decisiondirector paperless rfp support

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RFP Response Management Portal… - RFP Line-Item Response Submission (*New) - Vendor RFP Questions Submission (*New) - RFP Response Evaluation - Due Diligence Support …a key part of your DD Unlimited Subscription 1 DecisionDirector ® Dan Miller Advantiv Solutions www.advantiv.com 866.966.2911 x101

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DecisionDirector supports a totally paperless RFP for software and service procurements

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Page 1: DecisionDirector Paperless RFP Support

RFP Response Management Portal… - RFP Line-Item Response Submission (*New) - Vendor RFP Questions Submission (*New) - RFP Response Evaluation - Due Diligence Support

…a key part of your DD Unlimited Subscription

1

DecisionDirector®

Dan MillerAdvantiv Solutionswww.advantiv.com866.966.2911 x101

Page 2: DecisionDirector Paperless RFP Support

Started: 1996 in Phoenix, AZ

Mission: Reduce the time, cost, and risk of software and services planning and procurement while increasing stakeholder satisfaction with the process and the outcome

Experience: We have supported 200+ projects involving 250,000+ stakeholders in more than 250 client organizations

About Advantiv…

Page 3: DecisionDirector Paperless RFP Support

DecisionDirector Product Suite

Page 4: DecisionDirector Paperless RFP Support

DecisionDirector Product Suite

Page 5: DecisionDirector Paperless RFP Support

Paperless RFP

Reduce or eliminate need for paper

Easy and Effective Evaluation

Faster and easier proposal evaluation and vendor due diligence

Each requirement answered individually

Uniform vendor response transcripts

Combined and collated vendor responses

Powerful due diligence activity support

Team-Based Vendor Response Environment

Reduce time, cost, and effort of vendor response

Secure, online, multi-user, interactive

Benefits of DD RFP Response Management Portal

Page 6: DecisionDirector Paperless RFP Support

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DecisionDirector Extends the Procurement Portal

On-Line Procurement Portals

Bid Advertisement Bid Document Management Vendor Management Bid and Vendor Search

Issuing

OrganizationInterested

Vendors

Page 7: DecisionDirector Paperless RFP Support

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DecisionDirector Extends the Procurement Portal

On-Line Procurement Portals

Bid Advertisement Bid Document Management Vendor Management Bid and Vendor Search

DecisionDirectorResponse Management Portal

Line-Item Responses Collection Collation Analysis

Collaborative Due Diligence

Issuing

OrganizationInterested

Vendors

Page 8: DecisionDirector Paperless RFP Support

DecisionDirector

DD2 RFP Response Mgr

KnowledgePacks

Your Content

3rd Party Content

or…

or…

Content Web-based Collaboration

SoftwareRFP/RFI ResponseDetailed Team-Based Response CaptureResponse AnalyticsReusable Response RepositorySole Source Justification

Project CollaborationFunctional AssessmentRequirements GatheringRFP ResponseBusiness Process ReviewProject CharterDemo EvaluationVendor Evaluation

Content Drives Collaboration and Results

CONTENT IMPORT

Page 9: DecisionDirector Paperless RFP Support

DecisionDirector

DD2 RFP Response Mgr

KnowledgePacks

Your Content

3rd Party Content

or…

or…

Content Web-based Collaboration

SoftwareRFP/RFI ResponseDetailed Team-Based Response CaptureResponse AnalyticsReusable Response RepositorySole Source Justification

Project CollaborationFunctional AssessmentRequirements GatheringRFP ResponseBusiness Process ReviewProject CharterDemo EvaluationVendor Evaluation

Content Drives Collaboration and Results

CONTENT IMPORT

Page 10: DecisionDirector Paperless RFP Support

The RFP Document is Imported into DecisionDirector…The RFP Document is Imported into DecisionDirector…

RFP content is imported

into DD and is presented

in a familiar and easy to

use interface.

A summary of the table

of contents for the RFP

and the response work

completed and remaining

is available with a

single mouse click.

DD is multi-user,

completely web-based,

and browser-independent.

Page 11: DecisionDirector Paperless RFP Support

Vendor Access is Secure, Responding to Bid Items is EasyVendor Access is Secure, Responding to Bid Items is Easy

Respondents use the tree to select a bid

section…

…then select

a bid item…

…then review the

bid items within

the section…

Page 12: DecisionDirector Paperless RFP Support

Selecting a Bid Item Opens the Response Page…Selecting a Bid Item Opens the Response Page…

The majority of the responses are

concise, plain text entries that

provide a clear and direct answer.

Page 13: DecisionDirector Paperless RFP Support

Unlimited Response Entries and Attachments Unlimited Response Entries and Attachments

Each response entry is

presented in a list for easy

review and management

Vendors may add

as many response

entries as desired

Documents can be attached,

one per response entry

Page 14: DecisionDirector Paperless RFP Support

Responses Are Easily Managed…Responses Are Easily Managed…

Responses can be

modified or deleted

Attachments can be

replaced or removed

Page 15: DecisionDirector Paperless RFP Support

Responses Can Be Marked as Confidential…Responses Can Be Marked as Confidential…

Responses can be

marked as confidential

Page 16: DecisionDirector Paperless RFP Support

When the RFP closes, all vendor

responses are packaged and

delivered to the client.

This package includes neatly

formatted and collated response

transcripts that make the

review process much easier.

Note that this transcript combines

the responses of all bidders

Powerful Reports for Easy and Effective EvaluationPowerful Reports for Easy and Effective Evaluation

Page 17: DecisionDirector Paperless RFP Support

Confidential responses are marked

as such within any internal reports,

and are fully redacted from any

publicly-accessible versions of

these reports.

Powerful Reports for Easy and Effective EvaluationPowerful Reports for Easy and Effective Evaluation

Page 18: DecisionDirector Paperless RFP Support

DecisionDirector Collects Questions from VendorsDecisionDirector Collects Questions from Vendors

Each vendor can submit questions

during the designated question period.

Questions are collected and delivered

to the client for review and

official response.

Page 19: DecisionDirector Paperless RFP Support

Vendors’ Questions are Delivered to the ClientVendors’ Questions are Delivered to the Client

Vendor questions are periodically

extracted and delivered

to the client…

…who will then post official

responses as designated

in the RFP.

Page 20: DecisionDirector Paperless RFP Support

Client Review Team Can Easily Rate ResponsesClient Review Team Can Easily Rate Responses

Proposal review team members can use

DD to easily capture their ratings of

each bidder’s responses.

Page 21: DecisionDirector Paperless RFP Support

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DD2 RFP Response Manager…DD2 RFP Response Manager…

DD2 collects detailed responses

to detailed requirements for

software RFPs and RFIs…

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Response Transcript for Each VendorResponse Transcript for Each Vendor

Page 23: DecisionDirector Paperless RFP Support

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Combined Vendor Response Extracts…Combined Vendor Response Extracts…

Page 24: DecisionDirector Paperless RFP Support

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DD2 Fit/Gap Analysis and Effort SummariesDD2 Fit/Gap Analysis and Effort SummariesVendor responses are collated

and categorized for powerful apples-to-apples analysis

Page 25: DecisionDirector Paperless RFP Support

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Functional Evaluation via DD2 – with emphasis on GAPS...Functional Evaluation via DD2 – with emphasis on GAPS...

Vendor Gap items

are highlighted for

easy identification

and discussion

Page 26: DecisionDirector Paperless RFP Support

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DecisionDirector Supports Due Diligence Activities such as Reference Check Interviews…

DecisionDirector Supports Due Diligence Activities such as Reference Check Interviews…

The reference check or peer interview process can be easily structured and the workload can be easily shared

A standard interview format for each targeted peer

Page 27: DecisionDirector Paperless RFP Support

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System Selection Process

ProjectCharter

Brainstorm

BusinessProcessReview

RequirementsDefinition

RequirementsValidation

Proposal/Vendor

Evaluation

Proposal/Vendor

Evaluation

SummaryEvaluation

Structured evaluation process and analytics

Requirements fit/gap analysis, demo ratings, other metrics

“Does the product fit?”, “Can we succeed with this vendor?”

Makes it easy to handle the facts/figures portion of the evaluation process

… Vendor Demo Evaluations, and more…… Vendor Demo Evaluations, and more…

Page 28: DecisionDirector Paperless RFP Support

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Contact:

Dan Miller

866.966.2911 x101

[email protected]

www.advantiv.com