How do I give proposal feedback to a firm?

Once you have selected a firm or marked them as unsuccessful, you have the opportunity to provide them with feedback.

PERSUIT's feedback card is an important step in the selection process because it supports a transparent and collaborative decision making process, provides a risk and audit log, and encourages the right mindset and practices in giving firms/providers the opportunity to improve in future.

PERSUIT's standardized feedback card allows for:

• Structured feedback: providing a response to the scale from Excellent > Needs Improvement; and/or
• Unstructured feedback: free-text comments

Note: this feedback is only accessible by you and the specific firm. Firms will not be able to view feedback given to other firms.

After you have marked a firm's proposal as selected or unsuccessful, the Firms Want Your Feedback pop-up will be shown.

NB the option to provide feedback will not show until you have marked the proposal as selected or unsuccessful.

What if I choose not to give a firm feedback?

You can select Skip on the bottom left of the pop-up.

Even if you skip sending the feedback, you will still have the Provide Feedback button available later at the top of the firm’s proposal, once you have marked it as selected or unsuccessful.

How can firms view their feedback?

Firms will be notified by email and receive in-app notifications when you submit feedback on their proposal. 

After the feedback has been sent, both you and the firm can locate the feedback at the top of the selected firm’s proposal. 

Where can I view the feedback I've given to a firm?

Aside from within the specific firm's proposal, you can also view the feedback you've given to the firm through our Real Time Business Review feature. This feature is an accumulation of participation and feedback metrics on any firm you work with in PERSUIT to help drive transparency in your review process while simultaneously improving your relationship with these firms. 

Using the filters in Real Time Business Review, select the firm and timeframe you would like to focus on. Click on Proposal Feedback to view how many proposals were reviewed by your team based on your chosen filters. You'll be able to see an average rating accumulated, how many comments were provided, by whom, and the qualitative feedback provided as a result.

How does my organization compare to others when it comes to feedback?

Program Benchmarking show you how well you are adopting and utilizing different platform features. You can compare your own performance against all companies using PERSUIT, as well as those in your industry.

Specifically for feedback, use the Workflow Completion tab > Percentage of proposals that received feedback graph.

Please reach out to your customer success manager with any suggestions about how we can improve the feedback workflow, or if there is any additional feedback data that you would like to see.

Note: You must have the Insights access role in order to view our Real Time Business Review and Program Benchmarking features. If you do not have this access role but would like it, please reach out to your designated CSM. You can view this article here that explains PERSUIT's different access roles and permissions.