Travis K. Anderson

I used SharePoint and SharePoint Designer to create a bid and proposal pipeline analysis workflow system. We were able to integrate SharePoint with MS Excel. Access, and Info Path using data from our opportunities database. After quering the primary CRM database we would store the data in MS Excel in a static location. Then auto linked to the MS Excel file as a table within MS Access. MS Access was need to determine the organizational decision level which was based on several criteria like RFP value, fee %, CONUS/OCONUS, etc. The MS Access was auto linked to the SharePoint site where we could display the data in a library. Also using MS Info Path we could link to library fields to produce a Bid-NoBid decision form that was progressed through our BD lifecycle via a creative SharePoint workflow built in SharePoint Designer.

Our stakeholders ranged from the BU manager down to the individual BD POCs. Our pipeline was over $6 billion in allocated value. We figured moving to a social media based system saved two FTE of administrative effort vs. the old powerpoint method.