on - edited by
SusanReadMiller
Organizations are often inundated with requests for information. These requests can come from within the organization or external to the organization from their clients, third parties, vendors, and so on. These requests are typically Requests for Information (RFI) or Requests for Proposals (RFP). When the organization receives these requests, they need to gather the responses and return them to the Requestor. For most organizations, this is a manual process and results in longer cycle times and outdated reports. In addition to a manual process, the information requested is often repeated and require the same response. Responses are required from multiple departments within the organization, making it difficult to track these requests and ownership of the responses resulting in information silos.
With the Archer Request and Response Tracker, you can document these requests and the response back to the Requestor. Requests are easily imported into Archer and assigned to owners to provide responses and supporting evidence. In addition, you can approve responses in advance to help minimize the cycle time of requests. Once responses are selected or provided, you can easily export the request and send it back to the Requestor and track the final outcome.
Benefits
- Consistent and repeatable automated process for managing and tracking requests for information
- Ensure accountability and timeliness for responses through workflow automation
- Minimize information silos within the organization
Key Features
The Archer Request & Response Tracker app-pack enables organizations to:
- Document and track requests for information, proposals, etc.
- Import requests and assign ownership for response
- Document and manage responses and supporting evidence
- Create and maintain a library of approved responses
- Export responses using mail merge template
Solution and Platform Information
- Solution Area: All
- Prerequisite Use Cases: This offering does not require any prerequisites.
- Supported Platform Version: Archer Platform Release 6.8 and later
- Supported Archer Environments:
- On-Premises
- Archer Hosted
- Archer SaaS
Archer On-Demand Application (ODA) Licenses
Two (2) Archer On-Demand Application (ODA) licenses are required for Archer Request & Response Tracker App-Pack.
For More Information
To learn more about the Archer Request & Response Tracker app-pack:
- Watch a short demonstration video;
- Review the Implementation Guide; and
- Download the Installation Package.
The Archer Request & Response Tracker App-Pack is an offering provided through the Archer Exchange to augment your existing Archer implementation. To learn more about the Archer Exchange, please visit the Archer Exchange on the Archer Community.
For Additional Support
To learn more about this offering, please contact your Account Rep for additional details. For technical support questions regarding this offering, please open a support case.
Archer Request & Response Tracker - Request Manager
Archer Request & Response Tracker - Response Owner
