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Applying Agile Methods To Your RFP Process: Win More IT Projects, Faster

As an IT consultancy, you pride yourself on being agile when dealing with client challenges. Yet, when it comes to bidding for new business, manual tasks can slow you down.  Showcasing your consultants talents can be an especially manual and time-intensive task. The process of sourcing your team, tailoring their CVs and resumes, and formatting them in standardized templates can take hours as you navigate static documents in siloed systems. 

These tasks may leave your bid managers forgoing new RFPs, as they simply don’t have the time or resources to put a strong case together for every client. This is especially challenging when it comes to more intensive proposals, such as framework agreements. A single framework agreement can become your sole priority, meaning the rest of your pipeline falls by the wayside.

However, while prioritizing certain proposals over others may seem like a necessary evil, it needn’t be. With a centralized CV and resume management system, you can solve the most common proposal inefficiencies. Through simplified team sourcing, rapid CV and resume tailoring, and automated formatting you can respond to more bids, faster. Let’s take a look at how a centralized CV and resume database, such as Flowcase can help.


Streamline Sourcing

Without a searchable CV database, sourcing the right team for the proposal can feel like finding a needle in a haystack. A disjointed collection of excel lists, emails, and various other paperwork might help piece a team together - but whether it’s your best team for the bid is anyone’s guess. Identifying niche overlapping skills can be particularly problematic. After all, how do you pin down that consultant with 7 years PM experience, an accreditation in change-management, and experience in fintech. Well, with Flowcase, it’s easy. Sophisticated search and filtering capabilities help you instantly find ideal consultants from across your firm based on specialized expertise and experience levels. Plus, standardized terminology means no more typos or competing jargon - ensuring search terms really do capture all your employees. This means you can progress your bid with peace of mind that you really do have your A team presented.

Learn more about Flowcase’s search functionality

Rapid Tailoring

Tailoring consultant profiles to match the bid requirements is another time-drain.  Personalizing bios, reordering content, and emphasizing specific sections can take hours, especially as you navigate between multiple CVs. A strong CV tool will enable you to make these changes seamlessly - without editing the master profile. Flowcase even allows you to save these adaptations for future use, saving you hours rewriting tailored sections again.

Learn more about how Flowcase is tailor-made for IT Consulting firms

Automated Formatting

Adhering to formatting requirements is the last step of showcasing your team and submitting your proposal. Unfortunately, it’s also one of the most painful steps in the whole process. Presenting a few CVs and resumes in a specified format can be challenging enough, but when you need to highlight your whole firm - as is often the case in framework agreements - it can turn into a nightmare! It’s not just the time it takes - it’s the mind-numbing process of copying and pasting data over, and over, and over again. Not to mention the fact it’s fraught with human error. Flowcase solves these challenges by providing IT consultancies with custom templates. Rules-based templates fetch only the data that is needed, and formats it into the template requirements, all with consistent styling. These templates enable bid managers to export hundreds of CVs and resumes into the required format, in just a couple of clicks. Plus, custom-branded templates can be created for proposals where no set formatting is mandated.

Learn more about templates

Get Started

Presenting your team can be a continuous struggle. However, equipped with Flowcase, you can practice what you preach and be more agile throughout the bid process, and win more clients in the process.

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