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CUSTOMER SUCCESS:
TALES FROM THE FRONT
LINES
DREW TAYLOR, VISIBLETHREAD
CUSTOMER SUCCESS MANAGER
VISIBLETHREAD USERS CONFERENCE 2016
VISIBLETHREAD’S “SECRET”
SUPERPOWER
Click here to
open up whole
new worlds of
possibilities
If you’re not using
dictionaries, you’re
ignoring a huge part
of VisibleThread’s
power
THIS ISN’T YOUR GRANDFATHER’S
DICTIONARY…
Customiza
ble
keyword
lists
User-defined
descriptions
& guidance
• Shredding RFPs for compliance requirements
• Identifying risk factors in RFPs prior to bid/no
bid decision
• Finding “bad language” (clichés, contract
liability, etc.)
• Locating NAICS codes, FAR clauses, and many
more…
DICTIONARIES HAVE ENDLESS
APPLICATIONS:
REAL-WORLD USE
CASES
FROM REAL VISIBLETHREAD
CUSTOMERS
AVOIDING DANGER IN HVAC
CONSTRUCTION
Turning this… Into this:
AVOIDING DANGER IN HVAC
CONSTRUCTION
How do VisibleThread dictionaries help this company
avoid risk while remaining successful and disaster-
free?
Identifying hazardous
materials and ensuring their
safe removal
Finding risk factors that could
lead to increased costs, injury
BUILDING A BETTER SUPERCOMPUTER
Compiling information gathered by four custom
dictionaries:
• Technical requirements
• Product descriptions
• Proposal objectives
• Key formatting factors
How does this company use VisibleThread to
improve their productivity and proposal quality?
BUILDING A BETTER SUPERCOMPUTER
But it’s not just dictionaries…
Color Team Reviews
Clear Language reports to ensure
readability
Acronym Checker reports to guarantee
consistent acronym usage
“White Glove” Review
Concept Tracking and Discovery to
compare their proposal doc to the RFP
Document Compare to check their
proposal for integrity following
HOW CAN VISIBLETHREAD
DICTIONARIES WORK FOR
YOU?
HOWEVER
YOU WANT!
LIVE DICTIONARY
DEMONSTRATION
•How to edit existing dictionaries
•How to create new dictionaries
•How to import keyword lists from Excel as a
dictionary

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Customer Success: Tales from the front lines

  • 1. CUSTOMER SUCCESS: TALES FROM THE FRONT LINES DREW TAYLOR, VISIBLETHREAD CUSTOMER SUCCESS MANAGER VISIBLETHREAD USERS CONFERENCE 2016
  • 2. VISIBLETHREAD’S “SECRET” SUPERPOWER Click here to open up whole new worlds of possibilities If you’re not using dictionaries, you’re ignoring a huge part of VisibleThread’s power
  • 3. THIS ISN’T YOUR GRANDFATHER’S DICTIONARY… Customiza ble keyword lists User-defined descriptions & guidance
  • 4. • Shredding RFPs for compliance requirements • Identifying risk factors in RFPs prior to bid/no bid decision • Finding “bad language” (clichés, contract liability, etc.) • Locating NAICS codes, FAR clauses, and many more… DICTIONARIES HAVE ENDLESS APPLICATIONS:
  • 5. REAL-WORLD USE CASES FROM REAL VISIBLETHREAD CUSTOMERS
  • 6. AVOIDING DANGER IN HVAC CONSTRUCTION Turning this… Into this:
  • 7. AVOIDING DANGER IN HVAC CONSTRUCTION How do VisibleThread dictionaries help this company avoid risk while remaining successful and disaster- free? Identifying hazardous materials and ensuring their safe removal Finding risk factors that could lead to increased costs, injury
  • 8. BUILDING A BETTER SUPERCOMPUTER Compiling information gathered by four custom dictionaries: • Technical requirements • Product descriptions • Proposal objectives • Key formatting factors How does this company use VisibleThread to improve their productivity and proposal quality?
  • 9. BUILDING A BETTER SUPERCOMPUTER But it’s not just dictionaries… Color Team Reviews Clear Language reports to ensure readability Acronym Checker reports to guarantee consistent acronym usage “White Glove” Review Concept Tracking and Discovery to compare their proposal doc to the RFP Document Compare to check their proposal for integrity following
  • 10. HOW CAN VISIBLETHREAD DICTIONARIES WORK FOR YOU? HOWEVER YOU WANT!
  • 11. LIVE DICTIONARY DEMONSTRATION •How to edit existing dictionaries •How to create new dictionaries •How to import keyword lists from Excel as a dictionary