ZBizLink Can Help You Win As A Team

Both small and large proposals require portfolio management. However, large proposals, in particular, require an orchestrated team effort. That effort has to be organized and managed correctly. To ensure the proposal meets all quality standards managers and team members need to keep the following key points in mind:

  • Proposal Assignments
  • Organizational Structure
  • Allocating Proposal Resources
  • Measuring Proposal Process
  • Delegation of Duties
  • Opportunities for Improvement

ZBizLink has the capabilities to help proposal teams answer questions regarding all of the above. The software is ready to use from proposal capture to Contract. Proposals can be managed via the web or mobile devices, and all data is saved and completely private. There are six benefits of using ZBizLink that can transform your proposal process.

Proposal Assignments, Delegation of Duties, and Allocating Proposal Resources

ZBizLink contains a Workflow Wizard that can assist team members with tedious tasks. There is a built-in guide that takes users through the project and document creation process, so no steps are missed. There are multiple choice and autofill proposal templates to handle repetitive forms, and it includes a document-approval workflow, complete with e-signatures for sign-off and submission. It is always available online or offline.

Managers can assign tasks through a dashboard that is always accessible. Moreover, this tool is live 24/7. Users are notified of extended due dates, contract awards, addendums, amendments, frequently asked questions, and published Q&As.

Stay on track by using the check-in check-out feature which displays the status of each partner’s and stakeholder’s assignment in the current business proposal.

Organizational Structure, Measuring Proposal Process, and Opportunities for Improvement

To assemble the ideal structure for your organization, you must begin at the team level. Proposal teams can work on their strategy by employing well-thought processes that include capture management, lists, proposal templates, and selecting the best collaborators to get the job done.

ZBizLink can identify and evaluate solicitations, business partners, and potential candidates by creating a requirements matrix for resumes, as well as specific skills and qualifications tables for candidates and partners.

While your team works on proposal tasks, any notes they record are archived. When reviewing past performance and old proposal processes, associates can search all communication by date, folder, project, proposal, subject, or keywords.

 

The actual team dynamics will vary from proposal to proposal, but if there is a basic framework of standard operating procedures, then challenges and setbacks won’t be as grueling as they are with poor organization. Spend time planning and organizing so that you can save it later.