Our bid library audit is a key pre-sales step designed to assess how Virtual Bid Team can best meet your needs. Through this expert-led audit, we evaluate your current bid library setup, identify areas for improvement, and provide recommendations to ensure a smooth, effective onboarding experience.
Step 1: Kickoff Call – Understanding Your Library
The audit process begins with a focused kickoff call. During this conversation, our bid specialists:
- Gain Insight: We ask detailed questions about your bid library’s structure, storage, and ease of use.
- Identify Obstacles and Opportunities: By discussing time constraints, ownership issues, and other challenges, we gain a full picture of your library’s strengths and limitations.
- Customise Our Approach: This initial call helps us tailor our audit to your specific needs and set clear goals for improvement.
Step 2: In-Depth Audit
Following the kickoff, our bid team undertakes a thorough, hands-on audit of your bid library—whether it’s stored in management software, shared drives, or local files. Our review includes:
- Organisation and Structure: We assess how effectively information is organised and accessed.
- Content Quality and Relevance: We evaluate whether your library’s content meets standards for bid success, identifying areas where Virtual Bid Team can enhance content access and usability.
- Ease of Use: We identify any structural or practical challenges that might limit your team’s ability to quickly locate the right information.
Our team works to uncover the root causes of current limitations and recommend actionable solutions for a more effective bid library.
Step 3: Recommendations for Onboarding
Based on our findings, we advise on the most suitable onboarding package for Virtual Bid Team, from self-service options to fully managed solutions. We’ll also determine if ongoing library management by our team could benefit you, with regular updates and optimisation of your library.
Step 4: Audit Report
We conclude the audit with a report that summarises our findings, provides recommendations, and offers a roadmap for optimising your bid library. This report forms the foundation for a tailored onboarding plan, positioning Virtual Bid Team to deliver maximum value.
