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Author: Patricia Peixer

  • How Fusion Platform Can Help With Management in Time of Crisis

    How Fusion Platform Can Help With Management in Time of Crisis

    The recent world scenario is in a critical situation due to the pandemic that has spread around the world. Daily we have observed through the news in all information channels, that cities, states and countries have declared an emergency, forcing the entire population to comply with quarantine.

    In view of this, companies had to adapt to this new reality, rethinking routines and obligations of their teams in a way that did not drastically harm and interfere with their revenues and organizational structures.

    The result of this new market need is the exercise of the Home Office, so, as far as possible, the routines of companies in which the activity enables this modality, would remain the same, giving continuity in the workflow “without major complications”.

    Changing the work culture is not simple, as every change generates discomfort and new challenges. The simple task of managing demands in a residential environment is quite complicated. Therefore, the Human Resources, Boards, and Management areas need to be aligned with a focus on maintaining the activities previously carried out in person within companies.

    Management in times of crisis:

    This moment requires alignment between organizational objectives and market objectives. Change processes are inevitable for organizations that intend to continue existing.
    In view of this, it is necessary to make changes, including a new model of organization management. To help your company at this time, see how the Fusion Platform can help with management in times of crisis.

    Here’s what Fusion Platform can do for your business:

    Process Management:

    Through process management, it will be possible to help teams keep the work running normally, using modeling focused on developing workflows, which areas and employees can continue in their functions through an automated platform.

    There is easy autonomy to carry out tasks, providing a collaborative channel between employees, in addition to leaving a record containing actions performed by the employee, so that superiors can monitor and make sure that each area is performing its work effectively and in the best possible way.

    Document management and digitization

    Fusion’s EDM platform offers permission control, in which you will be able to define which people are able to work with a certain document and what actions they can perform on it, such as remove, edit, inactivate, download or view.

    Another advantage of having a EDM platform in your company is to make a bureaucratic process of approving a document quick and simple, as it is possible to create a digital versioning flow, where each step can be assigned to a person who will decide the actions necessary for the document.

    As the document is in electronic media, it is easy to view the history of the actions performed on it, such as the time when the author user – or anyone who has permission – modified the document, or even consult the user who performed the revisions or approval.

    Using Document Management you can still benefit your company’s infrastructure, especially if you need to make better use of the available physical space, as all your documents can be placed on a single computer.

    Recording of the working day

    Going a little further, in Fusion it is also possible to find a feature that aims to organize the working day, providing a time recording so that employees, as well as their superiors, can monitor the workload completed and have monthly indicators at their disposal.

    Improve the level of collaboration within the company (Social)

    Fusion Portal & Social has features that allow a high level of collaboration among employees, in addition to offering facilities for the development of portals, intranets and extranets with much more productivity. Track all the information inherent to processes, documents, and corporate indicators in an intuitive and collaborative environment.

    Task Center

    In Fusion’s Task Center, access to pending issues is easy, since the list is presented in a fluid way in the standard timeline and there is an indexed search of processes with advanced filtering and sorting features. There are also quick actions that facilitate decision-making from buttons in email, or swipe mobile, without the user having to open the entire form structure.

    Managers also have access to manage the box of other employees, through the sharing and viewing feature. Which does not happen in other tools.

    Indicator analysis

    Create Dashboards, Indicators, KPIs for processes, documents or other solutions such as management system (ERPs), Human Resources, among others. It is visual management with performance and security, in a simplified environment.

    Concluding

    For everyone to be successful in this new work model, it is important to emphasize the importance of the platform being aligned with the expectations of the company and also of its employees, the organizational routine is of great value when it comes to Home Office and management in times of crisis.

    By identifying the possibility of concentrating all demands in a unified and organized way through a platform where everyone can communicate and continue their work, we find the hope of keeping our companies firm and strong in times of crisis like the one we are currently experiencing.

    We’ve already covered all the reasons why Fusion Platform is the best information management platform for your business. And will your company be left behind in this context of change?

    Try it for 15 days free now!

    19/02/2026
  • RFP: what is it, and how to draft a request for proposal?

    RFP: what is it, and how to draft a request for proposal?

    Did you know that with an RFP it’s much easier to choose the best vendor for your company? 

    It’s very common these days to see companies developing and implementing a new project.

    This task can be very challenging, as it involves many different phases. One example is the step where you purchase the necessary inputs for the realization of a given project.

    There is a way, however, to make this process easier by using an RFP. This document provides a much more efficient approach. It can help avoid several inconveniences during negotiations and acquisitions.

    What is RFP?

    The RFP (Request for Proposal) is intended to help companies to standardize their negotiations with suppliers.

    It’s a formal document, used to describe information about the company in general. It also includes important information regarding products and services to be obtained from external vendors.

    With such document, you establish the specific requirements that the supplier needs to meet when responding to the offer. In addition, the contracting company needs to describe how it will review and evaluate other proposals.

    Creating and developing an RFP can become a painstaking and time-consuming process. Nonetheless, it’s very important for procurements and for ongoing supply contracts as well.

    Benefits of using RFP

    Among some benefits of using the enterprise level RFP, there are some main ones, such as:

    • Provide a thorough description, making suppliers able to respond with more competitive and comprehensive quotations in terms of quality and price;
    • Standardization of proposals makes it easier to analyze and compare;
    • It clearly points out all the benefits as well as the risks involved, filtering the suppliers that will bid for the contract.

    How to write an RFP?

    The preparation of this document may differ from company to company. After all, each one has its individualities and needs. But it has to inform the business situation, the planning for this project, the selection, and expectations for the future.

    To sum it up, an RFP needs to contain:

    • Project objective;
    • Company history and project summary;
    • Requirements and specifications;
    • Terms and conditions;
    • Description of the person responsible for the project;
    • Selection criteria;
    • How suppliers should respond;
    • Schedule and payment methods.

    If the intention is to bring effective results, tough, some points must be followed when creating the company RFP:

    Get the right people onboard

    When it comes to drafting the RFP, it’s important to get the right people involved. After all, they will be able to clarify exactly what they are looking for in a new product or service.

    The idea is to put a person who really experiences it, who knows what the needs and difficulties are. Thus, besides being useful, the development of this document becomes more objective and assertive.

    Detail your requirements

    It’s essential to describe in detail the need that the company has for that new product or service.

    That is, explain in detail the system and also the interface, what precisely is being sought, and how much will be invested.

    Describe how the project will be carried out

    Detail information about how the work is to be done on the project, the service or result to be obtained, the preparation period, and the responsibilities of each party.

    Also, explain the management model and confidentiality. Even budget and payment methods must be clearly defined in the RFP.

    Confidentiality

    Confidentiality clauses are important to ensure that information about the operation is not disseminated.

    In this sense, it’s a measure that protects both parties, the applicant and the supplier. It assures that the values and services practiced will be under complete secrecy.

    RFP Review

    It’s critical that, prior to its publication, a thorough review takes place of the entire corporate RFP.

    The review should be done preferably by people specialized in the area.  This way, you can be sure that the proposal is clear, well defined, and understandable.

    Appoint a responsible person

    It’s interesting to appoint one person responsible for sending the response to the supplier.

    This strategy minimizes problems because it designates and unifies communication in a single person. This ensures consistency of information, regardless of the supplier.

    This company’s RFP structuring is an important step in process standardization. After all, it provides your business to be seen with more seriousness and organization.

    In addition, it makes the organizational routine more structured and the project development will have more solidity. In this sense, as a consequence, it brings direct results for the company.

    RFP and technology

    As you can see, writing an RFP requires the collection of a lot of information, mainly to delimit needs and requirements.

    In this sense, those who use a BPMS tool have more agility when preparing a company RFP. The requirements can be easily found, since the information is all centralized.

    Another issue is that BPMS enables control over response deadlines, and even contracts that are expiring and need to be renewed.

    Furthermore, the BPM methodology allows for clear communication. In other words, the parties interested in the project can describe what they need to facilitate the negotiation department’s understanding.

    Furthermore, low-code tools allow you to customize templates so that the preparation of RFPs follows an internal standard. This means that regardless of the requesting sector, there is a standardization of information and requirements for the proposal elaboration.

    Neomind’s Fusion Platform is a low-code solution, with a friendly and intuitive interface designed to automate processes, documents, and indicators management.

    Moreover, it’s totally collaborative and adapts to your needs, making your business paperless and centralizing document management as a whole. These factors are essential for those who need to search for information and develop an RFP.

    To find out in practice the differentials that a BPMS platform can do for your business, try Fusion Platform for free for 15 days.

    Still have any questions? We can clarify it in the comments. Or, ask an expert for help.

    Does your company use RFP for its negotiations? Write about your experience in the comment section bellow. Or tell us how you go about requesting proposals without an RFP.

    19/09/2022

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