Automated proposal development toolset
First Claim
1. A business process facilitating the capture, development, and organization of data used by a company in identifying and maturing a business opportunity and in developing a proposal to acquire new business comprising:
- a detailed set of questions related to each of a series of phases in the process;
a methodology for acquiring, organizing, and storing data used to answer each question;
automatically linking data acquired during each phase to subsequent phases so the data is combined with previously acquired and stored data; and
, throughout the process using the data to prepare briefings for management reviews held at the completion of each process phase and a business proposal to be submitted to a customer to acquire the new business.
0 Assignments
0 Petitions
Accused Products
Abstract
An automated tool set for developing a business proposal in response to a customer solicitation. The tool set includes a workbook divided into four sections, each section correlated to one of four phases of a typical new business campaign process. Each section consists of a set of specific questions designed to identify and develop data required for that particular phase. The workbook also contains briefing sheet templates for conducting management reviews at the conclusion of each phase, business plan templates for drafting a business plan, updating the plan, and creating a final, approved business plan. The workbook further contains an automated data structuring framework for answering each question; so, as data is entered into the workbook, it is also automatically entered into the management briefing sheet templates, and the business plan and draft proposal templates. This toolset enables a proposal team to identify, collect, develop, organize, and readily use collected data needed to proactively pursue new business opportunities as they mature, and to develop a detailed proposal in response to a customer'"'"'s solicitation.
42 Citations
16 Claims
-
1. A business process facilitating the capture, development, and organization of data used by a company in identifying and maturing a business opportunity and in developing a proposal to acquire new business comprising:
-
a detailed set of questions related to each of a series of phases in the process;
a methodology for acquiring, organizing, and storing data used to answer each question;
automatically linking data acquired during each phase to subsequent phases so the data is combined with previously acquired and stored data; and
,throughout the process using the data to prepare briefings for management reviews held at the completion of each process phase and a business proposal to be submitted to a customer to acquire the new business. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15)
-
-
16. An integrated tool used by a company in facilitating the capturing, developing, and organizing of data used in preparing management review briefing sheets, a business plan, and a technical proposal in response to a customer solicitation, comprising:
-
a workbook divided into four sections, each section correlating to one of four phases for a new business campaign process;
questionnaires for identifying, developing, and entering program-related data into each of the four workbook sections, each questionnaire consisting of a set of specific questions related to the phase;
linking the program-related data to a management briefing sheet used by management during a review of each phase;
further linking the program-related data to a self-updating program business plan; and
,still further linking the program-related data to a draft proposal template used to produce a business proposal submitted in response to the customer solicitation.
-
Specification