Ensuring Shorter Proposal Turnaround Times While Enhancing Proposal Quality and Consistency

Current Situation

Before the purchase of Expedience Software, Resolution Capital was experiencing an “inefficient, labor-intensive RFP process that exhibited inconsistencies,” says Sharna Newman, Client Services Manager at Resolution Capital. “Spending hours searching through old documents trying to find a similar question and answer. Having to ask Portfolio Managers and the Operations team questions you know they have answered before, but you just can’t remember where, was very frustrating for all involved,” says Newman.

Solution: 

Expedience Software helps Resolution Capital accomplish their goals of making their RFP process more “Manageable, Efficient, and Effective”.

“Because we place so much importance around the quality of our answers, it’s great not having to waste our time doing non-productive things like chasing down information,” says Newman. “Our firm FUM has had substantial growth over the last few years as a function of market growth and new client accounts. With the increase in clients comes an increase in deliverables: Due Diligence Questionnaires, RFP’s, RFI’s, Business Continuity Questionnaires, ESG Surveys, Operational Questionnaires and more. We needed a solution that could support our requirements in both Word and Excel formats.”

“I’m so pleased that we have Expedience Software on board here at Resolution Capital,” concludes Newman. “The Sales and Professional Services teams at Expedience have been awesome to deal with, very friendly, and responsive. As a result of using these tools, we’ve experienced labor and time savings. We also now have a consistency of formatting information which allows us to present uniformity to the client. Implementing Expedience has led to shorter turnaround times, higher quality responses, and an all-round more efficient process. I can’t stress enough how valuable these products have been to us at Resolution Capital. These are tools that will carry us well into the future, giving us the capability to work in a more professional, efficient, and effective manner.”

About Expedience Software

Expedience Software, founded by pioneers in proposal automation, operates where proposal professionals already work – in Microsoft® Word. Its solutions drive better proposal quality while accelerating the speed and effectiveness of proposal teams around the world. Expedience serves hundreds of companies in the financial and asset management, healthcare, legal, manufacturing and technology industries. 

The company’s rapidly growing footprint extends to customers throughout the U.S., Canada, UK, Germany, the Netherlands, Australia and New Zealand. Named one of the 20 Most Promising Sales Tech Solution Providers for 2019 by CIOReview and 50 Innovative Companies to Watch by Silicon Review, Expedience continues to lead the industry with its innovative expansion of Microsoft Office suite. Learn more at www.expediencesoftware.com.

Company

Resolution Capital Limited

Industry

Resolution Capital is a specialist global real estate
securities manager.

Project Lead

Sharna Newman, Client Services Manager

Critical Issue

Creating a “manageable, efficient and effective”
RFP Process.

About Resolution Capital

The firm was established in 2004 and is
headquartered in Sydney, Australia and
maintains an office in New York. They believe
that listed real estate is an excellent means
of gaining exposure to the underlying returns
of some of the world’s highest quality
real estate assets in a simple, transparent,
liquid and tax efficient form. Clients include
leading institutions from around the world.
Institutional clients include pension funds,
financial institutions, multi manager groups
and family offices. Resolution Capital also
currently manages a number of Funds for
Australian and New Zealand investors, and
a UCITS CCF for global investors.

Award Winning Fund Manager
Professional Planner / Zenith Awards 2018,
Global REIT Manager

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