Swift Onboarding During COVID-19 Pandemic Accelerates Remote Proposal Management
About the Client:
Systematic Analysis Management Inc
- Scaled operations lacked feasible support structure
- Unsupported remote transition due to COVID-19 pandemic
Direct Impact of Client Challenges:
- Missed opportunities
- Delayed collaboration
Systematic Analysis Management did not anticipate the rapid transition required from the pandemic. Each of the company’s employees began working from home in April 2020 and were swiftly met with chaotic scrambling to adjust operations. Systematic Analysis Management held several hours of pre-work and 03 live bids in pipeline just as the pandemic’s frenzy began.
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.
Zbizlink Introduces Calm During the Storm: Remote Proposal Management
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.
Within 48 hours, Systematic Analysis Management’s proposal content including key company documents were migrated to Zbizlink. In just 02 weeks, Proposal Manager Sharon Lebbie reported that the proposal team resumed regular operations as the team adjusted to working from home during the pandemic. Zbizlink Customer Support remains available for regular support.