Opportunity Management eRoom

The EMC Documentum Opportunity Management eRoom helps you optimize your business proposal processes, boosting efficiency and profitability. The Opportunity Management eRoom provides a simple collaborative environment for streamlining the process of qualifying opportunities, creating high-impact proposals, tracking win/loss rates, and leveraging best practices.

Opportunity Management eRoom key benefits

• Project plan schedule — Manage project schedules natively within the eRoom, update progress, track tasks, and see summary information.
• Qualification process — Qualify opportunities in or out based on strategic fit and resource availability.
• Proposal development — Review requests for proposals (RFPs), clarify questions, and manage prospect inquiries as well as create, review, and assemble proposals.
• Approval process — Manage draft reviews with a simple approval process.
• Performance analysis — Track and analyze win/loss rates and incorporate findings to strengthen competitiveness.
• Issues tracker — Resolve issues and improve decision-making by providing visibility to the entire project team.
• Real-time services — Initiate a real-time session to resolve time-sensitive issues.
• Event-based notifications — Alert key stakeholders when a new RFP has been added as well as when changes have been made.
• Contextual version control — Ensure that drafts are managed as part of a connected set of documents; give all team members visibility into changes.
• Project and program dashboards — Provide executives and functional directors with top-down visibility into the status, issues, and opportunities related to prospects in the pipeline.
• Workplace templates — Manage, modify, administer, and perpetuate best practices and methodologies.
• Content boilerplate — Retain, categorize, and reuse content as part of multiple proposals.

Project Management eRoom users

• Project managers
• Proposal managers
• Sales executives
• Subject-matter experts
• Pricing analysts