Client spotlight
ProposalHelper and BidExecs

How PerfectIt has helped
ProposalHelper and BidExecs reduce time spent proofreading by 30%

Company overview

ProposalHelper offers full-service business intelligence, proposal writing, and proposal management solutions. Founded by ProposalHelper’s leadership, BidExecs is headquartered in the Washington DC metro area. BidExecs has quickly established itself as a global business development and proposal management company with a local branch in your neighborhood.

BidExecs supports clients across the public and commercial sectors. As the first of its kind franchise program, it has allowed the company to quickly scale and take full advantage of the difference that local presence and local understanding can make to a winning bid.

The challenge

Turn a thriving proposal consulting company into a nationwide franchise.

The solution

Use best practices, such as checking text with PerfectIt, to create a repeatable formula for proposal management success.

For proposal work, PerfectIt is the best in its class. It saves us time and helps us produce high quality deliverables. That’s why it will be an essential part of our process for all franchisees.

Manisha Kaneri
Publishing Team Lead

Best practice everywhere

The key to expansion at BidExecs is local expertise backed up by a combination of industry experience, proven methods, and the absolute right tools and technology. This includes proprietary software built specifically for BidExecs to systematically manage workload, as well as commercial tools such as Citrix ShareFile and Microsoft SharePoint for proposal management, Smartsheet for scheduling, and PerfectIt for proofreading. Every franchisee gets the benefit of a complete system that works perfectly in delivering value and success to the industry.

Quality assurance and acronym checks 

Winning proposals must be easy for decision makers to understand, so ProposalHelper uses PerfectIt to make sure that every acronym is defined on first use, and capitalization and hyphenation are consistent. In addition, PerfectIt helps every proposal feel as if it is written with one voice by ensuring that small details are correct. PerfectIt also generates a table of acronyms (ideal for government proposals) and its checking is customizable, so proposal teams benefit from a tool that is constantly improving.

Results

In an environment of very tight deadlines, PerfectIt has helped BidExecs reduce time spent proofreading by 30%. This has given the team more time to focus on content; and improve quality on every proposal.

Nationwide rollout ​(and beyond)

Combining human solutions, proven processes, and the latest technology is the key to how ProposalHelper has brought efficiency to the process of proposal creation.

As BidExecs uses that expertise to expand across 50 states (and potentially further), PerfectIt will be a critical part of the process to help a team of franchisees deliver winning proposals.

Our proposal teams rely on PerfectIt to clean up undefined abbreviations and assist with recommendations on improving the consistency in documents—it’s a huge time saver.

Manisha Kaneri
Lead Proposal Writer

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