Case Study: OneStream handles 10+ concurrent projects with Ombud

OneStream handles 10+ concurrent projects with Ombud

OneStream, a financial software company, faced challenges in managing a high volume of client requests like RFPs and security questionnaires. Their process was inefficient, relying on scattered past documents and email collaboration, with no dedicated system for project management or content maintenance. They implemented Ombud, a content collaboration and automation platform, to address these issues.

Using Ombud's centralized repository and collaboration tools, OneStream streamlined its response process. The solution enabled the team to handle over 10 concurrent requests and complete over 250 client requests in a year. Over 50% of every new request is now answered with existing content, significantly improving efficiency. The Manager of Proposal Services noted that Ombud made collaboration seamless and eliminated the need to constantly check in with team members via phone or email.

OneStream