Executive Summary
Smarter Bidding, live by end of September
From fragmented Excel to a single, governed bid & pipeline platform, live by end of September.
A pragmatic, 13-week delivery plan to select a modern platform (Monday.com, Salesforce or Edison365), configure it around your bid lifecycle, migrate pipeline data out of Excel, and get the Bulgaria bid team using it before month-end September. From there, a controlled rollout across the 14-country footprint.
This isn't a tool rollout. It's a change of habit for every bid team member in every country. The plan is built for an entrepreneurial, low-governance environment: fast decisions, small core team, vendor-heavy build, and adoption designed in from day one rather than bolted on at the end.
At a glance
Four things that define success
The objective
Live by 30 Sept
single, governed bid & pipeline platform replacing Excel
The shortlist
Monday · Salesforce · Edison365
structured evaluation, decision by end of July
The reach
14 countries
Bulgaria base first, phased international rollout after go-live
The value
Win rate + bid velocity
measured uplift, not just tool adoption
What this pack covers
A hands-on delivery proposal
- Why Excel-based bidding is now a growth blocker, not just an efficiency problem
- A structured evaluation of Monday.com, Salesforce and Edison365
- The 13-week critical path to a working platform by 30 September
- Data migration from fragmented spreadsheets to a governed pipeline of record
- Adoption plan for the Bulgaria base team and 14-country rollout
- A live value case tying investment to win rate and bid-team efficiency
Pack structure