Swift Onboarding During COVID-19 Pandemic Accelerates Remote Proposal Management

The proposal team relied on in-office systems and operations, meaning important files were often saved on individual Desktop or work was done outside of the team’s Microsoft collaboration tool. Aside from team habits, the company did not structure proposal efforts to be feasible outside of in-office settings and a localized network.

Systematic Analysis Management sought a solution to abruptly support the active proposals in queue and reduce delayed operations. Zbizlink offered an affordable solution with compatible integrations for the company’s Microsoft Office Suite. Systematic Analysis Management’s small proposal team of 05 and external partners engaged in a brief series of 03 demos to learn the tool.

Zbizlink Solution: As a software-as-a-service solution, Zbizlink is available in the Cloud for 24/7 use with user authentication built into its security framework. Remote collaboration is simplified, and the Admin provides new users with role-based access permissions. Proposal management capabilities are supported from outlining to final production.

Zbizlink Solution: Zbizlink’s Microsoft Office Add-In makes it easy for team’s that rely on Microsoft Word. Systematic Analysis Management used the add-in to transfer proposal data and content into the Proposal Response section automatically – content is intelligently structured in the correct format.

Zbizlink Solution: The built-in Resources Management solution enabled Systematic Analysis Management to import more than 30 existing partners’ contact information into the system for collaboration. Proposal Manager Sharon Lebbie informed partners of the update via corporate communications.