Case Study

“Electrify”-ing” Improvements in Proposal Automation

“Electrify”-ing” Improvements in Proposal Automation

Expedience Software helped Lexicon Relocation, a leading provider of global mobility services for corporate and government organizations, create an efficient and effective RFP process. Led by Fern Shaw (CRP, GMS Marketing Communications) and Terri Hatfield (Director of Marketing), it delivered an easy-to-use, easy-to-update, and easy-to-manage solution. Native to Microsoft Word with seamless Copilot AI integration, it automated complex proposals from spreadsheets, managed full RFP responses (requirements capture, bid/no-bid flags, assignments, questions), ensured secure, firewall-protected content, and boosted collaboration without extra licenses or training.

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