VIP MARKETPLACE Marketplace User Manual... · Upload as many capability statements as needed Upload...
Transcript of VIP MARKETPLACE Marketplace User Manual... · Upload as many capability statements as needed Upload...
VIP MARKETPLACE
User Manual
Dated: September 30, 2017
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Table of Contents
How to register my company…………………………………………………………2
What each button is/does………………………………………………………….….7
Company Profile – How to update, edit/modify ………….…………………9
How to upload a Capability Statement………………………………………….13
How to search for VIP Grads………………………………………………………….15
How to add additional Users…………………………………………………………19
How to post an Opportunity – Business opportunities…………………..26
How to post a Forum………………………………………………………..…………..28
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This is the MOST important section of the system
****This is very critical because this is the ONLY way Large Primes
and Government search, and if your company profile is incomplete
you may miss out on Opportunites****
Please pay careful attention because this is where you will complete
the key information about your company, such as;
Company narrative
Socio economic status
Industry(s)
Certifications
Capability Statements
Contract Vehicles you are either the Prime or a Sub
NAICS Codes
Security clearance
Facility Clearance
Clients
Etc.
How to Register my Company
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You will receive an email from the VIP Marketplace with a link
that will take you to a registration page
How to Register my Company
Click on this & then choose which type of Organization you are
Here are the options to choose from
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How to Register my Company
Keep this overview Keyword driven for best results
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****VERY IMPORTANT****
The PRIMARY Contact Person displayed for your company
will be the FIRST person that registers your company.
**Requires Tech support to change**
If you will instruct someone else to complete your company
profile then instruct them to use your contact information.
We HIGHLY recommend that the PRIMARY contact be
someone who is the owner, partner, board member, etc.
because this contact information is fixed and requires
technical support to change it. This contact information will
be displayed on your company profile.
The reason for this measure is that if that contact person is
no longer with your company they can change the
information for our company and this can adversely affect
your company. That is why we recommend a person who is
not likely to change.
How to Register my Company
How to Register my Company
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ONLY use numbers with spaces, commas or colons (no text)
Choose as many from down menu as apply to your company
Choose as many from down menu as apply to your company
Choose as many from down menu as apply to your company. If you have a contract vehicle that is not on the list, Then click “Other” and a text box will appear for you to enter the Contract vehicle
Identify the specific Contract type, i.e. GSA Schedule 70, GSA Schedule 35, SEWP V, etc.
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Examples are CMMI, ISO 9001, MSCE, DBE, PMP, etc.
How to Register my Company
Please use Acronyms if applicable. Examples are DHS, VA, Army, OPM, etc.
Click to save
The more complete your company profile is, the better
your chances to be found by Large Primes, Government as
well as VIP graduates looking for teaming partners.
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This is where we will show you the key screens that you will be using to complete
your company profile.
There are 2 dashboard screens that allow you to control all the key information about
your company and your company profile.
You will have the ability to do the following;
Update, edit or modify your company profile
Upload as many capability statements as needed
Upload your Company Logo
Upload any important documents such as certificates, awards, etc.
Add as many users of your company as you want (unlimited)
Search the VIP database for other VIP graduate companies
Search for Opportunities posted by either
o Large Primes,
o Government or
o Other VIP graduates
Search the calendar of events for upcoming events
Comment on any posting in the system
Continue to the next page for screenshots and the key items
What each button does
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What each button does
Takes you to your personal profile
Takes you to VIP Directory
Send Notifications to all your users
Manage all your Company(s) & Group(s) here
Manage all your Users. Invite & Add New Users
Manage all your Sub Groups/Divisions
Manage all your Forum posts
Manage all your Opportunity Posts
Manage all your Documents, Certificates, etc.
Manage all your Capability Statements
Send emails to all of your users Change Company Logo
This is Your Company(s) profile page
Takes to your Company profile
Will take you to your company profile page
Will take you to your personal profile page
Will take you to edit your company profile page
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Once again, this is the MOST important section of the system, so please pay
carefeul attention because this is where you will update or edit the key
information about your company, such as; (things change with your company
and this is where you change it)
Socio economic
Industry
Certifications
Capability Statements
Contract Vehicles you have
Company narrative, etc.
After you log in, this will be the first screen you will see
This screen is the person who has the role to be a MANAGER of the company
Company Profile
How to UPDATE, EDIT/MODIFY
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The next screen will be the home page for your
Company Profile (below)
This is the screen where you can control your entire company profile.
This is where you need to go if some information needs to be updated or
changed about your company.
The next page will show you the screenshots and how to update your company
profile and with what information.
Edit Your Company profile
Company Profile
How to UPDATE, EDIT/MODIFY
The Contact will be the first person that registers the
group, company or organization and requires tech
support to change. This is a security feature
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Company Name
Choose the ONE that best describes your company from the drop down list
Company Profile
How to UPDATE, EDIT/MODIFY
Keep this overview Keyword driven for best results
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ONLY use numbers (no text) with spaces, commas or colons
Choose as many from down menu as apply to your company
Choose as many from down menu as apply to your company. If you have a contract vehicle that is not on the list, Then click “Other” and a text box will appear for you to enter the Contract vehicle
Choose as many from down menu as apply to your company
Company Profile
How to UPDATE, EDIT/MODIFY
Identify the specific Contract type, i.e. GSA Schedule 70, GSA Schedule 35, SEWP V, etc.
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This is the end of the “How to Update, Edit/Modify your company Profile”
Clients – Acronyms ONLY
Examples are CMMI, ISO 9001, MSCE, DBE, PMP, etc.
Company Profile
How to UPDATE, EDIT/MODIFY
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This is where you will upload your Capability Statement(s)
Capability Statements are included in keyword searches
How to Upload a Capability Statement
Click here to upload a Capability Statement
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Acceptable file types are .doc or .pdf
How to Upload a Capability Statement
Click Here
The name of the capability statement will be the file name
You can upload an unlimited number of Capability statements
Click here to find your file
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This is the primary and key function for the system.
This is where you will learn how to use the system to search for VIP graduate
companies
for partnering, teaming or just trying to find someone you know.
How to Search for VIP graduate companies
The following pages will show you how to use this page
You MUST be logged in order to search the VIP member database
Click here to go to the VIP Marketplace search page
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How to Search for VIP graduate companies
You can also get to the VIP Directory at any time from “My dashboard”
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Keyword search will search the entire Company Profile including the Capability Statement(s)
Will display ICON ONLY if a Capability Statement is uploaded
These are the Column headers for the search table above
When you click “Customize View” The Pop up Box below will display And
You get to choose which information you want to display for your search
How to Search for VIP graduate companies
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How to Search for VIP graduate companies
When you click on the ICON for Capability Statement the Pop up Box below will display
And You get to the Capability Statement without leaving
the page
Easily close the Capability statement pop box and you are returned to the search results page to view other
Capability statements
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This is using the Filter by feature
Click on the button to expand selection
You can choose as many check boxes as you want
Every time you choose a checkbox the search results will
update automatically
Click to clear ONLY this filter section
The purpose of these filters is to help you get to your desired result as quickly and as easily as possible.
You can always add more filters to minimize your
results, or you can remove filters to expand your results.
There are several filters to use for searching and quickly displaying the desired results.
How to Search for VIP graduate companies
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How to Search for VIP graduate companies
This is from your Company profile
Capability Statements can be either viewed right here or
Downloaded
This is what people will see when they click on your Company Name in the search results
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This section will show you how to add additional users
from your company
Users you might like to add to your company;
Business Development Manager
Executive Director
Sales Manager
Executive Assistant, etc.
What Users can do and the Roles you can give them;
MANAGER – This role allows for;
o Editing the Company profile
o Adding additional company Users
o Uploading Capability Statements
o Posting Opportunities
o Adding Groups
VIEWER – This role;
o Has NO control on the company
o Will only receive notifications if your
company posts anything
o Will be able to comment on any posts
o Will be able to have access and search
the VIP graduate database
How to add additional Users from your Company
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Click here You can have UNLIMITED Users
Click here to add additional users from your company
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How to add additional Users from your Company
New Users will get an email with login instructions
MANAGER* – See description VIEWER* – See description
Role Name descriptions *MANAGER - This role allows for;
Editing the Company Profile
Adding company users
Uploading Capability Statements
Posting Opportunities
Adding Groups
*VIEWER – This Role
Has NO control on the company
Will receive notifications of any postings
Will be able to search for VIP Graduates
Will be able to comments on any posts
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This is where you would post a Business Opportunity
How to Post an Opportunity
Click here
Click here
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Click to SAVE the opportunity Posting
How to Post an Opportunity
Complete the fields
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These are all the Companies that match the posting. The posting will match against;
The company description and Profile details entered by VIP Graduate
Click to Display all Companies that match the Opportunity you are posting. For Example – Socio economic, Contract Vehicle, certifications, etc.
How to Post an Opportunity
Click to send email to all companies that match the posting
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This would be the place to post any questions OR
Share experiences with your fellow graduates
How to Post a Forum
Click for the Forum posting page
Click to add a forum
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How to Post a Forum
Choose the Appropriate Category
Enter the title of your forum
Enter your topic content
Click to Save the Forum Posting