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Expertise:
Proposal And Content Management Software Expert
Industry Experience:
Information Technology, Professional Services
Relevant Skills:
CF APMP, B.Com Information Systems, AIIM Certified Information Professional, AIIM BPM Specialist, Microsoft 365, SharePoint Online, Software Implementations
Subjects:
Bid Management, Proposal Writing, Knowledge Management
Olivia is the founder and owner of Catalytique Consulting, a consulting practice and content creation agency specializing in Product Marketing, Bids and Proposals, Customer Success, and Training, for B2B software buyers and companies. In addition to managing strategic bids and writing proposals herself, Olivia has managed dozens of successful content management, proposal automation, and sales enablement software projects, giving her a unique perspective, both as a user and as a consultant, on how technology can enable the work-winning process.
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Bidding Quarterly Contributions
Recent Questions
Do we need dedicated staff to run proposal software?
Hi there,
We’re a rapidly growing company, and don’t have a dedicated function or person responsible for responding to RFIs and creating proposals, nor do we have the budget for that right now. Would you recommend proposal software to a company like ours? Or would you recommend we staff up for this first? Where should we start?
Thanks,
Sean
Optimising software to manage the flow of information
Hi Olivia
My company is in the process of migrating onto Microsoft 365, for the latest apps for Word , Excel etc. I am wondering how best to restructure a) bid library for documents and evidence, and b) what tools to use to the flow of information among the Subject matter experts (SMEs).
The Bid team use EasyPQQ to write and edit responses, though uptake from the SMEs has been very low, as they tend to email updates to the Bids team. We have built the Bid library using File explorer based on a new folder per project/bid each year.
Now we are being asked to consider Microsoft SharePoint to hold documents and manage permissions (read only v. read/write etc), and use Communication and Teams to ‘chat’ about the bid with a new ‘channel’ set up for each Bid and allocate the bid team to each channel. Microsoft Outlook remains as another route to communicate.
I am happy to change and strive for continuous improvement, whilst keen to avoid duplication of effort and want the simplest set up. Do you have any suggestions on how to get the most out of Microsoft 365?