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Privia

Privia

Overview

What is Privia?

Privia's bid capture and proposal management tools are designed for companies handling RFPs / RFIs in the public sector. Privia offers both SMB and Enterprise products and pricing starts at $29 / month / user.

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Recent Reviews

TrustRadius Insights

Easy Customization: Reviewers have praised Privia for its easy customization of workflow process design, allowing users to configure …
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Good for Proposals.

7 out of 10
March 01, 2014
Across the whole organization to keep all our sensitive documents updated and shared
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Pricing

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Subscription

$29.00

Cloud
per month

Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

Starting price (does not include set up fee)

  • $29 per month
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Product Details

What is Privia?

Privia aims to be the government contractor’s go-to solution for the development of high-quality, stand-out proposals. Privia is designed specifically for the proposal team; to facilitate the process workflow, synchronize the teams assignments and deadlines, and empower team collaboration. The vendor states over 10,000 users from small, mid-size, and enterprise organizations leverage Privia every day to improve productivity, save time and deliver the proposal quality today's evaluator's demand for the win.

Privia Video

People have managed proposals using spreadsheets and email...

Privia Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationNo

Frequently Asked Questions

Privia's bid capture and proposal management tools are designed for companies handling RFPs / RFIs in the public sector. Privia offers both SMB and Enterprise products and pricing starts at $29 / month / user.

Privia starts at $29.

Reviewers rate Support Rating highest, with a score of 10.

The most common users of Privia are from Mid-sized Companies (51-1,000 employees).
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Comparisons

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Reviews and Ratings

(9)

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

Easy Customization: Reviewers have praised Privia for its easy customization of workflow process design, allowing users to configure properties and track demanding procedures with real-time reports on their status. Several users have mentioned that this feature enhances their ability to adapt the software to their specific needs.

Powerful Reporting Capability: Many users have highlighted Privia's powerful reporting capability, which enables them to customize their view of data by selecting fields and adding filters to generate selected exportable data. This functionality has been particularly useful in generating insightful reports tailored to different project requirements.

Commenting Feature: The commenting feature in Privia has been consistently described as unique and highly useful by reviewers. It allows frequent reviews with extended project teams to be done concurrently, significantly improving efficiency and enabling more users to fully participate in the review process.

Limiting reporting feature: Some users have expressed frustration with the limited availability of certain fields in the reporting feature, stating that it can be restrictive and limiting for their needs.

Expensive customization process: Several reviewers have mentioned that the customization process for each customer can be expensive. While it does help overcome some limitations in the reporting feature, this cost may deter some potential users.

Confusing check-out and in process: The check-out and in process in Privia's version control system has been found confusing by a number of users, requiring them to seek assistance. Despite its good commenting capability, this aspect of Privia's functionality could use improvement to enhance user experience.

Users highly recommend Privia and offer several key recommendations. They emphasize the importance of understanding business processes and continuous improvement. Additionally, they advise having a demo and trying out Privia on an upcoming opportunity. It is also suggested to talk to a company currently using Privia and include technical personnel in the demo. Moreover, users recommend planning the implementation well in advance and evaluating multiple products before making a decision. Lastly, they mention the need for buy-in from all contributors or authors. These recommendations highlight the value of thorough evaluation, collaboration, and proactive planning when considering Privia as a solution.

Attribute Ratings

Reviews

(1-2 of 2)
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Score 10 out of 10
Vetted Review
Verified User
We use Privia as a collaboration tool for approximately 500 users in developing responses to Request for Proposals for Federal, State, and Local Government systems. It allows us to provide centralized access to documents for users working throughout the world. It allows our version control, specific security as needed, and collaborative input and commenting on the documents.
  • The commenting feature in Privia is a unique feature that allows us to do frequent reviews with extended project teams to do reviews concurrently and quite successfully. It allowed us to be much more efficient and have more users to more fully participate in the review process.
  • The version control feature works quite well for us, allowing us to completely avoid the common issues of over writing documents and loss of content.
  • The delegate feature allows us to provide multiple users with control over the workspace. This allows us to be much more efficient with scheduling and control.
  • There can be occasional lag time when working on the Web Client.
  • If you are copying workspaces off line for archival purposes, Privia will allow non-standard Windows file names. These files will then have to be renamed to copy them off the system.
  • If you copy a folder off line, if you do not have at least view access to the file, it will simply not download without any error indicated.
It is VERY important to make sure you think through the map for how your system should be configured. Time spent carefully determining exactly how you want it laid out and how you will use the system will make your implementation and roll out much more successful. You should understand how your process currently works and determine any preferred process changes before your implementation.
  • Significant employee and team efficiency
  • Faster review process allowing more team members to participate
  • Much improved customer service for our users, who are mostly non-technical writer and managers
Privia works quite well for developing workflows and processes within the Proposal Development process. It allows you to work offline with your documents without Web access. It allows security to be controlled on a very granular level. It allows you to quickly secure your workspaces and documents without having to work on an individual user basis.
Privia licensing can be a bit pricey, but it is very much a situation where you get what you pay for. It is a unique and specialized tool for collaboration that is not fully matched in the community. There are other tools that can do parts and pieces of what Privia does, but you will be hard pressed to find a solution that will cover both the depth and breadth Privia covers.
  • Vendor implemented
It is critical to plan your implementation carefully and take the time to understand the product. You have to make sure you get the initial set up and design correct so that the tool supports your business practices. If you do this up front, you can have a very successful and easy implementation.
The support team for Privia is extremely responsive. They take the time to understand how you are using the system so that they can help you to resolve your issues quickly. Working in a deadline driven industry, support availability and knowledge is critical. I have always been able to reach the support team directly and quickly.
Yes
Our Privia database is extremely large and with a very diverse user community, we have occasionally found a bug. It has always been very high priority for the support team and has always been resolved quickly and completely. We have never had any trouble getting resolution or getting to the right people to get it fixed.
We were on a very tight deadline to submit a multi-million dollar bid for a large state government organization. One of our project managers inadvertently deleted a workspace from the system. We contacted our Privia support team late on a Friday night and they were able to have the workspace restored within hours. We have since taken delete access away from everyone except the Administrators :)
  • The commenting feature with it's links to the document is the most elegant functionality of this type I have ever used or even seen. My users think it's a miracle.
  • The version control allows collaboration without those nagging file-over write problems
  • The flexible security options allow Administrators excellent flexibility
  • Archiving entire workspaces from the system can be a bit cumbersome
  • Since view access on files can be limited, even for Administrators, it can result in files within folders not downloading without an error message
  • Privia allows non-Windows compatible characters to be used in file names, which can cause an issue when files are archived offline
It is very intuitive and I found it very easy for my decidedly non-technical users to work with. Training was quite easy even for technophobes or complete newbies. I have a team of about 500 users on this system who are primarily writers and project managers, frequently not computer savvy at all.
We rarely, if ever, had unplanned outages when we were using Privia. When we did, our support staff were attentive and quick to resolve the problem no matter the hour.
Greg Barr | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
We use Privia across the organization for the entire opportunity management process from business development leads through post-proposal submission. The main problem it addresses is configuration management of the myriad aspects of opportunity processes and procedures from the time a business development executive sees a lead twinkling in the eye of a customer to the herding of a large partnership team members involved in the many-hued review stage of the Shipley proposal process (or any other process you care to design in Privia's customizable workflow tool). Along the way, like the customizable workflow process, Privia gives the manager enormous flexibility in role assignments, role level security, internal and external user accessibility, automation and standardization of repeatable procedures, customization of data fields, and metadata search potential. I must add that it is not all things to all people and there are limits to this customization, but if you get that far you will be an appreciative user.
  • Easy to customize workflow process design with accountable and acceptor assignments, among other configurable properties, that can track the most demanding procedures and provide real-time reports on their status.
  • Built-in browser toolbar that automates the capture of volumes of information on government (and private sector) opportunity postings on FBO, GovWinIQ, and others.
  • Although there are some limitations, it has a powerful reporting capability that allows you to customize your view of the data by selecting fields and adding filtering to generate selected exportable data.
  • As mentioned in strengths, there are limitations to reporting in that some fields are not available or only available in one of the four report "types" when you'd like that field in another report type. Some fields are not selectable at all it would seem. My understanding is the Privia can accommodate further customization for each customer at a price, so even this limitation can be overcome.
  • Privia has a great version control and commenting capability that includes commenting on graphics files, but the check-out and in process are not always intuitive to many of our users and require some hand-holding. In addition, the commenting capability, which supports concurrent users, produces an export to Word with comment fields but doesn't mark up the document itself - whether that is a blessing or a curse is really up to your team and editing style.
The only hesitation I have is that Privia, while powerful, is a complex tool to learn and a change management challenge for most organizations (I've been in a few and it would have been a challenge to implement in all of them except my own brief partnership, well maybe not even then). So I don't want to recommend it without the caveat that you should be prepared to support its adoption at the highest level of your company - if you aren't the CEO, make sure you have their complete buy-in. I also want to add that Privia has the best customer support of all the vendors that I'm currently dealing with and many I have dealt with in the past. Their Tier 1 support is very responsive and knowledgeable and resolved our issues 100% of the time. The management is very open to input from its customers and they are a pleasure to deal with.
  • Improved efficiency in capturing opportunity data and keeping timely information available across the organization
  • Improved senior management reporting capability for pipeline meetings
Its been too long since we did our due diligence, I don't even remember the names of the competitive products. Privia stood out at the time and meeting users at their annual conference was a strong reference for the product.
We have renewed and our constant use of the tool and their customer service are the primary reasons.
5
Business Development, Proposal Management
1
Basic software administration knowledge
  • Managing the business development pipeline
  • Managing the proposal response process
  • Reporting opportunity management to executive leadership
  • customizing the workflow for better monitoring
  • expanding the license base to include more users directly
No
  • Product Features
  • Product Reputation
  • Positive Sales Experience with the Vendor
Presentation of the product features and invitation to the annual conference influenced our decision
The only factor might be an extended trial utilization prior to decision but who has time to learn a system completely just for evaluation?
  • Vendor implemented
Yes
Contributor training followed by executive training
Change management was a major issue with the implementation
Strong senior leadership commitment and enforcement is a must. If the targeted participants resist learning and using the system and get away with it, the implementation will not be successful. You need to ensure that all players in the workflow are committed to following the accountability and acceptance process and that they use the information capture tools, supplemented by their personal knowledge, to capture all known data into an opportunity.
  • Lack of participation in training
Staff commitment is paramount
100% timely resolutions
The Privia stuff worked past normal working hours for us to make sure we were prepared and successfully implemented the most recent version upgrade.
  • Process Designer
  • Administration and user account management
  • Importing from outside opportunity sources
  • Metadata
  • Customizing the Opportunity Info view of fields
Elements of field view customizing are very restricting
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