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Workflow Management

“Your bid pipeline, visualized and managed from REOI to award”

Workflow Management is your bid pipeline command center for multilateral development bank and UN procurement. Every tender your team is tracking, from initial REOI through prequalification, bid preparation, proposal development, and submission, lives in one unified view. Switch between Kanban boards for visual pipeline management and table views for detailed sorting and filtering, with bottleneck detection when a bid stalls in any stage.
unlimited
pipeline stages with custom gate criteria
1
unified view across all institutions and currencies

Key Capabilities

What it does

Kanban Pipeline View

Drag-and-drop cards between customizable pipeline stages, with color-coded deadline indicators, a card preview showing procuring entity, USD value, and submission date, and collapsible columns showing aggregate pipeline value.

Table View

Sort by any field (submission deadline, value, entity, sector, stage, or assignee), multi-select and bulk-move operations, inline editing for quick updates, and export for pipeline review meetings.

Custom Stage Gates

Unlimited custom stages with defined entry and exit criteria, mandatory checklist items that must be cleared before advancing (for example eligibility confirmation or bid security arranged), and stage-specific required fields.

Bottleneck Detection

Analysis of pipeline velocity by stage, alerts when a bid exceeds the average stage duration, team workload balancing, and historical analytics with stage-by-stage conversion rates.

How it Works

Simple steps to get started

1

Import or create tenders

Import from Discovery or create them manually with the GPN, SPN, or REOI reference and key dates.

2

Assign team members and set deadlines

Each pursuit gets a bid manager, submission deadline, and notes on eligibility and required documents.

3

Move tenders through pipeline stages

Drag cards as bid activities progress, with auto-archive for closed pursuits.

4

Review bottleneck alerts and analytics

Optimize team throughput with data on stage conversion rates and workload balance.

Why it Matters

The problem this solves

Firms bidding across multiple institutions run their pipelines on spreadsheets, shared drives, and email threads. Critical documents get lost between tools, and bid or no-bid decisions happen informally without consistent criteria. Workflow Management replaces that collection of disconnected tools with a single workspace that enforces process, so every tender moves through defined stages with the right people and documents attached at each step.

FAQ

Frequently Asked Questions

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Workflow Management

Your Mission Control: Every bid, from discovery to award, in one view.

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Agentic Workflows

Agentic Governance: AI-Driven Execution for Every Proposal.

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Agentic Workflows

Agentic Governance: AI-Driven Execution for Every Proposal.

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Agentic Workflows

Agentic Governance: AI-Driven Execution for Every Proposal.

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Team Roles and Collaboration

Sync the Squad: Unified Execution from Site Survey to Submission.

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Publishing & Lifecycle

The Clarity Engine: Draft, publish, and manage without the mess.

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Document Workspace

The AI-Native Editor: Turn raw RFQ requirements into bid-ready Word and Excel artefacts.

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Submission Tracking

Never miss a deadline, never skip a review

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Contract Management

The complete win, perform, document, win again loop

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Related terms

Bid SecuritySTEP (Systematic Tracking of Exchanges in Procurement) (STEP)Systematic Tracking of Exchanges in Procurement (STEP) (STEP)
Browse the full glossary

Ready to get started?

See how Workflow Management can transform your bidding workflow.