Request for Proposal (RFP) is a crucial process in any organization that involves procuring goods or services from external vendors. It is a complex process that requires careful planning, coordination, and execution. In this article, we will discuss how to track RFP in Wrike, a popular project management tool.
Introduction
Wrike is a cloud-based project management software that helps teams collaborate and manage projects effectively. It offers a range of features that can be used to track RFPs, including task management, document sharing, and real-time communication.
Setting Up Wrike for RFP Tracking
To start tracking RFP in Wrike, you need to create a new project or folder. You can then add tasks and subtasks to the project or folder to track each stage of the RFP process. You can also assign tasks to team members and set deadlines for each task.
Creating Tasks and Subtasks
Once you have created a new project or folder, you can start creating tasks and subtasks. For example, you can create a task called “RFP Preparation” and add subtasks such as “Identify Requirements,” “Create RFP Document,” and “Distribute RFP to Vendors.” You can also create tasks for each stage of the evaluation process, such as “Review Proposals” and “Select Vendor.”
Using Wrike’s Features to Track RFP
Wrike offers a range of features that can be used to track RFP effectively. For example, you can use the document sharing feature to share RFP documents with vendors and team members. You can also use the real-time communication feature to communicate with vendors and team members in real-time.
Monitoring Progress
To monitor progress, you can use Wrike’s reporting features to generate reports on task completion rates, deadlines, and other metrics. You can also use the dashboard feature to get a visual overview of project status.
Conclusion
In conclusion, tracking RFP in Wrike is a straightforward process that involves creating tasks and subtasks, using Wrike’s features to track progress, and monitoring progress through reports and dashboards. By following these steps, you can ensure that your RFP process is efficient, effective, and transparent.