How to Optimize the Proposal Process – with Kathryn Bennett - EP093

Only focusing on getting things done faster is NOT a sustainable solution for your RFP process. That's why Kathryn Bennett encourages using Lean principles over Agile ones to get work done right the first time. Kathryn is the Director of RFP Excellence at Loopio, a Toronto-based software company that streamlines the RFP response process for more than 1,000 leading organizations, including IBM and DocuSign. Loopio has twice earned a spot on the Deloitte Technology Fast 50 and was selected as one of LinkedIn's Top Startups in Canada two years in a row. On this episode of The RFP Success Show, Kathryn explains how to optimize the proposal process from start to finish, challenging us to test our assumptions about how work is getting done and leverage process mapping to identify inefficiencies. Kathryn offers insight on data analysis for RFP teams, describing what the winningest proposal shops measure and how to present that data in a way that's accessible and relevant. Listen in to understand how Loopio technology helps proposal managers access data more quickly and find out how you can benefit from attending their upcoming FREE virtual conference, Loopicon. Key Takeaways How Kathryn's background as a chemist informs her approach to proposals How the Lean framework forces us to test our assumptions about how work is getting done Kathryn's insight on presenting data in a way that's accessible and relevant The foundational, intermediate and top-tier metrics for RFP teams What proposal managers can do to communicate value in an RFP How to identify and eliminate waste to make your proposal process more efficient What basic process mapping looks like for a proposal team The increasing demand for rapid turnaround times in the RFP space How Loopio technology helps proposal teams quickly access their own data and collaborate on RFPs What attendees can expect from Loopio's upcoming FREE virtual conference Connect with Kathryn Loopio Email [email protected] Kathryn on LinkedIn Kathryn on TikTok Connect with Lisa Lisa's Website Lisa on Twitter Lisa on Facebook Lisa on LinkedIn The RFP Success Company on YouTube The RFP Success Company on LinkedIn Subscribe on iTunes Email [email protected] Resources Loopicon Loopio's 2021 Survey on RFP Response Trends & Benchmarks APMP Seismic Dare to Be Influential: Maximizing Your Positive Influence While Still Being True to You by Lisa Rehurek The RFP Success Book by Lisa Rehurek The RFP Success Institute