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Case Study 114

Document Management Software

Category
Document Management
About This Project

Size: Medium

 

Client Description:

Our Client is a Logistics document management specialist. Their software provides a centralised way to run complex, distributed operations managing all types of documentation, paper and digital, across a range of devices.

 

Problems Faced by Client – Why did they need our help?

Having known this client for some time through local networking groups, their Sales Manager approached us and asked that we help them with a tender that had come up for one of their existing contracts with a local Housing Association. After supporting them on this to renew the contract, they asked if we saw other opportunities for them and whether it would be worth them spending a bit of time looking into this source of new business.

 

Services Provided – Meeting their needs

We set them up on our Search Service shortly after this conversation and now help them monitor the market for relevant opportunities. As and when something comes up they are interested in, we register them on the portal and support them in making a decision to whether to proceed. Our role is to then support in completing the documents. Their submissions are usually very specification driven so contain a lot of technical requirements.

 

Outcome of our Work – Improved Win Rate, Gained Accreditation etc

 

With some frustrating delays/cancellations to a few tenders we were delighted to receive a call from our client yesterday to confirm our latest submission with them had been successful and as a result they had secured both elements of the contract. It was a really big win for them and they are delighted. This opportunity was found on our search service and the response was put together by us.

 

Client Testimonial

 

“Thanks again for all your work. You are a great partner to us. I would love to recommend you on Linkedin but we are dictated by NDA documents and I can’t mention you are helping us on tenders which is annoying. You know we appreciate all your help though.” Sales Manager, Technology Company UK and US