Optimizing Workflow Efficiencies

By Megan Cutter from CAPTRUST

When you’re working on complex projects with many moving parts, how do you standardize your workflow in a way that’s both effective and efficient?

In this session, Megan Cutter from CAPTRUST will share her team’s experience in getting their extensive and complicated workflows under control. At the end of the session, you’ll walk away with actionable insights for getting your workflows under control—once and for all.

Training Sessions

How to Turn Proposals into a Revenue-Driving Engine

David Blume
from RFPIO

According to recent research from Strategic Proposals, 78% of buyers said written proposals are the most important part of their evaluation process.... Play video

From Herding Cats to Team Efficiency

Lauren Joy
from Hyland

Historically speaking, proposal professionals required skills in both the craft of proposals and the art of herding cats. In fact, many proposal... Play video

The Secret Sauce for Enabling Global Collaboration

Jill Cloke
from ADP

Collaboration is important. The bigger your team gets, the more important collaboration becomes, but the harder it is to achieve. Teams are... Play video

Realizing Potential with Customization

Jeffrey Rosines
from ECS Tech

According to a study from Forrester, 77% of consumers have chosen, recommended, or paid more for a brand that provides a personalized... Play video

Optimizing Workflow Efficiencies

Megan Cutter
from CAPTRUST

When you’re working on complex projects with many moving parts, how do you standardize your workflow in a way that’s both effective... Play video

Winning Deals at Scale

Lisa Duplessie
from Microsoft

In an increasingly competitive selling landscape, proposal teams are faced with a challenge: Increase RFP volume, without sacrificing quality. The good news... Play video

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