If you’re part of a team that curates and submits proposal documents, you know how much effort goes into tailoring content to meet the client's needs. You can spend hours customizing employee bios and project roles, agonizing over the perfect wording to underscore why your firm is the best fit.
Then, some months later, a similar RFP comes through the door. What now?
You vaguely recall how you previously tailored the same content. But attempts to find the old versions can result in a never ending search through siloed systems and convoluted file structures. Should that search fail, you’ll need to recreate tailored resumes sections and project spotlights from scratch - a huge time drain, made worse by the fact you know that content already exists.
In an alternative scenario, you may not have worked on the previous RFP, and therefore have no knowledge that tailored versions have already been created. Regardless, the result is the same - you spend unnecessary time on duplicative work.
These redundant tasks crush productivity and risk inconsistencies from sharing different tailored messaging for the same employees and projects. There has to be a better way of streamlining this process.
Centralize tailored content for reuse
Flowcase solves this headache with a centralized database that keeps every profile and case study you’ve ever tailored, safely stored for future access. Let’s dive into how this helps you stop reinventing the wheel when putting together proposal documents:
Instant accessibility
Using legacy processes, such as hosting static documents in shared drives, means that tailored proposal documents are hard to track down.
With Flowcase, tailored resumes live alongside the master resume in the employee profile. This means that bid teams need to simply source the best person, or people, for the role, and once located they can be confident that any pre-existing tailored sections will be there, ready to use. The same also applies for case studies.
Seamless editing
Of course, just because a tailored version was already created, that doesn’t mean it completely matches your proposal requirements. You can further edit pre-existing tailored sections, toggle content blocks on/off, and reorder sections to showcase the best version of your team. This ensures curating the most relevant resumes and case studies is a flexible and streamlined experience.
One-click reformatting
Even if you can get by working the old way, using static documents in shared drives, you’ll certainly come unstuck when it comes to reformatting this content.
Let’s say your existing tailored content is in a branded PDF file, and now you need to submit the same resumes and case studies, but in a government-mandated form. Reformatting this manually could take hours, especially if you need to repeat this for multiple team members.
Because the data hosted in Flowcase is dynamic, you can create dedicated templates that map tailored sections to specific fields in the proposal submission document. With templates, you can reformat these documents for any number of people or projects, all in a matter of clicks - completely mitigating this time-intensive task.
Get started
If you spend hours tailoring proposal documents over and over again, we can help. Get in touch today, and streamline your document creation processes.
