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Privia Users Conference The Leadership Forum for Integrated Capture, Bid and Proposal Management October 27 – 28, 2008 Tim Bauman, Managing Partner, Waypoint, LLC © 2008 SpringCM Inc. All right reserved. 1 Waypoint Capabilities and Process: Executive Summary
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© 2008 SpringCM Inc. All right reserved. 2 Waypoint Overview Waypoint Solutions: Market Assessment & Strategy Portfolio & Pipeline Optimization Capture & Proposal Leadership Waypoint brings an end-to-end, unifying approach to the activities that drive top-line revenue; grounded in a business philosophy that continuity and integration of people and process (IP), enabled by technology, materially increases ROI on B&P spending and probability of win. Charted Revenue Growth™
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Industry Trends Companies demanding greater return on Pre-Sales investment dollars Cost of human capital damage from poorly executed business capture efforts considered too high Pressures to decrease travel costs Lost productivity during personnel travel Employee work/personal life not balance Impact of lost knowledge capital/proposal artifacts Need to reuse high quality/ discard poor quality
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Waypoint Value Proposition Solutions Market Assessment & Strategy Portfolio & Pipeline Optimization Capture & Proposal Leadership Solution Components Market Assessment Product/Solution Strategy Pricing Strategy Communications Strategy Enterprise Readiness Assessment Business Capture Assessment Opportunity Strategy Sales Strategy Pipeline Optimization Bid/No Bid Decisions Support Client/Program Strategy Win Strategy Validation Proposal development leadership Price-To-Win (PTW) Leadership Color Team reviews BAFO/Orals support Value Delivered Confirm market needs Strategy aligned to market Brand Synchronization Mitigation of enterprise success barriers Better use of Market Phase investments Better quality pipeline Improved sales Early low win-probability opportunity elimination Qualified opportunities enter capture phase Consistent brand and messages Higher win rate Better resource usage Greater execution readiness Improved pricing decisions Higher proposal team morale & productivity Key Attribute Data to IntelligenceOpportunities to TargetTargets to Awards
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Waypoint Best Practices Market Assessment & Strategy Portfolio & Pipeline Optimization Capture & Proposal Leadership People Market/Industry knowledge Decades of complex sales experience Extensive Network of Subject Matter Experts Customer and opportunity experience Knowledge of models and pipeline criteria Extensive Strategy development expertise $$Bs won for clients Decades of complex proposal development experience Been on both sides (Buyer and Seller) Process Grounded in Total and Specific Accessible Markets (TAM and SAM) Proven in complex sales markets Criteria based decision making Objective evaluation of customers/opportunities Bid/No-Bid Model Virtual Team approach Scalable and tailorable for wide range of efforts Design quality in from start Virtual Team supported Technology Enablement Data sources Research services Investment tracking Market surveys Data sources Pipeline Dashboard Optimization criteria Opportunity criteria model Process automation Document repository Artifact retention High speed search Review team collaboration
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