Startup Portfolio Implementation Package

Designed to help clients with an initial implementation; includes loading a baseline volume of content, shared responsibilities during all aspects of the implementation, training. Customers will become self-sufficient by participating in all aspects of the process.


 Plan & Design


Expedience Services Consultants review current proposal content, styles, and processes and make recommendations for design and implementation strategies.

2-4 Weeks

  • Scope Planning Kickoff Meeting
  • Custom Styles Working Session
  • Content Organization Session
  • Content Upload Strategy
  • Automated Placeholder Set
  • Custom Style Palette Creation


 Implement One Portfolio Ribbon (First 300 records)


Expedience Services ensures a swift and successful implementation without taking up the Proposal Manager’s valuable time.  Services include:

2-4 Weeks

  • Custom Content Portfolio Ribbon
  • Review of Formatted Content with Custom Styles
  • Implement Automated Placeholders
  • Initial Upload Content into Portfolio
  • Custom Report & Joint Working Session
  • Completed Content Portfolio Ribbon


 Deploy & Train


Expedience tailors training sessions to incorporate client specific materials and processes. Training is delivered on best schedule to meet client needs.

(4) 1- hour

Online Sessions

  • Deployment Planning
  • Handoff Session (Up to 8 Employees)
  • Author Training (Up to 4 Employees)
  • Follow-Up Training


 Support & Continual Improvement


With Expedience Software, your company receives proactive account management services, and comprehensive technical and application support.

Included with Annual Subscription

Please consult with your Professional Services team member to learn more about additional service offerings.  

Schedule a Custom Demo

Explore the versatility and simplicity of Expedience Software.

Schedule Demo

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