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Course Code: PSCO 7493
11 Course Visits
Bid Process & Automation Tools
Course Sector:
Procurement & Supply Chain Operations
Course Dates and Locations
Choose a date and location to book your seat
No.
Date
Days
Location
Fees
Enrollment
01
5 Days
Riyadh, KSA $4,250
02
5 Days
Dubai, UAE $4,250
03
5 Days
Online, Virtual $2,150
Introduction
Training course introducion / brief
This course equips professionals with the strategic skills and technical knowledge needed to streamline bid management processes using automation tools and data visualization techniques. Participants will learn how to effectively manage bid timelines, automate repetitive tasks, and build interactive dashboards that support real-time reporting and decision-making.
"Winning bids isn’t just about content—it’s about precision, speed, and insight."
The program combines theoretical foundations with hands-on practice, ensuring participants can apply modern tools like Power BI, Tableau, Excel Automation, and CRM-integrated bid platforms to improve efficiency and competitiveness in proposal development.
Course Objectives
At the end of the training course, participants will be able to
- Manage complex bid timelines and milestones using digital planning tools
- Automate routine bid process tasks to reduce errors and save time
- Create dynamic dashboards for tracking bid performance and progress
- Visualize key bid metrics such as win rates, response times, and resource allocation
- Optimize bid workflows using best practices in process automation
- Collaborate more effectively across cross-functional teams through centralized bid systems
Course Audience
Who is this course for, and can benefit the most
- Proposal and bid managers
- Sales operations specialists
- Business development professionals
- Contract administrators
- Project coordinators involved in competitive bidding
- Professionals seeking to enhance their data-driven decision-making skills
Course Outline
The course aims and learning outcomes
Introduction to Bid Management & Automation
- Understanding the Modern Bid Lifecycle
- The Role of Automation in Bid Efficiency
- Overview of Key Automation and Reporting Tools
- Hands-On: Setting Up a Digital Bid Calendar
Task Automation in Bid Processes
- Identifying Repetitive Tasks for Automation
- Using Macros, Templates, and Workflow Tools
- Integrating Bidding with CRM Platforms
- Workshop: Automating Proposal Drafting and Review
Data Visualization for Bid Performance
- Principles of Effective Dashboard Design
- Creating Reports with Power BI and Tableau
- Visualizing Bid Metrics: Win Rates, Timelines, Resource Usage
Advanced Dashboards & Real-Time Reporting
- Interactive Dashboards for Stakeholder Engagement
- Connecting Live Data Sources for Dynamic Updates
- Custom Alerts and Notifications for Key Milestones
- Workshop: Optimizing Bid Dashboards for Decision-Making
Process Optimization & Continuous Improvement
- Analyzing Bid Data to Improve Future Performance
- Benchmarking Success and Identifying Gaps
- Implementing Feedback Loops and Version Control
Providers and Associations
Providing the best training services and benefits to our valued clients
Boost certificate of completion
BOOST's Professional Attendance Certificate “BPAC” is always given to the delegates after completing the training course, and depends on their attendance of the program at a rate of no less than 80%, besides their active participation and engagement during the program sessions.
ENDORSED EDUCATION PROVIDER
Flexible deadlines
Customized dates accordance to your schedule
Shareable Certificate
Earn certificate upon completion
COURSE METHODOLOGY
Our Training programs are implemented by combining the participants' academic knowledge and practical practice (30% theoretical / 70% practical activities).
At The end of the training program, Participants are involved in practical workshop to show their skills in applying what they were trained for. A detailed report is submitted to each participant and the training department in the organization on the results of the participant's performance and the return on training. Our programs focus on exercises, case studies, and individual and group presentations.
Since 2001, we have been pioneering the training field in the middle east, we managed to unlock potential and help individuals, teams and organisations to be the best that they can be with our full and integrated solutions.
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