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AI is helping bid and proposal professionals in a range of ways, streamlining many aspects of an otherwise manual process. At Flowcase we have a suite of Generative AI tools, including AI Translations, AI Proofreading, and AI Text Reduction that help fast-track proposals and improve proposal quality.

Using Flowcase, users can easily identify employees with specific skills by simply searching across their database. They can stack search terms and then filter on years of experience and/or competency levels, to find niche skillsets that match the RFP.

Flowcase provides a centralized platform where you can easily manage, update, and access your team's CVs, resumes and project references. Our system enables you to easily store your team’s resumes and projects, find your most suitable team or project, tailor the content for the RFP, and export the CV, resume or project into the desired format.

Flowcase helps to manage your team’s CVs and resumes by centralizing them in one platform. Since everyone uses the same interface, there is a standardized structure that allows for easy updates and transparent access.

Via its Templates tool, Flowcase eliminates the need for manual copying and pasting of CV and resume data into proposal forms. The smart export feature allows you to map standardized profile data directly to various proposal form fields - whether it's a custom template or industry-standard form.

In contrast to shared drives, a dedicated CV and resume database allows for easy information capture and maintenance, easy searching across specific skills and experiences, the ability to analyse employee data, and the ability to generate documents with the underlying data. A shared drive typically provides basic file storage without specialized features for managing and utilizing CV data effectively.

Yes, it’s incredibly important to tailor all of your proposal documents, including your CVs and resumes to the proposal. Tailoring your CVs and resumes shows you’ve understood the requirements and that your people are the most suitable team to tackle the project.

Yes, AI can be used in a variety of ways to improve proposal quality. Flowcase’s AI Proofreading feature is a great example; it enables bid and proposal teams to check over grammatical errors or typos with one-click, ensuring they can submit bids with a professional first impression.

While Flowcase is primarily built for bid and proposal professionals, it solves challenges for a range of roles. Marketers can use the platform to ensure design and content consistency, Sales can validate opportunities faster, and HR teams can use the tool as a skills and competency management tool. Additionally, leadership teams can use Flowcase to understand their collective expertise.

Using Flowcase’s CV / resume search dropdown, you can enter your search terms and then choose to search across different categories, such as skills, roles, project experiences, certifications, courses, and more. Alternatively, you can use free-text which captures terms across any category.

A centralized CV, resume and reference project system, such as Flowacase offers numerous benefits, including improved data consistency, easier updates, enhanced searchability, and streamlined proposal creation. It ensures all team members work with the most current information, enables project teams to be assembled easily, and allows for quick generation of tailored documents.

Flowcase helps to manage your firm’s past projects by centralizing in one platform alongside your employee CVs and resumes. Since projects can be connected to the people who worked on them, it allows for data efficiencies that you don’t necessarily get in a CRM or ERP.

Flowcase offers an efficient and user-friendly solution for tailoring CVs and resumes for proposals, without altering the master version.

By exporting your Flowcase CVs and resumes into company branded templates, you can ensure all your teams CVs and resumes are uniform and standardized.

Yes, AI can be used in a variety of ways to meet proposal requirements. Flowcase’s AI Text Reduction feature is a great example; it enables bid teams to shorten proposal content with one-click, helping them to meet word and page count requirements.

With all your employee CVs and resumes in one system, you can use Flowcase to export your employee data to a CSV file and analyze expertise in a range of ways. For example, you can see how many employees are PMP certified, or how many have experience in sustainability, and reposition your firm accordingly.

Flowcase is built for professional services firms, including Management Consulting, IT Consulting, Engineering, Construction, Law, Architecture, and others.

Using Flowcase, firms can ensure consistency across their CVs and resumes by using our Metadata feature to create an approved glossary of terms. This list can include official terms for skills, roles, certifications and more, and can be easily utilized via auto-suggestions and dropdowns. Admins can use this approved glossary to override existing terms with official terms to bulk-change CVs. Additionally, since all users create their CV and resume with the same Flowcase structure, this is intrinsically consistent across all users.

Since CV and resume data in Flowcase is searchable, users can easily search across skills, experiences, roles, certifications, and more to find the most suited employees for the RFP.

Using Flowcase you can push CV and resume data into any template or form that you need to populate, including all commonly required forms, such as the SF 330, FIDIC, World Bank, Europass, and many many others. We’ve worked with many clients who have these needs.

With Flowcase you have a variety of tools available to tailor your team’s CVs and resumes. This includes toggling on or off specific pieces of content, adding or editing text, improving text with AI tools, reordering sections, and highlighting specific achievements.

Using Flowcase’s AI Translations feature, users can instantly translate CV, resume, and case study content into a variety of languages. Since the AI is able to capture contextual information, the results are typically a lot more accurate than using a simple Google Translate.

Likewise, you can use Flowcase to export your employee data to a CSV and identify any shortcomings. Maybe you’re seeing that Swift is an in-demand programming language, but your workforce lacks this skill. You can identify this skill gap quickly, and either retrain existing employees, or hire new talent with that expertise.

Flowcase prioritizes security and compliance. Our platform mitigates the need for emailing sensitive employee information, reduces version control issues, and provides a clear audit trail of all downloads. Learn more about our privacy features.

To ensure data accuracy across employee CVs, there are a few measures you can implement. One is to implement a regular review and update process, using a centralized CV management system that allows employees to easily update their own data. Another is to use a system like Flowcase that connects projects to employees, ensuring that everyone in the team uses the same underlying project data. Lastly, using a system that has a Metadata feature enables managers or proposal teams to override inaccurate data with approved terms.

With Flowcase users can use our intuitive editor to tailor CV and resume content, reorder experiences, and highlight relevant skills and roles, to meet the client’s needs. These changes don’t affect the master CV or resume.

When you’re showcasing multiple members of your team, consistent formatting of CVs and resumes presents a professional first impression. It shows that your team is organized, aligned, and detailed in your work. This serves to indicate that your project delivery will be equally meticulous.

Using Flowcase you can save tailored content and push it back to the master CV or resume, allowing future users to reuse that content - saving time and duplicative workflows.

Yes, AI is typically very good at understanding industry-specific context and the associated terminology. Of course, AI generated text should be checked to ensure that the terminology is in-line with the language you already use.

Yes, Flowcase offers a REST API and native integrations to ensure smooth data flow between complementary proposal automation software and your existing systems. Learn more about our integrations.

Since Flowcase enables you to track certifications, you can export your employee data to a CSV and then simply sort the data by date of certificate expiration. You can of course filter on specific certifications and/or subsets of employees to find more specific information.

Employees at professional services firms should update their CV / resume once a quarter at a minimum. Of course, if the employee has completed a project, or achieved a new certification, then this update should be applied immediately. This ensures that CVs always reflect current skills, experiences, and achievements, keeping them ready for immediate use in new proposals.

Using Flowcase’s Templates feature, users can 1-click export CVs and resumes into the formats that are required by the RFP. This means teams can automate time-intensive forms like the SF 330, FIDIC, WorldBank, Europass, and many others.

There are two ways you can create templates in Flowcase. The first is to request them from our dedicated Templates team. They have experience in creating templates for a range of use-cases, from company-branded templates to bid-specific forms. The second way is to create them yourself in our intuitive drag-and-drop editor. Here you can easily define the structure, formatting, and content sections, and set up dynamic field mappings to auto-populate content with Flowcase data.

By tailoring CV and resume content, and pushing tailored content to the master CV (without overwriting it), you can build a repository of tailored content. When creating a CV or resume for the proposal, you can cherry pick the content and sections you want, and because it all lives together in one unified space, any profile updates will be accounted for. This is a much more efficient way of generating these proposal documents, as opposed to having multiple versions where no-one is sure what version is up-to-date and ready for use.

Not all tools that use AI are secure, and some tools may share or retrain the AI using customer data. However, Flowcase never uses customer data for retraining, nor to share between systems.

An effective CV and resume management system should include features for easy management and usage of CVs and resumes. It should enable teams to easily manage and update CVs, search for team members based on their CV data, tailor content, and export data into the desired format. Ideally, it should also handle project data and link this to the team members involved.

By using Custom Fields that track consultant availability, alongside Flowcase’s in-depth consultant search functionality, you can quickly and easily find consultants that are available for work. Additionally, you can also integrate with resource management and/or project planning tools to push availability data into your Flowcase system.

Transitioning from a legacy system to a dedicated CV database like Flowcase can feel like a mammoth task, but we’ve made a guide that takes you through the process step-by-step. Perhaps most importantly, Flowcase helps you to bulk-import your existing CV data, which streamlines most of the manual work.

Again, Flowcase Templates are an excellent way of quickly bulk-changing content or design across your team’s CVs and resumes. This is especially useful for a rebrand, whether that’s a rebrand of your whole firm, or just a specific location or team.

Flowcase has a range of features that ensures consistency across proposal documents, including a standardized interface for CV, resume and case study creation, Metadata to govern the terminology used across all content, and Templates that

While every firm and every proposal reviewer has different parameters for scoring their proposals, we regularly hear that CVs and resumes are gaining more significance in the scoring system. It makes sense to tailor your CVs and resumes to show your team’s best side possible.

We often hear that compiling team CVs and resumes is one of the most timely aspects of proposal creation. One survey even indicated that Flowcase can save bid teams over 50 hours per month. If you want our Sales team to run you through the ROI of Flowcase for your specific use-case, feel free to book a demo with them here.