VisibleThreadTM in the Proposal Workflow

Date: October 21, 2015

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VisibleThreadTM in Our Workflow

How We Use

Bid/No Bid

Win ThemeHot Button

Checks

PlainLanguage Reports

Compliance/Quality Checks

IdentifyPast

Performance

Compliance Matrix

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VisibleThreadTM Use Cases

• Past Performance – Find Archived Content to Reuse

• Resumes – Compliance is Everything

• Graphics – No Errors Allowed!

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Reuse Past Performance

IdentifyPast

Performance

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Best Content to Reuse?

Step 1: Identify Reusable Citations from Past Performance Archive

A: Compile Past Performance (PP) Dictionary(Dictionary based on Sections L&M of RFP)

B: Upload Dictionary Under Quality Reports

C: Upload Archived Citations into Folder

D: Run Citations against Discovery to Find Those with Most Relevant Information

E: Run Archive Folder Documents against Quality Dictionary to Find Citations on Specific Topics

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Next Steps

Step 2: Begin New Rough Draft Past Performance Citation

A: Export Dictionary Search to Excel Sheet

B: Copy and Paste from Excel to Word Document Template for the Citation

C: Well Begun is Half Done! A Big Time Savings!

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Dictionary Search Results

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Dictionary Excel Sheet: Cut and Paste to New Past Performance Template

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Resumes

Compliance/Quality Checks

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Resumes – Compliance is Everything!

Create Quality Dictionaries for Each Key Position from RFP1

STEP

Upload as Quality Dictionaries2STEP

Create Resume Folder3STEP

Run Resume Document against Quality Dictionary for Position4

STEP

Create Quality Reports to Show Areas of Non-Compliance5

STEP

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Resume Requirements and Compliance 100%

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Graphics Quality Control

Compliance/Quality Checks

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Graphics: No Errors Allowed!

Step 1: Create Quality Dictionary for Graphic ContentStep 2: Using Photoshop Combine All Graphics into Single

PDF File (Batch Save PDF)

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Graphics (cont’d)

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Graphics (cont’d)

Step 3: Using Adobe Acrobat, Perform Optical Character Recognition (OCR) on PDF File to make the file searchable

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Graphics (cont’d)

Step 4: Using a Quality Dictionary, Scan the PDF File

PDF File

Select correct directory

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Graphics (cont’d)

Step 5: Export to Excel

Line 21 shows Organizations

spelling mistake

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Step 5: Find and Correct Diagram

Graphics (cont’d)

Word misspelled, send to graphics

Thank You~

Questions & Answers