Product

Bex Risk

A disciplined go/no-go on every pursuit, without having to manage a circus.
You evaluate every project you might pursue. You need your people (risk, biz dev, executives) to chime in with a combination of rules-based scores and narrative explanations. You gate approvals so that time isn't wasted on low-value or overly risky opportunities. Someone has to coordinate all the stakeholders across all the gates, managing deadlines, PTO situations, and forgetfulness. Worst of all, this coordinator is manually merging spreadsheets or other scorecards, juggling many versions of many attachments spread across many emails. Not fun.

Deciding which projects to pursue is one of the most consequential things your business does. A real go/no-go process needs structure: gates, scorecards, and the right roles contributing in a timely fashion. You need to combine textual narrative with deterministic scoring to support that final decision.

Most companies either don't have a documented process (it's one notch above shooting from the hip) or they struggle with manual coordination and inconsistent results.

Bex Risk runs your bid-qualification process for you:

  • A new pursuit starts with a single email: "AcmeCo wants us to bid on the Oakdale renovation, ~$12M, RFP due 11/14, BD Lead is Sara Lee."
  • Bex…
    • creates and manages the tracking history,
    • builds the workbooks,
    • sends the right scorecards to the right roles for each gate,
    • scores the returns according to your custom rules,
    • chases reminders when people go quiet,
    • handles OOO notices,
    • escalates when timeouts hit,
    • and ultimately, produces a clean decision package for executive decision-makers at every gate.
Example Bex Risk Flow This is one example of a very flexible system of gating and scoring. A pursuit is initiated by email. Gate 1 collects the BD Lead's solo scorecard, then a decision-maker chooses to advance, request rationale, or stop. Gate 2 collects scorecards from four roles in parallel, with reminders and timeouts. The decision-maker then receives a final decision package with a master workbook. New pursuit (one email) GATE 1 BD Lead scorecard deterministic scoring reminders + timeouts Gate 1 go/no-go GATE 2 4 roles in parallel Risk · BD · Ops · Precon weighted scoring Gate 2 go/no-go Scored workbook
Example of a 2-gate decision flow

This is one example of a very flexible system of gating and scoring. (We can configure yours to have any number of gates, any participants, and custom weighted scoring rules.) A pursuit is initiated by email. Gate 1 collects the BD Lead's solo scorecard, then a decision-maker chooses to advance, request rationale, or stop. Gate 2 collects scorecards from four roles in parallel, with reminders and timeouts. The decision-maker then receives a final decision package in a master workbook, with all the math done according to your custom scoring criteria.

Reviewers don't have to learn a new tool. Instead, they get an Excel scorecard in their inbox, locked down to exactly the cells they need to edit. They fill it in and reply. Bex parses the result, scores it following your mathematical rules, and determines the next step according to your business logic. If a reviewer goes quiet, Bex sends reminders. In the end, the decision-makers get one clean email per gate with a score breakdown. All they need to do is reply with a quick “let's go!” or “pass” to have Bex update its data and take the next step accordingly.

To observe progress in real time, you use Bex's built-in Project Risk Dashboard. It shows every active and recent pursuit at a glance: current gate, who Bex is waiting on, score snapshots, and next timeout.

  • Configurable gates and thresholds: your scoring rubric, your weights, your roles.
  • Deterministic scoring: assign weighted point values.
  • Role-scoped workbooks: each reviewer can only edit cells assigned to them.
  • Reminders and timeouts: pursuits don't quietly stall.
  • Out-of-office handling: automatically routes to alternate participants.

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