Case Studies

Case Study: Helping a leading, enterprise bid team zoom out…

Sector: Facilities Management

Project Category: Strategy Review

One of the UK’s leading Facilities Management companies, managing an extensive portfolio of NHS and Central Government contracts, approached Bidding Ltd for support with their bid processes. Despite having a scaled, skilled internal bid team, the client sought our assistance to help them to zoom out from the day to day and fine-tune their approach, with a view to improving the quality and precision of their bid responses.

The Challenge
While the client had a capable team in place, they wanted to ensure their bids were structured and presented in the most competitive way possible. With a complex set of strategic tenders to manage, they needed support in sharpening their win strategy and ensuring their proposals fully addressed the needs and objectives of the customer. They reached out to our team to ask us to apply our expertise in bid strategy review.

Our Approach
We divided the project into two phases: Proposal Strategy Review and Final Proposal Review, ensuring a thorough evaluation of both the strategic direction and the final output.

Part 1: Proposal Strategy Review

The first step was to assess the overall proposal strategy, checking that it was clear, targeted, and aligned with both the client’s objectives and the customer’s needs. Our review focused on:

  1. Win Strategy and Themes
    We reviewed the win strategy to ensure that it was properly mapped to each section of the response. We looked for a clear connection between the client’s differentiators and the key requirements of the tender, ensuring the themes addressed the customer’s specific priorities.

  2. Proposal Messaging and Structure
    We tested the clarity and focus of the proposal’s narrative. Was the story compelling and focused on the customer’s challenges? Did the solution showcase the client’s strengths and address customer pain points in a structured way? We ensured that each section logically flowed into the next, with a consistent message and clear differentiation.

  3. Strategic Alignment
    Every aspect of the proposal strategy was measured against customer needs, ensuring that the offer was framed around solutions to the specific challenges the client’s target audience faced. This made the offer feel relevant, well-rounded, and client-focused.

Part 2: Final Proposal Review

With the strategy in place, we shifted focus to reviewing the final document, ensuring the execution aligned with the developed strategy. This stage involved:

  1. Compliance and Responsiveness
    We meticulously checked the proposal against the tender requirements, verifying that every section directly addressed the customer’s needs and specifications. This was not just about ticking boxes; it was about ensuring that each response clearly aligned with the customer’s business goals and challenges.

  2. Effectiveness of Themes
    We ensured that the proposal clearly communicated the client’s strengths and highlighted key differentiators in each section. This was about more than just listing features; we wanted to ensure that each theme effectively tied a specific feature to a benefit that would resonate with the customer.

  3. Visuals and Presentation
    We worked with the client to assess the visuals included in the proposal. Were they helping to tell the story or just filling space? We made sure the visuals were relevant, simple, and directly supported the narrative, helping to explain key concepts and illustrate customer benefits.

  4. Clarity and Accuracy
    We ensured that every claim made in the proposal was supported by credible data and that the writing was clear, direct, and free from jargon. This meant trimming down any unnecessary content, focusing on clarity and precision to ensure the document was as easy to read and understand as possible.

  5. Consistency Across Sections
    We reviewed all sections to ensure they had a consistent voice, with no discrepancies between contributors. This ensured the final proposal had a unified, cohesive tone, making it easier for the evaluator to follow and making the document feel more polished.

Results Achieved

After completing our review process, the client received actionable feedback that directly improved the quality of their proposals. Key outcomes included:

  • More Targeted Proposals: By sharpening the win strategy and ensuring each section was aligned with the customer’s needs, the proposals became more compelling and directly addressed what mattered most to the customer.

  • Stronger Messaging: The themes in the proposal were clearer and more focused, with each section providing a strong, customer-focused argument for why the client’s solution was the best fit.

  • Improved Document Presentation: By refining the visuals, cutting unnecessary content, and ensuring consistency across sections, the final document was more professional and easier to digest, giving evaluators a clearer view of the offer.

  • Higher Competitive Edge: The final proposals were not only compliant but strategically compelling, increasing the client’s chances of winning future tenders by clearly showing how their solution met the customer’s business objectives.

Conclusion

Our work with this leading facilities management company demonstrated how Bidding Ltd could refine both the strategic direction and the execution of complex tenders. By ensuring that the proposal content was focused, aligned with customer needs, and professionally presented, we helped the client improve their bid success rate. Even with an experienced internal team, our detailed approach allowed the client to present proposals that were more compelling and competitive, giving them a clearer edge in the bidding process.

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