SUMMARY:
Learn how XTIVIA GovCon365 AwardTrack embeds the Shipley methodology directly into Microsoft Dynamics 365 to standardize and strengthen your capture process.
Table of contents
Introduction
Government contracts and major enterprise deals aren’t won by chance. They demand rigorous strategy, and for decades, that strategy has been the Shipley methodology—the industry-recognized gold standard for proposal management and capture. But how do you move Shipley from a binder on the shelf into a daily, disciplined workflow? The answer is XTIVIA GovCon365 AwardTrack. We’ve taken the industry’s gold standard and embedded it directly into the most trusted platform—Microsoft Dynamics 365 Sales. This is more than a tool; it’s an automated, scalable blueprint for guaranteed bid success.
Built on the Best: Microsoft Dynamics 365
AwardTrack isn’t a standalone application. It’s built natively on Microsoft Dynamics 365. This critical foundation provides immediate benefits:
- Total Integration: It works seamlessly where your team lives, integrating with Outlook, Teams, and SharePoint.
- Unrivaled Security: Protect your sensitive bid data with Microsoft’s world-class, enterprise-grade security protocols.
- Future-Proof Reliability: Gain the scalability and innovation that only a global technology leader like Microsoft can guarantee.
Shipley Translated: From Theory to Dynamic Action
The genius of AwardTrack is how it makes the Shipley process mandatory, yet effortless. Instead of flipping through a manual, the framework is digitized and resides within your Opportunity entity.
- The Visual Roadmap: The Shipley phases are represented as a dynamic Business Process Flow (BPF) that sits visibly at the top of every opportunity, guiding capture managers through every crucial step.
- Mandatory Quality Gates: AwardTrack enforces quality control through essential Gates. These ensure your bid resources are never wasted:
- The Capture Strategy must be vetted before proposal writing begins.
- Critical Color Team Reviews (Blue, Pink, Red, etc.) are scheduled and executed precisely when they are needed.
- Win Themes are defined, documented, and consistently woven throughout the proposal.
Rigor Without Restraint: Flexibility is Key
We understand that while the Shipley framework is powerful, your organization is unique. AwardTrack is designed to adapt, not dictate:
- High Configurability: Need to change “Red Team” to “Final Review”? Want to insert a new internal gate for legal review? You can easily tailor every guideline and process step to perfectly mirror your internal sales culture and nomenclature.
- Powerfully Optional: If your company uses a different proprietary sales methodology or a simplified approach, you can toggle the Shipley feature off entirely. Keep your Dynamics 365 interface lean and aligned with your specific sales DNA.
The AwardTrack Advantage
| Feature | Impact on Your Pursuit Team |
|---|---|
| Native BPF Integration | Gives every capture manager a visual, step-by-step path to victory. |
| Standardized Gates | Eliminates low-probability pursuits, reducing “bid/no-bid” errors and saving valuable resources. |
| Microsoft Ecosystem | Boosts team adoption through single sign-on and a universally familiar user interface. |
| Color Team Support | All feedback from Blue, Pink, and Red teams is consolidated directly within the CRM record for streamlined review. |
Conclusion
In the battle for complex contracts, structure is your greatest asset. XTIVIA GovCon365 AwardTrack delivers that structure by harmonizing the discipline of the Shipley methodology with the power of the Microsoft Dynamics 365 platform. Give your team the winning formula: win more, stress less, and accelerate your growth.
Ready to digitize your capture process? Contact XTIVIA to learn more about GovCon365 AwardTrack.