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Key Concepts

This page explains the core concepts and how Forgent’s features connect to help you win more bids.

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The Hub: Your Knowledge Foundation

The Hub is the central repository for all your company information. Think of it as your company’s memory that powers every other feature.

What goes in the Hub?

  • Company Information – Name, industry, capabilities
  • Certifications – ISO certificates, compliance documents, audit reports
  • Team Profiles – Employee qualifications, CVs, certifications
  • Project References – Past projects, case studies, success metrics
  • Writer Rules – Company-specific writing guidelines
Why it matters: The better your Hub, the better the AI. When Writer researches facts or Eligibility checks requirements, they pull from your Hub. Incomplete Hub = incomplete results.

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Entry Points: Finder & Local Documents

There are two ways to start a project:
Entry PointUse Case
FinderSearch public tender databases, filter by criteria, import directly
Local DocumentsUpload tender documents you received via email or other channels
Both paths lead to the same place: a Project where you manage the entire bid process.

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Projects: Your Bid Command Center

A Project is the container for everything related to a single bid. Each project includes:
The original tender documents, either imported from Finder or uploaded manually. Forgent analyzes these to extract requirements, deadlines, and key information.
An AI-assisted questionnaire to help you decide whether to pursue the bid. Questions are tailored to your company’s decision criteria. The AI pre-fills answers based on the tender documents.
A comparison of the tender’s requirements against your company’s capabilities (from the Hub). Shows which requirements you meet and where there are gaps.
The work items needed to complete and submit the proposal. Currently includes Writer tasks; future tasks may include form filling and more.
Collaborate with team members. Assign tasks, track who’s responsible for what.

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The Bid Decision: Checklist + Eligibility

Before investing time in a proposal, you need to decide: Bid or No Bid? Forgent helps with two complementary tools:
ToolWhat It ChecksSource
ChecklistYour internal criteria (strategic fit, capacity, win probability)Your company’s questionnaire
EligibilityThe tender’s requirements (certifications, experience, financials)Tender documents + Hub
Checklist = “Do we want to bid?”Eligibility = “Can we qualify to bid?”

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Writer: AI-Powered Proposal Generation

When you decide to bid, Writer helps you create the proposal through a 4-step workflow:
1

Documents

Extract requirements from tender documents
2

Writing Plan

Define chapter structure and writing instructions
3

Facts

Research relevant information from Hub and other sources
4

Concept

Generate, edit, and export the proposal
Writer is a task within your project—one of potentially many tasks needed to complete the bid.

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How It All Connects

┌─────────────────────────────────────────────────────────────────────┐
│                              HUB                                     │
│  Company Info │ Certifications │ Team │ References │ Writer Rules   │
└─────────────────────────────────────────────────────────────────────┘
                                   │
                    ┌──────────────┴──────────────┐
                    │          powers             │
                    ▼                              ▼
           ┌──────────────┐               ┌──────────────┐
           │    FINDER    │               │  ELIGIBILITY │
           │  (searches)  │               │  (compares)  │
           └──────┬───────┘               └──────────────┘
                  │                              ▲
                  │ creates                      │ uses
                  ▼                              │
           ┌──────────────────────────────────────────────┐
           │                  PROJECT                      │
           │                                               │
           │  Checklist ──► Eligibility ──► Tasks ──► Submit │
           │                                   │           │
           │                                   ▼           │
           │                               ┌────────┐      │
           │                               │ WRITER │      │
           │                               └────────┘      │
           └──────────────────────────────────────────────┘

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User Roles

Forgent supports different roles within the bid process:
RolePrimary Activities
Bid ManagerDiscover tenders, make bid/no-bid decisions, oversee projects
Team MemberExecute tasks (writing, document preparation, etc.)
Both roles work within the same project, with different focus areas.

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Next Steps

Set Up Your Hub

Build your knowledge foundation

Find Tenders

Discover opportunities

Manage Projects

Run the bid process

Write Proposals

Generate winning content