Case Study: PlanSource achieves an 85% productivity boost and 200% throughput increase with RFP360

At PlanSource, responding to RFPs was wasting too much time without delivering results

PlanSource, a HR technology company that provides cloud-based benefits administration and human capital management, was spending too much time on RFP responses and losing opportunities as busy staff diverted effort to bids. To address this challenge they evaluated and selected RFP360 as their RFP management solution to streamline the process.

RFP360’s platform was implemented to centralize and accelerate RFP responses, and PlanSource reports an 85% increase in productivity and a 200% increase in throughput since adoption, across roughly 20 RFPs annually. RFP360 also helped PlanSource deepen relationships with RFP issuers by delivering more efficient, precise responses and reducing the time and effort required to compete.

PlanSource

Michael Makatura

Sr. Director Analytics & Sales Operations