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Utilizing Technologies to Ensure Compliance and Reduce Risk:
We flag Complex & Risky Language in Documents
Myran Hunter: Account Manager
Baltimore, MD, USA | Dublin, Ireland | www.visiblethread.com
About Myran
 U.S. Account Manager VisibleThread, a strategic Partner of Deltek & Privia
 Works with Strategic Accounts to:
 Help drive more efficient Capture and Proposal Process
 Provide Language analysis insights
 Establish better Language Heuristics for Winning bids
 Prior to VisibleThread, was Market Analyst and competitive research
analyst
 Linked In: http://www.linkedin.com/pub/myran-hunter/2/45/979/
Baltimore, MD, USA | Dublin, Ireland | www.visiblethread.com
3
About VisibleThread – who are we?
©2013 VisibleThread
4of the top 5US Gov. Contractors use VisibleThread
Strategic Partnerships Better Bid / No Bid /
Teaming decisions
 Clear Language
analysis of responses
 Win Theme validation in
responses
 Starter Compliance
matrix
Baltimore, MD, USA | Dublin, Ireland | www.visiblethread.com
4
Today’s Agenda
I. Are you Compliant?
II. Are you Compelling?
III. Are you Clear?
©2013 VisibleThread 5
Are you Compliant?
Baltimore, MD, USA | Dublin, Ireland | www.visiblethread.com
So, what is a Compliance Matrix?
6
Baltimore, MD, USA | Dublin, Ireland | www.visiblethread.com
This?
7
SolicitationRequirement RFP Section Page Status Page Owner
The contractor may be required to travel in supportof some CLINs, as identified
in the attached PWS. Estimated travel costs associated with routine tasks shall
be included within the applicable CLIN fortravel.
1.1.1 2 Open TJ
The purchase of hardware, software, telecommunications, and Cloud
Computingservices is notcovered in this requirement. Howeverthe contractor
will have to interactwith third parties regardingthe resolution of issues and/or
provision of these services in the course of supportingthis requirement.
1.1.4 3 In Process BJ
The contractor shall performthe effort required by the resultingtask orderon a
firmfixed price and laborhourbasis by CLIN as proposed in Section B.12, Draft
Section BTables. Travel and OtherDirectCosts (ODCs) will be estimates with
notto exceed (NTE) dollaramounts foreach base and option period.
1.1.5 4 Closed 18 RK
ABC Company ProposalGovernment Solicitationfor CloudComputing Services - Solic. #GS248R2040
Baltimore, MD, USA | Dublin, Ireland | www.visiblethread.com
Or this?
8
244 Columns!
Baltimore, MD, USA | Dublin, Ireland | www.visiblethread.com
Agree on Common Characteristics
9
• Typically created by hand
• Review each requirement (e.g.,
„contractor will‟, „contractor shall‟,
„contract must‟, etc.)
• Copy the text into a spreadsheet (or
Word doc) - Copy/paste
Baltimore, MD, USA | Dublin, Ireland | www.visiblethread.com
Can We Automate Some or All of
the Process? If So, Which Steps?
10
Convert to
MS Word
If solicitation
is a
PDF, convert
to MS Word.
1
Search
Using
search, identify all
occurrences of
„shall,‟ „will,‟ „must‟
and other indicators.
2
Copy Text
For each
occurrence, populate a
row in the compliance
spread sheet. Include
the page or paragraph
number and the text of
the compliance
statement.
3
Record Response
Section Paragraph
Once all occurrences are
in the spread sheet, then
for each row, fill in the
details relating to where
in the response we meet
the requirement.
4
Baltimore, MD, USA | Dublin, Ireland | www.visiblethread.com
11
 Yes, but…
 it is a „starter compliance matrix,‟ a starting point
 Simplicity over complexity leads to speedy results
 How?
Can We Greatly Accelerate the Initial Creation of
the Compliance Matrix?
Baltimore, MD, USA | Dublin, Ireland | www.visiblethread.com
12A ‘Starter Compliance Matrix’ in
minutes …
©2013 VisibleThread
Identify key requirement
indicators - “shall, must,
include, etc.”
content in the text
©2013 VisibleThread 13
Are you Compelling?
Baltimore, MD, USA | Dublin, Ireland | www.visiblethread.com
14Is your proposal Compelling &
Responsive?
©2013 VisibleThread
Keywords and win themes
present in the Proposal?
©2013 VisibleThread 15
Are you Clear?
Baltimore, MD, USA | Dublin, Ireland | www.visiblethread.com
16How Clear is your response?
Measure with Readability Metrics
©2013 VisibleThread
Wordy and Unclear content
from the Proposal
Loser Winner
6.98% Long Sentences
 11.63% Passive Sentences
 330 Words
 42 Readability
34.88% Long Sentences
 20.93% Passive Sentences
 1,867 Words
 26 Readability
Baltimore, MD, USA | Dublin, Ireland | www.visiblethread.com
17
What we show you
©2013 VisibleThread
Compare Readability
metrics across multiple
documents
Baltimore, MD, USA | Dublin, Ireland | www.visiblethread.com
18
For more information:
visit www.visiblethread.com or email info@visiblethread.com
3 Minute online demos
Check out our blog at:
http://www.visiblethread.com/blog/
http://www.visiblethread.com/2012/03/a-compliance-matrix-in-10-minutes-%E2%80%93-myth-
or-reality/
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Utilizing Technologies to Ensure Compliance and Reduce Risk:

  • 1. Utilizing Technologies to Ensure Compliance and Reduce Risk: We flag Complex & Risky Language in Documents Myran Hunter: Account Manager
  • 2. Baltimore, MD, USA | Dublin, Ireland | www.visiblethread.com About Myran  U.S. Account Manager VisibleThread, a strategic Partner of Deltek & Privia  Works with Strategic Accounts to:  Help drive more efficient Capture and Proposal Process  Provide Language analysis insights  Establish better Language Heuristics for Winning bids  Prior to VisibleThread, was Market Analyst and competitive research analyst  Linked In: http://www.linkedin.com/pub/myran-hunter/2/45/979/
  • 3. Baltimore, MD, USA | Dublin, Ireland | www.visiblethread.com 3 About VisibleThread – who are we? ©2013 VisibleThread 4of the top 5US Gov. Contractors use VisibleThread Strategic Partnerships Better Bid / No Bid / Teaming decisions  Clear Language analysis of responses  Win Theme validation in responses  Starter Compliance matrix
  • 4. Baltimore, MD, USA | Dublin, Ireland | www.visiblethread.com 4 Today’s Agenda I. Are you Compliant? II. Are you Compelling? III. Are you Clear?
  • 5. ©2013 VisibleThread 5 Are you Compliant?
  • 6. Baltimore, MD, USA | Dublin, Ireland | www.visiblethread.com So, what is a Compliance Matrix? 6
  • 7. Baltimore, MD, USA | Dublin, Ireland | www.visiblethread.com This? 7 SolicitationRequirement RFP Section Page Status Page Owner The contractor may be required to travel in supportof some CLINs, as identified in the attached PWS. Estimated travel costs associated with routine tasks shall be included within the applicable CLIN fortravel. 1.1.1 2 Open TJ The purchase of hardware, software, telecommunications, and Cloud Computingservices is notcovered in this requirement. Howeverthe contractor will have to interactwith third parties regardingthe resolution of issues and/or provision of these services in the course of supportingthis requirement. 1.1.4 3 In Process BJ The contractor shall performthe effort required by the resultingtask orderon a firmfixed price and laborhourbasis by CLIN as proposed in Section B.12, Draft Section BTables. Travel and OtherDirectCosts (ODCs) will be estimates with notto exceed (NTE) dollaramounts foreach base and option period. 1.1.5 4 Closed 18 RK ABC Company ProposalGovernment Solicitationfor CloudComputing Services - Solic. #GS248R2040
  • 8. Baltimore, MD, USA | Dublin, Ireland | www.visiblethread.com Or this? 8 244 Columns!
  • 9. Baltimore, MD, USA | Dublin, Ireland | www.visiblethread.com Agree on Common Characteristics 9 • Typically created by hand • Review each requirement (e.g., „contractor will‟, „contractor shall‟, „contract must‟, etc.) • Copy the text into a spreadsheet (or Word doc) - Copy/paste
  • 10. Baltimore, MD, USA | Dublin, Ireland | www.visiblethread.com Can We Automate Some or All of the Process? If So, Which Steps? 10 Convert to MS Word If solicitation is a PDF, convert to MS Word. 1 Search Using search, identify all occurrences of „shall,‟ „will,‟ „must‟ and other indicators. 2 Copy Text For each occurrence, populate a row in the compliance spread sheet. Include the page or paragraph number and the text of the compliance statement. 3 Record Response Section Paragraph Once all occurrences are in the spread sheet, then for each row, fill in the details relating to where in the response we meet the requirement. 4
  • 11. Baltimore, MD, USA | Dublin, Ireland | www.visiblethread.com 11  Yes, but…  it is a „starter compliance matrix,‟ a starting point  Simplicity over complexity leads to speedy results  How? Can We Greatly Accelerate the Initial Creation of the Compliance Matrix?
  • 12. Baltimore, MD, USA | Dublin, Ireland | www.visiblethread.com 12A ‘Starter Compliance Matrix’ in minutes … ©2013 VisibleThread Identify key requirement indicators - “shall, must, include, etc.” content in the text
  • 13. ©2013 VisibleThread 13 Are you Compelling?
  • 14. Baltimore, MD, USA | Dublin, Ireland | www.visiblethread.com 14Is your proposal Compelling & Responsive? ©2013 VisibleThread Keywords and win themes present in the Proposal?
  • 16. Baltimore, MD, USA | Dublin, Ireland | www.visiblethread.com 16How Clear is your response? Measure with Readability Metrics ©2013 VisibleThread Wordy and Unclear content from the Proposal Loser Winner 6.98% Long Sentences  11.63% Passive Sentences  330 Words  42 Readability 34.88% Long Sentences  20.93% Passive Sentences  1,867 Words  26 Readability
  • 17. Baltimore, MD, USA | Dublin, Ireland | www.visiblethread.com 17 What we show you ©2013 VisibleThread Compare Readability metrics across multiple documents
  • 18. Baltimore, MD, USA | Dublin, Ireland | www.visiblethread.com 18 For more information: visit www.visiblethread.com or email info@visiblethread.com 3 Minute online demos Check out our blog at: http://www.visiblethread.com/blog/ http://www.visiblethread.com/2012/03/a-compliance-matrix-in-10-minutes-%E2%80%93-myth- or-reality/ Q&A