Collaborative Proposal Production enabled by cloud technologies

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1 Collaborative Proposal Production enabled by cloud technologies Andrew Moore Capita Aviva Date

2 Event Agenda Welcome and Speaker Introduction Speaker Presentation Questions APMP Updates APMP UK Events Networking

3 Welcome to Chippenham

4 About Capita Baseline Our Journey Cloud-based Collaboration

5 What we do

6 A few anecdotes

7 Public / 3 rd Sector 47% Private Sector 53% 28 September 2016

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9 About About Capita Capita Baseline Our Journey Cloud-based Collaboration

10 Is this how you see your role?

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15 Cloud Defined Hosting Traditional Hosting & Colo e.g. SunGard Applications as a service Adobe Creative Cloud Office 365 Mix and Match services Dropbox IFTT Infrastructure as a Service e.g. Azure, Amazon S3 Qorus Google Hangouts / Docs Asana / Slack / Trello

16 The case for cloud Benefits Quick to implement Priced as a service Scale up and down No infrastructure Take advantage of the best tools and new stuff Work across team and company boundaries Mobile access is the norm Considerations Location of data Security Training Sustainability Migration in and out Dependent on access to network

17 About About Capita Capita Baseline Our Journey Cloud-based Collaboration

18 10 years ago 6 years ago On-premise SharePoint Fileshares Our Journey MS Office SharePoint Online Office 365 Microsoft Teams Collaboration

19 Guiding Principles Keep it Simple Out-of-the-box with configuration Don t lock information in documents unless you have to Make the solution widely accessible Cultivate champions Bid Kickoffs

20 DEMO CURRENT STATE

21 About About Capita Capita Baseline Our Journey Cloud-based collaboration

22 Tools needed to deliver proposals Document Authoring Storage Project and Task Management Workflow Collaboration Real-time and Asynchronous Team Communications Structured Information Time Management Libraries of standard content and re-use Diagrams and Images Governance Discovery

23 Tool Type Microsoft (Today) Microsoft (Future) Google DIY Document Authoring Office 2016 / Visio Office 365 / Visio Gsuite: Docs / Sheets / Slides / Drawings LibreOffice / Lucidchart Storage In-house OneDrive / SharePoint Online Drive Amazon S3 / Dropbox Project and Task Management MS Project Planner 3 rd parties e.g. Smartsheet, Breeze Workflow SharePoint SharePoint G Suite Kissflow Collaboration - Real-time Collaboration - Asynchronous Phone / Skype for Business Skype for business / Teams Hangouts Asana / Trello / Slack GoToMeeting Teams / Yammer Hangouts / Google Plus Asana / Trello / Slack Team Comms SharePoint Teams / SharePoint Online Sites Alfresco Structured Information SharePoint SharePoint Online Forms Alfresco Time Management Outlook / SharePoint Calendar Office 365 / SharePoint Online Calendar Calendar Teamup Standard content SharePoint Libraries SharePoint Libraries / Drive Alfresco Governance (Records Management) SharePoint Libraries SharePoint Libraries Drive Alfresco

24 Consider People First Challenges Solutions Resistance to change Training Frequency of changes to software / tools Embracing innovation Fragmented Communications before, during and after bids Seize on champions. Make sure you know the tools really well in order to act as an example to others Make training resources easily accessible Consider change carefully especially during a bid. Rein in your enthusiasm! Provide a channel for ideas and feedback

25 FUTURE STATE

26 Questions Contribution to Discussion Download speaker slides at: apmpuk.co.uk/events/past-

27 APMP UK Chapter Update

28 Scheduled Events APMP UK hosts regular networking and speaker events nationwide, covering topics of strategic importance to bid professionals. 17 May: PWC, Edinburgh Morning Session Speaker: Jon Williams, Strategic Proposals Topic: Benchmarking 18 May: Daisy, Birmingham Evening Session Speaker: Mark Whelan, Daisy Topic: We would like to thank you for attending. How to improve your Exec Summary. 28 June: Hymans Robertson, London Evening Session Speakers: Lee Hurt & Laura Ford, Lloyds Bank Topic: Grammar and Punctuation for Proposal Professionals 3 July: PwC, London Evening Session Speaker: Ian Hirst, Greenbank Topic: How to create a winning value proposition 36 Download APMPUK App events@apmpuk.co.uk

29 Scheduled Events APMP UK s One Day Sypmposium 6 June 2017 Emirates Old Trafford, Lancashire County Cricket Club, Talbot Road, Manchester M16 0PX Keynote Speaker: Simon Weston CBE The day will focus on: Capture Planning - how to position your company in front of your customer Bid Planning - how to use capture information to generate compelling bids 37 Download APMPUK App events@apmpuk.co.uk

30 Call for Volunteers APMP UK is a non profit organisation run by voluntary APMP UK members. If you can offer some of your time, provide a possible no fee venue for events or get involved in any way, please contact one of the Event Organisers or Chapter Officers. (contact details on our website). events@apmpuk.co.uk Download speaker slides at: apmpuk.co.uk/events/past-

31 Thank You for attending this event Please contact a member of the board if you would like more information on how APMP membership will help your career If you are a guest today and would like to receive the APMP UK Newsletter regarding upcoming monthly events, please enter your contact details in the Newsletter Form. APMP UK App