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Session Description

Reimagining the Proposal Process: Software Automation Tips for the Proposal Professional

This panel discussion is intended to allow attendees to hear from colleagues regarding best practices and pitfalls to avoid with respect to proposal knowledge base software implementations. Panelists will share first-hand experiences and recommendations ranging across many business and technical aspects of such implementations. Various industries (Financial, Healthcare, etc.) will be represented by the panelists.

Topics of discussion to include:

  • Getting Started: Knowing you are ready for proposal software and making your decision; getting Executive approval
  • Planning & Prep: Selecting your best content and communications with key personnel
  • Looking your best: Formatting counts!
  • Rolling it out: Training considerations and working with IT
  • Knowledge for a Lifetime: Ongoing Content Management and growth of your solution
  • Audience questions

Presenter Bios

Moderator

Diane Loudenback, CF APMP
Vice President, Client Services
Expedience Software

Diane has been working with RFQs, proposals and proposal-based technology for more than twenty years. She was an early employee of Pragmatech, a pioneer and leader in proposal automation, where she ultimately served as Director of Professional Services. During her work with this and other technologies, she has helped customers across virtually all industries and of all sizes implementing RFP & Proposal-based applications, including SaaS-based models and on-premise solutions. An educator by trade, Diane enjoys not only assisting customers with first-time implementations, but also working with customers to expand their skills and build processes over time. She is an Accredited Member of APMP and a graduate of Purdue University (BA - 1994) and Rivier University (MS - 2006). Outside of the world of proposals, Diane is active in the community as a volunteer for the Greater Nashua YMCA STORM swim team and Big Brothers Big Sisters."

Panelists

Krystal Cruz
Proposal Manager
SchoolMessenger

Alice DeLuca, CF APMP
Director of Proposal Development
ClearBallot

Tonja Owens
Sales Resource Writer
Wilmington Trust

Jason Stoltenburg
RFP Team Lead - Presales
Ultimate Software

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