Go from static content process to full proposal automation.
Go from static content process to full proposal automation.
This large financial services and asset management organization has a multi-boutique structure. Their Retail RFP & Business Response group is responsible for many tasks including managing mutual fund and Survey of Monetary Analysts (SMA) questionnaires, recurring client reporting, new business RFPs and responding to due-diligence questionnaires. They needed a solution that took full advantage of Qvidian’s library to store and automate content.
In this transformation story we’ll show you how this company used Qvidian to transform their static content repository into a full proposal automation platform.
Download the full transformation story
Download the full transformation story
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Key results for this company
Increased user engagement
Increased user engagement
With Qvidian's features for automation and comprehensive content storage, this company's employees were more engaged with the platform.
Clear path to a modernized library
Clear path to a modernized library
With a structured approach to content storage, this company crafted a plan to reduce 12,000 records and streamline their content operations.
Reduced manual work
Reduced manual work
Using automation this company reduced the manual search for content and got back to more meaningful work.
Faster content updates
Faster content updates
Using content analytics, review and approval workflows, and automation tools this company was able to make content updates faster than ever.
Better alignment with enterprise standards
Better alignment with enterprise standards
By taking advantage of the full suite of features available this company was able to align their proposal process to enterprise standards, improving overall productivity and user satisfaction.