Learning Launch Application – Proposal Management 

 Challenge 

 I am part of Insurance Business Unit ( BUs ) business development / proposals management team for   operations / services of a repute organization . Similarly there are other 4 BUs managing their own business   development / proposals teams separately and working in silos . Each team consists of around 12 – 15   members doing multiple activities . All teams support their respective sales teams and in turn work with   other downstream teams for all the proposal inputs . Recently due to increasing demand from corporate   for better sales & support and at reduced cost led to this team re - structuring project exercise . The project   objective was to create a new Ways of working by re - structuring the overall teams to reduce overall   support cost and enhance the sales & support .   One base hypotheses to start was that ~60 % – 70 % overlap   work between the teams hence the overall structure & cost can be optimized to that extent . We have key   stakeholders in terms of 30 sales leads and 50 downstream leads . 

 Selection 

 We constituted a team of 10 with involvement from each BU and corporate . We agreed on the common   project scope with defined timeline of 12 weeks to propose the detailed findings to the leadership for   implementation . We wanted to test a Shared Service Business development model . 

 Corporate ensured that all the team members goes through the design thinking process and tools   trainings . We agreed to proceed with Learning Launch tool to experiment with Shared Service model idea   for couple of proposals to derive the percentage optimization possibility and sales / proposal development   enhancement / faster . 

 Application 

 We conducted brief surveys with all the involved stakeholders . The team then shared their respective BUs   business development ways of working and best practices . The surveys included process understanding ,   deliverables expectation , new model point of view and challenges . We documented all the details and   with some mapping of addressing common activities , categorization of standards & customized activities   and suggested additional requirements . 

 We then agreed on a common ways of model working and run for one proposal for each of the BUs . We   delivered the proposals within 6 weeks . We again conducted a brief surveys with all key stakeholders on   new model and the deliverables quality & timeliness . We discussed our own experiences , key learnings   and documented . 

 We then analyzed our proposal response time taken , utilization of resources and quality . 

 Insights 

 Our analysis from AS IS ways of working , TO BE ways of working and stakeholders feedback from   expectations and new mode experiment gave us some interesting new insights other than the hypotheses   we started . 

 To address our primary hypotheses , our result shows that ~70 % activities are common / standards across   the BUs but in new model environment we were able to achieve only ~30 % - 35 % optimization   leveraging   same tools & applications .   One of the reason for this difference is BU - wise stakeholder working in silos   with different expectation with no common platform / applications . 

 To address the difference a new ideas also evolved – introducing a common digital ( mobile enabled )   sharepoint with standard ways of working / content / best practices for easy access . 

 So we are now scaling the Shared Services model in phases and optimizing our teams . 

 Approach 

 Our next project is to test proposal management integrating with the Shared Service model . The primary   hypotheses will be it will further optimize the effort and led to enhance sales and other stakeholders ’   experience . We plan to leverage combination of design thinking tools of Learning Launch and Visualization   to test the tool and overall model . Visualization will be effective in creating how the tools GUI and   interface with stakeholder while Learning Launch can be used to test the overall model experiment with   the sales . 


EMAIL: 
ID_NUM: 
NAME_STUDENT: 
PHONE_NUM: 
STREET_ADDRESS: 
URL_PERSONAL: 
USERNAME: 

### Task: You are a PII (Personal Identity Information) Detection. Given a essays written by students, you have to identify ONLY the following:
NAME_STUDENT - The full or partial name of a student that is not necessarily the author of the essay. This excludes instructors, authors, and other person names.
EMAIL - A student’s email address.
USERNAME - A student's username on any platform.
ID_NUM - A number or sequence of characters that could be used to identify a student, such as a student ID or a social security number.
PHONE_NUM - A phone number associated with a student.
URL_PERSONAL - A URL that might be used to identify a student.
STREET_ADDRESS - A full or partial street address that is associated with the student, such as their home address.
### Input: Learning Launch Application – Proposal Management 

 Challenge 

 I am part of Insurance Business Unit ( BUs ) business development / proposals management team for   operations / services of a repute organization . Similarly there are other 4 BUs managing their own business   development / proposals teams separately and working in silos . Each team consists of around 12 – 15   members doing multiple activities . All teams support their respective sales teams and in turn work with   other downstream teams for all the proposal inputs . Recently due to increasing demand from corporate   for better sales & support and at reduced cost led to this team re - structuring project exercise . The project   objective was to create a new Ways of working by re - structuring the overall teams to reduce overall   support cost and enhance the sales & support .   One base hypotheses to start was that ~60 % – 70 % overlap   work between the teams hence the overall structure & cost can be optimized to that extent . We have key   stakeholders in terms of 30 sales leads and 50 downstream leads . 

 Selection 

 We constituted a team of 10 with involvement from each BU and corporate . We agreed on the common   project scope with defined timeline of 12 weeks to propose the detailed findings to the leadership for   implementation . We wanted to test a Shared Service Business development model . 

 Corporate ensured that all the team members goes through the design thinking process and tools   trainings . We agreed to proceed with Learning Launch tool to experiment with Shared Service model idea   for couple of proposals to derive the percentage optimization possibility and sales / proposal development   enhancement / faster . 

 Application 

 We conducted brief surveys with all the involved stakeholders . The team then shared their respective BUs   business development ways of working and best practices . The surveys included process understanding ,   deliverables expectation , new model point of view and challenges . We documented all the details and   with some mapping of addressing common activities , categorization of standards & customized activities   and suggested additional requirements . 

 We then agreed on a common ways of model working and run for one proposal for each of the BUs . We   delivered the proposals within 6 weeks . We again conducted a brief surveys with all key stakeholders on   new model and the deliverables quality & timeliness . We discussed our own experiences , key learnings   and documented . 

 We then analyzed our proposal response time taken , utilization of resources and quality . 

 Insights 

 Our analysis from AS IS ways of working , TO BE ways of working and stakeholders feedback from   expectations and new mode experiment gave us some interesting new insights other than the hypotheses   we started . 

 To address our primary hypotheses , our result shows that ~70 % activities are common / standards across   the BUs but in new model environment we were able to achieve only ~30 % - 35 % optimization   leveraging   same tools & applications .   One of the reason for this difference is BU - wise stakeholder working in silos   with different expectation with no common platform / applications . 

 To address the difference a new ideas also evolved – introducing a common digital ( mobile enabled )   sharepoint with standard ways of working / content / best practices for easy access . 

 So we are now scaling the Shared Services model in phases and optimizing our teams . 

 Approach 

 Our next project is to test proposal management integrating with the Shared Service model . The primary   hypotheses will be it will further optimize the effort and led to enhance sales and other stakeholders ’   experience . We plan to leverage combination of design thinking tools of Learning Launch and Visualization   to test the tool and overall model . Visualization will be effective in creating how the tools GUI and   interface with stakeholder while Learning Launch can be used to test the overall model experiment with   the sales .
### Output: 