Prepare Proposal
 This workflow provides discipline to the proposal preparation process by requiring formal approval for proposal resources
and the assignment of a project number from the accounting system to track the resources expended. Clear accountability is
assigned for the various sections of the proposal, the status of tasks are tracked, and automated reminders and overdue task
reports help ensure the proposal is prepared to meet the bid deadline. This workflow leverages SharePoint to enable parallel
preparation of the proposal sections from Word templates, and then merges them into a single proposal document. Captaris Workflow,
powered by Teamplate, then manages the simultaneous editing of the proposal by multiple stakeholders, and merges the comments
into a single document for final editing and approval. This approach shortens the overall proposal preparation time and is
more efficient than an unstructured approach.
Since this workflow can be integrated with an accounting or ERP system, management can control the proposal costs. Leveraging
the functionality of SharePoint enables the proposal team to efficiently collaborate on the proposal, eliminate errors due
to multiple versions, and shorten the proposal review and approval time by using workflow’s parallel review and merging functionality.
The overall benefit is producing a better proposal, in less time, and reducing the risk of errors or missing a bid deadline.
Business Benefits
- Workflow enables more efficient use of resources by providing a disciplined approach to proposal preparation
- Provides clear accountability for tasks, and a tool to easily track the status
- Leverage SharePoint to enable the proposal team to effectively collaborate on proposal documentation
- Reduce proposal preparation time by using workflow’s ability to enable simultaneous review and merging of comments into a
single document for final editing and approval
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