Case Study: Brown Advisory achieves 75% faster RFP process with RocketDocs

Brown Advisory - Customer Case Study

Brown Advisory, a financial services firm, faced a slow, error-prone RFP process built on manual Word documents. They struggled to find accurate content quickly, endured a tedious compliance review, experienced inconsistent team metrics, and spent about 28 hours on each proposal while managing reactive, ad-hoc SME updates.

RocketDocs implemented a solution centered on PMAPS with Salesforce.com integration to enable quick content retrieval, direct SME and RFI assignments, and automated review cycles. The RocketDocs deployment cut RFP time by roughly 75% (from ~28 hours to about 7 hours per proposal), enabled real-time reporting, improved organization and compliance, and established regular monthly, quarterly, and annual review processes.

Brown Advisory