How do you revamp your proposal creation process and drive rapid adoption?
How do you revamp your proposal creation process and drive rapid adoption?
At UPMC Insurance Services, one of the largest insurers in Pennsylvania, everyone from SMEs and marketing VPs to the division chairman used to drop everything and scramble to answer RFPs before deadlines. The division needed a scalable proposal process for creating proposals and a reliable software to support its approach.
Without a trusted content library, contributors cut answers from old proposals and pasted them into new RFP responses. Often, SMEs answered the same questions repeatedly, and version control was a nightmare.
UPMC Insurance Services Division identified Qvidian as crucial to building a better process. Qvidian automatically stores past versions of proposal content and tracks content metrics. With Qvidian’s insights, the division increased content usage by 208% in a year and went from missing one or two RFP deadlines annually to zero.
Key metrics for this company
200+
200+
Critical docs created every year
+208%
+208%
Increase in content usage including views, inserts, and downloads
100s
100s
Of new records added to the content library
Essential Sales Documents
UPMC Insurance Services Division used Qvidian to help automate all types of sales documents.
Requests for Proposals (RFPs)
An RFP, or request for proposal, is an important business document. Organizations use RFPs to inform contractors and vendors of a specific project to solicit bids.
Sales proposals
A sales proposal is a vital document used by all types of organizations to highlight or advertise an organization’s services and products to potential customers.
Before we built-out our Qvidian library, we were getting RFP after RFP and manually searching through all these old documents. We were constantly reaching out to SMEs and asking repeat questions. It was a manual, memory-driven process that was slow and inefficient.
Before we built-out our Qvidian library, we were getting RFP after RFP and manually searching through all these old documents. We were constantly reaching out to SMEs and asking repeat questions. It was a manual, memory-driven process that was slow and inefficient.