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Unread male.
Responding to an RFI? Here''s some simple advice
I've been on both sides of the fence here. For many years, I worked as
a consultant to a product or services vendor. often involved in
presales work. Time after time, RFIs would land on my desk, with a
woefully short amount of time provided to complete a credible
response. I did as best I could with the technical part of the
responses, and was always given praise for the quality of the input
that I gave. However, in a recent exercise, assisting in the
assessment of technical responses to an RFI for an integration hub for
one of our clients, I have had the opportunity to see things from the
customer perspective. Here are some observations that I believe will
help anyone responding to an RFI or RFP. Believe me, it makes a
difference:
- Remember, yours is not the only response your prospective
client is reading. Chances are yours is just one of a number of
responses they must wade through (and usually in addition to their day
job!).
- No matter how much you may like to (or how much it
suits you to) believe it, it is rarely the case that the author of the
RFI is an idiot. They may be less technical than you; you may not see
eye-to-eye, but it is likely they know far more about their particular
problem, requirements and needs than you do.
- The
questions you are being asked have been sweated over, reviewed,
modified, checked, and checked again. They are frequently designed to
address multiple issues and often the key point is buried amongst more
obvious statements.
- Most organisations will use some sort
of grading process which is designed to at least show they are taking
an objective viewpoint on all the vendors chosen. This will invariably
reduce into a spreadsheet within which each vendor will be graded, and
some sort of (un)scientific weighting applied.
- Most
of the individuals inside these organisations will not be objective;
they will have prejudices, personal agendas, misconceptions and
previous experiences that will colour their judgement.
From these observations flow the following recommendations
- Answer ALL the questions. Don't be big-headed; yours is
not the only response your prospective client is reading. As stated in
4. above, you'll probably be scored against a grid, and if you don't
answer a question, there will be two probable consequences: (i) you'll
piss them off because you're making life harder than it needs to be,
& (ii) you'll get a 0 rating. The zero rating may have caveats
around it, but at some later stage there'll be no time to read them,
and an overall score will be taken.
- Answer all questions
appropriately. If you spend two hours answering a question about
scalability and then find that the 'same thing' is being asked in the
section on performance, then you may be right: the author may be a
muppet, who doesn't know the difference. Alternatively, you may have
misunderstood what the questioner is really asking. If in doubt, at
least answer the subsequent question as if you hadn't answered the
first. the fresh words and reorientation of your brain may yield new
insight. Common mistakes: (i) Simply referring to the previous answer
- which is tantamount to stating that the client is stupid and has
asked two questions when one would have done; (ii) Cutting and pasting
the previous answer - this isn't kindergarten and clients generally
spot that kind of thing.
- Keep it concise. Believe me:
your potential client will skim anything that extends beyond that which
they can see on one screen. You must be able to provide the key
information that proves you are the answer to their needs within that
space. Any further information will be gratefully received, and
forgotten/ignored, in appendices and supporting documentation.
- Conversely, never
refer to supporting documentation instead of stating the answer in the
direct response. If it's explained elegantly and clearly in the
supporting document, then that's great: include the document with the
rest of your response and mention that the reader might like to refer
to it for more detailed information, but do your client the service of
at least summarising the salient points in the main, customer-tailored,
response.
- Provide concrete, factual answers wherever
possible. Don't replace facts with woolly nonsense if you aren't
sure. Anything contentious will be taken up and thrashed out at a
shortlisting stage should you get there, so don't hold back on
information you believe to be true, but can't quite substantiate.
- Don't
bother with lots of supporting information that isn't specifically
requested. Given the rest of what I've said in this post, I expect you
understand why, but I will labour the point by providing another
perspective: I have never read a response that has been exemplary;
there is always a bunch of stuff that has been missed out, or not
explained properly, or no proof-read, etc. etc. etc. If you then go on
to write a load of stuff because you think the reader should know it,
even though you haven't bothered to do the bits they have asked for
properly, then, well, it pisses them off. Concentrate on the stuff
you've been asked to provide. Trust me: you won't have enough time to
do that justice, let alone put the frills on.
I would urge all suppliers to take careful note of these points.
Admittedly, this is only my perspective, based on being a technical
reviewer on a number of occasions, but I know for a fact that it's hard
enough to win over a client and you must do as best you can to make it
easy for your potential client to choose you. On the positive side,
there is almost always all to play for. I've seen may examples where
the outsider storms it - but usually only because they've played a
blinder in the selection process. Conversely, never consider it a done
deal. I hate the look on a vendor's face when it finally sinks in that
the sale they've told their directors is a done deal, evaporates in
front of their eyes.
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