OVERVIEW
How to progress through the Bid Evaluation steps
Pro feature - Please inquire with Proteus team to activate
STEP 1 - Go / No Go
STEP 1 - Go / No Go
Select Yes/No on the toggle for each question.
Saving the Opportunity will update the Assessment outcome either Consult or Go.
If all decisions are Yes (Go) then you can continue the bid evaluation by moving to the next step.
If there is a single No (Consult) then you must consult internally and decide whether to continue the bid evaluation or instead No Bid.
Selecting No Go (No Bid) will stop the bid evaluation and no further changes can be made on the Opportunity.
STEP 2 - Analysis
STEP 2 - Analysis
Select the information for each field. Each field will assign a value (the circled numbers on the right of each question) the lower the value better.
At the end of the Analysis;
If the outcome is equal or below 14 then the winning strategy (step 4) will be optional.
If the outcome is above 14 then the winning strategy will be required.
STEP 3 - Difficulty Factor
STEP 4 - Winning Strategy
STEP 4 - Winning Strategy
If the winning strategy is optional after step 3 you will be sent to step 5. Select Step 4 on the progress bar at the top to enter a winning strategy.
Enter the information for each of the fields. It is recommended that a well informed user complete the winning strategy.
The last question will determine whether you have a winning strategy or not.
Whether you have a winning strategy or Not you will still be able to progress it is up to the user to decide whether to Go or No Go.
Step 5 - Risk Analysis
