You to play…

Apply what we learnt

together

RFx management - Christophe VASSEUR - February 2024 1

 Game rules
What to do?
2 groups, for each group:
• Review your use case to refine your strategy and need
• Build your team to get organized for the next steps
• Write an RFP with all necessary deliveries you want back
• Define how you will proceed to analyze the answers and define your
short list and winner

Material to support:
• Use case description
• RFP template, NDA sample, RACI template…
• Any tool you have, you can use it: word, excel, ppt…

RFx management - Christophe VASSEUR - February 2024 2

 Use Case #1 Use Case #2
• abdulnafiu olalekan, ADEYEMI • mukhaddas, MUKHADDAS
• kilian, ALKAN • le nhu ngoc, NGUYEN

Teams • jad, CHAKAR

• nathan, DELECOURT
• ecem, OZBILGI
• silard, PINTER
• alice, GOAZIOU • louis, RAEVEL
• prahi, GUPTA • anna, RUCART
• ahmad, HIJAB • alejandro, SANCHEZ RIANOS
• sandrina, KARUNDENG • gourav, SAWAI
• cigdem, KAYA • reine, SHIVAA
• nilakshi, KAYAL • clement, SOHIER
• hicham, LAAOUINA • takuma, TANAKA
• emma, LABRE • keenojah, UMAKANTHAN
• oscar, LE JEUNE-VASSEUR • mingyue, WANG

RFx management - Christophe VASSEUR - February 2024 3

Use case #2
SOULMATE CARE

RFx management - Christophe VASSEUR - February 2024 4

SOULMATE CARE
1. Company Overview:
Welcome to SOULMATE CARE Solutions, a leading provider of personalized care and assistance
services tailored to meet the diverse needs of individuals and families across the globe. Founded
in 1993, our mission is to enhance the quality of life for our clients by offering a comprehensive
range of services, including ironing, childcare, and support for the elderly.

2. Mission Statement:
At SOULMATE CARE Solutions, our mission is to empower individuals to lead fulfilling and
independent lives by providing compassionate care, reliable support, and personalized assistance.
We are committed to making a positive difference in the lives of our clients and their families
through our dedication, professionalism, and unwavering commitment to excellence.

3. Service Portfolio:
Our extensive service portfolio encompasses a wide range of offerings designed to address the
unique needs and preferences of our clients. Whether you require assistance with household
chores such as ironing and cleaning, childcare services for your little ones, or support for elderly
family members, SOULMATE CARE Solutions is here to help. Our team of trained professionals is
dedicated to delivering exceptional care and assistance tailored to your specific requirements.

4. Strategy and Approach:

At SOULMATE CARE Solutions, we employ a client-centric approach focused on delivering
personalized care and support services that prioritize the well-being and comfort of our clients.
Our strategy revolves around three key pillars: quality, reliability, and compassion. By upholding
the highest standards of service excellence, maintaining reliable and consistent support, and
demonstrating genuine compassion and empathy, we aim to exceed our clients' expectations and
earn their trust and satisfaction. RFx management - Christophe VASSEUR - February 2024 5
SOULMATE CARE
5. Key Performance Indicators (KPIs):
As part of our commitment to continuous improvement and accountability, we track several key
performance indicators to measure the effectiveness and impact of our services. Some of our KPIs include:

Client Satisfaction: Measured through feedback surveys and reviews, we strive to maintain high levels of
client satisfaction by actively listening to their needs, addressing concerns promptly, and delivering
services that meet or exceed their expectations.
Service Quality: Assessed through regular quality audits and evaluations, we monitor the quality of our
services to ensure consistency, reliability, and adherence to established standards and best practices.
Employee Performance: Evaluated based on factors such as professionalism, competence, and client
feedback, we prioritize ongoing training and development to empower our team members to deliver
exceptional care and support.
Business Growth: Tracked through metrics such as revenue growth, client retention rates, and market
share, we aim to achieve sustainable growth and expansion while maintaining profitability and financial
stability.

6. Turnover and Financial Performance:

In 2021, SOULMATE CARE Solutions achieved a turnover of 340M€ through strategic investments in
service expansion, marketing initiatives, and operational efficiency improvements. Our robust financial
performance reflects our strong market position, client satisfaction, and commitment to delivering value-
added services that meet the evolving needs of our clients and communities.

7. Conclusion:
In conclusion, SOULMATE CARE Solutions is more than just a care services provider; we are your trusted
partner in enhancing the quality of life for you and your loved ones. Whether you need assistance with
household tasks, childcare support, or care for elderly family members, you can count on us to deliver
compassionate care, reliable support, and personalized assistance tailored to your unique needs. Join us
onRFx
thismanagement
journey to-aChristophe
happier, VASSEUR
healthier, and more
- February fulfilling life with SOULMATE CARE Solutions by your
2024 6 side.
 Need
8. Need for a Website:
In today's digital age, the need for an online presence has become increasingly vital for
businesses to connect with customers, streamline operations, and enhance service
delivery. SOULMATE CARE Solutions recognizes the importance of having a robust
online platform to effectively showcase our services, facilitate client communication,
and streamline the scheduling and management of service providers.

9. Enhancing Service Presentation:

A well-designed website serves as a virtual storefront for SOULMATE CARE Solutions,
allowing us to showcase our comprehensive range of services, highlight our expertise
and experience, and convey our commitment to delivering exceptional care and
support. Through engaging content, compelling visuals, and intuitive navigation, we
can effectively communicate the value proposition of our services and differentiate
ourselves in a competitive market.

10. Streamlining Service Management:

In addition to presenting our services, the website plays a crucial role in streamlining
the scheduling and management of service providers. By implementing a user-friendly
interface and backend system, clients can easily request services, view available time
slots, and schedule appointments based on their preferences and availability.
Meanwhile, service providers can access their schedules, manage appointments, and
communicate with clients seamlessly, enhancing efficiency and productivity.

RFx management - Christophe VASSEUR - February 2024 7

Need
11. Key Website Features:
The website will incorporate a range of features to enhance the user experience and
facilitate service management, including:
• Online Booking System: Allows clients to browse services, select preferred dates
and times, and book appointments with ease.
• Service Catalog: Provides detailed information about our services, including
descriptions, pricing, and availability.
• Provider Profiles: Profiles of our trained professionals, showcasing their
qualifications, expertise, and availability.
• Client Portal: Secure login area for clients to access their account information,
view appointment history, and communicate with service providers.
• Real-Time Updates: Instant notifications and reminders for clients and service
providers regarding appointment confirmations, changes, or cancellations.
• Customer Support: Live chat, email, or phone support to assist clients with
inquiries, address concerns, and provide assistance as needed.

12. Conclusion:
In conclusion, the development of a user-friendly and feature-rich website is
essential for SOULMATE CARE Solutions to effectively present our services, engage
with clients, and streamline service management. By leveraging the power of digital
technology, we can enhance the accessibility, convenience, and efficiency of our care
and support services, ultimately enriching the lives of our clients and communities.
Join us on this journey to a brighter future with SOULMATE CARE Solutions'
innovative online platform at your service.
RFx management - Christophe VASSEUR - February 2024 8
Material

• RFP template & Functionality grid

https://www.dpsolutions.com/success-
center/rfp-resource-center

RFx management - Christophe VASSEUR - February 2024 9

Simplified RACI matrix
Responsible Accountable Consulted Informed
Responsible to get the Ultimately accountable Stakeholders or subject Receive output from the
job done for the project matter expert project

Accountan
Step Action Sponsor Client PM IT PM Lawyer Purchaser Countries Marketing t Data Architect
RFP organization Write and send RFP
I A R C C C C

RFx management - Christophe VASSEUR - February 2024 10

 An Example of a One-way Non-Disclosure Agreement
Date: 201[ ]
Parties:
[NAME OF INDIVIDUAL RECEIVING INFORMATION] of [address of individual]
OR
[NAME OF COMPANY RECEIVING INFORMATION], a company registered in [England] under company number [number on Register of Companies] whose registered office is at [address
of office on the Register of Companies] (the Recipient)
and
[NAME OF INDIVIDUAL DISCLOSING INFORMATION] of [address of individual]
OR
[NAME OF COMPANY DISCLOSING INFORMATION], a company registered in [England] under company number [number on Register of Companies] whose registered office is at
[address of office on the Register of Companies] (the Discloser)
1. The Discloser intends to disclose information (the Confidential Information) to the Recipient for the purpose of [insert details e.g. discussing the possibility of the Recipient and the
Discloser entering into a joint venture] (the Purpose).
2. The Recipient undertakes not to use the Confidential Information for any purpose except the Purpose, without first obtaining the written agreement of the Discloser.
3. The Recipient undertakes to keep the Confidential Information secure and not to disclose it to any third party [except to its employees [and professional advisers] who need to
know the same for the Purpose, who know they owe a duty of confidence to the Discloser and who are bound by obligations equivalent to those in clause 2 above and this clause 3.
4. The undertakings in clauses 2 and 3 above apply to all of the information disclosed by the Discloser to the Recipient, regardless of the way or form in which it is disclosed or
recorded but they do not apply to:
a) any information which is or in future comes into the public domain (unless as a result of the breach of this Agreement); or
b) any information which is already known to the Recipient and which was not subject to any obligation of confidence before it was disclosed to the Recipient by the Discloser.
5. Nothing in this Agreement will prevent the Recipient from making any disclosure of the Confidential Information required by law or by any competent authority.
6. The Recipient will, on request from the Discloser, return all copies and records of the Confidential Information to the Discloser and will not retain any copies or records of the
Confidential Information.
7. Neither this Agreement nor the supply of any information grants the Recipient any licence, interest or right in respect of any intellectual property rights of the Discloser except the

NDA sample
right to copy the Confidential Information solely for the Purpose.
8. The undertakings in clauses 2 and 3 will continue in force [indefinitely.] [for [insert number] years from the date of this Agreement.]
9. This Agreement is governed by, and is to be construed in accordance with, English law. The English Courts will have non-exclusive jurisdiction to deal with any dispute which has
arisen or may arise out of, or in connection with, this Agreement.
If the Recipient is an individual
Signed and Delivered as a Deed by:
[name of Recipient] in the presence of:
_____________________________
Signature
_____________________________
Signature of witness
_____________________________
Name of witness
_____________________________
_____________________________
Address of witness
If the Recipient is a company
Executed and Delivered as a Deed by
[name of Recipient] acting by
[name of director], a director,
in the presence of:
_____________________________
Signature of Director
_____________________________
Signature of witness
_____________________________
Name of witness
_____________________________ 11
_____________________________
Address of witness