The right project example is hard to find
An old proposal may have the right sector experience but outdated staff or project details. Marketing needs approved source material, not another copied document.
architecture engineering workflow automation
Turn a pursuit into a project without rebuilding the context.
Connect qualifications, RFPs, proposals, project setup, subconsultant coordination, scope changes and billing review around the systems your firm already uses.
The operating reality
The expertise is specialized. The pursuit machinery is repetitive.
A&E teams repeatedly assemble qualifications, project examples, staff information and proposal material while principals decide where the firm should compete.
When work is won, approved pursuit context should become an operating project without another round of copy-and-paste.
Winning starts another round of entry
The awarded fee, phases, client contacts and subconsultants may be retyped into project administration even though they were agreed during the pursuit.
A request becomes work before it becomes scope
A client email can reach the design team before anyone records the fee or schedule implications. The request needs a review path linked to the project.
Fits the tools you already use
Carry approved pursuit information into project setup.
Use the CRM for the pursuit, an approved library for qualifications and your project system for delivery. SOORVO evaluates the handoffs between them; a vendor name alone does not establish connection access.
Our approach to technology & integrations- CRM / pursuit register
Track the opportunity, go/no-go decision, proposal version and award.
Before connectingWhich decision makes the pursuit eligible for project setup?
- Deltek / Ajera / project ERP
Receive reviewed client, phase and fee information through a supported path.
Before connectingWhich project fields can be prepared, and which require the project administrator's approval?
- Qualifications / document library
Keep approved project descriptions, staff resumes and proposal material available for reuse.
Before connectingWho reviews changes, and how do we prevent an outdated qualification from being reused?
Build the boundary, too
Automation needs a clear place to stop.
Decide who can approve, change or override an action before the workflow goes live.
Keep judgment with the responsible person
Principals retain go/no-go, staffing, fee, design, engineering and professional decisions.
Make exceptions visible
Automation can prepare and route information; it does not authorize a pursuit, fee, design decision or professional release.
How SOORVO approaches the build
Start with one pursuit your firm wants to repeat.
A useful first build connects an RFP checklist, approved qualifications and the award-to-project handoff. It supports the pursuit team without taking over the principal's decisions.
Implementation, management & usageMap the RFP requirements
Identify submission dates, requested disciplines and required material. Route missing qualifications and go/no-go questions to the pursuit owner.
Assemble from approved material
Prepare a reviewable proposal using the firm's selected project examples and staff information. Keep the source and version visible.
Carry the award forward
Prepare project setup from the accepted proposal. Test a revised fee, a changed phase and a substituted subconsultant before enabling the handoff.
Before you scope a project
Questions worth asking.
Can we improve proposals without replacing our project ERP?
That is the intended starting point. Review the pursuit and document work around your current ERP, then connect only the handoffs its access permits. A proposal workflow can still be useful when project creation needs a staff-reviewed import or manual approval.
How do we avoid reusing outdated project or staff information?
Use an approved source library with a content owner and review status. A draft can assemble selected material, but it should identify missing or stale items for review instead of inventing a credential, project role or qualification.
Start with the work
Bring an RFP your team recently won. We will follow the information from first pursuit through project setup.
Bring the request, the tools it touches and the decision your team needs to keep.