Pragmatech Training: RFP Machine
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RFP Machine focuses on the fundamental mechanics of The RFP Machine. This course is intended for professionals who will be responsible for building, utilizing and maintaining the knowledge base. This hands-on course provides extensive practice exercises to reinforce the lessons learned.
RFP Machine incorporates 3 one-day courses including:
In the Knowledge Base Fundamentals course module, you learn how to build and navigate a Pragmatech knowledge base. You learn about Word styles, style templates, and general document preparation to build and maintain your Pragmatech knowledge base. Creating knowledge base records and best practices in assigning record data and with how to efficiently navigate a knowledge base are taught.
The Advanced Content Management module teaches you how to use the Query function, create custom reports, use the content maintenance methods, and administrative utilities. This hands-on course provides extensive practice exercises to reinforce the lessons learned.
In the Replying to an RFP course module, you learn how to use effectively respond to RFPs using a Pragmatech knowledge base. Learn how collaboration features improve your productivity and improve the quality of your proposal. See how the Finishing Steps can help you deliver a polished proposal.
What to Bring
New users who will be creating a knowledge base should bring the following in electronic form:
- The most current RFP response or proposal
- Your company’s Microsoft Word styles template (if available)
Participants whose company has previously created a knowledge base should bring the following in electronic form:
- Your knowledge base
- New RFP or proposal information to be added to the database
- Your company’s Microsoft Word styles template
Agenda
Day 1 - Knowledge Base Fundamentals
Styles and styles templates
Preparing document data
Getting started using The RFP Machine
Building a knowledge base
Importing data into a knowledge base
Key Word/Synonym relationships
Assigning record data
Knowledge base management
Use Query mode to move records
Generating standard reports
Managing Key Words and Synonyms
Backing up and optimizing a knowledge base
Navigating the knowledge base
Day 2 - Advanced Content Management
Using Query mode
Creating a custom report
Content maintenance methods
Collaboration configuration
Content maintenance distribution / import
Update Current Content from an RFP Response(Quick Build)
Exporting / importing
Learn mode
Administrative utilities
Day 3 - Replying to an RFP
Reply mode set up options
Collaboration configuration
Replying to an RFP
Collaborating and RFP response with subject matter experts
Logging
Post processing of an RFP
RFP/proposal management tools
See Calendar for Scheduled Classes and to Register
For Training Inquiries
Tel: 888.577.7382 ext 2
Email: training@salesedgellc.com