Problem
A private energy company wanted to preserve their energy information to boost their RFP process and win more business. The manual tasks involved in generating specific RFP responses were tedious and time-consuming, limiting their ability to respond to multiple RFPs efficiently. They needed to ensure that sales representatives and field operators could only access their information via the co-pilot, safeguarding sensitive data from unauthorized access.
Solution
The implementation of an RFP enhancement co-pilot that assists sales representatives by streamlining and automating the RFP process, enabling quicker and more efficient responses.
Security Challenge
Ensuring that only authorized sales representatives and field operators can query their data and the information they are permitted to see, while avoiding unauthorized access to sensitive intellectual property connected to the RFP co-pilot.
Security Challenge
Impact
- Streamlined RFP Process: Increased RFP intake by over 20% while minimizing manual inputs.
- Faster Response Times: Reduced RFP completion time from days to hours, boosting overall efficiency.
How Opsin Helped
How Opsin Helped:
- Secure Integration: Connected sensitive energy data to the co-pilot from file sharing platforms and their sales CRM while ensuring data security.
- Access Control: Established proper authorization and access enforcement, ensuring only authorized sales representatives and field operators could access relevant information they need to see.
- Auditing Capabilities: Provided full auditing capabilities to monitor access and maintain compliance, ensuring accountability throughout the RFP process.
With Opsin’s solutions, the private energy company enhanced their RFP process, improving efficiency while safeguarding sensitive information.
