Asset Management
How Brown Advisory cut proposal time by 75%
Brown Advisory used to build RFPs by hand in Word, spending an average of 28 hours on each one. After moving to RocketDocs with a structured content library, SME review workflows, and a Salesforce integration, the firm cut proposal time by 75 percent while improving accuracy, compliance, and reporting.
- Industry
- Asset Management
- Company size
- 501-1,000
- Headquarters
- Baltimore, Maryland
- 75%
- less proposal time
- 28 hrs
- the old average per proposal
The challenge
Brown Advisory created RFPs manually in Word, which made the right content hard to find and left the team unsure whether what they used was accurate and current. Compliance was tedious, team metrics were inconsistent, and content updates from subject matter experts happened reactively, one ad-hoc request at a time. On average, a single proposal took 28 hours.
The solution
Brown Advisory moved its RFP process onto RocketDocs. A clear attribute structure made content quick to retrieve, and a dedicated database administrator made sure every record was reviewed by the right subject matter expert. A Salesforce integration went in, historical RFP tracking was imported, and a new workflow let the team assign SMEs and route RFI requests directly in RocketDocs rather than over email.
The results
Proposal time dropped by 75 percent. The team put regular review cycles in place, monthly, quarterly, and annual, so content stays current, and the Salesforce integration enabled real-time reporting. Accuracy, compliance, and organization all improved, and the RFP process became consistent instead of ad-hoc.
More customer stories
Enterprise Tech
How SAP cut proposal creation from hours to minutes
SAP’s Global Bid and Proposal Management Team built a self-service platform on RocketDocs. Using the content library and RapidDocs, sales reps now generate compliant, on-brand proposals in 10 to 15 minutes, work that used to take 4 to 6 hours and required waiting on the proposal team.
Read the case studyFinancial Services
How National MI cut RFI turnaround from 10 days to 3
National MI’s sales support team handles several hundred vendor due diligence RFIs a year, some that once took more than 10 days. With RocketDocs autofill, a centralized content library, and a Salesforce integration, those RFIs now turn around in 3 to 4 days, and the team’s RFI efficiency is up 65 percent.
Read the case studyAsset Management
How American Century took on 42% more work without adding headcount
American Century Investments has partnered with RocketDocs since 2009. As proposal volume climbed 42 percent between 2020 and 2024, the team absorbed the growth without hiring, using a centralized content library, RapidDocs, and a Salesforce integration to keep responses fast, accurate, and compliant.
Read the case studyRelated pages
Explore more
See what RocketDocs does with your hardest RFP.
Brown Advisory replaced a manual, 28-hour proposal process with a structured, compliant one that takes a fraction of the time. See what RocketDocs can do for yours.