© mahindra satyam 2009 version 1.0 executive summary template
TRANSCRIPT
© Mahindra Satyam 2009
Version 1.0
Executive Summary Template
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© Mahindra Satyam 2009
Customer Name
RFP Title
Reference Number
Project Summary
Sales / Relationship Manager
IBU
Bid Manager
Customer Representative
RFP Details
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© Mahindra Satyam 2009
About The Customer
<<Customer Name>>
•Details of the Customer
• Revenue• Industry• Customer Goals
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© Mahindra Satyam 2009
Competition Analysis
Infosys
Overall threat to Mahindra Satyam
SWOT analysis (on domain knowledge, service offerings, relationship strength, delivery track
record)
Share of wallet of offshore work
Size of business
BUs they work with
Engagement areasCompetitorS.no.
1
CTS2
Accenture3
TCS4
Wipro5
SAIC6
Bearing Point7
Keane8
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© Mahindra Satyam 2009
SWOT Analysis
Strength Weakness
Opportunity Threat
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© Mahindra Satyam 2009
Scope of the RFP
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© Mahindra Satyam 20097
Initial Approach
• High level Solution
• Pain Area • Proposed Solution
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© Mahindra Satyam 2009
Differentiators / Win Themes
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© Mahindra Satyam 2009
Risk Mitigation
Risks Identified Mitigation Strategy
1.
2.
3.
4.
5.
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Evaluation Criteria
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© Mahindra Satyam 2009
Schedule – Key Timelines
Action Items Identified Start Date End Date
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© Mahindra Satyam 2009
Proposal Pursuit Calendar - Sample
Develop SolutionSample Proposal Pursuit Calendar
ActivitiesMonday29-Sep
Tuesday30-Sep
Wednesday1-Oct
Thursday2-Oct
Friday3-Oct
Bid Planning RFP Reviewed
Define Scope and Initial Solution
Identify and Inform all Stake holders
Initial Solutioning
6-Oct 7-Oct 8-Oct 9-Oct 10-OctBid Review Form
Proposal Team
Discuss Requirements and initial solution
Proposal Visioning and detailing of solution
Create Detailed Solution Plan
Divide and Assign sections for inputs
13-Oct 14-Oct 15-Oct 16-Oct 17-OctProposal Defense and Deal Finalization
Integrate and compile the different sections into a proposal
Finalize Proposal
20-Oct 21-Oct 22-Oct 23-Oct 24-OctContract Sign-off
Submit Proposal Create BP and store the proposal in repository
20-Oct 21-Oct 22-Oct 23-Oct 24-Oct
Transition to Delivery