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9th Annual QorusDocs Proposal Management  Benchmark Survey. Download Report 

Actions speak louder than words which is why we’re proud to share how QorusDocs’ AI proposal software has helped countless organizations across various industries—professional services firms, including law firms and architecture, engineering and construction (AEC) firms; IT services; manufacturing; tech providers—to automate the creation of personalized proposals, pitches, presentations, and RFx responses.  

Today, we’re focusing on the AEC sector, examining how professional services firm TRC Companies—a leader in various industries from utility, renewable, and advanced energy markets to intelligent grid systems, infrastructure, and environmental applications—implemented QorusDocs AI proposal software to simplify and streamline its content management process to drive growth. 

“I’ve found the experience working with QorusDocs to be professional, positive, and collaborative. Armed with fantastic training and knowledge resources, the team has been focused on delivering value and has kept us abreast of their product roadmap, including the QorusDocs generative AI strategy.”

 

Dr. Stephen Galati, Vice President, Strategic Proposals, TRC Companies 

Who is TRC? 

TRC Companies is a global consulting, engineering, program, and construction management firm providing environmentally-focused and digitally-powered solutions. With more than 7,700 employees, TRC solves the challenges of making the Earth a better place to live—community by community and project by project. www.trccompanies.com  

What challenges did TRC face? 

  • Sophisticated content management and security requirements due to complex global network of clients, projects, and programs

  • Efficiency and productivity hindered due to lack of centralized content resources and consistent processes 

  • Required content accessibility/searchability and frictionless collaboration

  • Wanted to refine project capture process through systematic efficiencies, automation, and AI

How did TRC solve its content management & proposal process challenges? 

TRC replaced its inefficient, disjointed content management system (CMS) with the cloud-based QorusDocs AI proposal software, creating a single centralized source of truth for data and enabling the firm to share information easily and efficiently across the organization. By simplifying content management, streamlining collaboration, and expediting the proposal process, TRC accelerated the sales cycle to generate more client wins and drive growth. 

The user-friendly QorusDocs solution is built on the secure Microsoft Azure platform and integrates seamlessly with frequently-used Microsoft applications, such as Word, Teams, and SharePoint, enabling TRC’s Strategic Proposals Group to work in a familiar and secure Microsoft environment. Tailored to the way TRC conducts business across multiple sectors and divisions, QorusDocs AI proposal management software provides the data security, accessibility, and flexibility TRC requires. 

“TRC is excited to expand the use of QorusDocs companywide. Our partnership with QorusDocs has been dynamic from the very beginning, throughout our data categorization and initial set-up of the CMS to the implementation of the platform and support of change management. We’ve learned so much from QorusDocs’ QPilot and have begun the exciting proposal AI journey with our whole team to improve our proposals. 

 

Dr. Stephen Galati, Vice President, Strategic Proposals, TRC Companies 

What impact did QorusDocs have on TRC’s operations? 

>60% Greater Productivity – streamlined collaboration and sophisticated content management resulted in an increase in vetted proposal output of more than 60%. 

Increased Operational Efficiency – simplified, flexible content management process saved 1,800-2,400 hours annually. 

Cost Savings – By streamlining and accelerating the typically labor-intensive and time-consuming proposal workflow with QorusDocs, TRC reduced operating costs to boost the bottom line. 

Higher win rates – Higher-quality, personalized proposal documents resulted in more than a 11 percentile-point increase in win rates in the Strategic Proposal Group alone. 

To find out more details of how TRC transformed its content management process to automate and accelerate its proposal process with QorusDocs AI proposal software—with QorusDocs QPilot!—check out the full customer success story.  

And if you’re looking for additional resources to help your professional services organization automate your pursuits process to maximize billable hours and win more client business, check out our Professional Services Resource Hub for all the templates, informational guides, and advice you’ll need! 

Published by Jennifer Tomlinson July 18, 2024
Jennifer Tomlinson