Overview
Capture planning and solutioning are vital in government contracting to align your strengths with agency needs. Capture clarifies requirements, analyzes competition, builds relationships, and ensures proposal readiness. Solutioning tailors innovative, compliant approaches to address agency challenges and demonstrate your ability to deliver results.
GovDash makes recording this data quick and easy with the added benefit of using this crucial information when creating a response within the Proposal Cloud. Learn how your team can utilize the Pipeline to strengthen your capture and solutioning processes using GovDash.
Capture and Solution Questions
GovDash provides pre-set questions to help your team hone in on key details to help you determine differentiators, customer needs, risks, budgets, and more.
These questions are segmented into phases:
Analysis includes questions relating to the customer's budget, critical companies, and changes to the scope of work.
Intel provides questions designed to gather crucial information necessary for understanding the client's environment and needs. It ensures that all relevant details are captured to create a comprehensive view that informs strategy and decision-making throughout the proposal process. Themes include:
Stakeholders
Motivation
Requirements
Assessments
Solution questions are used to detail the proposed approach and its associated features, benefits, and risks. This tab helps in articulating how the solution meets the client's requirements and offers a clear, compelling case for why your team is the best choice for the project. Themes include:
Approach
Features
Benefits
Risks
Need some help?
Our Capture/Solutioning template contains examples that you can review to see what each question is looking to achieve. You can download it at the link below!
All information recorded within these questions will be automatically transitioned to the solicitation response when moving an opportunity from your Pipeline to the Proposal Cloud.
Transitioning Opportunities to Proposal Cloud
To learn more about transitioning your opportunities to the Proposal Cloud to generate a solicitation response, check out our guide here.
Suggested Answers
Within each individual question, GovDash provides a Suggest Answer button that will help you and your team develop an answer to a question. If GovDash doesn’t have enough information to suggest an answer for you, it will ask you for additional details as it works to develop an answer to the question.
You can provide GovDash with more context (whether that be meeting notes, customer intel, etc.) via Upload File on each question, which it will use to develop an answer. GovDash will also utilize any documents you have uploaded to the opportunity’s Documents tab for these questions as well.
Custom Capture/Solution Questions
The GovDash Pipeline supports adding custom capture and solution questions to tailor GovDash around your existing process.
To add custom capture/solution questions that you can use within your opportunities, click the Settings gear in the top right of the Pipeline.
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Under Custom Questions click + Add Question. After providing the text for the question, you can then choose which phase the question will reside under. Finally, provide the purpose, goal, and desired impact of the answer to that question in the subsequent fields. These are important pieces to include as this helps GovDash understand the context of your question.
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Once created, your question will be listed under the Custom tab within the phase you assigned the question to, as shown below.
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To make changes to any of your questions, navigate back to Settings > Capture Cloud, click your question, and make your changes. You may also delete any question you’d like by clicking the trash can icon on the question.
These questions will be available on every opportunity within the phase that you have assigned it to, but they are optional to answer.
Tracking Capture/Solution Progress
Throughout the capture and solutioning processes, you can track your team's progress on an opportunity using the Capture Progress progress tracker on the Overview tab, as well as the percentage scores on each individual tab, as seen below.
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Capture Progress Tracker
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Percentage Indicators
Assigning Roles
Using your GovDash team list, you can assign specific people to an opportunity via the Members list on the main Overview tab. Here you can assign project, capture, and proposal managers, as well as subscribers.
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Within Settings, you can configure your notification preferences for daily email updates on changes to opportunities that you’re assigned to, which is controlled by the Daily Edited Opportunity Digest.
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Can I add custom roles?
At this time the assignable roles are limited to Project, Capture, and Proposal Managers.