Privia

Privia

(15)
3.4 out of 5 stars

Privia specializes in capture & proposal management software and services.

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Showing 18 Privia reviews
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Privia review by Carolyn R.
Carolyn R.
Validated Reviewer
Verified Current User
Review Source

"Don't do a proposal, RFI response, even some post-award deliverables without it!"

What do you like best?

ease of management and use, ability to secure items at the document level, version control, and ability to control user access at the admin level in seconds.

What do you dislike?

there is nothing about it I dislike. - love it

Recommendations to others considering the product

Way better than SharePoint!! And much easier to use.

What business problems are you solving with the product? What benefits have you realized?

Streamlines proposal development and allows security control at the document level. Prevents accidental deletions of documents or versions. Tracks who made changes to each version, allowing proposal manager to get clarifications from the author, if necessary.

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Privia review by Sasha V.
Sasha V.
Validated Reviewer
Review Source

"Perfect product for capture management"

What do you like best?

Ease of use, fast customer support, excellent ability to maintain document integrity during the capture process. The continued upgrades and enhancements make this product top-notch. I am continuing to learn new features of the product, and have always been pleased with the ongoing dedication to enhancements the company strives for. Having both a Platform version, and Web version, allows for utilization across account teams, as well as for teaming partners. Documentation is excellent, and support always at hand to answer questions regarding features.

What do you dislike?

There is very little to dislike, and if any issues are encountered, customer support is quick to respond. There are features that are being updated, which will increase productivity on the administrator side, but from an end-user perspective, the system is an excellent solution for teams, and very few members have expressed any dislike of the product.

Recommendations to others considering the product

This is a great product, and a great company. I cannot recommend them enough.

What business problems are you solving with the product? What benefits have you realized?

The ability to manage many proposal captures in one easy repository. The ability to allow teams to develop with the security of strong document permissions and versioning allows for excellent task management. Having capture management in one location, with a standard set of tools allows for teams to focus on the quality of the work. The benefits of working in Privia is the ability to maintain one single repository of existing captures, which allows for continued reference for later teams.

What Proposal solution do you use?

Thanks for letting us know!
Privia review by Yevette B.
Yevette B.
Validated Reviewer
Verified Current User
Review Source

"Proposal and Contract Management Today"

What do you like best?

Cradle to grave management of an opportunity. We have opportunities DOD and DOD IC. We use Priva to update our pipeline, develop business development milestones that send updates to the business development owner and assigned participants. Calendar items are generated (schedule of events) and if the opportunity is approved for pursuit after the pursuit review, we deploy the business development workspace and proposal workspace. This includes capture management, process milestones, and processes. We then ensure the folders are updated with the proper artifacts. Our folders were structured to manage DOD and DOD IC contracts it doesn’t matter what type of contract to include task orders, purchase orders, etc... If the opportunity is won we deploy the opportunity to contract operations. We altered the contract information database to resemble our DCAA contract briefs. We used Privia's collaboration tool for open integrated communication online with participants on any proposal effort. Comments can be made anywhere in the document simultaneously. This works well during our color team reviews. We used Privia's expertise to develop and create templates specific to our organization’s needs. Privia also had templates available for us to alter to our internal and external operational processes.

What do you dislike?

What I dislike is my lack of understanding of what the roles and responsibilities are when assigning to each user. The roles and responsibilities must be assigned properly. I also dislike folder ownership and transfer management.

Recommendations to others considering the product

Take the time and baseline your operations and support operations. Understand what information should be shared amongst departments. Determine what your incomes and outcomes are. Develop your goals and objectives. Present this information to a Privia consultant and your needs will be met. Understand your business processes fully. Always focus on continuous improvement!

What business problems are you solving with the product? What benefits have you realized?

We have completely integrated the cradle to grave management of an opportunity. We have electronic management of all operational documents and contractual artifacts. During an audit internal, external, DCAA etc... All artifacts are in one location along with the historical records. It allows for the support operations of an organization to collaborate and share information for example the human resource department stores resumes and performance evaluation as well as store and prepare resumes and letters of intent for the proposal effort. The accounting department manages rates, the cost proposal, invoices and monthly reporting requirements. The recruiting department uses Privia as a source to support future opportunities. The senior management uses Privia to store strategy, new business review processes and procedures, and corporate governance tools for the organization. Privia is used by our management team to holistically manage opportunities and operations of a contract vehicle. All in one location. Priceless.

Privia review by Pat M.
Pat M.
Validated Reviewer
Verified Current User
Review Source
Business partner of the vendor or vendor's competitor, not included in G2 Crowd scores.

"Eight Year User - Love It! Great content management and workflow Proposal Management Software."

What do you like best?

Running a proposal using Privia is seamless. During a proposal, having document control down to the levels of editing, writing, viewing, and overall access is critical. This program provides extensive controls when needed. Also, different levels of user rights provide a proposal manager the ability to manage a response and your team members without any issues or lost information.

The version control feature is irreplaceable and a must for all proposal professionals. The new search capabilities is similar to Google search and is a real time saver. The capture tool monitoring future procurement efforts and alerting managers of milestones for current efforts places less demands on capture professionals. Can't say enough about this software.

As far as the previous review titled "Privia Pain" and dated May 14, 2015 pertaining to "losing information" . . .There is no way this can be true - had to be either a user error or computer issue - no way it had anything to do with the software. The software retains all versions and even sets up a "special" temporary file location on your individual computer should your actual computer crash or you lose internet connectivity. Privia has saved me hours of reconstructing 1,000 page documents when a company had internal, uncontrollable mechanical and technical issues.

What do you dislike?

Very little.

However, I don't care for how there are two interfaces - Privia Web and Privia Platform. The Platform interface is great and very, very easy to use. "Drag and drop" content management, etc. The issue is - when you want to access all the tools of Privia (Capture tools, reporting, workflows, etc.) you, as a user, must use the Privia Web interface ONLY. I use the Platform version the most during proposals due to ease. Switching back and forth between the interfaces is a pain as you must sign in and out of the software. Plus both interfaces look and act differently.

Recommendations to others considering the product

Talk to a company that is currently using the software for their proposals. Also, ask for an onsite demo if you have any doubts. In addition, include your technical folks so they too can see the software and see the amazing administrator tools that make it possible for regular employees to assist with administrator duties. Privia is a software that provides controls down to the individual user and therefore makes it possible to alleviate your Technical personnel's duties and responsibilities making their lives less stressful.

What business problems are you solving with the product? What benefits have you realized?

I travel as a consultant to organizations all over the world. I work with dispersed teams and being able to collaborate using one tool and also having different user level access (contractors, employees, teammates) makes for a easier team environment. The notification feature alerts you when a writer in another country has completed their changes or edits to a section no matter what time zone you are located in.

The commenting review feature is a tool which makes virtual color team reviews possible. The reconciliation of comments in either Excel, Word, or Privia's Commenting tool, makes addressing reviewers concerns and assuring compliance a breeze.

Privia review by Corey N.
Corey N.
Validated Reviewer
Review Source
Business partner of the vendor or vendor's competitor, not included in G2 Crowd scores.

"The Bst Bid and Proposal Management Software Available"

What do you like best?

The ease of use/Intuitive design of the tool. From adding users to creating workflows, it all makes sense.

What do you dislike?

Once thing I dislike at this time is the commenting on photos/graphics. I hear it is in the works or maybe I was using an older version, but this is something that I would like to see.

Recommendations to others considering the product

I would recommend not only having a demo done at your office, but I would suggest you see if your company could use the software on an opportunity that you have coming up. They are more than willing to do this for you because they know they have a great product. It is not only easy to use for internal purposes, but if teammates are involved, it is very easy to add them to the system as well as remove them.

What business problems are you solving with the product? What benefits have you realized?

The one issue I see being solved in my case is that NO ONE enjoyed using SharePoint. Since we have introduced Privia, employees/coworkers have slowly began to use the tool. I can truly say that we use Privia more than we ever used SP because of how easy it is to use vs. SharePoint.

The benefit that we are realizing is that people are willing to work on the tool so we, as management, have a better picture of the project at all times. Our saying is that "If it's not in Privia, it doesn't exist." We have bought into this and through the ease of use for Privia, people are willing to upload/post/publish their work to Privia (it's just clicking one button vs. several for SP).

Privia review by Rae M.
Rae M.
Validated Reviewer
Review Source

"Proposal Development with Privia"

What do you like best?

The customer service we received while using the product was absolutely exemplary. The team was very responsive and worked closely with us to ensure our needs were met always.

What do you dislike?

The system is quite expensive, although you tend to get what you pay for.

Recommendations to others considering the product

Take the time to plan your implementation out well before you begin the implementation. If you have to make modifications to the infrastructure after the fact, it will be much more difficult than if you plan up front.

What business problems are you solving with the product? What benefits have you realized?

We no longer use Privia, due mainly to expense. The business problem we were solving was mainly version control in our collaboration processes. Privia allowed us to seamlessly manage versions in all our work products.

Privia review by User in Information Technology and Services
User in Information Technology and Services
Validated Reviewer
Review Source

"Privia Pain"

What do you like best?

None of it. Too many issues loosing data and system failures.

What do you dislike?

I found Privia to be very unreliable. Files would go missing, the system would crash and too much time was lost trying to find what I was looking for to find it was gone. I had current documents completely disappear and had to revert back to work previously done. A complete waste of time. Caused too much frustration.

Recommendations to others considering the product

Get rid of it. Too many issues, lost data, lost time.

What business problems are you solving with the product? What benefits have you realized?

It was being used for proposals and version control. As we kept having system issues and having to revert back to previous versions this wasn't the best solution. We never realized any benefits due to all the issues experienced and loss of wasted productive work time. Several key personnel would be taken away from their workload to try to resolve issues surrounding Privia at least 3 days a week. Not worth the investment versus the time spent trying to resolve the issues twelve to fifteen times a month.

Privia review by <span ue="safe-name" data-safe-name-id="937eac75-c2b1-4c15-ad88-8ab3d9594e72">Carrie G.</span>
Carrie G.
Validated Reviewer
Verified Current User
Review Source
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"Good Tool - Could be Great"

What do you like best?

Version control is fairly transparent and easy to use/understand.

Multi-user comment feature

What do you dislike?

Difficult to search for specific work spaces and documents.

Difficult to control permission levels - not enough options.

No ability to virtually share documents so that multiple people can work in the document at the same time

Comments are difficult to review in the comment tool

What business problems are you solving with the product? What benefits have you realized?

Primary business requirement is for proposal development.

Privia review by Dan K.
Dan K.
Validated Reviewer
Review Source

"Heavy Privia user for 4 years"

What do you like best?

Version control is strong; no constant re-naming. Excellent for archiving files, versions etc.

What do you dislike?

Balky fairly often, though that could be because of our sign-in requirements. Some are afraid of it after a bad experience and if everyone doesn't use it, it can become a burden.

Recommendations to others considering the product

Need buy-in from all contributors/authors. Otherwise Proposal Mgr or designee has to post for some authors - can get fairly hectic.

What business problems are you solving with the product? What benefits have you realized?

We work on complex Federal bids - the archive function is critical, as is the version control. When everyone participates, it is an excellent collaboration platform.

Privia review by User in Information Technology and Services
User in Information Technology and Services
Validated Reviewer
Review Source

"Privia....a proposal nightmare or savior?"

What do you like best?

Very easy to use!!...learning curve is short if there is buyin with all involved

What do you dislike?

Depends on how the system is uploaded...if housed with Privia...very easy to use...if housed under company network...too many issues

Recommendations to others considering the product

Evaluate ur needs...privia can do a lot if used right...needs an established company with bd processes in place

What business problems are you solving with the product? What benefits have you realized?

Centralized repository...monitored access to information

Privia review by User in Media Production
User in Media Production
Validated Reviewer
Review Source

"Privia: User Review"

What do you like best?

Platform great for collaboration while working on small or large Proposal production efforts. It allows the members to access and share their respective workloads, while maintaining privacy controls for unauthorized use. I have had a positive and seamless experience with Privia.

What do you dislike?

Logging on process can sometimes become confusing, depending on the accessibility controls. Would like it to be accessible to a wider range of possible users, moving beyond the Corporate world.

Recommendations to others considering the product

Its a good product. I would highly recommend it for team settings.

What business problems are you solving with the product? What benefits have you realized?

Used Privia primarily for proposal production and submission process.

Privia review by Alexis D.
Alexis D.
Validated Reviewer
Review Source

"It is functional for document storage and collabooration."

What do you like best?

It is very efficient for storage and search capabilities.

What do you dislike?

No more than 1 user can edit a document.

What business problems are you solving with the product? What benefits have you realized?

Proposal development. Contributors and evaluator's can review from different locations and time zones.

Privia review by User in Graphic Design
User in Graphic Design
Validated Reviewer
Review Source

"Great product for version control in proposal production"

What do you like best?

The version control and ability to monitor who was making edits is a very helpful tool when you are working with large teams. This was especially useful for my teams considering they would often be 10 or more members.

What do you dislike?

There were problems with the system going off-lilne since it is a web-based application.

What business problems are you solving with the product? What benefits have you realized?

Privia definitely helped with the proposal management process in regards to document control.

Privia review by Maureen J.
Maureen J.
Validated Reviewer
Review Source

"Used a limited version of this product to support Proposals for 4 years n a large Federal Contractor"

What do you like best?

Helped maintain configuration and was recoverable to earlier versions

What do you dislike?

Crashed frequently, how user friendly, data hog

Recommendations to others considering the product

I believe there are better tools available.

What business problems are you solving with the product? What benefits have you realized?

Purchased for configuration control and collaboration.

Privia review by JaNeice G.
JaNeice G.
Validated Reviewer
Review Source
Business partner of the vendor or vendor's competitor, not included in G2 Crowd scores.

"Proposal Consultant"

What do you like best?

I like the ease of use? It reminds me of Windows explorer!

What do you dislike?

There wasn't anything that U disliked about privia.

What business problems are you solving with the product? What benefits have you realized?

we use Privia for document control.

Privia review by Consultant in International Trade and Development
Consultant in International Trade and Development
Validated Reviewer
Review Source

"Useful but limited"

What do you like best?

Was useful when handling large number of color reviewers

What do you dislike?

Haven't used it for a few years but the version I used was limited in its applicability throughout the proposal process

Recommendations to others considering the product

Be sure to evaluate multiple products before selecting any one. There are a lot of products to be evaluated

What business problems are you solving with the product? What benefits have you realized?

Facilitating large complex proposals. Time and efficiencies

Privia review by User in Accounting
User in Accounting
Validated Reviewer
Review Source

"Privia is not user friendly"

What do you like best?

I like that it pulls in my calendar very easily.

What do you dislike?

It's not a user-friendly software. You need training.

What business problems are you solving with the product? What benefits have you realized?

It's a nice tool.

Privia review by Industry Analyst / Tech Writer in Information Technology and Services
Industry Analyst / Tech Writer in Information Technology and Services
Validated Reviewer
Review Source

"Privia Review"

What do you like best?

Account Management for outside team mates.

Workspace creation

Document Managemen t

What do you dislike?

It isn't linked to an internal CRM system

What business problems are you solving with the product? What benefits have you realized?

Great for collaboration with internal teams and team mates, however cost of licensing needs to be lowered for enterprise licensing

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