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RFP Center - Solution Roadmap
The RFP Lab Solution comes with a pre-configured template. Our Consultants and Configuration Specialists use this template as the baseline for your implementation. The focus of the implementation is on design, configuration, content, and training.
These are the major implementation initiatives for the RFP Lab Solution:
- Information architecture: Review the Solution architecture.
- Homepage: Surface the most important content and areas within the Solution on the homepage to provide an at-a-glance view and easy access to relevant content.
- Site map: Update the site map based on mutually agreed to modifications (e.g. moving, deleting, adding pages and/or applications).
- Configuration: Update the Solution configuration settings.
- Users & Groups: Add groups and users to the Solution.
- Content: Add RFP content and apply permissions.
- Design: Apply the visual design to the Solution (e.g. global CSS changes, header, footer, banners, icons).
- Testing: Do a quality assurance sweep of the Solution (e.g. broken links, navigation, permissions).
- Training: Train key stakeholders on the solution (e.g. Sales department and RFP professionals).
- Integration: Surface documents within the solution (e.g. SharePoint, Box, Dropbox).
Drive engagement and adoption
Once your RFP Lab is ready to launch, it's time to think about how you'll draw attention to this new Solution, engage users to leverage the RFP Lab, and evolve the Solution as your digital workplace grows to meet the changing needs of your organization. Use the tactics below to plan for a successful launch, continuously engage users, and expand your RFP Lab in the future.
- Populate content: Populate your Process and Storyboard areas with existing content that your organization already utilizes.
- Introduce your experts: Showcase the RFP experts that your Sales team can call upon for assistance
- Maintain a single source of truth: Migrate all RFP-related information into the RFP lab
- Link to it: Use a homepage link or CTA within your Sales Team Room to link to your RFP Lab so employees have it readily available.
- Drive change: As you're introducing your RFP Lab, ensure your RFP professionals are directing employees to the new solution for information, questions, and requests to increase adoption of the solution.
- Incorporate it into the onboarding experience: Include the RFP Lab in your Sales team’s departmental onboarding, to ensure new hires are properly educated.
- Let users know the impact of their feedback: Highlight implemented feedback and the related rationale, along with the positive impact that results from it.
This Solution should be managed by the RFP team and led by the CRO at the strategic level.
- Align with your brand: Align the Solution with your corporate branding guidelines.
- Keep content/assets up-to-date: Perform quarterly reviews of the content in the RFP Lab, to ensure that it is always aligned organization’s messaging and positioning as it evolves.
- Communicate updates: Make sure you communicate updates to the RFP Lab to employees whenever changes happen (e.g. use the Newsroom to push out your communication).
- Integrate with third-party tools: Integrate with third-party tools to dynamically display information and data of interest to board members such as Salesforce.
- Leverage feedback: Review and incorporate feedback from frequent users of the Solution to include updates and changes that have an impact.
- Reassess metrics: Review objectives and KPIs to refine them and continue to mature and maximize the business value of the Solution.
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