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Success Story: Ellucian Achieves High Marks with Qvidian

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When responding to a request for proposal (RFP), many proposal teams spend countless hours sifting through old documents in a number of files to identify and extract relevant content. Qvidian customer Ellucian, an enterprise resource planning (ERP) company with a mission to enhance productivity and communication for clients in the higher education space, faced this problem, finding that its internal RFP workflows were not as productive, communicative and efficient as they could have been.

Proposal teams and thought leaders throughout the organization wasted many hours searching through file names and keywords to address and answer each question in an RFP, making it difficult to meet deadlines and deliver the final document within a reasonable time period. Not surprisingly, Qvidian’s latest customer survey revealed that 45 percent of respondents’ report receiving RFP content on time as their biggest pain point. Also, with a client base of more than 2,400 institutions across 40 countries, Ellucian needed a system that could organize, manage and automate its content via one central solution so it could be sure that the content used in the final document was the most recent – a major concern for proposal teams. In fact, Qvidian’s customer survey revealed that 55 percent of respondents find that their content libraries are only “somewhat” in sync with the changes within the business and product lineups.

With these roadblocks top of mind, Ellucian decided it was in the company’s best interest to implement Qvidian’s proposal automation capabilities. Upon using the platform, Ellucian users immediately understood how beneficial this technology could be for their workflows. Time spent researching file names, formatting and updating responses and correcting human errors in formatting were virtually cut in half – and proposals that were once perfunctory and basic evolved into personalized, well-written documents that displayed Ellucian’s above average capabilities and assets. As a result, what began as a small group of five RFP users in the Ellucian network soon grew to more than 250 licenses to use the platform across the organization in multiple locations.

The time Ellucian employees gained back from streamlining their RFP process was then redirected to other strategic initiatives throughout their organization so they could better serve both their employees and customers. Ellucian’s experience with Qvidian’s proposal automation solution is a prime example of what matters most in the RFP and proposal industry—having the time and resources to develop persuasive content that wins deals.

For more details on Ellucian’s experience with Qvidian and to get a better understanding of Qvidian’s extensive RFP/proposal automation platform, watch the video below.

Respond to Security Questionnaires with Confidence and Speed

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“Increasing throughput with improved content accuracy ensures our compliance to customer requirements and drives guaranteed revenue achievement.”

The burden of responding to security questionnaires has become a fact of life for many organizations—most especially banks and other financial service businesses, healthcare enterprises, and technology service providers. However, any business that manages or stores data such as sensitive customer information including financial details, intellectual property, or employee information is likely familiar with the burden and cost of completing these highly detailed questionnaires. Combine that with the day-to-day reality of managing the normal influx of RFPs, RFIs, and delivery of proposals (each with their own unique set of pain points), the proposal team is left juggling priorities, deadlines, and content accuracy. Automation of any or all of the proposal and questionnaire process is critical, but what does that really mean?

The good news is there is a way out of the current reality for many organizations. Cloud-enabled RFP and proposal management solutions provide significant capability to improve the current state of the proposal team. By implementing this type of solution, the proposal team can:

  • Respond with increased confidence. Security questionnaires are known for their highly technical nature and require answers that a single member of the proposal team may not necessarily know. By maintaining a library of saved content with appropriate editing controls and associated expiration dates content is always accurate and up-to-date.
  • Meet critical due dates. Current or prospective customers often submit security questionnaires at the last minute often as an afterthought. Saving common question and answer pairs drives time savings in responding to future security questionnaires. With dynamic, drag and drop capability, creation of document content can be significantly reduced, and real-time proposal/questionnaire tracking further provides visibility when time is of the essence.
  • Ensure compliance. Assembling the final proposal document supported by the completed responses to the security questionnaire can be daunting. Intelligent workflows ensure the right subject matter expert (SME) answers the right content. In addition, these workflows can be saved for the future use to update or maintain content.

Are security questionnaires creating undue burden for your proposal team? Don’t let the burden and cost get you down – learn more about how to streamline your current process and eliminate risk in our tip sheet that gives you 6 Tips to Efficient and Timely Security Questionnaire Response.

When Collaborating with SMEs, Think “Is-Does-Means”

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Let’s face it. Subject matter experts (SMEs) today tend to work in departments such as product management, product marketing, services, and engineering. This (obviously) makes them great at providing RFP responses that are factual, technically detailed, and highly accurate. Yet surprisingly, their content may not be good enough to include in your next RFP.

If this sounds like a contradiction – What do you mean our SMEs can’t provide great responses? – keep in mind that SMEs are often too close to a particular product or feature, especially if they helped design, develop, or launch it. They may have invested weeks or months (even years) focused on a new widget or technical detail, and now assume everyone knows what it is and why it’s so important.

Additionally, their roles usually require attention to product specifications and other technical details to make sure it works. As a result, these SMEs may be great at communicating accurate technical information, yet they often come up short when attempting to communicate the benefits their widget provides. In other words, they fail to address the question, “what does this really mean for the prospect?”

Highlight the benefits, not the features

Zig Ziglar, a famous sales guru, author, and motivation speaker, once pointed out that no one really wants a quarter-inch drill bit; what they really want is a quarter-inch hole. This was his way of encouraging sales and marketing teams to focus on providing solutions to their prospect’s problems, not just another product.

This still rings true today. Our language is still too focused on “we,” as in our products, our services, our track record, etc. Sales content usually doesn’t articulate how a particular product or service can help the prospect increase productivity, cut costs, or achieve whatever other goal they may be pursuing.

What is the best way to improve collaboration with SMEs, get better RFP content, and consistently demonstrate the benefit a prospect will receive? One way is collaborating with SMEs using an “is-does-means” framework when asking for RFP responses.

A closer look at “is-does-means”

  • Is: This is your chance to describe what a particular product, service, or feature actually is. Don’t take it too far and eliminate this step. It is still important to convey since many prospects do want to know – in simple terms – what your specific offering is.
  • Does: Here’s where you take it a little further. Instead of simply describing what your product, service, or feature is, this content should describe what it does. This information can include how it works, answers to obvious questions prospects may have on how this fits into larger product messaging, and other details.
  • Means: This is the most overlooked step. Too many subject matter experts assume prospects know what the end benefit really is, and in doing so, miss a huge opportunity to convey why anyone should care. “Means” content should include how this product, service, or feature helps save time, increase productivity, reduces costs, maximizes ROI, helps the business grow, or other business drivers. This content should be as specific as possible and improve quantifiable proof such as proven cost savings, metrics, or customer testimonials.

“Is-does-means” in action

To understand how this might look in real-life, let’s take a closer look at an example we’re all familiar with: a spell-check feature in a word-processing application:

    • Is: “Our release now includes a new spelling-and grammar-checking feature embedded in our word-processing application.”
    • Does: “This powerful new feature quickly identifies and corrects spelling errors and common grammar mistakes in word-processing, email, and online discussions.”
    • Means: “Save valuable time proofreading your document, reduce the amount of errors by 99.9%, and make sure you always sound like a true professional. Now you can produce flawless copy effortlessly and truly stand apart from the competition.”

By getting SMEs to understand what a great RFP response looks like – and how to consistently promote the benefits you can provide – RFP teams can improve collaboration and the overall quality of their proposal content.

For more ideas on improving collaboration – and how it can improve your proposal processes – download our new guide, “Stop. Collaborate and Listen: Eight Best Practices for Improving Collaboration in the Proposal Process,” today.

Ghosts in the Cupboards Holding You Back?

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I was recently travelling to Boston for work and happened to read a great article in the Airline Magazine regarding antiquated laws around the world. Some of these have been in existence for so long that there is actually no way anyone would be prosecuted for the offence. A few examples being:

‘In London, it is illegal to flag down a taxi if you have the plague.”

‘In Ohio, it is against state law to get a fish drunk.”

Or how about, “In the UK it is illegal to die in the Houses of Parliament.”

I suppose with today’s society, there is the need to ensure that the laws governing a country are kept as up-to-date and relevant as possible. Some however, miss the net and stay around for a while.

But from a business perspective, it is vitally important your collateral doesn’t have the “ghosts in the cupboard” and that you regularly check your collateral to ensure it is relevant and up-to-date. In my role at Qvidian, I hear many people tell me about the need to simplify their content library as it is out-of-date or it is stored by a number of people on many devices and clouds. I always advise people to begin collecting collateral by having a review of collateral companywide to see what people have and what needs to be culled.

Whether you are writing an RFP (Request for Proposal) or sales proposal or putting together a DDQ (due diligence questionnaire), your data should be from a trusted source that has a version control and is regularly checked for updates. At the end of the day, your colleagues are using this collateral to promote and inform prospective customers about your company. If the collateral is incorrect then you are making yourselves liable to many issues further down the line.

Qvidian provides cloud-based sales solutions that save sales, content, RFP, legal and proposal teams time while improving effectiveness and optimising productivity. If you would like to know more, contact us. If you are in or near the UK, please call on +44 207 1933 059. If you are in or near the US, call +1-800-272-0047.

Fly Blind No Longer

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Have you ever worked in a situation where your success depended upon the success of the team? I’ll bet you have because that’s generally how great things are accomplished, by teams of people contributing expertise from their particular subject areas. But what if you can’t see the progress of your teammates? What if you are flying blind regarding the progress of the team? How easy is it to direct or navigate the process then?

What if you could easily see the progress of each member of the team? Would that help ease some stress, smooth communications, inspire confidence and bring attention to anyone who may need help? You bet!

It’s no different when responding to RFPs (Requests for Proposals) or creating proactive proposals. To be successful, these documents require contributions from the proposal team, knowledge managers, product managers, sales reps, sales engineers, the legal team and marketing. Like any team in the Olympics, each member knows that the success of the team depends on combining all of their individual efforts.

Jack Henry and Associates is a great example of a company who uses Qvidian’s proposal automation software to create a process that is smooth and balanced. Originally, proposal managers were assigned sales reps. If they had a rep that brought in a large number of RFPs, then their workload was quite extensive while another proposal manager may actually have time on their hands. Once they implemented Qvidian, they were able to use the functionality and features inside the system to divide up the work on each proposal creating a much more balanced workload, and equally as valuable, decrease stress on the team.

Increase Win Rates & Reduce Response Times With Powerful Cloud-Based Automation Tools That Anyone Can Use. See for yourself with our online demo.

 

As detailed in this case study, the proposal team conducted a process improvement initiative. They carved two days out of their very busy schedules and actually documented each and every step of their RFP process. They started with the moment they first received the RFP, timing every step they had to go through to answer the RFP and get it out the door. Then they evaluated those steps and figured out how much time Qvidian could save them. In many instances, through Qvidian, they were able to either eliminate steps altogether or streamline them so that the process was much more efficient and took less time as a result. “As we outlined all the steps that our RFP process took, we started saying, ‘Oh, we can do that through Qvidian. We can do this through Qvidian,’” remarked Elizabeth Grissom, RFP Proposal Analyst for Jack Henry. Qvidian has made everyone’s day easier as you can see in this video.

Recently, Qvidian has added even more features including the RFP Workflow. This feature enables a proposal manager to assign various parts of the RFP to the subject matter experts (SMEs), legal team, marketing group, etc. and monitor their progress. With simple visibility settings, the proposal manager knows in an instant if they are all on track to meet their deadline or if someone needs support to complete their portion of the project.

Where many proposal managers had to act on blind faith in the past or worry about nudging their colleagues a few too many times, those concerns are now gone. Once again, Qvidian’s drive to continually innovate has added even more ease and simplicity to the RFP and proposal process. Innovation – it’s something you can count on from Qvidian.

GUEST POST: The 7 Attributes of the Proposal Athlete

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I believe in the power of stories to persuade and influence but writing these stories is just one part of being a Bid Manager. It’s the most challenging, differentiating and fun part in my opinion but Bid Managers need to have a blend qualities like well-rounded athletes and we share many of the same sorts of attributes. Whether marathon runners or sprinters, shot putters or high jumpers, athletes must have the right blend of seven key attributes for their sport: strength, speed, power, agility, flexibility, stability and endurance. In the bid and proposal world, we have our own versions of these attributes for the proposal athlete and our own focused training programmes to develop them.

Strength

In most sports, strength is the fundamental attribute that forms the platform for all other athletic qualities, especially power and speed, but it also reduces fatigue and helps prevent injury. The Proposal Athlete needs to build a strong foundation of knowledge, skills and repeatable processes on which the other attributes will depend. The APMP and its industry-recognised accreditation programme provides the resources, best practices and professional recognition to build, maintain and continuously develop our proposal strength so that we can bid more effectively, more efficiently and with less stress

Speed

The ability to move quickly in all directions is a key element of a lot of sports. Speed is particularly crucial to the Proposal Athlete both because of our obligation to meet a client’s deadline as well as internally-driven milestones and approval gates. The key to improving speed in bids and proposals is honing our ability to plan well, plan early and plan quickly. The shorter your deadlines the more important it is to invest in your bid management process, tools and templates.

Power

Power is a direct function of strength but whereas strength relates to the maximum force, power determines how quickly that force can be generated. 100m sprinters have incredible strength but it is their focus on power that provides that explosive acceleration out of the blocks. The Power to rapidly ramp up bid activity is vital for the Proposal Athlete who is too often engaged after the RFP is issued. To help you hit peak performance, a well-maintained knowledge management system is crucial to maximise your available power, help you get a fast start and apply your skills to maximum effect so you can keep driving through to the finish.

Agility

Closely related to Power, Agility is commonly viewed as the ability to quickly stop, start and change direction. When things change, we must react to quickly and efficiently switch direction and set off down a new path with the minimum loss of energy. I’m a big fan of contingency planning to build bid agility (even my contingency plans have contingency plans!) because it means we can anticipate, pre-empt, and safely negotiate any unexpected twists and turns. Contingency plans mean that, when the unexpected happens, we already know exactly what to do, what we need to do it with and what impact (if any) it will have on our final results.

Flexibility

For an athlete, Flexibility provides a greater range of movement, opens up more options for your game and protects against some types of injuries. The Proposal Athlete applies industry best practices, schedules rigorous plans and always has ideas for contingency but also knows that change is inevitable. Processes, procedures and templates must always allow the flexibility to dynamically stretch, bend, and recover.

Stability

If you can keep your head when all about you are losing theirs, then you’ll be a Bid Manager! When the pressure is on, the deadline is looming and people start to panic, it is the Proposal Athlete who remains calm, focused and in control. We know that all our careful planning, contingency management and risk mitigation provides the stable base that will see us across the finish line

Endurance

I have left Endurance last because many people equate sports endurance to “fitness”. Fitness for sport really means working on all seven attributes as these combine to help you play harder, run further and perform longer. The same is true for the Proposal Athlete but, for Endurance in bidding, I will add three tips to help prevent fatigue:

  1. Invest time and effort in improving tools, processes and your own skills because if you don’t Sharpen the Saw you will waste energy on a blunt blade.
  2. Actively seek variety in your work because a bored Proposal Manager produces boring proposals. Find an exciting new project or implement innovative ideas – a change is as good as a rest.
  3. Work hard, rest harder! Give yourself time to recover your energy, relax your mind and body, replenish yourself with some healthy nutrition and treat yourself to some quality sleep.

Darrell Woodward believes in telling powerful stories that explain how to solve business problems. He is inspired to engage audiences by combining persuasive structure, elegant writing and professional methodology. As an APMP certified Bid Manager, he leads multi-functional teams to develop compelling proposals and bids that are client focused and persuasively written.

GUEST POST: Pitmaster & Proposal Admin Finds Inspiration from Qvidian Community

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I’m the pitmaster of a competitive BBQ team named “The BBQ-tioners”. The competition is fierce, so we’re always looking for that extra edge. Sometimes you need a fresh perspective to generate or inspire new ideas. That’s why I frequently post questions to BBQ forums to get suggestions and feedback on our strategy. These forums, in essence, are similar to the Qvidian Customer Community. The Qvidian Customer Community is just one of several ways Qvidian strives to give its customers that extra edge in the proposal world. They provide plenty of on-site and online trainings, open weekly Question and Answer sessions and a rockin’ customer conference each year. What they’ve discovered is that Qvidian customers approach similar problems in very different ways, and often times, their differing perspectives result in short-cuts, insight and true inspiration.

Fresh Perspectives

This is an example of dynamic feedback and there’s hard evidence it helps uncover improvements in techniques and processes. An excerpt on the matter from someone much smarter than I:

“Scientists are frequently most productive a few years after they have crossed over from one specialty to another. New ideas in science frequently emerge, not from paradigm shifts at the heart of the discipline, but when scientists run out of interesting research questions—and new ideas emerge in the conflict of perspective, the clash of disciplines, the murky waters at the edge of a science, the technology that doesn’t quite work, on the boundaries of old knowledge.” (Leonard-Barton, Dorothy 1996 Wellsprings of Knowledge. Cambridge, Mass: Harvard University Press.)

Well said, but what the heck does that mean? Gaining a fresh perspective helps create innovative solutions. Which is, in my humble opinion, the most valuable feature of the Qvidian Customer Community.

“The important thing is not to stop questioning” – Albert Einstein

As a knowledge manager, I support the content requirements of our proposal writers. I realized the need to improve how we retain new request for proposal (RFP) questions and answers (Q&As) that have been deemed reusable. Using the Qvidian Customer Community’s forum, I posted this issue and within a few days I had many suggestions from other experienced Qvidian administrators.

I have over 5 years of experience with Qvidian. I would consider myself a seasoned administrator yet I’m continually surprised by the suggestions and creative ways others are using Qvidian. The Community has helped me refine our reporting, manage our permissions, and leverage metadata enabling me to access even more of the functionality inside Qvidian. I’m frequently amazed by the number of ways in which other Community users apply features familiar to me.

It’s also worth pointing out that the Community has more to offer than just the user forum. There’s a wealth of searchable information including quick reference guides, training videos, and helpful articles.

Whether you’re a novice or a seasoned Qvidian user, anytime you encounter an issue, need input, or just flat out don’t know where to turn next – use the Community. It will open doors you didn’t know existed and enable you to see new solutions in something familiar.

Jim Cunningham has been working with Qvidian for over five years and currently holds the position of Knowledge Manager at Fifth Third Bank. He presented “Nine Neat Tips for Novice Admins” at Connect 2016.

Relax, Gosh Darn It! The Ultimate Challenge for the Proposal Team

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“Everything would be fine if you would just relax.” Ever have someone tell you something like that? You respond with, “What – do I seem stressed? I’m just trying to get this proposal out the door on time. How can I relax when I’ve got 3 proposals and 700 questions to answer by Friday? Maybe if I had some help, then I could relax.”

Ah, “help” you say. No need to wait a second longer. Help is here. Don’t take it from me. Take it from over 180,000 users who process proposals and sales documents that amount to over $55 billion in business. Yes, help is here and it’s called Qvidian. Katie Catanzarite, Sr. Proposal Development Specialist for Press Ganey is just one of the 180,000 who have experienced the ease that Qvidian provides and she talks about it in this customer video.

Press Ganey is on an important mission to reduce patient and caregiver suffering through surveys, benchmarking and advisory services. When working with so many customers on such important matters, it was essential for them to have a process that was as Katie put it, “smooth and fluid.” In addition to enabling their small team to answer “billions of questions” in 147 formal RFPs last year, Qvidian turned them into the “go-to team.” Because Qvidian organizes content so well and so efficiently, the proposal team at Press Ganey is now seen as the team with all the answers. People go to them from all over the company for help in developing robust responses and valuable documents. They don’t stress over it. They are able to easily help their colleagues because through Qvidian, they have a process that is truly smooth and fluid.

Qvidian gives them the organization, management capabilities, and supported collaboration tools to stay on top of updating content, reaching out to Subject Matter Experts, coordinating their efforts, and responding to requests. Qvidian has features built in to make all this easy. For example, content can be marked with expiration dates. As those dates approach, the content needing to be reviewed shows up in a nice, neat queue on Katie’s desktop. She can email Subject Matter Experts directly from Qvidian for their updates and then easily pop those updates back into the knowledge base. Everyone is on track using content they know and trust is current and accurate. This is just one small example of what Qvidian offers. As the market leader, Qvidian is known for its ability to provide a robust solution with depth and an ability to scale that is unmatched by any of its competitors.

Because Qvidian makes things so much more efficient and streamlined, everyone can relax and breathe. The proposal team can collaborate with others without overwhelming them with requests. They can also turn their focus to the quality of their responses, not just getting a response out the door.

With this time to focus on quality, they are better able to communicate Press Ganey’s value and further their mission to end patient and caregiver suffering. Take it from Katie, when you are involved in something that is deep and complex, you need processes that are smooth and fluid. Qvidian gives you that.

10 Things Proposal Evaluators Hate About You

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For many, the 14th of February marks a day of love, whether that’s with a relationship (cue the chocolates and flowers) or enjoying your singlehood with a fun night out and the sweet taste of freedom. Whatever your cause for celebrating, there’s likely to have been bumps along the way.

Sometimes when we get so involved in something, whether it’s a relationship, home renovation, or project at work, we may even start to hate it. But what about when you’ve worked so hard and so long at something but you get no love in return? As proposal and content professionals, this happens all too often. You spend hours, days, maybe even weeks pouring your heart and soul into a proposal that doesn’t win. So then what? You are left defeated and over-worked; it’s not a fun or rewarding feeling.

So what gives? How could this possibly happen? Well, there are a few common things that can occur in a proposal, despite best efforts to prevent. With so much going on – tight deadlines, even tighter resources, competing priorities – these things are not uncommon.

This leads me to the heart of the matter (see what I did there?) and this blog post: 10 Things Proposal Evaluators Hate About You.

  1. You don’t demonstrate understanding of their needs
  2. You don’t clearly identify your differentiators
  3. You present a vague solution
  4. You provide minimal answers
  5. Your content is irrelevant
  6. You fail to answer their questions
  7. You bid on an opportunity that wasn’t qualified to begin with
  8. You didn’t check it over for credibility killers – poor spelling, typos, etc.
  9. You don’t provide a compelling (and relevant) value proposition
  10. You make it tough to understand and use – big (superfluous) words, unclear statements, poor formatting, etc.

Inspired by one of my favorite movies from my high school days, this campy film revealed how despite attempts to despise each other, the main characters fall in love. The evaluators reading your proposal – your blood, sweat and tears put into prose – don’t mean to hate, but if you do everything you can to help them get what they need from your proposal it could be love at first sight. If you need a jump start – check out our 7 Deadly Sins of Proposal Writing guide.

Now just imagine what you can accomplish when you actually like what you do and don’t put in effort trying your best to be miserable?

Aligning for Success, by Amanda Peck, Fifth Third Bank

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We are very excited to be presenting “Content management in a highly regulated industry” at Connect 2016 in Nashville, TN, April 4-6, 2016, Qvidian’s annual customer conference. Amanda Peck, Barry Longhauser

When you become a Qvidian customer, it’s very exciting. You know that you are going to be saving tremendous amounts of time through Qvidian’s proposal automation. This causes many customers to become overly eager to start automating and they forget that there is another half to this equation – managing your content.

At Fifth Third Bank, we began our process of utilizing Qvidian the way many others do. We put our proposal managers in charge of using the system to create the RFP (request for proposal) responses as well as manage and update the content. What we discovered was that this process was not very successful for us. Proposal managers work under tight deadlines. For them, there was always the pressure of another proposal and another deadline. Incorporating new information and proactively improving the quality of the information in the system naturally fell by the wayside. What we found was we had a great content management and a terrific proposal automation solution in Qvidian, but it really wouldn’t matter if all that people were generating from it was stale information. We understood the benefits offered by Qvidian and we were committed to maximizing its value for us. We took a look at our process and made some changes.

First, we made it one person’s focus to manage and update content. This was effective, and we quickly saw that it wasn’t enough to have it as a side job for someone. It was a whole new role. As we moved along, the positive impact of this was apparent and we continued to add personnel building a team of Knowledge Managers. This team is responsible for growing our content and improving its quality. We also have a team of Proposal Managers. They are responsible for using the content in their RFP responses and unsolicited sales proposals.

Another key change we made was to have the Knowledge Managers sit organizationally with the Subject Matter Experts (SMEs) in Product to create, manage and input content from the very beginning. It works well for us giving us better engagement with our SMEs. We understand their world a bit more and can proactively schedule things more effectively. Now that we’re partnering more closely with the SMEs, we are shaping that story more and building in a sales focus from the start. This was a critical change in approach that’s made a huge difference for us.

I believe many people think of Qvidian as a sales tool, but you really want to ensure your messaging is focused toward the client from the very beginning. Having a Knowledge Manager involved from the beginning that can message that way and write that way makes a big difference especially when a lot of your SMEs are very technical in nature.  Having to translate technical information into a sales message later on can be very challenging. It works a lot better if you’re sitting with them and can do the translation at the beginning.

In Summary

Key Steps:  1) Think about your strategy of when in the cycle you want to shape the story. 2) Embrace the fundamental realization that you’re only going to get as much use out of Qvidian as the quality of the materials you put in.

Your sales and proposal teams can create lots of proposals quickly if your content is current. If it’s not, it’s going to take them longer and longer to create proposals because they will have to then verify everything they use. Aligning and streamlining these efforts will set you up for the success you desire.

Amanda Peck is the Product Knowledge Manager, managing a team of Knowledge Managers, and Barry Longhauser is a Sr. Knowledge Manager for Fifth Third Bank. Fifth Third has been a Qvidian customer since 2010 utilizing Qvidian for RFPs, Sales Proposals, Product Documentation and Content Management.