Efficiency in Proposal Management – with Jay McConville - EP049 - a podcast by Lisa Rehurek
from 2019-08-06T07:00
The beauty of collaborating in a virtual environment is that anyone on the proposal team can enter the workspace at any time and comment on or make changes to the RFP. That’s also happens to be the biggest problem—keeping track of who changed what and why and making sure we don’t lose important content along the way! So, how do we solve for version control? How do we allow everyone to contribute, yet keep editor rights in the right hands?
Jay McConville is the President and CEO of Privia, a proposal management software company that serves companies bidding on commercial, federal, state or local contracts. Privia helps proposal teams collaborate securely, boost win rates and lower costs. Jay has 20-plus years of experience in the realm of business development and proposal management, having specialized in defense manufacturing before coming to Privia in 2017.
Today, Jay joins us to discuss the top challenges facing proposal teams and explain how Privia confronts those challenges by focusing on the team’s collaborative effort rather than the document itself. He shares the software’s most lauded feature, curated commenting, describing Privia’s unique approach to version control and the virtual workspace it architects for each proposal. Listen in for Jay’s insight around the six major components of the proposal management process and learn how Privia is creating a robust, secure and accessible environment for RFP success!
Key Takeaways
Jay’s extensive background in bus dev + the proposal environment
How Privia software delivers collaborative tools for proposal teams
Jay’s take on the top challenges facing proposal teams
- Meet strict deadlines
- Appropriate use of resources
- Produce quality work product
Why Privia focuses on the proposal team vs. the document itself
The concept of curated commenting with robust version control
The difference between proposal versus content management
The six main components of the proposal management process
- Pipeline management
- Workflow
- Virtual workspace
- People themselves
- Commenting capabilities
- Reporting capabilities
Privia’s efforts to create a robust, accessible environment
How evaluator expectations have + have not changed over time
How Privia supports clients in implementation, recurring training
Connect with Jay
Connect with Lisa
The RFP Success Community on LinkedIn
Email lisa@lisarehurek.com
Resources
Capability Maturity Model Integration (CMMI)
Mike Parkinson on RFP Success Show EP032
Richard Goring on RFP Success Show EP022
The RFP Success Book by Lisa Rehurek
Further episodes of The RFP Success Show
Further podcasts by Lisa Rehurek
Website of Lisa Rehurek