Answering RFPs in Qvidian 2018 Roadshow About me
Answering RFPs in Qvidian 2018 Roadshow
About me Sheryl Drasler Project Specialist �� sdrasler@uplandsoftware. com �� 513 -936 -6868 https: //www. linkedin. com/in/sheryldrasler + 3 + years at Upland Qvidian helping customers implement Qvidian Solutions + 11+ years as a content manager Company Confidential
Agenda + Answering Questions (8: 30 am – 10: 00 am) + Break (10: 00 am – 10: 15 am) + Collaborating on RFP Answers (10: 15 am – 12: 00 pm) + Lunch (12: 00 pm – 1: 00 pm) + Answering RFPs in Qvidian Workshop (1: 00 pm – 2: 15 pm) + Break (2: 15 pm – 2: 30 pm) + Next Steps for RFP Writers (2: 30 pm – 3: 30 pm) Company Confidential
What’s So Hard About Answering RFPs? + Finding quality content + Collaborating with Subject Matter Experts + Tracking progress and learning from each RFP + Meeting deadlines Company Confidential
Common Source for Answers Company Confidential
Get Acquainted with the Library https: //qpalogin. qvidian. com Username: user#@RFPRoadshow. com Password: Roadshow 2018! Company Confidential
What Issues Have Been Addressed? + Finding quality content + Collaborating with Subject Matter Experts + Tracking progress and learning from each RFP + Meeting deadlines Company Confidential
Can You Find Answers Faster? Company Confidential
Let a Project Help You Company Confidential
Summary of RFP Editing Options Configuration Needed Simultaneous Editing Maintain Word Styles None No Yes Edit Inline in Word Questionnaire Application Permission No No Edit Inline in Excel Questionnaire None No N/A Global Setting; Office login Yes Edit with Microsoft Word Edit with Office Online Company Confidential
What Issues Have Been Addressed? + Finding quality content + Collaborating with Subject Matter Experts + Tracking progress and learning from each RFP + Meeting deadlines Company Confidential
What About Collaboration? Company Confidential
Break Back at 10: 15 Company Confidential
Collaborating on RFP Answers
Who do you Collaborate With? No Email to Contributor Company Confidential Do they have a Qvidian license? Yes Assign Participants
Collaborate https: //qpalogin. qvidian. com Username: user#@RFPRoadshow. com Password: Roadshow 2018! Company Confidential
Company Confidential • • • Insert answers Edit answers Mark as incomplete Add comments Email to Contributor Reviewer • Create & manage workflows • Send notifications • Insert answers • Edit answers • Submit to library • Mark as incomplete • Add comments • Delete RFP • Email to Contributor • Build package Writer Owner RFP Participant Roles • • View answers Mark as incomplete Add comments Email to Contributor
Who do you Collaborate With? No Email to Contributor Company Confidential Do they have a Qvidian license? Yes Assign Participants
Email Contributors Company Confidential
What Issues Have Been Addressed? + Finding quality content + Collaborating with Subject Matter Experts + Tracking progress and learning from each RFP + Meeting deadlines Company Confidential
Track and Learn Reports Company Confidential Feedback Submit to Library
Track & Learn Company Confidential
What Issues Have Been Addressed? + Finding quality content + Collaborating with Subject Matter Experts + Tracking progress and learning from each RFP + Meeting deadlines Company Confidential
Lunch Back at 1: 00 pm Company Confidential
Answering RFPs in Qvidian Workshop
What was Covered Today +Library +Projects +Collaboration +Tracking Company Confidential
Library + What belongs / does not belong in your Qvidian library? + How does content get added to the library? + Are you confident in the correctness of your library content? + Is it easy to find content in your library? Company Confidential
Projects + Do you use projects? + Do you use a document type? Company Confidential
Collaboration + Who do you need to collaborate with? + What works / doesn’t work with your current process? Company Confidential
Tracking + What tracking or oversight do you need? + How will you get it? Company Confidential
Break Back at 2: 30 pm Company Confidential
Next Steps for RFP Writers
Next Steps Short Term Goal Long Term Goal Library Projects Collaboration Tracking Company Confidential
Your Qvidian Resources + Customer Success Manager + Help Center + Open Q&A Sessions + Community Company Confidential
Qvidian University Courses + RFP Management On Demand + Foundations OGL or VILT + Advanced Content Management VILT + Advanced Architecture OGL (starting Sept 10, 2018) + Moving from Library to Projects Pop-up Course (Oct 25, 2018) + Content Management for RFPs Pop-up Course (Dec 6, 2018) 0 2 n i e rs 8 u co 201 U ow Q y dsh n a oa f f o : R % de 0 2 co e iv se e U ec R Company Confidential ! 8 1
Questions
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