Project Manager · Smarter Bidding · One-Page Brief

Selecting and implementing a modern bid & pipeline platform, live by end of September

Confidential · For CEO, Executive and interview review

The challenge

Bid activity is run out of fragmented Excel workbooks across 14 countries. No single pipeline, no trusted forecast, hours lost re-keying data and no shared operating rhythm. Growth ambition is now outpacing the tooling underneath it.

The approach

Six-pillar delivery: requirements → vendor selection → configure & integrate → migrate & cleanse → adopt in Bulgaria → roll out to 14 countries. Fit-first configuration on Monday.com, Salesforce or Edison365. Hands-on, low-governance, vendor-heavy build.

13-week critical path (Jul → Sep)

Weeks 1–4: Requirements locked, vendor evaluation, decision by end of July.
Weeks 5–10: Configure, integrate (SSO / Office / ERP), migrate Excel data, dry-run with Bulgaria team.
Weeks 11–13: Go-live in Bulgaria by 30 September, hypercare, 14-country rollout plan approved.

Success KPIs

· Platform live in Bulgaria: by 30 Sep
· Excel bid workbooks retired: 100% for Bulgaria team
· Bid-team adoption (weekly active): >90% by week 4 post-launch
· Hours saved per bid: 3–5 hrs avg
· Win-rate uplift (12-month): +4 to +8 pp
· Investment envelope: ~£250k, tracked live

Vendor evaluation, in short

Monday.com: fastest to configure, strongest UX, weaker deep-CRM integration.
Salesforce: most enterprise-grade, richest reporting, higher cost and longer to land.
Edison365: best native Microsoft 365 fit, purpose-built for bids, smaller ecosystem.
Recommendation to follow a scored evaluation against a common demo script and reference calls.

Governance & rollout

Weekly steer (30 mins), one-page report, RAID kept live. Bulgaria base first; 14-country rollout in three waves post-go-live using a light playbook and small central enablement squad, sequenced by market readiness and bid volume.

Why me

A hands-on Project Manager who's led vendor selection, CRM and pipeline platform implementations in fast-moving, low-governance environments. Comfortable in the detail (requirements, demo scripts, data migration), credible with executives, and focused on adoption, not just go-live. I'll bring cadence, candour and the discipline to land 30 September, then set the 14-country rollout up to succeed.