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Client overview
Samson is a well-established management consulting firm with 30 years of experience providing comprehensive business advisory services. Their expertise spans multiple domains, including Management Consulting, Assurance, IT, Risk Advisory services, People and Transformation Management, Facilitation and Learning Solutions, and Financial and Accounting Services. With offices across Canada's major business centers including Ottawa/Gatineau, Montréal, and Toronto, Samson serves both public and private sector clients. Pascale Tabatoni, the HR Planning Manager at Samson, led the initiative to modernize their proposal management processes.
The challenge
Samson's bid and sales teams faced significant obstacles in their proposal creation process. Each bid required careful tailoring and highlighting of relevant projects, but their existing system relied on individual Word files for resumes, CVs and Excel sheets for project tracking. Project details, including duration and cost, needed manual updates for each proposal. While the company possessed quality content and key information in their resumes, CVs and project documentation, this valuable data was trapped within Word document formatting, making it extremely cumbersome to extract and customize for specific bids. The process of managing and updating this information was both manual and time-consuming, creating inefficiencies across their proposal development workflow.
How Flowcase helped
Flowcase's implementation brought about a comprehensive transformation in Samson's proposal management process. The Flowcase Data Import Team conducted a thorough assessment of Samson's existing Word files and successfully extracted unstructured data, converting it into a structured, searchable database. They standardized customer and project names, enabling efficient content reuse across CVs, resumes, and case studies. The platform's Customer Success Team provided targeted training for the bid and sales teams, while other users found they could begin using the system intuitively without additional training.
The transition has yielded significant results. As Pascale Tabatoni noted, "Going from having a Word file base to Flowcase required some change management, and we are happy to report that all employees have successfully updated their CV in Flowcase since we introduced it. Our colleagues have found the system both intuitive and valuable to themselves as well as their colleagues, both since it saves them time, but also because it helps them finding relevant skills and experiences in our company."
The implementation process itself was smooth and well-supported, as Tabatoni further commented, "We appreciate the great effort done by the Flowcase template, data import and customer success team to help us transition to Flowcase - we have gotten excellent service from day one." Despite initial change management challenges, employees successfully adapted to the new system, finding value in its efficiency and collaborative features. The platform transformed their previous file-based system into an automated, searchable database where consultants and bid teams could effectively collaborate to win more proposals.
All employees now have updated CVs
The users find the system both intuitive and valuable
"When we saw Flowcase demoed for the first time we realized that we had been working the “old way”."
