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Collaborate with Colleagues Efficiently

Quickly create and share customer proposals.

Challenges

  • A system integrator creates project proposals for customization work for its customers. Six members of a project team typically work on each proposal and need to collaborate on the different versions to produce a final version. The project team made a lot of careless errors while sharing the proposals through email or on a file server. There was a lot of confusion and wasted time during the process because someone had to continuously combine different parts of the proposal and keep track of the current version. This made it very difficult to complete the proposals by the targeted deadline. The company tried various online editing solutions to resolve these problems. Unfortunately, even though these solutions support collaboration with synchronized editing, they did not allow the project team to persistently manage all the documents for a project.

Solutions

  • After implementing Wrapsody, the project leader creates the initial proposal as a Wrapsody document and shares it with the project team. Whenever someone updates the document, it automatically uploads to the central repository, and others can obtain the latest version by clicking on their local copy. This dramatically improves the project team’s efficiency and productivity by eliminating wasted time and effort. The automated backup, tagging, and advanced search functions of Wrapsody let them easily manage the countless number of documents they use for all their projects. This lets them generate and share proposals with their customers faster.
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Benefits

  • Create customer proposals quickly.
  • Eliminate wasted time locating the latest copy of a document.
  • Always have the same information when any project team member opens the proposal.
  • Provide usage history for each document to ensure all team members provide input to the proposal.
  • Chat and share comments without the need for a 3rd party application.
  • Save and manage all documents in a central system automatically, regardless of the location of the document or system used.
  • Through content virtualization technology, easily access the most up-to-date content anytime, anywhere, minimizing ROT data.
  • Keep the usage history for each document and manage the detailed logs as a corporate asset.
  • Manage Access Control Lists (ACL) differently by files and/or folders.

 

Learn more about how Fasoo ensures users have the latest documents on our Wrapsody page.

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