Bilbarra Engineering: proposal checker
140 staff. Measured against 20 past proposals, won and lost.
Checker against the team
16 of 20
proposals where the checker made the same call as Bilbarra's own people
The 4 misses, and why
- Proposal 3The pricing table was pasted in as an image, so the checker couldn't read it.
- Proposal 9Won on the relationship, not on the document. Nothing in the file says so.
- Proposal 14The scope changed after it was submitted. The filed version isn't the one that won.
- Proposal 19The proposal was never filed. Only the covering email was.
Data gaps found
- Some proposals only live in people's sent emails, not in SharePoint.
- Rates for two services are kept in one estimator's own spreadsheet, not the pricing file.
- The CRM records whether a bid was won, but not why.
Verdict for the board
File every proposal in one place first, then build it for real. The costed plan sets out how.
Fictional firm and figures, to show what you get. Not a client result.