An internal tool for KM&T consultants to manage client proposals, bios, templates, and performance tracking. Designed to streamline workflows across global regions and improve win rates.
Consultants were manually managing proposals and bios across spreadsheets, leading to inefficiencies and data silos.
The goal was to create a central, intuitive dashboard to simplify proposal creation, unify templates, and visualize performance insights.
Proposal creation time reduced by 40%, with improved visibility into success rates by region and sector.
The dashboard has significantly streamlined our internal processes — our consultants now save hours every week. 40% faster proposal workflow · Centralized 100+ templates · 3x more proposals submitted monthly
