Where’s the answer? Ask Slack!

“Water, water, everywhere,
Nor any drop to drink.”
-The Rime of the Ancient Mariner, Samuel Taylor Coleridge

If I were writing the poem, The Rime of the 21st Century Proposal Manager, it might include the lines:

Data, data everywhere, Not a clue to find
As silos rise, I lose my mind.
I chase my tail. I chase your tail.
My efforts always seem to fail.
Chaos abounds.
My head spins round.
Where, oh where, does my answer lie?
In the depths of our silos, it seems to hide.

I’m no poet, wouldn’t you know it?

But I am a Senior Proposal Manager at Illuminate Education, Inc., and I am charged with taming our data sprawl problems using RFPIO. I started by creating a data map. By assigning collections, tags, and subtags, I can migrate from data everywhere, including…

  • Google Drive
  • Confluence
  • Drop Box
  • HubSpot
  • Website
  • Client Library
  • Resource Center
  • Individual PCs

…to a consolidated Answer Library in RFPIO. At that point, a new $64K question pops up: Can I make it accessible to everyone in the company? I could add as many RFPIO users as I wanted at no extra cost. But introducing another new software platform to the team is a challenge. Not because I doubt the value; but because some people resist change—even if it helps. It’s a lot easier to call me than to learn a new process!

Enter RFPIO® LookUp, which makes the RFPIO Answer Library accessible from Google Chrome, Microsoft Teams, and, most importantly for Illuminate, Slack. The LookUp for Slack is the wrecking ball I need to break down all of the data silos used across my organization.

All teams use Slack. We talk, ask questions, and collaborate with Slack. Now we can extend this engagement to include RFPIO proposal projects. Log into Slack, ask a question, and BOOM! There’s the answer. Using @mentions or inserting a tag using #hashtags, users find their answers. They can even do it from their phone! All activity is captured by RFPIO for tracking usage and uncovering retraining opportunities.

Slack questions are easy to add to our knowledge base. We simply grab the conversation from Slack and create a new Q&A pair. Our workflow delivers the new content to moderation for edits and enhancements. Once moderation is done, the content is available in the library.

Slack evolves into an on-demand knowledge base. Through Slack Bot, we eliminate the “I need an answer and I need it now” dilemma. As a self-service tool, management teams, sales, SMEs, customer support, and all Illuminators can get answers or content quickly. Fast answers. Quick responses. Improved quality. What more can you want?

While RFPIO® LookUp for Slack is a huge help for all your users, your sales team will be doing happy dances! To just type in a question on their phone or laptop while sitting with a customer, and get a trusted answer—well, that is huge.

Sales is your biggest challenge. They’re busy, short on patience, rely on others, and hate change. Training this team is a challenge. LookUp for Slack simplifies integrating sales into the RFPIO proposal process and exposes them to an Answer Library knowledge base.

If you’re looking for more information about how I am implementing RFPIO® LookUp at IlluminateEducation, check out my RISE UP session! If you like detailed anecdotes, data maps, and user adoption hacks, you’ll probably get a kick out of it. Although, admittedly, I may be biased.


Building a portal to your company knowledge base from Slack is just the beginning of what RFPIO® LookUp can do. LookUp is also compatible with Google Chrome, Microsoft Word, Powerpoint, and more! Learn more here.


Patti

Patti began proposal writing at Electronic Data Systems over 20 years ago with a divisional win rate of over 85% annually. Currently, she is a proposal specialist for Illuminate Education developing comprehensive technology responses, as well as manager of the RFPIO proposal management and content library solution. Her passion is telling the proposal story — correlating client goals with solutions that solve problems and extend services to their community. Connect with Patti on LinkedIn

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