Case Study: Piper Jordan achieves streamlined, objective RFPs and saves 40 hours/week with RFP360

To improve their RFP process serve the needs of their clients and vendors, Piper Jordan searched for and found an RFP management solution that took care of it all

Piper Jordan, an employee benefits consulting and administration brokerage that issues about 65 RFPs annually, struggled with a cumbersome, time-consuming RFP process—manual text review, heavy data aggregation, and subjective spreadsheet scoring that diverted staff from client work. Seeking a more objective, efficient approach, they evaluated and adopted RFP360 as their RFP management solution.

RFP360 automated scoring, introduced weighted-question templates and a heat-map view, centralized vendor communications, and provided transparent reporting on responsiveness, enabling Piper Jordan to make more data-driven, objective vendor selections. The platform and service saved the firm roughly 40 hours of work per week, increased efficiency and client transparency, and delivered faster, more confident decisions with RFP360’s usability and ongoing support.

Piper Jordan

Kelly Ellis

Director of Administration and Operational Excellence