INFORMATION ORGANIZATION

Managing variable data

After setting up boilerplate to meet your company's needs you may want to have a cost effective, easy to use system for organizing ALL your variable data.

Common ways to manage large amounts of data is through: Table of Contents, Table of Figures, List of Tables, Table of Authorities, Indexes, Captions, Cross-referencing. Setting up new or utilizing existing : Building Blocks, Auto Text entries, QuickParts, fields, etc. Many complex documents, templates, forms and proposals can benefit from pre-set documents/templates containing:

• Contracts, licenses, etc.
• Contributing authors
• Cost / pricing
• Custom sections, headers/footers, watermarks
• Date
• Disclaimers
• External reference materials
• Past performance
• References / testimonials
• Restricted editing options such as forms, read only, tracked changes
• Resumes
• Sector
• SME's or contractors
• Special circumstances notes
• Styles lock down (allowing only pre-approved styles to enter template/document)
• Subject
• Submission questions and answers
• Submission recipient
• Tables, figures, charts, graphs, scans
• Win / loss

Time saving features of our system includes formatting of above information to match your company's template and boilerplate within the Microsoft Office family of products reducing cost and learning curve.

• The Proof Positive Group can set this up using Microsoft Word, Excel and PowerPoint so you can use your information in the most efficient manner possible and have the flexibility and control of your data saving time, money and your sanity!

Like the old saying...an ounce of prevention is worth a pound of cure. This system will allow you to respond to significantly more RFPs with less cost, manpower and effort while increasing quality and consistency of responses.