Summit Speakers 2014
Transforming proposal capability
James Verner, partner & commercial director, Hymans Robertson
Strategy, capture and management
Case Study – Proposal Centre Transformation
Developing proposal skills and resources within a leading UK pensions firm: a case study
With an unsatisfactory win rate, and a need to improve the efficiency and reduce the cost of the bid process, we embarked on a period of change within the tender team. The result is a proposal centre of excellence that is much more capable of supporting the firm's strategic targets. The presentation will highlight the challenges we encountered and overcame on the path to achieving our objective.
Topics will include: changing the organisation's approach and embedding new processes; developing the proposal function; Introducing service levels; and getting stakeholder buy-in.
James has 12 years’ experience of leading award-winning consulting and technology businesses in the pension and employee benefits market in the UK and Asia Pacific. He has led the transformation of the firm’s new business and client development programme.