OneStream™ unleashes the power of finance by unifying corporate performance management (CPM) processes such as planning, financial close & consolidation, reporting, and analytics through a single, extensible solution. In 2019, they brought in Ombud on the recommendation of a new Solutions Consultant on their team, Rob Poirier. Now the VP of Solutions Consulting, Rob had used and loved Ombud in his previous role and thought it was a perfect fit for the challenges their team was facing concerning client requests.
With over 750 customers, 200 implementation partners, and over 850 employees, OneStream was receiving an increasing number of RFPs and Security Questionnaires. But, what they lacked was a dedicated Proposal Management function to tackle them. In December of 2020, they began to build this competency internally by hiring Ben Dillingham as Manager, Proposal Services.
To create client requests, the team relied heavily on the last RFP they responded to, often stored on local desktops.
Collaboration mainly lived via email or messaging apps with the question, “Hey, has anyone seen an RFP question like this?” as a frequent staple in inboxes.
With no one at the heart of the process, the team found it hard to prioritize content maintenance, updates, and compliance.
With Ombud, the team has a centralized database housing every request their team responds to — categorized, in context, and easily searchable.
All collaboration, conversation, and progress tracking happen in one place. Everyone stays accountable and on schedule.
Ben can easily track and report on every task for every request currently in progress. The team is held accountable, and leadership is confident in responses going out to prospects.
Even as a newcomer to an organization with Ombud already inplace, Ben was blown away by the functionality and ease of usehe experienced. With the Ombud Customer Success team by his side,he quickly came up to speed, created a seamless process using the Salesforceintegration, and started generating content. He can also manage the process for the long haul with confidence withoutworrying about confusing licensing structures restricting the number of concurrent projects or users he can have in the system — making his jobas a proposal manager easier and more efficient.
