It probably sounds familiar, because 74% of our clients report huge challenges with timeliness: getting content that’s up-to-date, on time, and approved.

But these aren’t our happiest clients.

Sales is chasing youYou’re chasing SMEs And the deadline is on everyone’s tail

Some reported few challenges.We'll call these the happy ones.

Others reported a lot of challenges.We'll call these guys the challenged ones.

Average: 2 and lowerNot or Mildly challenged, on a 5 point scale.

Average: 3.56 and highermoderately, substantially or extremely challenged,

on a 5 point scale.

We asked our clients about the challenges they face with the proposal and RFP development process

Comparing the happy to the challenged, something striking emerges...

Worry Tactically:About timeliness

Worry Strategically:About quality

50% 74% 50% 26%

Happiest Challenged

The challenged spend more time on tactical concerns, and less on strategic ones.

More of the happiest clients get to focus strategically, on quality: content that is well-written, and personalized.

Those who report the most challenges are mostly focused on tactical concerns like meeting deadlines and getting responses.

But something changes this balance even more dramatically. There's one subset within this sample where the vast majority focus on quality. Who are these lucky professionals?

The Disparity:

Worry Tactically: About timeliness

Happiest

Worry Strategically: About quality

Challenged Collaborators

Looking at respondents who cite "collaboration" as the most valuable benefit from their Qvidian implementation, over two-thirds moved beyond worrying about time, and instead focus on getting the best quality product.

50% 74% 31%50% 26% 69%

These numbers tell the story you need to hear to get your game to the next level.

In these slides, learn HOW to do it.Collaboration is key to happiness

The opportunity to give Subject Matter Experts direct access to the content they need to review and approve introduces a more integrated approach to managing proposal content with greater speed and efficiency.

- Collaborative Client onthe “How” of happiness

”

We distill collaboration best practices into two words:

Recognize Recruit

It's the simplest thing. That gets huge results.Recognize past efforts. Fuel future ones.

But it's not the who. It's the how.Recognize

The SME’s Boss

Communicating success to the SME’s boss is a potent driver of collaboration. Too often, RFP or content response is not seen as a core job function. If it’s talked about in updates, it’s a pesky distraction. But the conversation changes when it’s a source of praise… and a driver of business results.

3 analytics that resonate with bosses

1. The Great CreatorsRecognize the content hero that’s carrying more than his or her fair share of the load. You can show this with the following analytics:

See who is creating what, and how much they create

3 analytics that resonate with bosses

2. The Consummate Timely ProsThey are reliable, responsive and without them, where would you be? But the mere act of getting things done is often an unsung heroic. Recognize your consistent contributors to keep them as partners in flawless execution.

WorkloadResponse time

See response time by participant

And get a load of each SME’s workload

3 analytics that resonate with bosses

3. The Win DriversWhen the stakes are high, these are SMEs you need on the team. Look at big wins of the past, and pull lists of the teams who made it possible. You can show this with the following analytics:

But you can also leverage this data...

View content activity by participant

And participant assignment activity as well

3 analytics that resonate with bosses

3. The Win Drivers, part 2Use data on your big winners (or any SME, really) to make the case to their bosses that their time and effort is valuable. Recognizing their past efforts helps their reputations, and that helps you secure a place on their calendar for future efforts. You can dice this data even further by showing your SME VIPs by industry, product, creation of content that gets the most use, or other metrics you think matter to making the case for continued collaboration.

Let’s consider that other word:

Recruit

Our most collaborative clients put their VIPs in the thick of the action: they access the system as a

licensed partner.

In big companies, thousands of colleagues access the platform to work together.

It may sound like chaos at first. Think of it as an ecosystem.

Where each element plays its part.Here’s how it works.

Everyone in the system

The first step is bringing everyone online. Each member of the team has their own log-in.

But not the SAME access.

Qvidian has hundreds of permissions that control what a collaborator sees when signing in.No one needs all of them. So filter the noise and create a space that focuses collaborators on critical tasks.

Limited Collaborator Permission

When you need to focus a partner on a specific review task, enable only the most critical permissions for agility in review and creation.

Here’s what that looks like:

Limited Collaborator: Setting the Permission

Limited Collaborator’s Perspective in RFP

Limited Collaborator’s Content Review

Library Access Permissions

For content library users who access the system to take--not create--information. Why spend time digging for it yourself, when you can empower

others to meet their own needs?

Library Access Permissions to Focus RFP ReviewNo content library access.

Library Access Permissions to Focus RFP ReviewThe view with the content library access

The right role

Qvidian has presets for common roles. Make the assignment.

Tweak the permissions, and keep your collaborators focused where they need to be working.

Create the right role with preset or default roles

To Sum it Up:

Recognize Recruit Collaborate

The driver of quality: effective collaboration

31% 69%

CollaborateCollaborators: The subset

of clients who focus on quality

Be a Collaborator:

Recognize Recruit Collaborate