What happens when one of the world’s leading tech integrators runs into bottlenecks in its proposal and services contract workflows? It doesn’t just patch the problem—it rethinks the entire proposal management process.
For Insight Enterprises, a Fortune 500 technology solutions provider, business growth came with a complex challenge: processing a very high volume of Statements of Work (SOWs) and RFPs annually across a global Services team. Manual workflows and outdated tools weren’t just inefficient—they were limiting scalability, visibility, and velocity.
That’s where QorusDocs came in.
In our latest case study, we go behind the scenes to explore how Insight streamlined a global, multi-team proposal process—driving faster responses, smarter resourcing, and stronger outcomes. But here’s a preview of the transformation.
Imagine managing high-stakes, high-volume proposals without centralized visibility. Insight’s existing document management tool—Livelink by OpenText—wasn’t built for the complexities of modern service contracts. It lacked customization, made data hard to extract, and couldn’t integrate cleanly with Insight’s broader tech stack.
“It was not very customizable, and the reporting capabilities did not provide good visibility to important data,” said Patrick McGinnis, Sr. Product Manager – Global Business Solutions at Insight. “A lack of accessible integration capabilities left it as more of a stand-alone tool.”
The result? Slower cycles, inefficient hand-offs, and missed opportunities.
Insight needed more than a digital filing cabinet. They needed a solution that could model their real-world contract lifecycle—from presales to delivery—and scale globally.
Rather than forcing Insight to conform to a rigid platform, QorusDocs worked with them to tailor a workflow engine that reflected the company’s specific processes. The result was a deeply integrated, automated system that aligned Sales, Services Delivery, Finance, Resource Management, and Audit teams across geographies.
“The routed workflows and auto assignment of work are big time savers,” said McGinnis. “QorusDocs enabled Insight to meet the needs of its very complex Services business and the high volume of agreements that need to be processed annually.”
In short, QorusDocs delivered a proposal platform that didn’t just support Insight’s growth—it enabled it.
The transformation wasn’t just about tech. It was about creating a smarter, faster, more measurable approach to Services proposals.
Here’s what changed:
Perhaps most importantly, QorusDocs has shifted from being a proposal tool to becoming a strategic platform—one that underpins Insight’s lead-to-cash lifecycle globally.
In the world of enterprise IT and services, proposals aren’t paperwork—they’re mission-critical. They determine how quickly you close deals, how consistently you deliver value, and how confidently you scale.
Insight’s story highlights the power of smart proposal automation to:
And the best part? It’s not a one-time win.
“In the 7 years that Insight has been using QorusDocs globally, we have seen it grow from a quality check on statements of work to usage on tens of thousands of documents annually,” McGinnis noted. “With this visibility, you can measure results and improve them. That’s so valuable.”
If your organization is struggling with outdated proposal processes, disconnected teams, or limited visibility into your services pipeline—this case study is for you.
If you’d like to see what’s possible with a customizable, scalable proposal platform, let’s talk or book a demo to see QorusDocs in action.