Generate a Gate Review Briefing

Introduction

With TechnoMile's Growth Suite, you can effortlessly generate template-based gate review briefing documents directly from a Growth Opportunity record with just one-click.

Automated gate reviews offers the following benefits:

Eliminates time spent creating one-off PowerPoint presentations for briefings.
Ensures consistency and accuracy of content through auto-population of Growth 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 Growth Suite is already installed and configured. The version of this package must be 2024.2 or higher.

Generate a Gate Review Briefing for a Growth Opportunity

Navigate to a Growth Opportunity record page.
Click the Create Briefing drop-down menu and select Gate Review.

The generated PowerPoint (PPT) file is downloaded onto your system.
Open the downloaded file.

You can view the gate review briefing PPT with data populated from your Growth Opportunity record. The PPT is generated from a customizable template that includes the following information:
- General Overview
- Key Dates
- Resources
- Partners
- Competitors
- Key Contacts
- Call Plans