This story gets to the heart of how CorasWorks can be leveraged to bring together distributed enterprise systems and integrate them to create a new corporate capability. In the article, we’ll go through the steps of how a fast-growing $250 Million revenue Federal Contractor used CorasWorks to put in place an integrated work management system for Business Development.
Over the last year, our customer started investing in, winning and acquiring a number of new IDIQs as a Prime Contractor. They see the IDIQ Prime vehicle as a key strategic revenue driver. They wanted to put in place a way of working that would provide Program Managers with an efficient and effective way of managing Task Orders from these IDIQs to win business. The ideal solution would allow them to support multiple different IDIQs that were managed in the business groups, yet, leverage a central Proposal Management center and other corporate systems. They wanted the best of both worlds: centralized and distributed.
Like most Federal Government Contractors, they had a stable of the standard, siloed, departmentally managed systems. The diagram below lays them out: CRM, Proposal Development, HR Recruiting/Resumes, and Contract Management. The question was how could they implement a new capability for managing the IDIQs and Task Orders that would bring these different systems together into an integrated system.
The solution was to leverage CorasWorks on SharePoint. CorasWorks v11 software and solutions were used to create the new core IDIQ Task Order Management system and to integrate, enhance and extend the other systems. Microsoft SharePoint provides the foundation for data, security and administration.
How They Did It
The following goes through the sequence of steps of how they brought it all together.
Upgraded Proposal Development System
Their existing system was focused on the proposal development process based upon native SharePoint and the Lohfeld Consulting Group’s Capture & Proposal Management methodology. They upgraded their existing system system to become a CorasWorks-based system while maintaining the Lohfeld methodology. This new sub-system became more efficient and more easily opened up to integrate with the other elements of the overall system (see this article for the Top 7 Enhancements of Capture & Proposal Management Systems using CorasWorks).
Implement Core IDIQ Task Order Management System
They then implemented the standard CorasWorks IDIQ Task Order Management system on SharePoint. This includes IDIQ Program Management sites for the Program Managers to manage the overall process and the integration working sites for each task order. They also implemented a standard design for the Teaming Partner Portal and Engagement of Partners, and, set the standard for customer portals for reporting.
Integrating with GovWin CRM and Proposal Management
Next was the integration of the core systems that are part of the primary work stream. In this case, they wanted to insure that their GovWin CRM was the source for all opportunities including new Task Orders. Leveraging CorasWorks the CRM opportunities were integrated into the IDIQ TOM system. Then, instead of using separate Task Order working sites, they used the CorasWorks-based IDIQ TOM system to auto-provisioning working sites within the Proposal Management Center. These working sites now became a mix between Task order working sites and Proposal Development sites so that they would have a single site that would support the life cycle of a Task Order.
Tying In Supporting Systems
The HR and Contract Management systems are supporting systems that are commonly leveraged during the process. During the process of working on Task Orders and Proposals, they need to interact with the HR recruiting staff who leverages their custom HR resume system. In addition, they integrated with their Contract Management system to access information and store completed contracts.
The Resulting System of Systems for BD
With the approach above, they successfully deployed this system of systems for Business Development and are off and running. The Proposal Center manages more than 400 proposals/task orders per year.
The result is that the Program Manager is able to get a 360 degree view of an IDIQ and each Task Order from a single CorasWorks Console. They can manage the process and access the relevant information in supporting systems. In addition, a key element of the overall design is that they are able to rapidly create new IDIQ sub-systems that are tweaked to the needs of each Program Manager. Thus, they do get the best of both worlds: a localized solution for each IDIQ and the centralized management of separate departmental systems.
See additional articles for IDIQ Task Order Management in this blog.
Visit CorasWorks IDIQ Task Order Management for product information.