. They are now running at 400 proposals/projects per year. The output is currently driving $250M of new business for the organization each year. The range of services continues to expand and help drive up the quality and consistency of organizational BD output as well as mitigate the risk of ad hoc activities. Using CorasWorks, non-developer business people in the BD operations groups (vs. IT) are able to maintain the system and enhance and extend it to meet evolving requirements. This drives down costs and makes continuous innovation practical and efficient.
The customer is currently in the process of migrating the system to SharePoint 2010 and expanding its capacity. In addition, they are enhancing the system to be a broader Business Development system that manages the full life-cycle with proposals as a core process. To support this breadth, they are moving the overall design to a broad stage-activity-gate approach to give them 360 degree visibility across the life-cycle. They will be building up and out their IDIQ/GWAC capabilities to create a full service Center of Excellence. In addition, the system is going deeper to provide additional supporting processes working across other staff functions such as Organizational Conflicts of Interest, At Risk Authorizations, Finance requests and approvals, and Risk Management that are specific to Federal Government Contractors.
And, there is even more on the roadmap. But, it is a competitive world so I’ll save that for later. The key takeaway is that many organizations are leaving a lot of value on the table by using just native SharePoint or legacy rigid proposal systems. There is a better way
See additional articles for Capture and Proposal Management in this blog.
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