Capture Management
Map Your Capture Workflow Before Choosing a Build
Document stages, owners, decision gates, deadlines, review rules, and candidate integrations.
What is Automated Capture Management for Government Contracts?
Capture workflow discovery maps how an opportunity moves from identification through qualification, pursuit, proposal, and submission. We can document stages, owners, reminders, review gates, exceptions, and integration requirements for a possible custom project.
Discovery and Scoping Topics
Define the content, workflow and systems for your proposed project.
Current-State Process Mapping
- Current workflow documentation
- Pipeline stage definition
- Role and responsibility mapping
- Go/no-go criteria establishment
Requirement and Feasibility Review
- Candidate stages, tasks, reminders, and exception rules
- Desired roles, views, and approval gates
- Integration, API, licensing, and security dependencies
- Source deadlines and internal milestones
Possible Written Scope
- Project deliverables and boundaries
- Proposed acceptance and test criteria
- Dependencies, timing, pricing, and support terms
- Implementation scope and next steps
Information for Discovery
To understand the current process and constraints, we may ask for:
Current Process
- Existing pipeline stages (or desired stages)
- Go/no-go decision criteria
- Typical capture timeline
- Current tools and spreadsheets
Team Structure
- Capture team roles and members
- Approval authorities
- Review process requirements
- Communication preferences
Integration Needs
- CRM system (if applicable)
- Document storage location
- Calendar/scheduling tools
- Communication tools (Slack, Teams)
Frequently Asked Questions
What is capture workflow automation?
It organizes an opportunity through qualification, pursuit planning, proposal and submission. Discovery maps your stages, owners, tasks and reminders.
Can the workflow follow our current process?
We document your stage names, review gates, roles and exceptions so the proposed workflow reflects how your team works.
How are deadlines and reminders planned?
We define source deadlines, internal milestones, calendar rules, escalations and delivery channels such as email, Slack or Teams.
Can multiple team members work on an opportunity?
We scope assignments, access roles, review gates and visibility for the people involved in each pursuit.
Can we discuss a CRM integration?
Yes. We review your CRM edition, APIs, licensing, field mappings, permissions and sync rules as part of discovery.
How are timing and pricing determined?
The project scope accounts for workflow requirements, integration access, security review and testing before setting a schedule and price.
Related Capabilities
Explore related consultations for documenting requirements and evaluating a possible custom scope.
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Learn moreMap out how your team pursues contracts
Discuss your pursuit stages, handoffs and reporting needs for a possible custom project.