Robust SharePoint based RFP management solutions by Infowise

"When it comes to extending and enhancing SharePoint, we partner with the best in the business to assist our clients to get the most from their investment. Our partnership with Infowise Solutions is critical to the way we do business and complements the depth and breadth of what we do best. We rely on Infowise for strategic tools that provide rapid application development. We have built many solutions that use their add-ons for enhancements. These tools are key to "no-code" solutions. Their support is amazing, whenever we have any issue or question they are there to assist to make our solutions the best they can be."

— Jeanne Conde, SharePoint Solutions Architect. SimpleSharePoint

An RFP (request for proposal) solution stores and manages all the documents and details about projects and to solicit bids from contractors. It is widely used in the government sectors around the world as it allows the stakeholders to examine the feasibility of the bids, the ability of the bidder to complete a project, and the overall health of the bidding company.

The Client

RePoint Technologies, LLC, is a technical service company based in Washington, DC. The company primarily works on government projects, which require the capability to track opportunities throughout the government proposal lifecycle. Apart from providing the ability to track various opportunities gathered from different websites, this tracking capability also makes it easier for the company to decide if a proposal is worth bidding on, and allow them to create a collaborative workspace.

The Issue

RePoint decided to create an opportunity tracker list in SharePoint, and even though the list was rich, it still lacked some areas.

• Due to large and multi-line text boxes, the New/Edit form was too long.
• Lack of color coding made it extremely hard to determine the task that most needed the attention – complicated view of lists.
• Manual proposal site creation, which consumed a lot of time.
• Difficult to manage and update Customer Relationship Management (CRM).

After determining the issues, RePoint decided to implement a more robust solution for themselves and their clients. The solution they required needed to have;

• Highly customizable site templates.
• Proposal site creation directly from the opportunity tracker list.
• Advanced CRM capabilities.

However, in order to modify their current solution, they required services of a SharePoint developer, which would require a substantial amount of resources, including time and money, resources they prefer to spend on critical business processes.

The Solution

RePoint Technologies decided to leverage Infowise Solutions' Ultimate Forms to build a more robust solution. Infowise solutions partners with industry-leading companies around the world and has been delivering advanced solutions for over a decade. Recently, Infowise Solutions was awarded a five-year contract of U.S. General Services Administration (GSA) I.T. Schedule 70 to provide Microsoft 365 and SharePoint-based solutions.

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"We have been servicing various public sectors for several years, being listed as a vetted and approved GSA (General Services Administration) vendor only helps us to further focus our products for U.S. government clients. We offer advanced and efficient collaboration solutions in an era where the digital workplace is becoming more and more necessary."

— Avi Pagi, Partnership and Business Development Manager at Infowise.

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The Benefits

Within one day of implementing Infowise Solutions' Ultimate Forms, RePoint Technologies was able to add advanced capabilities to their existing solution and streamlined their processes. Their solution now has;

• Simplified opportunity tracking capabilities with color-coding.
• Easier data entry enabled by custom form with tabs.
• Opportunity status based dynamic proposal site creation.
• Pre-bid proposal site creation (manual).
• Automated alerts to relevant parties.

After collaborating with Infowise and using their solution, Repoint has now decided to add more capabilities to the solution. The new capabilities will take about a day or two to implement and will include;

• Lead generation lists
• Converting leads into opportunity list
• A more robust CRM

Conclusion

After the implementation of Infowise Ultimate Forms, government agencies can substantially enhance their SharePoint experience, just like RePoint Technologies. We are expanding the capabilities of their solution and will continue to do so as the technology gets more advanced. Head on to our quick start page to learn more about Ultimate Forms.