* How Nora lifted the shortlist ratio from 8% to 42%

* Clients who buy Enterprise Asset Management (EAM) to dramatically improve planning, forecasting & reporting through integrated systems instead of data mining and excel spreadsheets.

* Client mistakes made through deciding by lowest price, and internal teams being overly optimistic.

* Strategy Meetings to discuss can we meet the needs of the RFP, brought order to where there was chaos

* Summary Template developed by my predecessor, we enhanced 

* We learn faster by making Freedom Of Information Act (FOIA) Requests. FOIA requests allow you to compare winning bids and contrast that with what you are submitting.

* The horror story as a new-hire, getting an RFP out in the next 45mins, 20 full binders, hand-tabbed with 35 per binder, plus hand-tabbed cost proposal binder. Had to fit in a 20x20x20 inch box and no hand truck to get it to the car. So balancing it on a chair, getting it into the back seat of the car, we ended up with a pretty quick dismissal reply due to a known functionality gap. We should never have responded. I decided then that we would use data going forward.

*  How Loopio allowed us to eliminate errors and the worry over these things being consistent throughout the response.

* The importance of knowing why you lose.

* My journey from graduating in 2008 when the economy was tanking, to learn on my journey through creativity, structure, and data to establishing myself in my role today.

Top Tips are:

* Get a Content Management System for boilerplate consistency

* Really take the time to dig into your FOIA Requests. We file a FOIA Request every time it's a loss. It is free business intelligence that you can learn from.

Links to free tools, useful tips & offers for our listeners

Top Tips are:

Get a Content Management System for boilerplate consistency.

Really take the time to dig into your *FOIA Requests. We file an FOIA Request every time it's a loss. It is free business intelligence that you can learn from. (*Freedom of Information Act).

We have used https://loopio.com/ as an amazing Content Management System since 2019 which has been amazing.

Here is the weighted scoring calculator which is really helping us as a base to save time and decide when to bid:

https://www.mypmllc.com/project-management-resources/proposal-management-templates/

Links

LinkedIn: https://www.linkedin.com/in/norafoux/

Email: nora.foux@assetworks.com

About Nora Foux

Nora Foux is a graduate of the Philadelphia Institute of Art where she earned degrees in Industrial Design and Marketing.

She has worked for several top companies such as the American Heart Association, Comcast, and Publicis Healthcare Solutions.

Currently, Nora is with AssetWorks LLC where she has been a Technical Proposal Writer for their EAM software for over two years. Her updates to their bid process and content have increased their EAM shortlist ratio from 8% in 2018 to 42% in 2020.