Case / tenders
Tenders
A page for working with tenders: incoming applications, stages of preparation, package of documents, approvals within the team and control of strict deadlines without manual chaos.
Issues
What hurts
- Deadlines are running out, and some of the tasks and approvals live in messengers and spreadsheets.
- The package of documents is collected manually and constantly requires re-checking.
- The manager does not see where the tender is really stuck and who is slowing down the process.
Solution
What we collect
- A single funnel: tender, analysis, preparation, approval, submission, result.
- Document templates, tasks by role and deadline control for each application.
- A history of actions so as not to lose context between employees.
Content
What to show on the page
- Stages of the tender and who is responsible for what within the team.
- An example of a block of documents and reminders by deadlines.
- Arguments why tenders cannot be conducted without a system.