Client Spotlight

Resolution Capital

Resolution Capital

Make Your Proposal Process More “Manageable, Efficient, and Effective” with Expedience Software

 

 

 

Current Situation

Before the purchase of Expedience Software, Resolution Capital was experiencing an “inefficient, labor-intensive RFP process that exhibited inconsistencies,” says Sharna Newman, Client Services Manager at Resolution Capital.  “Spending hours searching through old documents trying to find a similar question and answer. Having to ask Portfolio Managers and the Operations team questions you know they have answered before, but you just can’t remember where, was very frustrating for all involved,” says Newman.

Solution

Expedience Software helps Resolution Capital accomplish their goals of making their RFP process more “Manageable, Efficient, and Effective”. “Because we place so much importance around the quality of our answers, it’s great not having to waste our time doing non-productive things like chasing down information,” says Newman.  “Our firm FUM has had substantial growth over the last few years as a function of market growth and new client accounts. With the increase in clients comes an increase in deliverables: Due Diligence Questionnaires, RFP’s, RFI’s, Business Continuity Questionnaires, ESG Surveys, Operational Questionnaires and more.  We needed a solution that could support our requirements in both Word and Excel formats.”

Outcomes

“I’m so pleased that we have Expedience Software on board here at Resolution Capital,” concludes Newman.  “The Sales and Professional Services teams at Expedience have been awesome to deal with, very friendly, and responsive.  As a result of using these tools, we’ve experienced labor and time savings. We also now have a consistency of formatting information which allows us to present uniformity to the client. Implementing Expedience has led to shorter turnaround times, higher quality responses, and an all-round more efficient process.  I can’t stress enough how valuable these products have been to us at Resolution Capital.  These are tools that will carry us well into the future, giving us the capability to work in a more professional, efficient, and effective manner.”

About Expedience Software

Expedience Software creates fast, accurate, and beautiful proposals directly from Microsoft Word!  Automate RFP & RFI responses (even Excel RFPs!), FAQs, DDQs, SOWs, Questionnaires, PowerPoint presentations, and more!  With over 20 years of proposal automation experience, Expedience is the premier solution for sales and proposal professionals in financial and asset management, healthcare, legal, manufacturing, and technology organizations.

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Lexicon Relocation

Lexicon Relocation

“Electrify”-ing” Improvements in Proposal Automation

Current Situation

At the time of their search for a new RFP Automation solution, Lexicon was using a legacy system that was cumbersome, complicated and not used to full potential. Lexicon was relegated to using the old system merely as a cut and paste repository. It became clear that Lexicon needed a way to ensure the content was consistent with a new method to improve their turnaround time as demand for RFP support increased. Solution According to Fern Shaw, Marketing Communications at Lexicon, “We LOVE Expedience. Our goal in selecting a new proposal database system was easy to use, easy to update, and easy to manage. Expedience met every goal beautifully.

Solution

According to Fern Shaw, Marketing Communications Manager at Lexicon,”We LOVE Expedience.  Our goal in selecting a new proposal database system was easy to use, easy to update, and easy to manage.  Expedience met every goal beautifully.  We already had templates in place with established styles for our project responses so the Expedience concept mirrored ours completely.  Even when our project deliverables are online or in an Excel spreadsheet, we create the draft in Word for easy editing and track changes with our sale’s teams collaboration.  We are thrilled that the Expedience program is Word-driven and fully integrated and readily available in our drafts.  The process is so easy we are still in awe after using it for six months!”

Outcomes

By creating a content library within the simple familiar interface of Word, Lexicon can now ensure consistency in both messaging and content while simultaneously improving RFP response turnaround time.

“The implementation and continued support from the Expedience team was and is amazing,” says Shaw.  “Transitioning to the new system and using is as easy as saving the file to your computer and opening the document in Word.”

“Bamm!  It’s just there and it works…like electricity.  I don’t care how it works,” says Shaw.  “I’m happy and amazed when I turn on the light switch there is light and that’s exactly how I feel about Expedience!  Expedience is always quick to respond to any question or email and they make you feel like a valued member of their team.”

Shaw concluded “We have shaved off at least 20% of the time it took for projects no longer having to open the database and go through the tedious search and then copy and paste the answer where needed.  The ease of updating the database answers is amazing.  It used to take me hours to keep the database updated, now it’s a seamless process that happens while creating a draft!  I am now confident that the answer provided is the greatest and latest creating a more dependable consistent response!  We take pride in our final product and Expedience helps us in creating the highest quality responses possible.”

Terri Hatfield, Director of Marketing concludes with a final note,”We got hit last week with 2 very quick turnaround RFPs, a potential hurricane hitting Jacksonville, I lost power for part of the Friday workday, they closed our headquarters office – but you know what?  The bids got done!  In the past, we really struggled with making sure we had the latest and greatest answers and frankly, we had some issues!  Now – we just check the date and we are ready to go!”

About Expedience Software

Expedience Software creates fast, accurate, and beautiful proposals directly from Microsoft Word!  Automate RFP & RFI responses (even Excel RFPs!), FAQs, DDQs, SOWs, Questionnaires, PowerPoint presentations, and more!  With over 20 years of proposal automation experience, Expedience is the premier solution for sales and proposal professionals in financial and asset management, healthcare, legal, manufacturing, and technology organizations.

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Teledoc

Teledoc

Increasing the Consistency of Information Throughout the Sales Process

 

 

 

 

Current Situation

In the Healthcare industry, to maintain a competitive edge, it is important to have customer ready content available to RFP teams, Sales Teams, IT, Subject Experts and Clinical Services in order to create articulate and consistent responses to business questions and opportunities. Teladoc also uses a cloud-based system to house their mission-critical content but found it to be over-complicated and therefore under-utilized.

Solution:  Improve content consistency and user adoption through Expedience Content Portfolio Galleries

Teladoc implemented the Expedience Microsoft Word-based Content Portfolio and an automated Frequently Asked Questions (FAQ) document for the Account Managers and Sales Team.

According to Barbara Esmedina, RFP Manager, “My experience has been that outside of the RFP Team, it is very difficult to get anyone to use a database tool of any kind.  Expedience is so easy and intuitive, and because the content actually resides in Microsoft Word where our teams are already working, they use it.”

“I like that you can have multiple smaller collections of content in manageable mini-databases” continued Esmedina.   “That makes it much easier to share the content with other departments who get questions from clients.

More people outside of the RFP department use it because it requires little to no training.  They are actually finding it fun to use.”

Esmedina concluded, “As an original RFP Machine user, I really missed RFP Machine and this has many of the features I missed in that software (Word integration, blueprints, and more).  I use it to automatically generate our FAQ documents the way I used to do with Pragmatech’s Proposal Assembler.  Much easier to keep updated than our cloud-based backend system. I can think of so many uses for this beyond RFPs.”

“I especially like the automation features that let you make blueprints to automatically generate updates for documents like FAQs and admin manuals.”

 

About Expedience Software

Expedience Software creates fast, accurate, and beautiful proposals directly from Microsoft Word! Automate RFP & RFI responses (even Excel RFPs!), FAQs, DDQs, SOWs, Questionnaires, PowerPoint presentations, and more! With more than 20 years of proposal automation experience, Expedience is the premier solution for sales and proposal professionals in financial and asset management, healthcare, legal, manufacturing, and technology organizations.

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Keeley Teton Advisors

Keeley Teton Advisors

Word Based Document Automation Solution a “Market Disrupter”

 

 

Current Situation

In the investment industry, quality and efficient responses to requests for information are essential to maintaining a competitive advantage. After difficulties in attempting to house the core content within an Excel document and referring to old RFPs and questionnaires for responses, Keeley turned to using a commercial web-based cloud solution.

According to Brent O’Neil, Sr. Client Services Associate, “The Cloud based system was inefficient and labor-intensive. It required a great learning curve and the use of cumbersome back-end systems.  It required a great learning curve and the use of cumbersome back-end systems. It took a dedicated resource to maintain the quality and consistency of the content within the system which imposed a burden on a firm with a limited number of people resources. We had to find a way to decrease our turnaround times and use our resources more efficiently.”

Solution:  Improve Quality and Efficiency with Expedience Software Solutions

Expedience Software has tackled the primary challenges of document automation: time to delivery and quality of response all within the simple familiar interface of Word. In the first year after implementing Expedience solutions, Keeley has cut turnaround response time between 25–50%. Not only has the turnaround time decreased, but the quality has also improved. O’Neil attributes the simplicity of the Word® based solution for their ability to clearly articulate the value proposition with a unified consistent message throughout the entire organization. “We are impressed with this Word® based product that is overall a simple, efficient tool used to create a library of qualitative information available for the firm to access and deploy at any time. Simply open Word and find and insert the answer. A recent compliance cycle was completed easily. The batch detail was printed out in 5 minutes for review by the compliance manager. Edits were indicated and the changes were made within the Word portal. The Expedience solution is simple, very fluid and fun to use.”
O’Neil concluded, “The Expedience solution is recognized by our firm as a market disrupter in the RFP/RFI automation industry offering products and services that leapfrog current technology and provide simple solutions to complex or long-standing technical or practical problems.”

About Expedience Software

Expedience Software creates fast, accurate, and beautiful proposals directly from Microsoft Word! Automate RFP & RFI responses (even Excel RFPs!), FAQs, DDQs, SOWs, Questionnaires, PowerPoint presentations, and more! With more than 20 years of proposal automation experience, Expedience is the premier solution for sales and proposal professionals in financial and asset management, healthcare, legal, manufacturing, and technology organizations.

https://www.expediencesoftware.com/wp-content/uploads/2018/08/Expedience_CaseStudy_Keeley-WP-READY.pdf

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“Very pleased with Expedience Software solutions! It is a fun, easy-to-use tool for preparing RFPs and questionnaires. Rather than digging through old RFPs and searching for appropriate answers, we now have a comprehensive database that is easy to maintain. We are also much more efficient in generating consistent messaging.”

Brent O’Neil, Senior Client Service Associate

Keeley Teton Advisor