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OneTeam InSights - May 2022

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Software Releases & New Features

OneTeam users should have noticed a few new changes with our software release on April 28, 2022. 

Updated Feature

Custom Fields can now be Required Fields

OneTeam was designed to be customized to individual companies’ terminology and BD processes.

One great feature we added in 2021 was Required Fields, which designates fields that are required to be populated in order to designated as a specific Stage. This helps the Capture and Proposal Managers gather information that is required for Gate Reviews, meetings, or reporting as they move through the BD process.

Another features many clients use is Custom Fields, for collecting and organizing data that is not a default OneTeam field. Until recently, the only fields that could be designated as Required Field in Company Settings were default fields.

Company Administrators designate if certain fields are required, for a specific Stage in the Opportunity lifecycle. For example, a company can determine that for an opportunity to be in Proposal Stage, it must have an estimated RFP date. Users can designate one or multiple Required Fields for one or all Stages.

With the latest software release, we have expanded the Required and Customer Fields functionally. Now any Custom Field that is created by the Company Administrator, can be designated as a Required Field for designated Stages. You will see a tag CUSTOM in the field pull-down beside your Custom Fields when adding them as a Required Field.

Custom Required Fields

 

Private Preview Feature

Division Revenue Breakdown

If you are a OneTeam user who has designated company Divisions, to track opportunities and revenue at the division level, we have a new feature in Private Preview right now. Private Preview means that we are evaluating and fine-tuning the feature before release to all OneTeam user companies. If you use the Divisions feature to sub-divide opportunities and want to try the Division Revenue Breakdown function, let us know and we can let you evaluate it and provide feedback to improve functionality.

This new feature allows for Revenue to be broken down at the Division level, for clients that need more detailed revenue projections.

 

In this recent release, we also fixed a few bugs and made minor improvements. The release notes can be found by selecting Support, Release Notes April 28, 2022.

If you need assistance with any feature in the recent releases, feel free to reach out to OneTeam support. If your team would like additional training or would like to explore how to fully integrate OneTeam into your company BD processes, contact Donna Hamby

 

Even though it has been very busy over the last few months, OneTeam is not slowing down! Here is a sneak peek at what is coming to OneTeam during the second half of 2022!

  • Automated Gate Review Templates (currently in Beta)

  • Analytics Module with Power BI embedded in OneTeam (currently in Beta)

  • More Autofill values for Communications templates

  • Ability for multiple Qualification Matrices - subcontractor bid, IDIQ TO, or custom

  • Online Training with videos and tutorials

 

We are excited to continuously improve OneTeam with recommendations from our user base! As always, our goal is to help you Win More Business! To learn more about OneTeam, visit us at www.oneteam.net.

While you are on the website, take a look at the Resources page and sign up for a free OneTeam webinar!  Download our latest newsletter below.

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