Ellen Jones Consulting
Making the most of your proposal software.
Helping RFP Teams
So you’ve got proposal software in place, but you’re not using the full functionality. Or, you’re hunting a new provider and dreading the learning curve and productivity lag that a new software brings. And then there’s the strategy for using Artificial Intelligence (AI) in your proposal process. Do you have a strategy?
Let me help your team find the best solutions for your needs. And then get prepared for a new, more productive environment. We can optimize your current proposal software that you have in place or work to ensure a smooth conversion process so that your team can hit the ground running in the new system.
Using a robust functionality roadmap, we’ll plan to leverage your proposal software solution in ways that improve your specific processes, including AI where appropriate. We’ll develop and deliver customized training on your instance to maximize timely user adoption and satisfaction.
My clients:
RFP/Due Diligence/Proposal Teams
Proposal Software Vendors
Sales Support/Internal Subject Matter Expert Teams
Ellen E Jones, CF APMP
Ellen Jones has more than 25 years of experience in financial services business development and proposal team management. Most recently, she was a VP and Marketing Content Manager for Nuveen, leading its content management and consultant databases teams to achieve sales goals and client services demands. Other areas of expertise include compliance, database administration, system user support, project management and process improvement. Previous firms include TIAA, Wells Fargo, Evergreen Investments and Wachovia. Prior to this career, she was a certified high school English teacher and is always glad to pull out a red pen when required.