Proposals: Best Practices to Research and Choose the System That’s Right for You

Date: September 12, 2018
12:00 p.m. CT

Sponsored by: Marketing Technology SIG

Domains: Technology Management and Business Development 
BoK Competencies: Proposal and Pitch Development & Responding to Written Request for Proposals (RFPs)

Choosing the best proposal system for your firm puts you on a multi-year path that includes research, stakeholder interviews, RFPs, demos, and more. Getting it right can lead to lawyer involvement and successful outcomes. Getting it wrong can lead to low adoption and more work than not having a system at all. Learn from two proposal system implementation professionals, Ger Thor from Hogan Lovells and Jennifer Castleberry from Lane Powell, as they discuss their research methodology, what they might have done differently, and the surprises they encountered along the way.

Learning Outcomes:
  • Identify best practices in choosing a proposal system.
  • Learn the type of research to conduct in choosing a proposal system.
  • Discuss lessons-learned when choosing a proposal system.

Ger Thor, Global Pitch Infrastructure Manager, Hogan Lovells US LLP
Jennifer Castleberry, Director of Marketing, Lane Powell LLC


Price: Complimentary for Members


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