About us

Who are we

proposalid.com is an Australian company (ABN: 50 959 271 014) based in Sydney.

The Proposal ID system was initially created for the Sales division of Optus Business (Optus is Australia's second largest telco). After recognising the value added by the product, Optus management directed that each of their 300-odd proposal authors use the Proposal ID system to create every proposal. Since this initial release, the Proposal ID system has evolved into a world class system, unique in its functionality and technology, a more intelligent way of designing and creating company documents.

The product

The Proposal ID system, was originally developed to help businesses win more sales through the creation of quality, consistent, formal and accurate proposals in an appropriate timeframe.

Now in it's fourth release, the product has evolved and now uses the same technology and key design principles to help other businesses create any business document more intelligently.

The Proposal ID system is a document automation system that helps B2B (business-to-business) organisations run their businesses better by using a unique set of technologies and knowledge management practices to create intelligently designed documents.

Key benefits

The Proposal ID system has been designed to deliver the following key benefits:

Knowledge management

  • Reduce redundant work
  • Avoid reinventing the wheel
  • Reduce training time
  • Retain intellectual capital and
  • Adapt to changing environments and markets

Efficiency and effectiveness

  • Document (e.g. proposal) authors can easily find the latest business templates to use
  • Standard content for any document can be maintained independently by the content owner and inserted automatically into the document when required with no manual formatting required
  • Consistent messages are presenting to customers regardless of the Word skills of the author
  • Document creation turn around time can be dramatically decreased

Capability Maturity Model ™

A company's business processes can be ranked against a five level maturity scale.

The Proposal ID system has been designed to assist organisations in implementing the steps to improved business process maturity.

Level

Characteristics

1. Initial

Process is characterized as ad hoc, and occasionally even chaotic. Few processes are defined, and success depends on individual effort and heroics.

2. Repeatable

Basic business development management processes are established to track cost, schedule, and functionality. The necessary process discipline is in place to repeat earlier successes.

3. Defined

Process for business development activities is documented, standardized, and integrated into the organization. All activities follow an approved, tailored version of the organization's standard process.

4. Managed

Detailed measures of BD process and product quality are collected. Both the process and products are quantitatively understood and controlled.

5. Optimizing

Continuous business development process improvement is enabled by quantitative feedback from the process and from piloting innovative ideas and technology.

Key terminology

Template

  • A Microsoft Word (supported: 2007 or later, Windows only, macros enabled) document which consists of a structure, design and optionally content.
  • Templates assist in process improvement of an organisation by supporting and encouraging predictable, defined, measurable and controlled processes that promote efficiency and effectiveness, provide consistency and allow optimisation over time.

Structure

  • The layout of a template.
  • Can be 'simple' - with only one Word section, or 'complex' with multiple sections such as a front page, table of content, document information, core content and a back page.
  • Each section may have a header, footer, background and an orientation (portrait or landscape).

Design

  • Fitting into one of the above structures, the template's design defines the headings, hints or prompts, fragments and/or standard content.
  • The design prompts the document author to 'fill in the blanks' to complete the document.

Styles

  • Companies brand their internal and customer-facing documents to present a consistent look and feel.
  • A Word template consists of styles that reflect the company's brand including headings, lists, tables, images, captions, etc.
  • A proposalid.com client may have multiple brands that can use the same or different structures, designs and templates.

Selectable standard content

  • For certain templates, the document author may be requested to select from a customisable set of content to be inserted into the document (such as product descriptions, consultant bios, case studies, customer logos, etc).

Divisions and Categories

  • Templates are categorised into a hierarchy of Categories within Divisions.
  • Divisions and categories can be added, modified, removed and copied.
  • A template can be assigned to one or more categories within one or more divisions.

By separating each of the above elements, the Proposal ID system allows each to be maintained independently. For example, an organisation:

  • can change their brand without needing to change each of their defined templates
  • can set up different structures to use with different template designs
  • can share templates between different brands, each having their own look and feel

Key actors

User

  • Document author who uses the system to select a template and optionally, select standard content to include in the created document. The result is a standard Word document.
  • The document author can then enter or paste any non-standard document into their document. All entered or pasted content will automatically conform to any company brand/style guidelines.
  • Numerous in-built features assist document authors who are not proficient in using Word.

Designer

  • An internal or external consulting organisation that designs the core components of a template.
  • For example, a proposal design would consist of headings and prompts for the executive summary, the core solution being offered, the products and services that make up the solution, the company description and any legal information.
  • For example, a meeting minutes design would consists of tables to list off attendees and apologies, list off open and closed action and information about the next meeting.
  • Designers may include links to web pages that provide helpful tips in using the template.

Administrator

  • Single or multiple administrators who manage template structures and content for the organisation.
  • Responsible for maintaining the organisation's template structures (i.e. the header/footer, etc of each Word section). The administrator can use the out-of-the-box structures or create/maintain their own.
  • The administrator creates a new template by selecting a structure and a design. The designs may be those created internally or may select from a range of designs offered by external consulting companies.
  • The administrator may set up one or many divisions for the organisation, each having multiple categories of templates.
  • An organisation may have multiple brands (e.g. subsidiary companies) and share between a set of templates (with different branding).
SEE PRICING AND OPTIONS
SIGN UP FOR A FREE TRIAL
CONTACT US
©2015 Proposal ID. All rights reserved.
This product has been Intelligently Designed. "To Him be the glory and the dominion forever and ever. Amen." 1 Peter 5