Baseline Discovery™ (“Baseline”) is the first step in ensuring companies like yours solve business challenges and create more efficient structure and workflows through implementation of industry best practices, as well as better utilization of the leading software solution.
We use three main strategies in this discovery process: Shadowing, Interviews and Surveys. These help us conduct a formal analysis of how well your company is performing against content management best practices, and to provide recommendations on how to transform current workflows optimally.
Baseline Discovery identifies the gaps in your content management systems that Safe Passage is designed to fix. The Safe Passage program creates your Response Value Chain, perfectly organized content workflow, which is the standard in numerous industries, to ensure structured data requests are handled in the most efficient, effective, and accurate manner. On completion of Baseline, our team will propose a full scope for the roll out and adoption of the Safe Passage proprietary program. Because the last thing we want to do is automate and speed up a poor or ineffective process that will only expedite and expand the chaos.
Respond to RFPs RFIs, DDQs, and proposal requests with increased speed and content accuracy, all while saving your proposal team time. This integrated content manager allows your team to access and maintain the most accurate, reliable information for RFP and RFI responses.
Accelerate sales pitch books, proposals, SOWs, and other documents through an intuitive interface—on desktop or mobile—that uses logic-based forms and a clickable menu to create winning sales documents in minutes.
SalesDocs connects to your transformed content system, allowing content managers to easily create templated forms, using a drag-and-drop, logic-based form creator. Forms are infinitely flexible and can be used to create any type of document from proposals, SOWs, and product sheets. For customer-facing teams, simply filling out the form dynamically creates a custom, client-ready deliverable.
Imagine connecting your business databases with easy APIs and then putting a Search Bar on top. Now you can answer any ad-hoc queries by searching a real-time single-source of truth to get the information you need, via any mobile or desktop interface, to give your customers the perfect response every time.
Measuring productivity and KPIs is easy with Insight’s dashboard.