Exactly why Business Units are best for presence and control

If you’ve attended an RFPIO webinar or conference recently—or read the Freedom to Thrive whitened paper—then you’ve heard all of us mention RFPIO’s ability to pack in silos. If you’re an RFPIO customer, then hopefully you are already living the silo-flattening dream.

By means of knowledge management in the Answer Library and Document Library , in-app collaboration and project management tools, and real-time accessibility by way of RFPIO® LookUp for all of this content, silos can be reduced to rubble. Better efficiency and productivity ensue, correlating quickly to improved response quality and increased win rates.

Nevertheless, sometimes separation is a good thing. Whether it’s for security or compliance reasons, or even perhaps geographic areas, there are RFPIO customers who want greater control and visibility. For this, we have Business Units.

“RFPIO’s enterprise-level capabilities enable several business units, including partners, to collaborate on a single platform. It also reduces communication channels throughout the proposal development process. ”

-Page Snider, Director of Business Program Administration, Microsoft Consulting Services What are Business Units?

Business Units (BUs) allow you to create distinct operating models within a single RFPIO example. Think of them like person villages within a kingdom. These BUs give you the control in keeping people, projects, and content material confined to a specific BU, but also allow you to share any of those across your instance to another BU. User single profiles remain unchanged as they are shared with each Business Device. Additionally , advanced features can be found to provide cross-unit functionality across your entire enterprise.

While Collections pertain to simply restricting content, and complete individual RFPIO instances provide simply no collaboration between people upon projects and content, Business Units can provide a level of control and collaboration to fit any kind of growing enterprise business.

When should you use Business Units?

Software program business units are quite common in enterprises, but they’re becoming more popular with small- and mid-sized businesses, too. Prior to the outbreak, it was standard operating procedure for sales teams to work distantly while marketing, InfoSec, plus customer support worked onsite. With all the trend toward hybrid and fully remote work for all teams, content accessibility and control—as well as presence into how it’s utilized (or not used)—has rocketed up the priority list for most companies.

Regarding businesses of any dimension, there are 3 typical use cases for Business Units.

Use case #1: Separate cost centers or even business groups

Business Units are most often separated simply by business group (Marketing, Sales, etc . ) or region (EMEA, NAM, LATAM, and so forth ).

Business unit - cost center

Many RFPIO customers start with two Business Units, separating InfoSec content from all other content that responders will be sharing with prospects, customers, analysts, or traders.

Regional splitting up would mean your organization wants a company Unit for each GEO where business is conducted. Aspects such as language and compliance weigh heavily into the determination to split an RFPIO instance into Business Units based on GEO boundaries.

business units - GEO

Use case #2: Mergers

The mergers and acquisitions trend in 2021 was off the charts, and it also doesn’t appear to be letting up in 2022. According to Wolters Kluwer , the U. S. saw a record $2. 9 trillion in transactions (up 55% from $1. 9 trillion in 2020). As RFPIO grows in popularity (250K users and counting…) and response management gains traction as an integral part of the sales tech collection , it’s more and more most likely that mergers will take place among businesses that are each running their own RFPIO instances.

When a merger occurs with two businesses that will both use RFPIO, it’s certainly an option to maintain the two separate instances. However , if you would like more control and presence, then you can convert one example into the primary instance then add the team or even teams from the other company as a Business Unit.

Use case #3: Projects portion control

Depending on how your company operates and is structured, separate teams may need different amounts of active projects enabled in RFPIO. Whereas you have a set number of active projects in a single RFPIO instance—50, for example—without Business Units it’s a free-for-all for teams to use these projects. If you find that one or even two teams are continuously clamoring for additional active projects, then Business Units can help set aside a suitable amount of active projects for those teams.

Let’s take the example of just one RFPIO instance with fifty active projects. In the case of a software business, sales and InfoSec may need more active projects than marketing and customer support. Business Units can allocate projects to meet each department’s needs: fifteen for sales, 15 just for InfoSec, 10 for marketing, and 10 for customer care.

business units project allocation

What are the benefits of Sections?

Primarily, task control and content presence, which result in additional benefits, including:

  • Ability to scale RFPIO across multiple departments to increase earn probability and close offers faster.
  • Rolled-up reporting allows for the most comprehensive visibility available for your RFPIO instance.
  • Determine areas that may need a lot more project management support (we see this a lot in InfoSec).
  • Allow for greater content detail plus answer accuracy, and, ultimately, a more robust content repository (which pays off when you need to talk about content across multiple Business Units).
  • Better, granular visibility into projects, people, and content within each Business Unit but nevertheless administered within a single RFPIO instance.

Cross-Business-Unit collaboration is something which we’ve seen more since use cases for Tour bus have evolved. For example , projects can be shared across Sections. Say you’ re running an InfoSec Business Device project and you notice that some of the questions may be mapped to brand messaging, which would much better be handled by somebody in marketing. Share that will project to the marketing Business Unit to 1) delegate to a suitable subject matter specialist, and 2) ensure that you are delivering the best possible response. There are some user permissions at play, but it’s certainly probable.

Here’s a real-world benefit example through an RFPIO customer I worked with. This client had a Business Unit for North American and another for EMEA. They wanted Business Units so that EMEA could more effectively track its project workflow and would not have to wait to become granted projects from a worldwide team managing the original single instance.

Teams, content, and templates (by language) were separated. Market leaders from both GEOs were connected, however , and worked with on strategic initiatives. They set up the roll-up confirming so that executives could better track time savings to find out how many more opportunities the EMEA team could go after.

How do you understand if you need Business Units with your RFPIO instance?

Evaluation these 6 questions. In case you answer “yes” to any of these, then routine a consultation to see if Business Units may be a good option for you:

  • Do multiple teams/departments/cost facilities use RFPIO?
  • Do you want to expand RFPIO within your organization?
  • Are you experiencing RFPIO users located in several GEOs?
  • Do you respond to bids, RFx, protection questionnaires, or other exterior requests in multiple dialects?
  • Do you have just one executive stakeholder or team that reviews the effectiveness of RFPIO in the enterprise?
  • Have you merged, or have you been planning to merge with a firm that is also using RFPIO or RFP360?

If you’re still not sure but want to know more about Sections, you can review my webinar in the Help Center should you be an RFPIO customer.

The post Why Business Units are best for visibility and manage appeared 1st on RFPIO .

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