The importance of RELEVANT Case Studies when tendering

12th February 2018

How can case studies change your tendering game?

Tenders these days (especially in the public sector) are extremely structured in that they all feature the same legality clauses and requests, based upon EU legislation and procurement law. One other majorly structured trait to a tender and something the buyer definitely wants to know is how you’ve delivered your services in the past!

The age-old question of – “Please provide 3 examples which demonstrate your technical capability in the market” – is now something of common request in national tenders. And rightly so! Of course, buyers want to know who you currently work with, how much work you’ve done and what great results your company boasts, as they need to make sure you have undergone scopes of work, similar to what they are procuring. Experience is key to winning every contract and as part of our writing tutorials at Hudson Succeed, we always state that evidence is needed to back up the majority of the responses. Usually, this evidence comes from your experience. This makes the buyer/evaluator feel at complete ease, knowing you have completed something similar before.

We are not saying that you shouldn’t bid for work you haven’t delivered before (especially if you’re a new business), as you may have better tools, better ideas and more cost-effective solutions at your disposal that other businesses (with experience) lack. It’s all about assessing the relevancy of your experience and using this to benefit the contract at hand. This is where case studies will support your tendering efforts going forward.

A few Do’s and Don’ts to building case studies include:

  • DO – get in touch with your current clients and ask for testimonials – these can be added to support a strong case for why the buyer should choose you;
    e.g. The CEO of ‘Company X’ has stated we are “an impeccable & efficient company, who has not only delivered the most engaging content with brochures but has supported our marketing efforts overall”;
  • DON’T – just pick a client and submit ‘static’ material already developed – always make sure you adapt your content and client to align with the specified requirements of the buyer – ensure similar scope, nature and size is used every time, where possible;
    e.g. if you need to supply 500 brochures to a hospital, the buyer probably won’t care if you supplied 5 to a retail store previously- this is way different in size AND scope;
  • DO – use the STAR format when developing your Case Studies to clearly outline the Situation (brief context), Task (the work you faced), Action (what you’ve done) and Results (what were the results etc.);
    e.g. this helps to break down each case study – you may do this several times depending on the requirements within the tender – but it is a very good start to show the buyer/evaluator what needed to be done, what & how it was done, along with success rates and statistics outlining benefits/improvements to the client.

This will be one of the most important elements you use as part of your tender process and almost 99% of Stage 1/PQQ submissions nowadays have the experience and/or contract example requests embedded.

We encourage you to start working on your case studies as soon as your contract with a client begins, so you can at least get the basic information gathered using the STAR format and then adapt these case studies to align with future buyer’s requirements as part of tenders! This can help you write a winning bid when tendering for contracts.

Need further help? CLICK HERE to get in touch with our bid writers and let us help you grow, develop and stand out!

Need assistance when writing your next bids and tenders?

Now you’re a bit more familiar with what’s required, you may be looking for some writing support. Writing isn’t everyone’s strong suit and that’s ok. Outsourcing a bid you’ve found to bid writing specialists can help you secure that next contract.

Here at Hudson Succeed, we pride ourselves on being bid writing experts. We hold an 87% success rate and have over 60 years of collective bid writing experience. We offer four levels of bid writing support to suit every business need. You may not need the whole bid written for you; you may simply need it proofread before you submit. We can help with that. Our services include:

Tender Writing

Once you’ve found the perfect bid for your business, send it our way. Our Bid Writers can take care of the whole thing for you they’ll even submit it on your behalf. They’ll let you know what they need from you, providing you with a full Tender Writing breakdown.

Tender Ready

Our Tender Ready 4-week programme is perfect for businesses that have never tendered before. A Bid Writer will work with you to ensure you have everything in place to tender successfully. Tender Ready offers your business:

  • A 12-month subscription to one Hudson Discover
  • Access to Global Bid Directors and Senior Bidding Professionals.
  • An Organisation-wide Bid library, including 3 case studies, 5 CVs and policies.
  • Additional flexible benefits.

Tender Improvement

If you’ve been tendering but aren’t seeing success from your current efforts, our Tender Improvement package can help. Our Bid Team will assess your previous responses and tender documents. They will work with you to improve for future submissions. This package includes a 12-month subscription to a Hudson Discover portal and additional tendering development services.

Tender Mentor

If you’ve written your own tender response and need it double-checked for errors, Tender Mentor can help. A Bid Writer will proofread your work for any inconsistencies, grammar, or spelling mistakes. They will also ensure it’s in line with the specification before you submit. This is a great way of improving your skills and understanding of how to polish your tender.

Discover Elite

Upgrading to Discover Elite can help optimise your tendering efforts – even when you’re busy. Our two new time-saving tools can improve your competitor awareness and success rate when bidding for a contract.

The Ultimate Time Saver package offers your business:

  • A maximum of five tender breakdowns per month.
  • An annual subscription to a maximum of two Hudson Discover sector-specific portals. This option can help businesses that overlap two industries such as Healthcare and Technology, for example.
  • Pre-market and award engagement notices monitored on your behalf.
  • Buyer portal management, including registration, password management, downloading documents and assessing viability based on your bid or no-bid strategy.
  • Weekly phone calls with your dedicated Account Manager to discuss viable tendering opportunities.

The Become a Pre-Bid Master package also includes:

  • All of the above.
  • Up to seven tender breakdowns per month.
  • Bid Strategy delivered by a Senior Bid Manager with a minimum of 5 years of experience. It will also be managed by our Global Bid Director.

Contact us to find out how we can help your business grow.

Find more helpful tips and advice in our blogs. We cover topics including:



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