Activity Management and Tracking with Visibility of All Key Dates

Want to Learn More?

Contacting Capture2Proposal is easy. We are available on the web, via email, or by phone.

Effectively schedule and manage activities, color reviews, data calls, decision gates, and more with your business development, capture & proposal teams, as well as with internal contributors, and teammates.

Capture2Proposal provides an integrated dashboard for tracking and managing all efforts related to an opportunity, whether business development, capture, teaming, or proposal management. With opportunity-centric management of work across internal and external stakeholders in a single view, there is no more frustration caused by wasted time looking in multiple places or systems for the current status, or by having to access multiple tools to manage the work. 

 

Users have one central location with visibility into all related activities; from customer interactions to decision gate reviews, capture work, color team reviews, proposal documents, and all relevant contacts. This ensures that the capture process is efficient and easy to manage. Users can see external events related to an opportunity such as Industry Days, Solicitation Due Dates, Award Dates, etc. so that all deadlines in the capture process are met. Related tasks and activities can be linked to easily see the schedule of events and progress related to the capture effort.

Capture2Proposal also makes it easy to find, add, and tag contacts to an opportunity to support efficient activity management. This enables you to identify and track responses for an activity shared with a specific group of people quickly; e.g., the other awardees on a contract vehicle who may respond to your Expression of Interest invitation.

  • Know where your proposal effort stands by tracking all your calls, meetings, reviews, and other relevant actions in one place.
  • With contact lists, document sharing, and Microsoft Teams integration all available within one place, scheduling proposal reviews, data calls, decision gates, and more is now even easier.
  • See all proposal activities and events, from any source, including Industry Days, and Proposal Release and Due Dates in a single calendar view.
  • View status of data calls, reviews, and other taskers through Capture2Proposal’s Activity Management Dashboard.
  • Increase ease of use and adoption by customizing statuses and other data to reflect your particular workflows.
  • See how many open tasks you have due for each opportunity in the pipeline so you don’t miss any important events or deadlines.
  • Easily access all of your contact information to invite or tag relevant parties in your activities. 
  • Assign roles and permissions to both internal and external parties with ease.
  • Stay apprised of your status or that of your team without logging into the system via email notifications.
  • The Microsoft Teams collaboration platform is integrated so that users can easily connect and share their Capture2Proposal artifacts with their appropriate Microsoft Team Channel, and create meetings in Microsoft Outlook. 

Together this integrated set of capabilities increases insight and reduces administrative effort by keeping all relevant information related to an opportunity in one place.

 

Creating a New Task in Capture2's Schedule Management Feature

Activity Statuses include; Customer Interaction, Potential Sub/Prime Teammate Interaction, Contractual Teaming Agreement Interactions, Data Calls, Capture Research, Bid/No Bid Decision Gates, Pursuit/ No Pursuit Decision Gates, and FOIA Request Status with 20 specific sub-categories to ensure proper classification.

All activities are rolled up in Capture2Proposal’s daily status notifications identifying all activities related to each business opportunity.

Proposal Team Management for Government Contractors

To create a great proposal response to any Government RFP requires a proposal management plan with a well-defined, but adaptable, proposal schedule. In today’s Government contracting industry, executing a proposal schedule requires coordinating proposal writers and reviewers that are not sitting in the same proposal bay, but rather they are decentralized. C2P addresses centralized and decentralized proposal team management with powerful Activity Management & Tracking features that allow you to dynamically add and edit proposal and capture milestones and at the same time, create the associated tasker! Simply click, choose the activity, select points of contact, attach the documents, and securely distribute the activity.

Capture2Proposal's Task Manager Ensures Efficient Proposal Team Management.

Secure Proposal Document Management from Start to Finish

C2P’s virtual proposal center addresses DFARS/NIST SP 800-171 requirements, which is unique to companies that pursued Government procurement opportunities. Unlike various proposal document management and proposal development software solutions, C2P employs the security constraints required to protect the confidentiality of Controlled Unclassified Information (i.e., your proposal artifacts) in non-federal systems and organizations in accordance with DFARS/NIST SP 800-171.

But what is most important is that C2P makes it easy to invite proposal writers and reviewers (internal or teammate alike) to perform writing activities and reviews, while being in compliance with DFARS/NIST SP 800-171. No more trying to set up a teammates access to an internal document repository just so they can support a color team review. And, no more trying to do separate email distribution or blind copies; C2P manages all of that for each activity you send out! C2P eliminates the hassle of administering document sharing repositories to support proposal development-related activity. And lastly, save valuable time during color team reviews using C2P’s Document Merge to compile large documents from multiple reviewers in just a matter of minutes.

Want to learn more?

Sign-up for a brief demo & overview with one of our Capture2Proposal specialists to see it in action!

Activity Management & Tracking Related Content


The Craft of Pipeline Management

The Craft of Pipeline Management

A Different Kind of Craftmanship Pipeline management is a craft. Creating and maintaining an effective pipeline requires an experienced and skillful Business Development (BD) craftsperson. Craftsmanship exists in the weld of a pipefitter on a submarine, the tight...

read more
The Light at the End of the Proposal Management Tunnel

The Light at the End of the Proposal Management Tunnel

Process, Process! It’s what Proposal Management is all about Proposal management is about developing and submitting a compliant proposal on time; one that tells a compelling story of “why us.” If your company has been around for several years, you most likely have a...

read more