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Proposal Preparation Process

PPP is the Proposal Preparation Process from PROJECT in a box developed to help organisations respond to competitive tendering opportunities.

Managing individual sales opportunities has much in common with managing projects except that the timescales are tighter, the risk is greater and there is usually a lack of information. It is therefore incredible to think that organisations don’t insist on a formal structured method for their sales/proposal process.

PPP provides users with a set of processes, templates and checklists to help the proposal manager work through deciding whether it is worth bidding for a piece of work and then controlling the process through to the outcome be that success or failure and then hopefully transitioning on into delivery and handing over to the project team. PPP is provided as standard in all editions of PROJECT in a box.

Successful Bids - Successful Projects

If the proposal is a failure of information isn’t shared effectively with the project team there is very little chance the project will be successful. Sad but true.

PPP gives you a good starting point of seeing how your proposals are being managed and delivered and they can be live linked to the resultant projects so all the information collected is available to the project team. Video Tour (9 min)

Bidding is quite a ‘personal’ process and every organisation develops its style and culture, of course with PIAB you can personalise your PPP to match the way your teams work.

Sales Funnel Management

Of course if you are managing many opportunities at the same time you will want to have an idea of what the timing and confidence in these means for your business.

Multi-user editions of PROJECT in a box have a built in Sales Funnel Report which draws key current data from the opportunities you select and presents a graphical and data view to help you keep tabs. If you have specific requests for particular metrics on the funnel these can usually be accommodated without too much difficulty.