WinCenter Capabilities

 

Optimize the Work of BD, Capture, Proposal Development and Management to Win Federal Business.

R3 WinCenter is a purpose-built business development system for GovCon. It enables you to optimize work throughout your opportunity lifecycle. It brings together the information and work of BD, Capture, Proposal Development, and Management for all participants internally and externally. This seamless system eliminates the gaps that plague efficiency and effectiveness. It enables you to drive work based upon GovCon standards and best practices. And work is simplified and streamlined with extensive automation that drives real-time visibility. You can now scale your business to win more at less cost.

Capability Groups

WinCenter System

Drive GovCon BD standards, process, and efficiency across opportunity lifecycle.

BD

Identify, Develop, and Qualify Opportunities

Capture and Proposal Development

Drive Efficiency and Effectiveness

Management

Get Visibility that Drives Growth and Supports Informed Decisions

R3 Platform for WinCenter

Ensure that your system can scale, evolve and grow with you.

WinCenter System

Drive GovCon BD standards, efficiency, and consistency across opportunity lifecycle.

One System, Serving 3 Core Work Areas

With WinCenter, all of your information and work is brought together into one system to drive winning Federal business across your opportunity lifecycle. Our capabilities support the 3 core work areas of BD, Capture and Proposal Development, and Management. They are the gears that drive your success. Working in one system eliminates the gaps and cracks, enables you to drive consistency of process, and provides real-time visibility to all participants.

Phase-Based Lifecycle

Your opportunity lifecycle is framed based upon the Shipley-styled Phase-Based Lifecycle from Opportunity Identification through Final Award. This GovCon standard structure enables you to drive consistent process. It frames the detailed work and your management displays, dashboards, and reports. With this structure you are empowered to guide and drive people to do the right thing at the right time.

Embedded GovCon Standards

GovCon standards are embedded in WinCenter. They give you structure and drive process and work consistency. It starts with the Phase-Based lifecycle. Our pre-populated Activity Checklist provides key activities based upon Shipley with tracking and scoring. Your schedule is always visible including customer proposal dates, gate reviews and color reviews. And we support best practices to get work done across BD, Capture and Proposal Development.

Process and Workflow Automation

All R3 Solutions have a configurable process engine. A process can be wrapped around just about anything. Out of the box WinCenter has processes for Lifecycle Phase promotions, Bid/No Bid Decisions, Action Items, Contract Requests (NDA, TA, SOW, Subcontract) and Document Assignments. And there are scores of mini-processes enabled through our At-Your-Service Actions. The question is, what do you want WinCenter to do for you?

At-Your-Service Actions

Work in WinCenter is driven by Actions. They may be user actions or system actions that run in the background. Each is configurable and role based. And you can create your own. They drive processes and provide consistency of day-to-day work. They also do things for you such as sending notifications, making status updates, serving work up to users and taking it away (Pens Down), making comments and writing to an Action History log. These At-Your-Service features take care of lots of the admin work, save people time, and keep everyone informed and engaged.

Real-Time Reporting and Visibility

Everyone is kept on the same page with real-time updates surfaced where people work and supported with reports, dashboards, work management displays and charts. You get real-time analytics that provide insight into work without requiring manual preparation and analysis. This real-time visibility drives accountability and consistency across all team members. And it empowers you to take action in time to impact outcomes.

Task Order Lifecycle Automation

Specialized support for Task Order process throughout lifecycle is included in WinCenter. It starts with automating ingestion of Task Orders from GWAC/IDIQ vehicles. It moves to Phase 0 for collaboration, distribution internally and to partners, and your initial interest decision. Then, we support rapid proposal development leveraging reusable knowledge assets and work automation. Throughout the cycle you get visibility with real-time updates.

For more information including screenshots and demo video, see WinCenter System.

 

BD

Optimize the work of BD to develop, identify and drive opportunity.

CRM-Style Account & Contact Management

Our CRM-styled Account Management capability supports WinCenter and our Contract and Program Management solutions. In WinCenter you have one source for Accounts and related Contacts, Documents, Comments, Logged Activity, and cross-organizational Action Items. Everyone has a single view of Accounts across the system.

Proactive BD Initiatives

BD Initiatives enable BD reps to explicitly define account and other objectives and support the work with call plans, activity tracking, documents, threaded collaborative commenting and cross-organizational action items. Visibility through reporting enables management to align Initiatives across BD team and track results to initiatives.

GovWin IQ Sourced Opps Integration

Our rich integration with GovWin IQ brings GovWin opportunity data and documents into WinCenter with ongoing updates. You can bring in full and open opportunities by marking them in GovWin. Or, feeds of Task Orders can be automatically ingested from more than 40 GWAC/IDIQ vehicles supported by GovWin TOONs. Our Phase 0 capability gives you a collaborative place to review, evaluate, distribute, work on sourced opps to make an interest decision. Once in the pipeline, you’ll get ongoing updates of data and documents from GovWin.

Phase 0 Opp Evaluation

We support a Phase 0 bucket for opportunities. This is where BD can review and evaluate new opps (especially GovWin Opps and TOONs Task Order) and collaborate. You can distribute them internally or externally to partners, evaluate interest and make your initial interest decision. You get specific reporting to evaluate the flow, activity and decisions.

BD Visibility

Because BD works in the same system as everyone else, there is less need for updates, reviews and review preparation. The data just percolates to where it needs to be. Capture and Proposal Development can see any BD activity related to an opportunity and do their own work with contacts. And BD sees the progress. Management gets real time visibility in many different forms such as Opportunity Briefs.

For more information including screenshots and demo video, see WinCenter BD for GovCon.

 

Capture & Proposal Development Work

Drive efficiency and effectiveness of capture and proposal work on each opportunity.

One place to work

Increase efficiency and effectiveness by enabling all capture and proposal participants to work in one place and share information. The WinCenter Opportunity Record View brings everything together to keep everyone on the same page. You have all of the opportunity data and documents. You have one view of the Activity and history. Your drive, do, and manage the work using workflows, user actions, collaborative commenting, and automatic status updates. And our role-based permissions, that can differ for each opportunity, give you control over what people can see and do.

Drive and Manage Capture

Capture managers have a pre-populated Activity Checklist for key Shipley-based activities that get tracked for completion and scored. They use Question-driven, KPI Pursuit Assessments to update progress. They drive work with cross-organization Action Items (data calls, NDA, TA requests), Documents Assignments, and Color and Gate Reviews to internal participants and partners working in our Partner Portal. They have a Knowledge Asset Library at their fingertips to reuse for Capture artifacts.

Drive and Manage Proposal Development

Success starts with access to BD and Capture information and activity. Proposal Managers drive the schedule with Color Reviews that have their own workspace. They use Document Assignment workflow for internal participants and teamed partners. Our Document Console gives them full visibility of all documents without having to search through folders. They leverage our rich document actions for version history and to automate tasks such as Pens Down, Archiving, Writer/Reviewer ping-pong, Color Review tagging, lock down to roles, promoting to Production and compiling PDFs.

Convenient Knowledge Assets

360-degree system for Knowledge Asset reuse. Central repository of assets such as past proposals, forms and templates, boilerplate, snippets, resumes, graphics, and Q&A answers. One-click availability to users from within Opportunity Record View to search, read and fetch knowledge assets into working opportunity. Keyword search and full text Boolean search based upon SharePoint search engine.

Robust, secure document management

One central repository of documents and data leveraging dedicated Microsoft SharePoint backend. Supports CUI/ITAR needs. No need to move documents around. One document is tagged for different uses. Enables Pens Down and re-tagging by owner/manager. Easier to manage access, with one click to lock documents down using role-based permissions that can differ down to individual opportunities. Separate, optimized user experience for SME’s (via My Work) and teaming partners (via Partner Portal) supporting Pens Down and threaded collaborative commenting.

Secure, Collaborative Teaming Partner Engagement

Leverage teaming partners with controlled collaboration. WinCenter Partner Portal provides separate, optimized user experience for teamed partners. You control what they can see and do. One action to drive document assignments and action items to them for Expressions of Interest or capture or proposal development work. Full threaded collaborative commenting. No need to set special permissions, move documents around, or even check email for updates.

The simplicity of My Work

We simplify work for assignment doers with My Work. It brings the user assigned Documents, Action Items, and Meetings (Color Reviews, Gate Reviews, other Events). Doers don’t have to comb through emails, find work or guess what needs to be done. It just gets served up to them. And managers easily control what the doers see.

For more information including screenshots and demo video, see WinCenter Capture and Proposal Development for GovCon.

 

Management

Get real-time visibility that drives decisions that affect outcomes.

Opportunity Lifecycle Visibility

WinCenter supports GovCon standards and best practices to drive people to do the right things at the right time. It starts with the Phase-Based Opportunity Lifecycle at the core. You get real-time visibility of your opportunity lifecycle with purpose-built dashboards that serve up the information in specific ways to meet your needs. This visibility drives consistency of process and accountability across your organization. Key dashboards include Opportunity Lifecycle Dashboard, Opportunity Kanban Board, and Submittal Dashboard.

Pipeline Management

For your core opportunity pipeline, WinCenter provides configurable displays and reports to slice and dice your pipeline in Tabular Reports. We get you started with 40+ reports covering all aspects of the system. You can create your own. Users can dynamically search, group and filter the information and print or export the results to Excel, Word, CSV or PDF file. This is just the beginning of your pipeline capability.

Pipeline Dashboards

The opportunity pipeline is brought to life through interactive graphical charts in our Pipeline Dashboard. We support more than 40 types of charts with sophisticated data visualization. We also provide charts with analytics built in that go beyond simple graphical presentation of reporting information. Our opportunity Bubble chart is a good example with real-time comparative analytics on Pwin and Pursuit Assessment scoring. Each chart is interactive with hover over data sets, ability to print and save files, go full screen and even exclude elements with a click.

Comparative Pwin/KPI Pursuit Assessments

Leverage our comparative Pwin capabilities providing BD/Capture subjective Pwin, scoring from our Question-driven, KPI-based Pursuit Assessments, and scoring from our Phase Activity Checklist based upon completion of activities. Get roll-ups of most current Pursuit Assessments across opportunities. And see these metrics as comparative results in the Pipeline Analysis report that make it easy to spot variances. Or create custom algorithms for composite score of these metrics and/or other factors across the system.

Real-Time Compiled Opportunity Briefs

Briefs for reviews are now instant. Get real-time Opportunity Briefs that surface information from across WinCenter as you need it. Data, documents, charts, and analytics all come together for real-time, anytime reviews. We start you out with Briefs for Capture and Proposal Management. We support different styles of briefs surfacing different information such as having a different brief for each gate review. With real-time Opportunity Briefs you eliminate the need for people to prepare documents and do analysis. And the Briefs are interactive so you can take actions right there to drive activity.

Get Visibility of Your Portfolio Schedule

Now it is easy to be on top of schedules. Get real-time visibility of the schedule across your portfolio of opportunities. See your Proposal Schedule of opportunities by customer dates in a GANTT-style interactive display to visualize bottlenecks and manage resources. Our Master Calendar aggregates customer dates, Color Reviews and Gate Reviews across your portfolio. It is just a click to pop-up an opportunity to adjust schedules.

Provide Visibility to Departments Outside of BD

Different departments need information of BD across your organization. WinCenter can handle that. For instance, Finance can use Fiscal Forecast Waterfall reports (set of 7) to forecast revenue. And, they can get quick analyses of B&P expenditures vs. budget and as a % of forecasted revenue. Contracts can interact with BD and receive and respond to requests by BD participants such as NDA, TA, SOW and Subcontracts. Program Management can get visibility into the pipeline and see BD activity with Accounts that they are working on.

For more information including screenshots and demo video, see WinCenter Management for GovCon.

 

Platform

Ensure that your system can scale, evolve, and grow with you.

Built In Configuration Wizards

Built in set of configuration wizards that make it easy to adapt your system to evolving needs. Wizards for changes in navigation, data fields, displays, forms, processes, workflow, user actions, notifications, reporting, charting and role-based permissions. This no-code, wizard driven configuration means that changes can be easily and cost effectively made while your system is running in production.

Native Office 365/GCC Integration

WinCenter runs on top of Microsoft SharePoint. It leverages native integration with Office 365/GCC including outbound email, Office Apps (Word, Excel, PowerPoint), Co-Authoring support, Outlook Drag & Drop and Calendar Overlays, single-sign on with Azure or other authentication providers and supports customer-managed Office 365 Power Automate (MS Flow)/Teams/Power BI integrations.

Just Work in Microsoft Teams

Enhance Microsoft Teams to do work. R3 Snaplet capability enables you to snap features from WinCenter into MS Teams as Tabs in Channels. Users can now do just about anything in Teams they can do in WinCenter (or any R3 solutions). They get full functionality with role-based security controlled by WinCenter. R3 Snaplets empower the growing use of Teams for role-based work. For instance, a BD person can manage their GovWin opps from Teams, Execs can view and work in Dashboards and reports, SME’s can use My Work right there and never have to open a browser and go to WinCenter. It's the ultimate in convenience.

CUI/ITAR support with CMMC/NIST compliance

R3 is available in the R3 Cloud or on premise. We have 3 levels of Cloud offering. They differ in features and the level of Security Compliance for the Federal Government. Our GovCloud offering running on AWS GovCloud in US-West, supports CUI/ITAR needs. We operate based upon CMMC v2 Level 2, NIST 800-171 and NIST 800-53 NFO controls. We use ITAR certified data centers of AWS and only US citizens have access to our customer systems. Each customer has their own dedicated web server and their own separate database for data and documents (based on SharePoint server).

API’s for External System Integration

R3 supports two-way integration with external systems through our API's and web services, REST and ADO.net services. We have off-the-shelf connectors to GovWin IQ and Salesforce. The R3 API and native SharePoint connectors support third-party data visualization tools such as Power BI, Tableau and Qlik. And we support two-way connections to ERPs (Costpoint Unanet etc.) and other external systems. Our Data Wizards support ETL-style one-way-in integration for migration and routine operations.

Tight Integration of WinCenter and R3 Contract Management

WinCenter and R3 Contract Management are natively integrated. You can now have a system covering the full contract lifecycle of both Pre-Award and Post-Award. New Awards flow seamlessly into Contracts. BD can directly access contract and subcontractor information and make and manage agreement requests for NDA, TA, SOW and Subcontracts. And information and functionality can be directly shared between solutions leveraging the R3 Snaplet capability.

Role-Based Controlled Access

WinCenter provides role-based controlled access. This enables you to control what users see and what users can do (using Actions) based on a role. You can adjust the Team Members in roles down to each opportunity. We support pre-set Teams and roles that get automatically applied to opportunities based upon their type. And it is just one easy step to lock documents down to roles.

For more information including screenshots and demo video, see R3 Platform for WinCenter.

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