The Business Impact of VT Docs - Going beyond the Compliance Matrix

1. VT Virtual Session
The Business Impact of VT Docs – Going Beyond the Compliance Matrix
Karnita McElveen,
VP of Operations and PMO at Information Sciences Consulting, Inc. (ISCI)
VT Users Conference Virtual Session: June 04th, 12pm EST

2. ˇˇ
VIRTUAL SESSION HOUSEKEEPING
• Our call will last approx. 45min - 1 hour.
• Please ask your questions in the ‘Question’ facility.
• We have a Q&A session at the end.
• Please complete the survey at the end of the session.
• The recording will be shared a few days after this webinar.

3. MEET
• Evelyn Wolf
• CMO, VisibleThread
• evelyn.wolf@visiblethread.com
• Karnita McElveen
• VP of Operations and PMO,
Information Sciences Consulting, Inc
(ISCI)
• kmcelveen@teamisci.com
YOUR SPEAKERS

4. TOPICS
Theme Discovery
Document
Shredding &
Compliance Matrix
Responsibility
Matrix
Acronym
Checker
VT Insights
DictionariesCompare Docs
& Excel Sheets
VT Docs VT Readability
Readability & Single
Tone of Voice Analysis
WE’LL COVER TODAY

5. 5
The Business Impact of VT Docs- Going
Beyond the Compliance Matrix
June 4th, 2020
Information Science Consulting Inc.(ISCI).

6. “The Business Impact of VT Docs- Going
beyond the Compliance Matrix”
6
In this session, I will talk about ISCI’s journey from less
than 5% utilization of VisibleThread (VT) to now using
it regularly for proposals, contracts and task orders,
and in the program management office (PMO).
Additionally, I will discuss how I used VisibleThread to
free up time resulting in room for my personal and
professional growth in just 1 year in a new company.
Ultimately, using VT allowed me to create space to
contribute to growth of the business and clear a path
for my professional growth.

7. Introduction
Karnita R. McElveen, Doctoral Candidate, MBA, CF-APMP
I am the Vice President of Operations and the Program Management
Office (PMO) for Information Sciences Consulting, Inc. (ISCI). I am
Transformational leader who forms alliances with individuals and
business leaders via a thought-provoking and creative business process
that supports organizational effectiveness and collaborative team-
building. After serving my country in the military and spending nearly
two decades working in the Aerospace and Defense Industry, I know
what truly drives growth and profitability. I am also a certified proposal
manager who has worked in corporations and with business leaders
around the world to win business based on my passion for business,
and commitment to meeting customer and market demands.
I am a member of Walden University’s Nu Rho Chapter of the
International Business Honor Society, Delta Mu Delta (DMD), and the
National Society of leadership and Success. In addition to my extensive
business experience, I hold a BA in Project Management, a dual MBA in
Operations Management and Human Resource management from
American Intercontinental University and my doctoral studies are
focused on the development of talented, high- potential leaders to help
organizations meet business objectives. I believe that organizational
excellence can be met by setting high expectations while living out the
mission and values.
7

8. 8
• Staff Augmentation
• Program Management
• IT Services
• Cyber Security, Cloud
Services, Helpdesk,
Telecommunications
• Supply Chain
• Program Management
• Administrative and Professional
Services
• Technical Professional Services
• Program Management
• Financial Management
• Motorcycle Training

9. Outside of the
Box Approach
The Story of the Little Girl and the Ham
9

10. What’s the Point of the Story?
10
ASK QUESTIONS SHARE INFORMATION MONITOR UTILIZATION

11. At the Beginning
11
Get Training
Request the VT Recorded Training
Session
Play with the features
Compliance Matrix
Doc Compare
Readability
Responsibility Matrix
Make it your Own
What benefits do the VT features
yield in my organization?
What personal benefits will I gain
from using VT Thread’s Tools?

12. The Compliance
Matrix
1
2
• How can I use the compliance matrix
feature?
• Shred RFPs
• Review Contract and Subcontractor
Agreements using the Contract Kickoff
• Develop a Program/Plan- Use the Kickoff
matrix to understand deliverables, reporting
frequency, staffing needs

13. The Doc
Compare
13
DRAFT VS. RFP FORGOT TO USE
TRACK CHANGES?
REVIEWING REPORTS
FOR STATUS CHANGES

14. Readability
14
• Are you smarter than an 8th grader?
• The average reading grade level in the US is
8th. However, people enjoy reading at
almost two grade levels below their
capability.
• A study by the Nielson Norman Group
revealed that the same is true even amongst
highly educated readers like executives,
professionals , scientists, or investors.
• The first example is a white paper draft
• The second is my first cut of my Prospectus
for my doctoral study

15. Responsibility
Matrix
15
Use it for its core purpose
Use it as the
foundation for a
RACI Matrix
Responsible
Accountable
Consulted
Informed

16. Responsibility Matrix example
16
Para No. Content Category Term Term Description
1.CatalogManagement
2.Marketing
3.Compliance
4.Staffing
5.Program
Management
6.Invoicing
7.ContractSetup
8.Pricing
9.Sales
11 SUPPLIES/SERVICES 9. Sales Services Services - No description available x
28 TRAINING TO BE PROVIDED IN ACCORDANCE WITH THE PERFORMANCE WORK STATEMENT
(PWS).
5. Program Management Performance Performance - No description available x
65 SUPPLIES/SERVICES 9. Sales Services Services - No description available x
82 TRAINING TO BE PROVIDED IN ACCORDANCE WITH THE PERFORMANCE WORK STATEMENT
(PWS).
5. Program Management Performance Performance - No description available x
120 SUPPLIES/SERVICES 9. Sales Services Services - No description available x
137 TRAINING TO BE PROVIDED IN ACCORDANCE WITH THE PERFORMANCE WORK STATEMENT
(PWS).
5. Program Management Performance Performance - No description available x
173 SUPPLIES/SERVICES 9. Sales Services Services - No description available x
190 TRAINING TO BE PROVIDED IN ACCORDANCE WITH THE PERFORMANCE WORK STATEMENT
(PWS).
5. Program Management Performance Performance - No description available x
226 SUPPLIES/SERVICES 9. Sales Services Services - No description available x
243 TRAINING TO BE PROVIDED IN ACCORDANCE WITH THE PERFORMANCE WORK STATEMENT
(PWS).
5. Program Management Performance Performance - No description available x

17. Responsibility Matrix Transformed to a RACI Matrix
17
` Task
ExecutiveManagement
2.Marketing
Contracts
4.Staffing
5.ProgramManagement
6.Invoicing
7.ContractSetup
8.Pricing
BusinessDevelopment
28 TRAINING TO BE PROVIDED IN ACCORDANCE WITH THE PERFORMANCE
WORK STATEMENT (PWS).
I I C C R I C I C
65 SUPPLIES/SERVICES I I R
82 TRAINING TO BE PROVIDED IN ACCORDANCE WITH THE PERFORMANCE
WORK STATEMENT (PWS).
A C A I R A C
120 SUPPLIES/SERVICES A R C A R
137 TRAINING TO BE PROVIDED IN ACCORDANCE WITH THE PERFORMANCE
WORK STATEMENT (PWS).
C R A I
173 SUPPLIES/SERVICES R

18. So What?
18
The use of the tool for strictly proposal purposes saved me days worth time and effort. This freed me up to explore how I could
support other areas of the organization. My application of the Compliance matrix to contract reviews and supporting PM plan
development resulted in my promotion from Director of Proposal Operations to the Director of the PMO.
My use of the doc compare feature helped me form a relationship with the CEO since he saw how quickly I could identify changes
in documents and save the day when we have people not using track changes.
My use of the responsibility matrix to create RACI matrices demonstrated my understanding of the organization and how key
personnel support the organization
My use of the tool across the organization showed my peers my support for their individual departments and helped them save
time by providing them details of the programs and their responsibility using the VT tool

19. Still Not
Convinced?
Let’s Look at
some stats.
19

20. Quiet Days from 10 days to 24
Quiet Days are defined as days without significant activity outside your working hours.
20

21. Focus Time: Improved from 50% to over 80%
Focus time is the time you
have available to focus outside
of collaborations including
meetings, emails read, and
emails sent.
21

22. Network: Created Space to Grow My Network
22

23. Collaboration
• Collaboration is the % of time during
working hours.
• Having prepped shredded documents
on BD calls and reviews allows me to cut
meeting time by 50%. VT Doc Compares
and readability reports help me give quick
feedback to the executive team and the
business development teams.

24. The Result
• Professional Growth: Saving time with VT gave me the time
and space to grow. After receiving the first promotion within 6
months of the joining the team and demonstrating proficiency
as a director, I was promoted to VP of Operations and the PMP
for AMG, our shared service organization after 1 year in the
organization.
• Business Growth: We won every proposal that I supported in
the first 6 months using the VT. Improved project planning has
increased all programs for all companies
• Operational Growth: As the head of operations for AMG, I set
standards for all companies for which it will support. Currently
building an AMG University wherein I hope to integrate
training with VT.
24
Leadership is not about being the best. Leadership is about
making everyone else better.

25. Connect with Me
25
• kmcelveen@teamisci.com
• linkedin.com/in/karnitamcelveen-mba

26. ˇˇ
YOUR QUESTIONS

27. ˇˇ
THANK YOU FOR JOINING US
To learn more & your additional questions
Learn more about
VisibleThread & VT Docs
Contact us
www.visiblethread.com
Support:
support@visiblethread.com
Demo:
info@visiblethread.com
Your Questions:
evelyn.wolf@visiblethread.com
Wishing you, your families and teams good health.
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