Rehmann, one of the top 40 largest financial services firms in the U.S., prepares more than 400 proposals annually. Before discovering and deploying Qvidian, Rehmann struggled to unify its proposal processes. Proposals were office-specific and did not always reflect corporate branding standards. This left high-value business advisers preparing their own proposals, instead of focusing on business-critical activities.

Rehmann needed a way to build consistency, accuracy, and speed into its proposal process.

The company considered using Microsoft Word because the team was familiar with the application. After rigorous testing, however, Rehmann determined Microsoft Word alone could not meet their needs.

Since implementing Qvidian, Rehmann has reaped sizable benefits by creating a central repository of approved content categorized by target industry and service offering. “By leveraging Word, Qvidian delivers an approach that ensures accountability, powerful searching, and the ability to establish approved proposal templates.” Rehmann can create solid first drafts in less than 15 minutes and then personalize its proposals to focus on each customer’s unique needs with targeted and compelling messaging.

Download the case study