Opportunity Radar
From utility signals to an informed next step.
Radar brings public utility project signals together into useful briefs in Salesforce, so your team can understand what is changing, investigate what matters and decide when to pursue an opportunity.
Public sources
Tender notices and utility project pages reveal signals worth checking.
Utility capital plans, tender notices, addenda, project holds and prequalification or site-visit requirements can describe transmission, substation, civil access and engineering work.
Signals
Source-linked observations gather around the same initiative.
Signals can identify a planned line or substation bay, a pre-bid site visit, a revised civil-access scope or a later project hold.
Maintained briefs
Related signals give rise to a useful, changing brief.
A brief brings together what is happening, why it may matter, timing, open questions and the next useful investigation, while retaining earlier versions.
Salesforce work
People review the brief and choose the work to own.
The native relationship runs Account → Market Initiative → Market Signal, then to a human-assigned Task or initial Opportunity with its research context.
Wider sales process
Owned work can continue through the company’s normal sales process.
The sales team owns the pitch, proposal, negotiation and potential contract; Radar supplies the research context behind the initial handoff.
Riverbend 115 kV upgrade
FICTIONAL EXAMPLE · NOT A LIVE RECORD
A utility capital plan identifies a new line and substation bay; a tender requires a pre-bid site visit; an addendum changes the access-road scope.
Confirm the site-visit requirement and revised civil scope before committing estimating time.
- Capital plan: A utility plan identifies a new 115 kV line and substation bay.
- Tender requirement: The tender requires a pre-bid site visit before submission.
- Scope addendum: An addendum changes the access-road and civil-work scope.
- Work package: 115 kV transmission line, substation bay and civil access
- Procurement step: Pre-bid site visit required before tender submission
- Uncertainty: Confirm the revised access-road scope and estimating implications
- Assignment: Estimating lead investigates the open requirement
- Trace: Source link, captured version and brief history remain connected
Build a brief
- Find and check public pages
- Accumulate supported signals
- Build the maintained brief
- Review and choose
Update the picture
- Request a focused check
- Recheck approved sources
- Add only supported change
- Update the brief version
Investigate
- See the open question
- Review and assign a Task
Pursue
- Read the supporting context
- Create an initial Opportunity
- Continue to pitch and potential contract
Keep watching
- Choose to keep watching
- Keep the current context
- Request a later on-demand check
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