Pre-Sale RFP Experience Flashcards

1
Q

Do you have any pre-sale experience

A

yes i was involved in proposal response for Morgan Stanley Quality Center of Excellence, shortly called QCoE

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2
Q

What was the objective of the RFP

A

Morgan Stanley wanted to set up a QCoE program. The main objective of the program was to:

a) Operating and consolidating at scale (processes, standards, tools and metrics)
b) Delivering significant innovation
c) Providing successful project management at scale

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3
Q

What CG expect to demonstrate with the proposal

A

a) Deep knowledge of Morgan Stanley applications and environment from the past 12-year relationship
b) Provide industry leading, best in class processes
c) Industry leadership
d) Colloborative and transformational approach to create unique testing solution

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4
Q

What did we do

A

We demonstrated understanding of the program requirements by clearly stating:

a) Programs Objectives, Vision and Principles
b) Current State Challenges
c) Contract and Pricing Approach
d) Transformation Requirements

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5
Q

What are the components of RFP document

A

Demonstration of understanding of the requirements,
Current State Challenges, Pricing Approach, Scope, Proposed Solution, Roles and Responsibilities, Governance Model, Head count/ Cost Savings (commercials), Issues/Risk Management

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