All work
2020 to 2021
Apex Deal Tracker for Consulting Bids
Gave leadership end-to-end visibility from opportunity to booking, and gave managers their afternoons back.
90%
less manual effort for managers & leadership
-10-15%
cycle time at QTO stage
1
source of truth across functions
- Role
- Consulting Bid Manager, North America Application Consulting
- Timeline
- 9 months
- Stakeholders
- Sales, Risk, Deal Mgmt, Order Mgmt, Leadership
- Tools
- Oracle ApexOracle R12ExcelVisio
01Context
Bid productivity was assessed via spreadsheets pulled together by managers every week. Leadership had no live view; managers had no time.
02Problem
Build a tracker that follows a deal from opportunity creation to booking across Risk, Deal Mgmt and Order Mgmt, without adding a single status meeting.
03Approach
- 01Co-designed the data model with each function so nobody was double-entering.
- 02Established a dedicated proposal review cadence to lift draft quality.
- 03Streamlined documentation so the tool was the cadence, not an extra layer.
04Build
- Apex-based Deal Tracker spanning the full O2C lifecycle.
- Live leadership dashboard replacing the weekly spreadsheet ritual.
- Standardised proposal review workflow.
05Impact
90%
less manual assessment effort
-10-15%
cycle time at QTO stage
Higher
proposal draft quality