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Kasey Rollins

Customer Renewal Specialist

Kasey is a Business Operations Manager at Planview with a proven track record in data analytics and process optimization. Dallas born and raised, she started her Planview career as a Proposal Analyst before working her way up to Business Operations Manager, taking on the responsibilities of commission, sales orders to process, quotes, and managing the RFP team. She now lives in Austin with her yorki poo, Roxy.

Work Management for Teams

RFP Project Planning Doesn’t Have to be Deadly

The request for proposal (RFP) process often requires collecting answers from multiple subject matter experts to produce a complete deliverable to the prospect—and in my experience, this project planning can get messy, fast, turning your seemingly normal day into a Freddy Kruger nightmare you can’t wake from. Tracking who owns what, making sure you deliver...