EXPERIENCE THE DIFFERENCE
Dear Karen, Elisa, and Jason: Thank you for the opportunity to provide workplace solutions for TrialCard’s new headquarters. Our response is built on the input we have learned from our initial conversations with the TrialCard team, from Redline and your RFP. We understand that TrialCard wants a workspace that reflects your true value to clients and stakeholders; supports team belonging and engagement; and enables you to attract and retain top talent while elevating your new brand. The enclosed “Look Book” is centered around these attributes and our experiences in creating workplaces where people choose to be. We understand that this project is an important investment for TrialCard. Our team is excited about the opportunity to work alongside your teams to bring your vision to life. Our top priority is earning your business and providing you an unparalleled experience during each phase of your project. Like you, we believe that experience matters. We look forward to hearing from you!
Jill Bradner Account Manager
Kara Murphy Strategic Account Manager
HELLO
September 8, 2023 Karen Baker TrialCard 2250 Perimeter Park Drive Morrisville, North Carolina 27560
Cover Letter
01. Proposed Project Team
02. Project Approach
03. Design Concepts
Alfred Williams & Company, Because Experience Matters
Engage a Team You Trust
Elevate Your Space
Experience the Difference
For 156 years, our business has expanded by building client partnerships as our #1 priority. We are a team of empowered problem solvers who work with you to enable your organization’s success through partner engagement, furniture planning, design services and operational excellence.
A team who: • Listens and understands your needs • Shares your values • Designs a plan that reflects your vision • Values partnerships and makes work fun • Demonstrates proven results • Eliminates challenges before they occur
A space that: • Supports your company culture & reflects your brand • Enables talent recruitment and retention • Encourages creativity, collaboration and focus • Is technology-enabled
Exceptional outcomes that: • Are completed on time, on budget, on brand • Elevate productivity & profitability • Enable client & employee satisfaction • Optimize workplace utilization • Celebrate ESG Initiatives
Click on each icon to learn more!
RFP RESPONSE FOR TRIALCARD
MENU
Our Approach Proposed Strategy Services Project Schedule
Virtual Walkthrough Spaces Look Book
01
02
03
DESIGN CONCEPTS
PROJECT APPROACH
PROPOSED PROJECT TEAM
Dedicated Team
Jill Bradner graduated with an Interior Design degree from Radford University with a concentration in Marketing. She has worked for Alfred Williams & Company for nineteen years and has experience in working with the initial design concept to implementation of the project. A sampling of Jill’s large projects include the City of Raleigh, Grifols Inc., Advance Auto Parts and BayerCrop Science. As an Account Manager, Jill Bradner is the primary point of contact for her clients when they need to redesign a space, order furniture for their offices, or have a large-scale project on which they are embarking. Jill, along with her team, will help you develop options and solutions to meet your needs.
As a member of our Customer Administrative team, Nicole is responsible for processing, acknowledging, and tracking product orders, as well as invoicing upon project completion. Nicole’s relationships within the Design and Project Management communities as well as with our clients are critical to the success to the project. She is a dedicated professional with a passion and solid knowledge base in customer service and sales support with a proven ability in planning, problem solving and management support.
Kara Murphy is an Account Manager at Alfred Williams & Company. She has been an integral part of the AWC team for eight years and brings 10 years of commercial interiors industry experience to her clients. She began her career in the furniture industry as an Interior Designer and holds a degree in Interior Design from East Carolina University. Kara’s extensive design experience allows her to work closely with her customers to bring their vision to life through product and finish selection. Her successful engagements range from small and medium businesses to Fortune 500 companies. Kara is also a member of NAIOP and serves as a Developing Leaders Board Member.
Debbie has been with Alfred Williams & Company for 23 years. As your Project Manager, she will interface in the early/pre-construction phases of the project with the architect, designers, customer and general contractor to develop a detailed construction schedule and track critical milestones.
Jamie Dyer graduated with a bachelor’s degree in Interior Design from East Carolina University and is LEED certified. She has been with Alfred Williams & Company for seventeen years and has over twenty years’ overall industry experience.
Tom has 35+ years’ experience at Alfred Williams & Company, holding roles in the field from installer, lead installer, and now a Field Supervisor. As a Herman Miller and Knoll certified installation expert, he excels in quality control and providing on-site and in the field customer service to make sure that our projects run smoothly and deliver on-time and on-budget. Tom, born in New York, has made NC home over the last 44 years, where he moonlights as a pastor at “In His Image Ministries” church, serves a pivotal role as a long-term volunteer for the NC special Olympics, and is an avid fisherman.
EXPERIENCED TEAM
Your Experienced Team from Start to Finish
Nicole Valentine Customer Administrator Manager
Kara Murphy Account Manager
Debbie Swaringen Project Manager
Jamie Dyer Interior Designer
Tom Dickens Field Supervisor
Hover over each image to learn more!
Primary Points of Contact
Jade Franklin is the Vice President of Strategy at Alfred Williams & Company. In her role, Jade works with clients to align their business goals with their workplace needs. She is also host of the Work Points Podcast. Jade joined Alfred Williams & Company after a successful 16 year career at Knoll (now MillerKnoll) in sales, business development and workplace strategy. In addition to her work with clients, Jade regularly speaks at industry events about future of work, hybrid work and employee experience.
As corporate Vice President of Business Development & Marketing for Alfred Williams & Company, Katherine serves on the senior leadership team for the company and is responsible for generating new business and building the company’s brand identity throughout the Carolinas and Nashville, Tennessee, Austin and San Antonio, Texas, and Louisiana. Katherine joined Alfred Williams & Company in August 2013 as Market President, Triangle-Triad and promoted to her current role in August 2014. Previously, she was Director of External Relations for Progress Energy (now Duke Energy) in the Carolinas.
Additional Resources at your Disposal
Jade Franklin Vice President, Strategy
Katherine Thomas Vice President, Business Development & Marketing
Montgomery Morris Market President
As President of Alfred Williams & Company, John McKinney is responsible for sales, design, customer service and operations for the company’s nine locations in four states. He joined Alfred Williams & Company in September 2008, after a 19-year career with BellSouth/AT&T, where he was most recently Regional Director External Affairs for the Triangle. Since John took the helm, the company has captured numerous high-profile clients and continues to grow at a rapid pace within all markets.
John McKinney President
As the Market President for Alfred Williams & Company in Raleigh, Montgomery Morris leads sales, interior design, customer service and business development for the Triangle region and eastern North Carolina. Previously Director of Market Development for Charlotte and the Triad, Montgomery brings eight years of related experience to the position. Having recently moved to Raleigh, Montgomery’s community and professional leadership has included service as a Board Member of the FreeMoreWest Economic Development board in Charlotte, N.C. and active membership in the Bridge Foundation. He is a 2021 graduate of Leadership Greensboro. A Columbia, South Carolina native, Montgomery is an alumnus of North Carolina State University, enthusiastic about his return to the region.
project approach
+ Award of Contact + Project Team Meeting. Confirm project fundamentals, roles & responsibilities, set cadence for meetings and communication + Identify key milestones and checkpoints
Project Kick-Off
+ Employee focus groups + Work settings design charrette + Take field measurements + Create preliminary typicals & space plan + Coordinate power & data requirements + Check plan for code compliance + Assist in fabric & finish selection
Programming & Design
+ Confirm fabrics & finishes + Create final typicals & space plan + Submit drawings, fabrics & finishes for client approval + Create specifications & pricing for verification + Verify furniture counts, specifications & pricing
Final Selection & Verification
+ Obtain proposal sign-off & deposit + Place order + Develop install-ready plans + Begin product acknowledging & tracking
Sign Off & Order Placement
+ Direct & inform vendors + Coordinate with building and other trades, + Track project milestones + Participate in construction meetings + Communicate project details to internal & external team + Complete pre-installation site visits + Determine crew size & schedule installation
Project Implementation
+ Just-in-Time Manufacturing Track manufacturing progress + Provide loading & shipping requirements schedule shipments & deliveries. Minimal/Bulk Packaging + Track for on-time delivery, Receive & inspect shipments, Strip product & prep for delivery
Manufacturing, Shipping & Receiving
+ Stage & deliver furniture to site on carts, Just-in-Time Installation + Provide on-site installation supervision, Document installation progress, Implement change orders + Continue coordination with other trades, Ensure punch resolution
Delivery & Installation
+ Welcome to your workplace, employee training + Change management support + Perform service and warranty work, + Complete move, add, change requests, Support min/max inventory requirements + Post project evaluation call with entire team
Day 2 Services
Our Integrated APproach
Our client-centered approach ensures your vision, schedule, and budget stays top of mind. Our team will collaborate with Redline through the design process to bring the TrialCard vision to life. Our tailored approach to your project is outlined below from start to finish.
Leadership Alignment Meeting
Employee Focus Groups
Identify and align on your workplace goals, guardrails, and desired end state with your key stakeholders. This session can also include current workplace trends and case studies from similar clients. Delivery: In-person or virtual (in-person preferred) Duration: 60 minutes
Meet with employee groups to understand workflow, team dynamics, hybrid work considerations and preferred meeting styles. Delivery: In person or virtual (in-person preferred) Duration: 60-minute sessions with each department/ committee. Limit of 15 participants per focus group
Delivery: On-site
Observe on-site utilization of workstations, offices and shared spaces. Identify underutilized areas of your workplace and meeting patterns of teams. Delivery: Formatted for print or electronic distribution Duration: 5 days across 3 weeks (3 hours per day)
Workplace Guidelines
Provide best practices for hybrid (if applicable). Craft space etiquette guidelines for shared and unassigned work points Delivery: Formatted for print or electronic distribution Duration: N/A
A deeper dive into our suggested strategy and change management services
Customized engagements and services designed to align your business goals with your physical workplace.
On-site Utilization Study
NOV 9, 2023
Oct 2023
OCT 2023
Sep 2023
PROJECT SCHEDULE
A streamlined process from start to finish
award
Move In
TrialCard Sign Off
NOV 13, 2023
Orders Placed with Manufacturers
Jan - March 2024
Installation & Punch
March 11, 2024
Occupancy
March 2024
Welcome to Your Workplace Employee Training
design concepts
Like you, we believe that better experiences lead to better outcomes.
This virtual walkthrough provides an aspirational glimpse of your workplace centered around three key attributes: Destination, Brand, and Belonging.
The following section provides a look book of individual, group and social spaces within your desired budget.
DESTINATION SPACES
Provide a commute-worthy workplace where your people choose to be. Amenities and community spaces with inviting, hospitality-minded design gives your people a place to make meaningful connections with coworkers.
We created this for you.
Aspirational views of your current floorplate bring your space to life. Together, we can use this technology to help you select furnishings, fabrics and finishes for your new space.
work cafe
Destination Spaces for Employees and Clients
Click on the + symbol to see design concepts
small meeting
open collaboration
Work Cafe
x
Huddle Room
Open Collab
Booths
FOSTER BELONGING
Creating a workplace environment that is both diverse and inclusive allows everyone to feel like they are part of something special. Equitable and adaptable furniture settings allow your people to work in the way that works best for them
offices
workstations
Foster a sense of belonging
Workstations
Offices
AMPLIFY YOUR BRAND
Your workplace is the physical representation of your brand. A place where your people are reminded of your values and potential clients see the value of your brand. The right settings and materials showcase who you are and what you do.
training
conference
amplify your brand in high demand spaces
open lounge
LARGE MEETING
Conference Room
Open Lounge
Training Room
At Alfred Williams & Company we offer over 200 brands to ensure we help you meet your workplace vision.
Jill Bradner & Kara Murphy
919-459-3255
919-459-3287
Thank You
jbradner@alfredwilliams.com | kmurphy@alfredwilliams.com |
