Brown Advisory

Financial Services


Brown Advisory struggled with manual creation of RFPs within Word documents. They had difficulty finding the right content in a timely manner, they were not confident in content accuracy, the compliance process was tedious, and there were inconsistent team metrics. Reactive ad-hoc updates were made to RFP content from Subject Matter Experts, and originally, an average of 28 hours was spent on each proposal.


A concise attribute structure for PMAPS content for quick retrieval was created, and a Database Administrator  was established so all content was reviewed by SMEs. Salesforce integration was deployed, and historical RFP tracking was imported. Additionally, a new workflow was established to assign SME’s and RBI requests directly in PMAPS.


Faster RFP Process

Screenshot of RocketDocs Content Details


Brown Advisory reduced time with the new quick retrieval process. A regular review process was implemented with monthly, quarterly, and annual review cycles.​ Real time reporting was enabled through the to PMAPS integration. Organization and compliance improved, and a new workflow ensured a more efficient RFP process.

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