Winning with Intelligence
RFP-1049
Pursuit workspace
MetroGrid Utilities · Cloud migration advisory · $1.6M
Pursuit lifecycle
Go DecisionMedium riskManage this pursuit from qualification through capture planning, proposal execution, pricing, reviews, submission, and learning.
Score
Deadline
May 17
Owner
Mina Patel
Progress
18%
Step 1
Qualify
Fit, eligibility, risk, and bid governance.
Step 2
Capture Plan
Buyer context, strategy, partners, risks, and milestones.
Step 3
Proposal Build
Requirements, team, response sections, and evidence.
Step 4
Pricing & Reviews
Commercial approvals and color-team gates.
Step 5
Submission
Package readiness, export, portal notes, and confirmation.
Step 6
Learning
Outcome, debrief, reusable evidence, and lessons learned.
Qualification
Fit, eligibility, risk, and bid governance.
Pursuit status
Update the pursuit lifecycle here. Terminal decisions require a reason and are captured in the audit trail.
Go/No-Go decision
Score the reviewed pursuit before assigning people or generating proposal content.
Fit, personnel coverage, and compliance indicators support pursuing this bid.
Requirement fit
78
Based on pass, review, and gap statuses from parsing review.
Personnel coverage
89
4/4 requirements covered by candidate matches.
Compliance fit
96
NAICS 541611 matches company profile.
Pricing confidence
72
Based on pricing requirement status and margin approval readiness.
Deadline risk
28
NaN days until submission.
Risk flags
No material risk flags detected.
Evidence pack
Requirement evidence
requirement
2 pass, 2 review, and 0 gap requirements in the current parse review.
Personnel coverage
personnel
4/4 requirements covered with 82 average match score.
Company eligibility
company
Opportunity NAICS 541611 is present in the company profile.
Pricing readiness
pricing
Based on pricing requirement status and margin approval readiness.
Submission timing
timing
NaN days until submission.
Decision guardrails
Mandatory requirements
PassNo mandatory gaps detected in reviewed requirements.
Company eligibility
PassNAICS 541611 matches the company profile.
Deadline feasibility
BlockNaN days until submission.
Pricing approval
ReviewBased on pricing requirement status and margin approval readiness.
Executive risk threshold
Pass0 high-severity risk flags detected.
Missing information
Capture intelligence
Eligibility, people, partners, and winning evidence before the team commits.
NAICS fit
Company profile includes NAICS 541512.
541512
Company identifiers
EIN, DUNS, UEI, CAGE, owner, and proposal contact are captured.
Personnel fit
88% matchNoah Grant
Pricing lead
Energy sector experience · Requirement match: Minimum 3 healthcare PMO transformations in last 5 years · Section fit: Fixed-fee pricing, Margin modeling, Delivery economics
ViciIQ AI
Relevant experience SME
Energy sector experience · Requirement match: Minimum 3 healthcare PMO transformations in last 5 years · Section fit: Healthcare
Avery Brooks
Solution lead
Requirement match: Minimum 3 healthcare PMO transformations in last 5 years · Section fit: PMO, Operating model, Executive governance · Past performance: Northwell PMO, Lakeside Care Network
Partner strategy
0% coverageNo prime/sub partner evidence found for Energy.
Outcome learning evidence
0% evidenceEvidence graph
0 linksrequirement
Minimum 3 healthcare PMO transformations in last 5 years
Northwell PMO, Veridian Health, Lakeside Care Network
requirement
SOC 2 controls experience for protected health data
Cited from Veridian Health data governance workstream
requirement
Onsite workshops in Denver during discovery
Travel budget and SME availability need confirmation
requirement
Fixed-fee implementation with 22% target margin
Pricing model estimates 19.4% unless staffing mix changes
personnel
Noah Grant
Energy sector experience Requirement match: Minimum 3 healthcare PMO transformations in last 5 years
personnel
ViciIQ AI
Energy sector experience Requirement match: Minimum 3 healthcare PMO transformations in last 5 years
personnel
Avery Brooks
Requirement match: Minimum 3 healthcare PMO transformations in last 5 years Section fit: PMO, Operating model, Executive governance
Capture risks
No prime/sub partner evidence found for Energy.
Next actions
- Identify a prime, sub, or teaming partner before final Go decision.
- Attach outcome evidence to the proposal strategy so win/loss learning can trace back to source proof.