RFP Management System - CRM02.1P1US02.1

1. Problem Statement

User Roles Identified:

RFP Manager/Administrator - Oversees RFP creation, management, and completion tracking
Business Stakeholder/Champion - Provides business requirements and manages stakeholder involvement
Evaluation Team Member - Participates in vendor evaluation and decision-making process

Pain Points:

RFP Manager/Administrator:

Managing complex RFP creation across multiple tabs and sections
Tracking completion progress across different RFP components
Coordinating stakeholders, competitors, consultants, and decision makers
Managing document uploads and organizing RFP-related files
Monitoring questionnaire progress and assignments
Tracking activities and maintaining audit trails

Business Stakeholder/Champion:

Difficulty defining comprehensive RFP requirements
Managing stakeholder input and champion information
Coordinating with multiple decision makers with different influence levels
Ensuring all necessary sections are properly defined
Managing win-loss analysis and competitive positioning

Evaluation Team Member:

Accessing relevant RFP information for evaluation
Understanding decision maker influence and relationships
Reviewing questionnaire responses and documentation
Contributing to win-loss analysis and lessons learned

Core Problem:

Organizations struggle with fragmented RFP management processes that lack centralized coordination, comprehensive tracking, and structured evaluation workflows, leading to inconsistent RFP quality, missed opportunities, and inefficient vendor selection processes.

2. Who Are the Users Facing the Problem?

RFP Manager/Administrator:

Responsible for end-to-end RFP management
Coordinates cross-functional teams
Ensures process compliance and documentation
Should have full system access

Business Stakeholder/Champion:

Provides business context and requirements
Manages internal stakeholder relationships
Defines evaluation criteria and success factors
Should have creation and editing access

Evaluation Team Member:

Reviews vendor responses
Participates in evaluation process
Provides input on technical and business fit
Should have read access and limited editing rights

3. Jobs To Be Done

For RFP Manager/Administrator: When I need to create and manage complex RFPs with multiple stakeholders and evaluation criteria, but I struggle with fragmented processes, scattered documentation, and lack of visibility into progress across different RFP components, help me centralize RFP creation with structured workflows, automated progress tracking, and comprehensive stakeholder management, so that I can deliver higher quality RFPs faster and ensure consistent evaluation processes.

For Business Stakeholder/Champion: When I need to define comprehensive RFP requirements and coordinate stakeholder input, but I face challenges in organizing complex requirements, managing decision maker relationships, and ensuring all business needs are captured, help me structure requirements gathering with guided workflows, stakeholder management tools, and collaborative planning features, so that I can create more competitive RFPs that accurately reflect business needs and strategic objectives.

For Evaluation Team Member: When I need to evaluate vendor responses and contribute to selection decisions, but I lack complete visibility into RFP context, stakeholder priorities, and evaluation criteria, help me access comprehensive RFP information, understand decision maker influence, and contribute effectively to evaluation processes, so that I can make informed recommendations that align with business objectives and stakeholder expectations.

4. Solution

The RFP Management System provides a comprehensive platform for end-to-end RFP lifecycle management with the following key capabilities:

RFP Creation & Configuration

Multi-tab RFP Builder: Structured creation process with Basic Info, Stakeholders, Sections, and Analysis tabs
Template Management: Standardized RFP templates for consistent structure
Dynamic Field Configuration: Flexible field setup based on RFP type and requirements

Stakeholder & Relationship Management

Champion Information: Capture champion details with influence levels and contact information
Competition Tracking: Comprehensive competitor analysis and positioning
Consultant Management: External consultant coordination and relationship tracking
Decision Maker Profiles: Detailed decision maker information with influence levels, roles, and contact details

Content & Documentation Management

Section Management: Dynamic section creation with individual due dates and status tracking
Document Repository: Centralized storage for RFP-related documents with categorization
Version Control: Track document versions and changes throughout the process

Evaluation & Analysis Tools

Win-Loss Analysis: Structured evaluation with probability tracking and success factors
Questionnaire Management: Multi-section questionnaires with progress tracking and assignments
Activity Tracking: Comprehensive audit trail of all RFP-related activities

Progress Monitoring & Reporting

Completion Progress: Visual progress indicators across all RFP components
Status Dashboard: Real-time status tracking with milestone visibility
Performance Analytics: Metrics and insights for process improvement

Collaboration & Communication

Team Assignment: Role-based access and responsibility assignment
Notification System: Automated alerts for key milestones and deadlines
Notes Management: Collaborative note-taking with categorization and timestamps

Integration Capabilities

External System Integration: Connect with existing business systems
Export Functionality: Generate reports and documentation for stakeholders
Calendar Integration: Sync important dates and milestones

5. Major Steps Involved

RFP Manager/Administrator Flow:

Step 1: RFP Initiation

Navigate to RFP Management section
Click "Create RFP" button
Enter RFP title and description
Select status (Draft/Active/Completed)
Set budget range and key dates (Issued, Briefing, Submission, Due dates)

Step 2: Stakeholder Configuration

Navigate to "Stakeholders" tab
Add Champion Information (name, contact, influence level)
Add competitors using "Add competitor" button
Add consultants using "Add consultant firm" button
Configure Decision Makers with "Add Decision Maker" button
Set roles, influence levels, and contact information for each decision maker

Step 3: Section Definition

Navigate to "Sections" tab
Click "Add Section" to create new sections
Define section names, status (Pending), and due dates
Configure multiple sections as needed (Technical Requirements, Pricing & Commercial Terms, Implementation Timeline, Support & Maintenance)

Step 4: Analysis Setup

Navigate to "Analysis" tab
Set Win Probability using slider control (0-100%)
Define Key Success Factors in text area
Document Competitive Advantage
Identify Risks & Challenges

Step 5: RFP Creation Completion

Review all tabs for completeness
Click "Create RFP" to finalize
System generates RFP with unique identifier

Step 6: Ongoing Management

Monitor completion progress (shown as percentage)
Upload and manage documents in Documents section
Track questionnaire progress and assignments
Review and update decision maker information
Log activities and maintain notes
Update win-loss analysis as process progresses

Business Stakeholder/Champion Flow:

Step 1: Requirements Input

Access assigned RFP through dashboard
Navigate to relevant sections
Input detailed requirements and specifications
Collaborate with team members through notes system

Step 2: Stakeholder Coordination

Update champion information and influence levels
Identify and add relevant decision makers
Coordinate with consultants and external parties
Ensure all stakeholder information is current

Step 3: Evaluation Criteria Definition

Define success factors and evaluation criteria
Document competitive advantages
Identify potential risks and mitigation strategies
Set realistic win probability assessments

Evaluation Team Member Flow:

Step 1: RFP Review

Access assigned RFP through dashboard
Review overview information and key details
Understand stakeholder structure and decision makers
Review documentation and requirements

Step 2: Evaluation Participation

Complete assigned questionnaire sections
Provide input on technical and business evaluation
Document findings and recommendations in notes
Participate in win-loss analysis updates

6. Flow Diagram

~~mermaid~~

graph TD
    A[Start RFP Process] --> B[Click Create RFP]
    B --> C[Basic Info Tab]
    C --> D[Enter RFP Title]
    D --> E[Set Description & Budget]
    E --> F[Set Key Dates]
    F --> G[Stakeholders Tab]
    G --> H[Add Champion Info]
    H --> I[Add Competitors]
    I --> J[Add Consultants]
    J --> K[Add Decision Makers]
    K --> L[Sections Tab]
    L --> M[Add RFP Sections]
    M --> N[Set Section Details]
    N --> O[Analysis Tab]
    O --> P[Set Win Probability]
    P --> Q[Define Success Factors]
    Q --> R[Document Competitive Advantage]
    R --> S[Identify Risks]
    S --> T[Create RFP]
    T --> U[RFP Created Successfully]
    U --> V[Monitor Progress]
    V --> W[Upload Documents]
    V --> X[Manage Questionnaires]
    V --> Y[Track Activities]
    V --> Z[Update Analysis]
    W --> AA[Document Management]
    X --> BB[Questionnaire Progress]
    Y --> CC[Activity Tracking]
    Z --> DD[Win-Loss Analysis]

7. Business Rules

General System Rules:

RFP Creation Process: RFP creation must follow sequential tab completion (Basic Info → Stakeholders → Sections → Analysis)
Status Management: RFP status can be Draft, In Progress, or Completed with specific state transitions
Date Validation: Due Date must be after Submission Date, which must be after Briefing Date, which must be after Issued Date
Budget Range Format: Budget must be entered in format "e.g., $100K - $500K" with proper currency symbols
Progress Calculation: Completion Progress percentage is automatically calculated based on completed sections, uploaded documents, and questionnaire responses

Basic Info Tab Rules:

RFP Title: Required field, must be unique within the organization, minimum 10 characters
Description: Optional field, supports multi-line text input for detailed RFP requirements
Status Dropdown: Defaults to "Draft", can be changed to "In Progress" or "Completed" based on completion criteria
Budget Range: Optional field with suggested format validation, accepts text input for flexibility
Date Fields: All date fields use date picker with dd-mm-yyyy format
Issued Date: Optional, represents when RFP was officially issued to vendors
Briefing Date: Optional, date for vendor briefing sessions
Submission Date: Optional, deadline for vendor responses
Due Date: Required field marked with asterisk, final deadline for RFP process

Stakeholders Tab Rules:

Champion Name: Required field for primary RFP champion
Champion Contact: Required field, must be valid email format or phone number
Champion Influence Level: Dropdown with options (Low, Medium, High) defaulting to "Medium"
Competitor Addition: "Add competitor" button allows unlimited competitor entries
Consultant Addition: "Add consultant firm" button allows multiple consultant relationships
Decision Maker Management: "Add Decision Maker" button creates new decision maker entries
Decision Maker Name: Required field for each decision maker
Decision Maker Role: Required field describing their position/responsibility
Decision Maker Influence: Dropdown (Low, Medium, High) with color coding
Decision Maker Contact: Required field for communication purposes
Relationship Status: Dropdown for tracking relationship strength with decision makers

Sections Tab Rules:

Section Creation: "Add Section" button allows dynamic section addition
Section Name: Required field for each section, must be unique within the RFP
Section Status: Defaults to "Pending", can be updated to "In Progress" or "Completed"
Section Due Date: Individual due dates for each section using date picker
Section Deletion: X button allows section removal with confirmation dialog
Predefined Sections: System suggests common sections (Technical Requirements, Pricing & Commercial Terms, Implementation Timeline, Support & Maintenance)

Analysis Tab Rules:

Win Probability: Slider control ranging from 0% to 100%, defaults to 50%
Win Probability Display: Shows percentage value next to slider for precise setting
Key Success Factors: Multi-line text area for detailed success criteria
Competitive Advantage: Multi-line text area for competitive positioning
Risks & Challenges: Multi-line text area for risk identification and mitigation

RFP Overview Rules:

Start Date Display: Shows as "2024-01-10" format from Briefing Date
Submission Date Display: Shows as "2024-02-15" format with target icon
Budget Display: Shows as "$500K - $1M" format with dollar sign icon
Completion Progress Bar: Visual progress indicator calculated from all completed components
Competition List: Displays all competitors with "Competitor" tags
Consultant Display: Shows consultant firms (McKinsey & Company, Deloitte Consulting)
Champion Contact: Displays as email link (robert.chen@techcorp.com)

Document Management Rules:

Upload Document Button: Blue button in top-right for document additions
Document Categories: Files categorized by type (Response, Pricing, Company Info)
File Size Display: Shows file size in MB (2.5 MB, 1.2 MB, 3.1 MB)
Upload Date: Displays upload date in yyyy-mm-dd format
Download Functionality: Download icon for each document
Document Types: Supports PDF, Excel, and other business document formats

Questionnaire Management Rules:

Add Questionnaire Button: Purple button for creating new questionnaires
Questionnaire Status: Shows "In Progress", "Completed", or "Pending" with color coding
Progress Tracking: Displays completion as "20/25 questions", "15/15 questions"
Assignment Display: Shows "Assigned to: John Smith", "Sarah Johnson", "Mike Chen"
Due Date Tracking: Individual due dates for each questionnaire section
Section Categories: Questionnaires organized by RFP sections (Technical Requirements, Commercial & Pricing, Implementation & Support)

Activity Tracking Rules:

Add Activity Button: Green button for manual activity entry
Activity Types: Supports different activity types (RFP Clarification Call, Pricing Questions Follow-up, Technical Response Submitted, Final Presentation Scheduled)
Activity Status: Shows "Completed" or "Scheduled" with appropriate color coding
Timestamp Display: Shows date and time (2024-01-20 at 10:00 AM, 2024-01-22 at 2:30 PM)
Participant Tracking: Records participants (John Smith, Sarah Johnson, Mike Chen, All Team)
Activity Descriptions: Detailed descriptions of each activity for audit trail

Decision Maker Management Rules:

Add Decision Maker Button: Orange button for adding new decision makers
Influence Score: Numerical scores (95, 75, 62, 58) displayed prominently
Role Descriptions: Specific role titles (CTO, CFO, VP Operations, Head of Procurement)
Contact Information: Email and phone number storage for each decision maker
Influence Badges: Visual indicators (High Influence, Neutral, Medium Influence) with color coding
Champion Status: Special "Champion" badge for primary contact
Additional Notes: Description field for relationship details and decision-making focus

Notes Management Rules:

Add Note Button: Dark button for creating new notes
Note Categorization: Tags for note types (Technical, Commercial, Competitive)
Timestamp: Automatic timestamp on note creation (2024-01-20, 2024-01-18, 2024-01-15)
Author Tracking: Shows note creator (John Smith, Mike Wilson, Sarah Johnson)
Note Content: Multi-line text support for detailed notes

Win-Loss Analysis Rules:

Analysis Status: Shows "Pending" status with appropriate color coding
Current Status Section: Displays win probability with visual progress bar (75%)
Key Factors Display: Lists success factors as individual items with "factor" tags
Customer Feedback: Multi-line text area for client feedback and comments
Lessons Learned: Multi-line text area for process improvement insights
Update Analysis Button: Green button for updating analysis data
Export Report Button: Option to generate analysis reports

Data Validation Rules:

Email Validation: All email fields must contain valid email format
Phone Number Format: Phone numbers should follow standard format (+1 (555) 123-4567)
Date Range Validation: End dates must be after start dates
Required Field Indicators: Asterisk (*) marks required fields
Character Limits: Text areas have appropriate character limits for data integrity
File Upload Limits: Document uploads limited by file size and type restrictions
Duplicate Prevention: System prevents duplicate entries for key fields

8. Sample Data

Sample RFP: Enterprise Software Platform RFP

Basic Information:

RFP Title: "Enterprise Software Platform RFP"
Description: "Comprehensive enterprise software platform to support TechCorp Industries' digital transformation initiative"
Status: In Progress
Budget: $500K - $1M
Issued Date: 2024-01-05
Briefing Date: 2024-01-15
Submission Date: 2024-02-15
Due Date: 2024-02-15

Stakeholders:

Champion: Robert Chen (CTO) - High Influence - robert.chen@techcorp.com
Competitors: CompetitorA Corp, TechRival Solutions, GlobalSoft Inc
Consultants: McKinsey & Company, Deloitte Consulting
Decision Makers:
- Robert Chen (Champion, CTO, Score: 95, High Influence)
- Maria Rodriguez (CFO, Score: 75, High Influence)
- David Wilson (VP Operations, Score: 62, Medium Influence)
- Jennifer Kim (Head of Procurement, Score: 58, Medium Influence)

Sections:

Technical Requirements (In Progress, Due: 2024-02-10)
Pricing & Commercial Terms (Completed, Due: 2024-02-05)
Implementation Timeline (Pending, Due: 2024-02-12)
Support & Maintenance (Pending, Due: 2024-02-12)

Documents:

Technical_Response.pdf (Response, 2.5 MB, 2024-01-20)
Pricing_Proposal.xlsx (Pricing, 1.2 MB, 2024-01-22)
Company_Profile.pdf (Company Info, 3.1 MB, 2024-01-15)

Activities:

RFP Clarification Call (Completed, 2024-01-20 10:00 AM, John Smith & Sarah Johnson)
Pricing Questions Follow-up (Completed, 2024-01-22 2:30 PM, Mike Chen)
Technical Response Submitted (Completed, 2024-01-25 4:00 PM, John Smith)
Final Presentation Scheduled (Scheduled, 2024-02-10 11:00 AM, All Team)

Notes:

Technical: "Client emphasized cloud-native architecture importance" (John Smith, 2024-01-20)
Commercial: "Budget confirmed at $500K-750K range, CFO is final decision maker" (Mike Wilson, 2024-01-18)
Competitive: "Competitor XYZ Corp bidding, existing relationship but client unsatisfied" (Sarah Johnson, 2024-01-15)

Win-Loss Analysis:

Win Probability: 75%
Key Success Factors: Competitive pricing, Superior technical solution, Strong implementation timeline, Excellent customer references, Comprehensive support offering
Customer Feedback: "Impressed with technical approach and implementation methodology"
Lessons Learned: "Early stakeholder engagement critical for success"

9. Acceptance Criteria

The system must allow users to create new RFPs through a "Create RFP" button with multi-tab interface
The system must require RFP Title as mandatory field with minimum 10 characters
The system must provide dropdown status selection with Draft, In Progress, and Completed options
The system must validate date sequence (Issued < Briefing < Submission < Due Date)
The system must allow budget range entry in flexible text format
The system must provide Champion Information section with Name, Contact, and Influence Level fields
The system must support unlimited competitor additions through "Add competitor" button
The system must support consultant firm additions through "Add consultant firm" button
The system must allow Decision Maker creation with Name, Role, Influence Level, and Contact fields
The system must provide "Add Section" functionality for dynamic RFP section creation
The system must allow individual due dates for each RFP section
The system must provide section status tracking (Pending, In Progress, Completed)
The system must include Win Probability slider ranging from 0% to 100%
The system must provide text areas for Key Success Factors, Competitive Advantage, and Risks & Challenges
The system must calculate and display completion progress percentage automatically
The system must support document upload with categorization (Response, Pricing, Company Info)
The system must display document metadata including size, type, and upload date
The system must provide questionnaire management with progress tracking
The system must support questionnaire assignment to specific team members
The system must provide activity tracking with timestamps and participant information
The system must support manual activity addition through "Add Activity" button
The system must display decision makers with influence scores and role information
The system must provide "Add Decision Maker" functionality through dedicated modal
The system must support note creation with categorization (Technical, Commercial, Competitive)
The system must display note timestamps and author information
The system must provide Win-Loss Analysis section with current status and key factors
The system must support customer feedback and lessons learned documentation
The system must provide "Update Analysis" and "Export Report" functionality
The system must maintain audit trail of all RFP-related activities and changes
The system must provide proper navigation between all RFP sections and tabs

10. Process Changes

`Process AreaFromToImpactJustificationRFPArea`	From	To	Impact	Justification
RFP ~~CreationManual~~Creation	Manual document creation with email ~~coordinationStructured~~coordination	Structured multi-tab creation process with real-time ~~collaboration60%~~collaboration	60% reduction in creation ~~timeBased on elimination~~time	Elimination of document versioning conflicts and structured ~~workflowStakeholder~~workflow
Stakeholder ~~ManagementSpreadsheet~~Management	Spreadsheet tracking with email ~~updatesCentralized~~updates	Centralized stakeholder database with influence ~~scoring45%~~scoring	45% improvement in stakeholder ~~engagementCalculated from improved~~engagement	Improved communication tracking and relationship ~~visibilityDocument~~visibility
Document ~~ManagementEmail~~Management	Email attachments and shared ~~foldersCentralized~~folders	Centralized document repository with version ~~control70%~~control	70% reduction in document search ~~timeBased on elimination~~time	Elimination of file system searching and duplicate ~~documentsProgress~~documents
Progress ~~TrackingManual~~Tracking	Manual status reports and weekly ~~meetingsAutomated~~meetings	Automated progress calculation with real-time ~~dashboards50%~~dashboards	50% reduction in administrative ~~overheadDerived from elimination~~overhead	Elimination of manual status compilation and report ~~generationEvaluation~~generation
Evaluation ~~ProcessIndividual~~Process	Individual spreadsheets and email ~~coordinationStructured~~coordination	Structured questionnaires with assignment ~~tracking40%~~tracking	40% improvement in evaluation ~~consistencyBased on standardized~~consistency	Standardized evaluation criteria and progress ~~visibilityDecision~~visibility
Decision Maker ~~CoordinationManual~~Coordination	Manual contact management and ad-hoc ~~communicationStructured~~communication	Structured decision maker profiles with influence ~~tracking55%~~tracking	55% improvement in decision maker ~~engagementCalculated from improved~~engagement	Improved targeting and relationship ~~managementAnalysis~~management
Analysis ~~DocumentationPost-~~Documentation	Post-process analysis in separate ~~documentsIntegrated~~documents	Integrated win-loss analysis with real-time ~~updates65%~~updates	65% improvement in analysis ~~qualityBased on continuous~~quality	Continuous data collection versus retrospective ~~analysisActivity~~analysis
Activity ~~TrackingManual~~Tracking	Manual meeting notes and calendar ~~entriesIntegrated~~entries	Integrated activity timeline with automated ~~logging50%~~logging	50% improvement in audit trail ~~completenessDerived from systematic~~completeness	Systematic activity capture versus ad-hoc documentation

11. Impact from Solving This Problem

Metric `MetricHow`	How It ~~ImprovesJustificationRFP~~Improves	Justification
RFP Creation ~~Time60%~~Time	60% reduction ~~from~~ (2 weeks to→ 5 days ~~averageStructured~~average)	Structured workflows eliminate rework and coordination ~~delaysStakeholder~~delays
Stakeholder Engagement ~~Score45%~~Score	45% improvement in stakeholder satisfaction ~~ratingsBetter~~ratings	Better communication and visibility into process ~~statusDocument~~status
Document Retrieval ~~Time70%~~Time	70% reduction ~~from~~ (15 ~~minutes~~min to→ 4 ~~minutes~~min average ~~searchCentralized~~search)	Centralized repository with categorization and ~~searchEvaluation~~search
Evaluation ~~Consistency40%~~Consistency	40% improvement in ~~evaluation~~ criteria ~~standardizationStructured~~standardization	Structured questionnaires and scoring ~~mechanismsProcess~~mechanisms
Process ~~Compliance85%~~Compliance	85% improvement in following ~~established RFP proceduresGuided~~procedures	Guided workflows and mandatory field ~~completionDecision~~completion
Decision ~~Quality35%~~Quality	35% improvement in vendor selection ~~outcomesBetter~~outcomes	Better stakeholder input and comprehensive evaluation ~~dataTeam~~data
Team ~~Productivity50%~~Productivity	50% reduction in administrative ~~overheadAutomation~~overhead	Automation of routine tasks and status ~~trackingAudit~~tracking
Audit Trail ~~Completeness90%~~Completeness	90% improvement in process ~~documentationSystematic~~documentation	Systematic capture of all activities and ~~decisionsWin~~decisions
Win ~~Rate25%~~Rate	25% improvement in RFP success ~~rateBetter~~rate	Better preparation and competitive ~~positioningCycle~~positioning
Cycle ~~Time40%~~Time	40% reduction in overall RFP ~~process durationParallel~~duration	Parallel workflows and automated ~~coordinationCost~~coordination
Cost per ~~RFP35%~~RFP	35% reduction in process ~~costsReduced~~costs	Reduced manual effort and improved ~~efficiencyStakeholder~~efficiency
Stakeholder ~~Satisfaction55%~~Satisfaction	55% improvement in internal ~~stakeholder ratingsBetter~~ratings	Better visibility and communication throughout process

12. User Behavior Tracking

RFP Manager/Administrator Tracking:

Metric `MetricEventPropertiesQuestions`	Event	Properties	Questions ~~AnsweredRFP~~Answered
RFP Creation ~~Raterfp_createduser_id,~~Rate	`rfp_created`	`user_id`, ~~rfp_title,~~`rfp_title`, ~~creation_time,~~`creation_time`, ~~template_usedHow~~`template_used`	How many RFPs are being created? Which templates are most popular?
Tab Completion ~~Timetab_completeduser_id,~~Time	`tab_completed`	`user_id`, ~~rfp_id,~~`rfp_id`, ~~tab_name,~~`tab_name`, ~~completion_timeWhich~~`completion_time`	Which tabs take longest to complete? Where do users get stuck?
Document Upload ~~Volumedocument_uploadeduser_id,~~Volume	`document_uploaded`	`user_id`, ~~rfp_id,~~`rfp_id`, ~~document_type,~~`document_type`, ~~file_sizeWhat~~`file_size`	What types of documents are most common? Are file sizes appropriate?
Progress ~~Monitoringprogress_vieweduser_id,~~Monitoring	`progress_viewed`	`user_id`, ~~rfp_id,~~`rfp_id`, ~~progress_percentage,~~`progress_percentage`, ~~view_timeHow~~`view_time`	How often do managers check progress? At what stages?
Stakeholder ~~Updatesstakeholder_modifieduser_id,~~Updates	`stakeholder_modified`	`user_id`, ~~rfp_id,~~`rfp_id`, ~~stakeholder_type,~~`stakeholder_type`, ~~action_typeHow~~`action_type`	How frequently are stakeholders updated? Which stakeholder types change ~~most?~~the most often?

Business Stakeholder/Champion Tracking:

Metric	Event	Properties	Questions Answered
Requirements Input	`MetricEventPropertiesQuestions AnsweredRequirements Inputsection_updateduser_id,section_updated`	user_id, rfp_id, section_name, ~~content_lengthHow~~content_length	How detailed are requirements? Which sections get most attention?
Collaboration ~~Activitynote_createduser_id,~~Activity	`note_created`	user_id, rfp_id, note_category, ~~collaboration_typeHow~~collaboration_type	How much collaboration occurs? What topics generate most discussion?
Decision Maker ~~Managementdecision_maker_addeduser_id,~~Management	`decision_maker_added`	user_id, rfp_id, influence_level, ~~role_typeWho~~role_type	Who are key decision makers? What influence patterns emerge?
Analysis ~~Updatesanalysis_modifieduser_id,~~Updates	`analysis_modified`	user_id, rfp_id, probability_change, ~~factor_countHow~~factor_count	How does win probability change over time? What factors matter most?

Evaluation Team Member Tracking:

Metric	Event	Properties	Questions Answered
Questionnaire Completion	`MetricEventPropertiesQuestions AnsweredQuestionnaire Completionquestionnaire_completeduser_id,questionnaire_completed`	user_id, rfp_id, section_name, ~~completion_timeWhich~~completion_time	Which sections take longest? Where do evaluators struggle?
Document ~~Reviewdocument_accesseduser_id,~~Review	`document_accessed`	user_id, rfp_id, document_type, ~~review_durationWhich~~review_duration	Which documents are most reviewed? How thorough is ~~review process?~~review?
Evaluation ~~Inputevaluation_submitteduser_id,~~Input	`evaluation_submitted`	user_id, rfp_id, score_given, ~~criteria_metWhat~~criteria_met	What scoring patterns exist? Which criteria are ~~hardest to meet?~~hardest?
Feedback ~~Contributionfeedback_addeduser_id,~~Contribution	`feedback_added`	user_id, rfp_id, feedback_type, ~~sentiment_scoreWhat~~sentiment_score	What feedback is most common? Are evaluations ~~positive or~~ positive/negative?

System-Wide Tracking:

Metric	Event	Properties	Questions Answered
Feature Usage	`MetricEventPropertiesQuestions AnsweredFeature Usagefeature_accesseduser_id,feature_accessed`	user_id, feature_name, access_time, ~~durationWhich~~duration	Which features are most valuable? What gets ignored?
Process ~~Bottlenecksprocess_stalledrfp_id,~~Bottlenecks	`process_stalled`	rfp_id, stage_name, stall_duration, ~~reason_codeWhere~~reason_code	Where do RFPs get stuck? What causes delays?
Success ~~Outcomesrfp_completedrfp_id,~~Outcomes	`rfp_completed`	rfp_id, outcome, actual_probability, ~~durationWhat~~duration	What predicts RFP success? How accurate are probability estimates?
User ~~Adoptionuser_activityuser_id,~~Adoption	`user_activity`	user_id, session_duration, ~~actions_completedHow~~actions_completed	How engaged are users? Who needs more training?

Key Questions These Metrics Answer:

Process Efficiency: Which parts of the RFP process are most time-consuming?
User Adoption: How well are different user types adopting the system?
Feature Effectiveness: Which features drive the most value and engagement?
Quality Indicators: Are RFPs becoming more comprehensive and competitive?
Success Predictors: What factors most strongly correlate with RFP wins?
Training Needs: Where do users struggle most and need additional support?
System Optimization: Which workflows could be streamlined or automated further?
ROI Measurement: How much time and cost savings is the system generating?

Link - https://preview--crmcopy1.lovable.app/contacts