Proposal Tools Analyst

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Proposal Tools Analyst Purpose The  Apollo programme is replacing the many separate tools used at each sales stage with one operating model. In the Proposing stage, that means one new proposal platform that produces a single, standard customer business case. It replaces the self-service tools that today give different answers for the same customer scenario.

The Proposal Tools Analyst lays the groundwork that makes this possible. You will work through the existing business case, TCO, RFX and proposal tools. You'll turn what you learn into one prioritised, traceable set of requirements. Then you'll make sure each old tool is retired safely.

The role has three parts:

Understand the estate. Work with each tool owner to document what their tool does, what data it relies on, who uses it and why.

Define the platform. Turn that understanding into one set of system requirements that the build team works and tests against.

Retire safely. Switch off each old tool only once the new platform has been shown to cover what the field needs from it.

What Success Looks Like Every proposal, business case and RFP tool in GSO is known to the programme. Each in-scope tool has a full document that its owner has checked.

There is one requirements catalogue, kept in sync with the prototype. Every requirement traces back to the field need and the tool it came from.

Requirements are prioritised with the Field Advisory Group and Proposal Track leads, so the build team works from one ranked list.

Testing covers the documented requirements, and the Field Advisory Group has formally signed it off.

Tools are retired on schedule without disrupting the field. Each retirement is signed off against a capability map, not a date.

There is an agreed recommendation for RFP and RFQ tooling.

What You'll Be Doing Discovery Build  on the Apollo dashboard inventory with a detailed document for each tool: scope, functions, users, data, calculation logic, outputs and limits.

Find tools that aren't recorded yet and get them submitted to the programme.

Trace each tool's data sources, assumptions and hard-coded values. Flag overlaps, gaps and places where tools give different financial outputs.

Requirements and Product Partnership Turn field needs and tool functions into clear, testable requirements, and feed them into the prototype as it changes.

Decide what to rebuild, retire or combine, and record why.

Work with Global Value Management to document TCO, cash flow and P&L requirements. Capture non-functional needs too, such as Salesforce write-back, governance, permissions and auditability.

Work with the Business Platform Owner and DTG as the business-side counterpart. Help shape releases that let old tools be retired as early as possible.

Testing and Decommissioning Make sure test scope and test cases map directly to the requirements. Take completed testing to the Field Advisory Group for sign-off.

Own the capability map that links each old tool to the requirements that must be delivered before it can be switched off.

Set exit criteria and transition paths with tool owners, and give Sales Enablement what they need for cutover training.

Capture logic and content worth keeping before a tool is switched off.

RFP…