Overview
TechnoMile’s Growth Suite automates common tasks for BD and capture teams, reducing time spent on data entry and creating routine documents, and leading to more efficient and cost-effective pursuits. With TechnoMile's Growth Suite, you can effortlessly generate template-based Gate Review Briefing documents directly from an Opportunity record with just one click.
Automated Gate Reviews offer the following benefits:
Eliminates time spent creating one-off PowerPoint presentations for briefings
Ensures consistency and accuracy of content through auto-population of Opportunity details
Facilitates better communication and collaboration within teams
In GovCon parlance, Gate Review Briefings are critical documents used by GovCon bidders to present the progress of their Proposals and viability to stakeholders. These reviews serve as key decision points informing bidders if they can proceed to the next stage of the bidding process.
Audience
Growth Suite Users
Prerequisites
Ensure that TechnoMile’s Growth Suite is already installed and configured. The version of this package must be 2026.1 or higher.
Generate a Gate Review Briefing for an Opportunity
Login to your TechnoMile Growth application on Microsoft Dynamics.
Go to Opportunities and open an Opportunity record of a Group such as Regular.
Click Create Briefing.
Select Gate Review.
The generated PowerPoint (.pptx) file is downloaded onto your system.
Open the downloaded file.
Gate Review Briefing PPT - Regular Opportunity Snapshot with data populated from your Opportunity record opens. Note that the PPT is generated from a customizable template that was previously uploaded for the same Group - Regular in Formstack and includes the following information.
General Overview
Key Dates
Resources
Partners
Competitors
Key Contacts
Call Plans
