OneStream™ unleashes the power of finance by unifying corporate performance management (CPM) processes such as planning, financial close & consolidation, reporting, and analytics through a single, extensible solution. In 2019, they brought in Ombud on the recommendation of a new Solutions Consultant on their team, Rob Poirier. Now the VP of Solutions Consulting, Rob had used and loved Ombud in his previous role and thought it was a perfect fit for the challenges their team was facing concerning client requests.

With over 750 customers, 200 implementation partners, and over 850 employees, OneStream was receiving an increasing number of RFPs and Security Questionnaires. But, what they lacked was a dedicated Proposal Management function to tackle them. In December of 2020, they began to build this competency internally by hiring Ben Dillingham as Manager, Proposal Services.

## Content Challenges

##### Past RFP Reliance

To create client requests, the team relied heavily on the last RFP they responded to, often stored on local desktops.

Collaboration mainly lived via email or messaging apps with the question, “Hey, has anyone seen an RFP question like this?” as a frequent staple in inboxes.

With no one at the heart of the process, the team found it hard to prioritize content maintenance, updates, and compliance.

##### No Project Management

## Ombud's Content Solutions

##### Intelligent Repository

With Ombud, the team has a centralized database housing every request their team responds to — categorized, in context, and easily searchable.

All collaboration, conversation, and progress tracking happen in one place. Everyone stays accountable and on schedule.

Ben can easily track and report on every task for every request currently in progress. The team is held accountable, and leadership is confident in responses going out to prospects.

##### Streamlined Process

## Results After Ombud

Even as a newcomer to an organization with Ombud already in place, Ben was blown away by the functionality and ease of use he experienced. With the Ombud Customer Success team by his side, he quickly came up to speed, created a seamless process using the Salesforce integration, and started generating content. He can also manage the process for the long haul with confidence without worrying about confusing licensing structures restricting the number of concurrent projects or users he can have in the system — making his job as a proposal manager easier and more efficient.

“Ombud makes collaboration seamless — I’m able to see what everybody’s doing without having to pick up the phone, email or text team members to figure out what’s going on.”

Ben Dillingham

Manager, Proposal Services

Ombud enables companies to curate knowledge, collaborate, and automate the management and production of documents. Common use cases are responding to RFPs, DDQs, security questionnaires, and building statements of work.