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sharepoint based solutions
proposal tracker
Kairaus’ Proposal Tracking solution tracks the current status of the proposal, i.e., real-time look of proposal- response status across department(s) across users with required user permission level.

Kairaus’ Proposal Tracking solution creates visibility and better management of contracts.

Some of the key highlights of the solution are:

  1. Single stage role based workflow – Initiator, Editor & Approver

  2. Modules:
    1. Login Module
    2. Tracking module
    3. Admin module
    4. Reporting module
  1. Document management features including:
    1. Shared Documents library features.
    2. Integrated search option
    3. Tree navigation view of existing documents
  1. Social Networking features:
    1. Discussion Board
    2. Blogs
    3. Wiki
  1. Advanced search
    1. People search
    2. Search by name
    3. Search by departments
    1. Document search
    2. Finds information of any type, stored in the current site, or a subsite.
    3. Provides free-text searching in documents, files, and all list content.

Stage based workflow details with checkpoints

  1. Role - Initiator
      • User can add new proposals in proposal library.
      • User from various departments can add required information and update existing proposal into library
      • The initiator can send the proposal request to various department(s) as per requirements of RFP, RFI, RFQ, etc.
  2. Role - Editor
      • User can set time lines for particular proposal and can view status of the proposal
      • Status updates are as Pending, WIP, Completed, etc.
      • The change in status will change the versions of the documents
  3. Role - Approver
      • Head of Department(s) can approve or reject the proposal
      • If rejected the proposal would go to respective editor(s)

Tracking module

It tracks the current status of the proposal, i.e., real-time look of proposal- response status across department(s) across users with required user permission level. Some of the key functionalities are:

    • Advance search option for searching proposal by name, or by date of modification, or by versioning details
    • Email integrated Alert option is made available to get accurate timely information about the proposal status.
    • All proposals would be stored in proposal library for users to get required information instantly.
Modules
  • Login Module
  • Tracking module
  • Admin module
  • Reporting module