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Proposal Management for SharePoint/Office 365

When you work better to win, you win better work.

Too often companies lose work because of an unclear, unconvincing and underwhelming proposal. Why? Proposal Managers spend way too much time tracking down critical data and managing various inputs and authors necessary to put together a complex, winning proposal that demonstrates not only the solution to the problem at hand, but also their companies’ capabilities. That’s not how we see effective proposal management.

i3solutions has spent over 20 years developing technical solutions to streamline and mature the proposal management processes. During this time, the Proposal Consultants at i3solutions have worked directly with all sizes of commercial organizations as well as the Federal Contractors (#GovCon) Business Development, Capture Management, Proposal Management and IDIQ Task Order management teams for a wide range of organizations in multiple industries to review their proposals, processes, and people. This opportunity has provided i3solutions with a wealth of knowledge and best practices for managing the proposal process and developing winning proposals. Let our Proposal Consultants join your proposal management and business development teams to bring these winning solutions and concepts to your organization.

Helping you win better

i3solutions will support your entire proposal process by pairing our robust Proposal Management for SharePoint methodologies with our deep consulting experience to give you the maximum impact between product, process and price. Key benefits include:

  • Enhance visibility while promoting improved decision-making.
  • Minimize future technology investments, improve your internal rate of return and ensure compliance.
  • Promote long-term strategic alignment.
  • Improve operational efficiency while controlling intellectual property.
  • Protect your long-term investments and remain current.
  • Re-purpose winning components of past proposals quickly and easily.
  • Shorten the time to an effective RFP response.
  • Publish, search, preview, and import proposal content all done from within the proposal document, while authoring the proposal
  • Create a central location for teaming partners to work, share documents, NDAs and agreements
  • Perform color team reviews (Black hat, Green Team, Red Team, Gold Team) at the same time (Coauthoring) with your team without bringing them into the office
  • Use task lists to assign tasks and track progress – and then view your progress in a project plan/Gantt Chart layout
  • Improve compliance.
  • Increase your win rate!

Jump start your proposal process

Jump start your Proposal Process by answering these questions with the “Can Do” feature of our Proposal Management System:

  1. What if your proposal authors could easily search for and retrieve content from past successful proposals?
  2. What if there was a way to publish not only entire proposals, but also effective proposal sections from winning proposals?
  3. What if publishing, searching, previewing, and importing proposal content could all be done from within the proposal document, while authoring the proposal?
  4. What if you could create a centralized library for Past Performance, Resumes, Graphics/images, Boiler Plate, Submitted Proposals, Best Practices, and more?
  5. What if you could create easy to view lists for My Proposals, My Work, My Tasks, My Projects, My Assignments, My Documents and other user or team specific information?
  6. What if you could establish a 360 degree view of each opportunity that you are tracking?
  7. What if you had role-based security gives you a secure environment to control access to pricing documents/volumes, reference materials, technical volumes, and other artifacts that you wish to lock down.

The bottom-line

Let i3solutions help you with your sales and Proposal Management on SharePoint! Let our best practice techniques save you time and money. We have executed hundreds of direct sales and proposal workflows, integrated with SalesForce, Govwin, Dynamics, SugarCRM, SAP and other ERP systems, and customized to our clients’ specific proposal process. If you are interested in our extensive direct experience in this space, contact us.

If you are looking for off-the-shelf proposal management for SharePoint, The Proposal Management System™ (formerly called the Proposal Generator™) is an entire integrated platform that allows companies to build proposal solutions using a SharePoint infrastructure that increases capture management and proposal management professionals’ proposal win rates. Business development, capture and proposal teams can also use these solutions to evaluate new bid opportunities and ensure that they follow the most valuable leads. For more information about this product, visit Octant at