Ask The Expert

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?

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