Power of Proposals – Part 2: Anatomy of a Proposal
Posted by Stefanie Mainwaring at 9:03 AM, September 01, 2011In the first post in our Power of Proposal series, we highlighted some of the benefits of developing ideas into business cases before deciding which ideas to move forward with.
Until recently, effective tools to support this crucial part of the innovation lifecycle were missing. That's why Brightidea created Switchboard 2.0. A part of our social innovation suite, we designed Switchboard as a sophisticated engine for idea development and evaluation. Now, let's take a look at the overall functionality and some key features of Switchboard Proposals.
Social Meets Goal-Oriented Flexibility with Switchboard
To successfully go from a long list of ideas to just a few ready-to-invest-in business cases, the process – and the tools enabling it – require three key attributes:
- Social: Collaboration of the right subject-matter experts is necessary to determine the true value of an idea and maximize it early on.
- Focused: A goal-oriented, structured process makes sure that proposal teams stay geared toward the overall objectives and evaluations are based on consistent parameters.
- Flexible: To not stifle productive creativity and allow for all kinds of innovations, workflows and features need to offer flexibility.
So, here are a few selected Proposal features that were designed with these qualities in mind.
Proposal Templates
One size doesn't fit all in innovation processes. That's why Switchboard administrators can easily create and maintain proposal templates. These templates give business case teams a framework by asking specific questions and structuring the proposal. For example, if limited resources are a major concern, the proposal template can specifically request information on the type and amount of resources needed to bring an idea to life.
Transitioning ideas from WebStorm into proposals in Switchboard is a quick, easy and smooth process. Once a proposal is created, proposal team members can be invited to build the business case in a private environment.
Proposal Team Collaboration
Proposals offer an exclusive space for the assigned team. Members can add content, make edits, attach supporting files and keep track of action items and much more. A discussion thread allows for private communication between the team members. With all information and activities in one place, collaboration becomes focused and effective.
Proposal Development Tracking
When team members add or edit information, Switchboard automatically creates new versions and allows for easy tracking of all actions. The history of versions offers full transparency. No more "My dog ate the business case".
With direct links to related ideas, evaluation details and results, and the projects that derived from this business case, tracking functions span beyond Switchboard across the whole innovation pipeline.
From Proposal Development to Evaluation
Stay tuned for our next Power of Proposal blog post in which we'll describe Switchboard's features to evaluate proposals through multi-round scorecarding.
In the meantime, don't hesitate to contact us for a live demo of Switchboard.








Sean Tori
Sep 1, 2011 4:40:10 PM
Who is the proper person to complete the proposal? Someone who will review the idea for resource allocation approval? A subject matter expert? An independent business analyst? What works best?
Jason Hardy-Smith, VP Products, Brightidea
Sep 1, 2011 5:09:43 PM
Thanks for your question and interest Sean. In my experience, the answer depends on numerous factors, such as:
- Potential investment size
- Proposal type (e.g. new product versus process improvement)
- Stage of the evaluation and decision making process
Typical participants might be any / all of the following: Innovation manager, subject matter expert, finance manager, scientist, marketing manager, sales, business development, project manager, SME.
Whatever the team composition, the key is working through the details. On the face of it, some ideas seem fantastic, but cost, feasibility, potential market size are just a few of the considerations often overlooked when simply voting on an idea.
Additionally, the people building a business case are not necessarily those who should evaluate or make the final decision. That’s why Switchboard separates Proposal Teams from Evaluation Teams – each with individually manageable access rights.
Cristiano Kruel
Sep 2, 2011 6:39:39 AM
Sean and Jason:
I've seen how proposals are really a crucial part in the innovation campaigns. I realized "corp don't fund ideas, but business proposals."
For example, in one of ours innovation campaigns we've decided to manage 2 types of proposals:
[lightweight]
- kind of simple, cool, no stress, low risk, few bucks...
- Idea owner asked to add more to become proposal, "business manager" invited to check and approve using specific scorecard
[heavyweight]
- complex ideas, lots of ideas combined,
high impact, disruptive, risky...
- innovation commitee plus others invited define the "business case" to become candidate in our portfolio
When defining the innovation campaign or program, we define the appropriate "governance model".
Stefanie
Sep 2, 2011 11:15:27 AM
Cristiano,
Thanks for the great comment.
It’s all about gearing each stage of the innovation process toward a maximum bottom line. So, it makes sense to align the effort required for proposals with the estimated investment and value of the overall initiative.
Bringing the idea submitter into the further development process is an effective incentive for continued participation.
Sounds like your innovation program is set up for success! Thanks for choosing Brightidea. We look forward to working with you in the future.
Katie
May 23, 2012 2:48:06 AM
This is a very good topic. If you want another reference, you can drop by in our channel. Thanks !
sales quotation software
May 28, 2012 4:16:44 AM
The iQuote Xpress system allows contact and proposal information to be securely stored online.