Driving Efficiency and Innovation with Technology

In today’s fast-paced proposal environment, technology plays a crucial role not just as a support tool but as a strategic advantage. In this on-demand session, Karin Olson Held, a VisibleThread customer, shared valuable insights on how they’re using technology to streamline workflows, improve compliance, and foster innovation throughout the RFP lifecycle. This session explored real-world examples of how teams are adopting AI, automation, and data-driven insights to do more with less—without sacrificing quality.

Technology as a Strategic Advantage

The session began with an exploration of how technology has evolved beyond just being a helpful tool to becoming a key element in the success of modern proposal teams. Karin discussed how VisibleThread and other technologies have enabled her team to work smarter, not harder. The focus was on leveraging technology to gain efficiencies, reduce manual efforts, and drive better results, showing that strategic technology adoption can deliver tangible improvements in performance, even with fewer resources.

Streamlining Workflows and Improving Compliance

A major focus of the discussion was on how technology can streamline proposal workflows and improve compliance. Karin provided real-world examples of how her team uses AI and automation tools to eliminate time-consuming manual tasks, such as document reviews and compliance checks. By integrating tools like VisibleThread, her team is able to quickly assess whether their proposals meet specific compliance requirements, ensuring a more efficient and error-free process. This shift not only saves time but also ensures that proposals are consistently high-quality and aligned with customer needs.

Sparking Innovation Across the RFP Lifecycle

The webinar also highlighted how technology is sparking innovation throughout the entire RFP lifecycle. Karin shared insights into how her team has used AI-driven data analysis and insights to identify trends, improve proposal quality, and predict future opportunities. With technology in place, her team is able to focus on more strategic tasks, such as crafting compelling narratives and tailoring their proposals to better address client needs, ultimately increasing their chances of success.

Turning Tech Investments Into Tangible Results

Finally, the session wrapped up by discussing how to turn technology investments into tangible, measurable results. Karin shared practical tips on how to evaluate the ROI of technological tools and ensure that teams are using their tech stack to its full potential. She also provided insights on what’s next in technology adoption for proposal teams and how to keep evolving to stay competitive in an ever-changing landscape.