Statements of Work – SOW

Expedience Automates Complex Statements of Work

Statements of Work (SOWs) tend to be some of the most difficult sales documents to create often involving complex configuration and detailed calculations from Excel and other data sources. These are the kinds of business development documents that typically defy attempts at automation and are not supported well by most proposal automation solutions.

Unique Challenges of SOWs

SOWs bring unique challenges because they are often rich with detail and contractually binding, which means mistakes are costly. They are also slow to create and typically difficult to scale with your business as you grow.

Expedience mitigates risks and eliminates SOW challenges with a centralized content library, automated templates, and locked-down formatting controls. And it all happens inside Microsoft Word.

The Expedience SOW Solution

When the SOW writer opens MS Word, the content library is automatically launched as a ribbon. Content in the ribbon is organized with labels and icons of your choice. These content sections can be dropped into the Word document as needed. Commonly, SOW content libraries include items such as standard lists of assumptions and other scope details. SOW templates can be launched directly from the Expedience ribbon, too. The SOW writer can select items to include in the SOW from simple checkboxes. Checkboxes can be made smart so that one checkbox automatically selects all associated records throughout the SOW. After the appropriate content sections have been selected, the complete SOW is assembled with the latest versions of these records from the content library, creating an accurate, formatted, and branded client-facing document.

Seamless Integration with Excel SOW Data

Unlike other proposal software, Expedience specializes in automating Statements of Work and other types of documents that require extensive data integration. With Expedience, you can import a variety of complex data from Microsoft Excel, such as:
  • Pricing
  • KPI tables
  • RACI matrices
  • Charts
  • Inline data fields
  • Timelines

Insert Images, Tables, and Charts

Because Expedience is built in Microsoft Office, it is easy to insert complex images, tables, and charts and still fully control formatting to conform to your corporate branding guidelines. Insert Complex Time Table Images into Statements of Work

Guide Users with Logic-driven Automation

Checkbox-driven automated templates ensure that the Statement of Work is accurate, complete, and fully compliant with the customer requirements while making it fast and easy to use. Fully tailored SOWs proposals by guiding users with logic-driven automation

Tailor SOW with Customer Information

SOW content commonly contains placeholders for personal information unique to each customer. These placeholders can be completed directly from within the document, from a placeholder form, or from your CRM via Outlook or Microsoft Exchange. Expedience can also automate the process of updating placeholders in the SOW directly from Excel. This is perfect for customers that use Excel to capture key SOW elements, create tables and charts, or calculate pricing.

Perform Final Steps Tailored to your Process

Customization is a particular strength of the Expedience solution. With Expedience, you can define specific final checks and other steps that can be fully automated within Expedience. The Final Check process ensures the SOW does not contain any errors such as incomplete action items, unresolved track changes, unfinished placeholders, spelling errors, and more. Enforce naming conventions on SOW files and save in predetermined locations, in accordance with your specific company policies and procedures. As you’ve seen, Expedience eliminates SOW errors while increasing the speed of completion. We would love to connect to learn about your specific SOW challenges and show you how Expedience can help. Schedule a demo today!

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I used several proposal software applications and knew the importance of ease of use. Many of the proposal apps are so complicated that users revolt against the system. Expedience is the easiest proposal automation software that I’ve ever used, and our proposal writers actually love using it!

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