|
| | ClientLogic Corporation (now Sitel)
 | Position: Proposal Editor and
Webmaster |
| Location: Nashville, TN. |
| Time Frame: April 2000 to June 2001 |
Proposal Editor Accomplishments
As the senior member of a two-person Proposal
Team, I was charged with relocating the Proposal Team from the old offices in
New York to the company’s new global headquarters in Nashville, Tennessee.
With the other team member, I traveled to New York to:
| Interview part-time and contract editors in
order to document all operational procedures; |
| Identify, catalog, and transfer the Proposal
Team’s intellectual property to the corporate office; and |
| Identify, box up, and ship the Proposal Team’s
hardware, software, and old proposals to the corporate office. |
Proposal Team Member Duties:
As a member of the Nashville, Tennessee-based
Proposal Team, I was responsible for the following:
| Coordinate all aspects of the proposal
process, from the Request for Proposal (RFP) in the Enterprise Business
Review (EBR) to the final product. |
| Work with Subject Matter Experts (SMEs) to
gather, write, and edit information for the proposals. |
| Maintain and organize the Proposal Team’s
network-based files and resources. |
| Maintain all Proposal Team hardware and
software. |
| Use Microsoft Word 97 to format text,
manipulate cells, and transform isolated bits of information into a complete
RFP. |
| Use Visio to manipulate and prepare all
organizational charts. |
| Use Microsoft Project 98 to manipulate and
prepare all associated project plans. |
| Conform to written response guidelines and
development processes. |
| Conduct quality assurance testing to verify
that digital version of proposals would operate in Microsoft Word 97 and
2000. |
| Work with all levels of management as the
pricing piece of the proposal was put in place, usually under a firm
deadline within a high stress environment. |
| Work cooperatively while still being
independent. |
| Order and maintain appropriate
mass-production supplies. |
| Produce proposal documents using the highest
quality materials available within the Proposal Team’s budget. |
| Ship proposal documents to the vendors using
Federal Express. |
ClientLogic University (CLU)
About six months after transporting the
Proposal Team’s resources to the Nashville office and studying the company’s
operational procedures for both North America and Europe, I believed that we had
an opportunity to streamline and combine our global Request for Proposal (RFP) /
Proposal efforts. The conclusion of my efforts was ClientLogic University (CLU),
a global Intranet that provides real-time RFPs, proposals, and other strategic
data to senior management in 28 global sites.
Demonstration
I created a working online Intranet site that I
used in conjunction with a Microsoft PowerPoint presentation to show my direct
manager and department head what the company had to gain by storing and
archiving the global RFPs and Proposals online via a corporate Intranet site.
Team Building & Project Planning
As a result of my demonstration, company
leadership authorized me to build the global Intranet site. I started this
process by:
| Configuring and purchasing the appropriate
Dell laptops. |
| Identifying, hiring, and training a new team
member to help with HTML work. |
| Identifying, hiring, and training two free
college interns. |
| Using Microsoft Project 98 to create and
maintain the official project plan. |
Global Server Functionality & Software
Once the team was built and in place, I
evaluated ClientLogic’s technology infrastructure in order to determine how
best to deliver the online proposals, documents that often reached into the
hundreds of pages with many attachments. As a result, the Web development arm of
the Proposal Team pushed the product to market by:
| Using Microsoft FrontPage 2000 for the HTML
work. |
| Using Microsoft HTML Help technology for the
site navigation feature. |
| Using Microsoft Visual SourceSafe to
maintain the site in a database and keep everyone’s source files in sync
24/7. |
Global Security & Access Methods
I guaranteed global access to RFPs and
Proposals 24/7 by:
| Working with North American and European IT
members to identify and eliminate any technology roadblocks as well as
setting up a special URL for external access. |
| Working with North American and European IT
members to create and automate a weekly password protection program for the
site, increasing security. |
Site Creation and Implementation
With the team created and the technology
infrastructure mapped out, we pushed forward by:
| Working with North American and European
Proposal Team members to receive, import, and launch RFPs and proposals
online. |
| Creating and editing all collateral
documentation. |
| Expanding the site’s editorial focus, as
directed by leadership, to include such items as top client profiles,
competitive information, online company brochures, white papers, and so
on. |
| Maintaining all servers, performing quality
assurance testing, and producing weekly site “Hit Reports.” |
|
