WalkMe had all the knowledge at their fingertips. But still, the bid team had to wade through files, message coworkers, and interrupt SEs, who are already burdened with endless tasks.
Before 1up, that’s what they had to do.
The RFP completion process took hours — sometimes days (or longer).
RFPs got held up during hand-offs to different team members, came with mistakes due to normal human error, and it was just an inefficient process that caused a big headache for everyone involved.
Then 1up stepped in.
When we began our talks, WalkMe ran a thorough evaluation of 1up:
The team at WalkMe tested 1up against multiple approaches - manual, legacy tooling, new AI-native tools.
They found that 1up had the best user experience.
WalkMe already had all the content and technical information they needed. Plus, they already had hundreds of previously completed questionnaires.
With this, 1up revolutionized how WalkMe managed RFPs with a fast, accurate AI that unified all their knowledge so they could now cut the time of completing RFPs up to 90%.
Now, the WalkMe team can quickly, accurately, and precisely respond to RFPs with a simple RFP process:
- When potential clients send over an RFP questionnaire, the Presales team uploads it to 1up.
- Then, 1up pulls information from WalkMe’s centralized knowledge base and completes the questionnaire in minutes.
- A human reviews all the answers and makes custom tweaks to refine the questionnaire response.
That’s it. And incorporating 1up just saved up to 90% of the time they used to spend wrestling with RFPs and security questionnaires.
Now the team responds faster, more confidently, and with complete alignment—so they can keep their energy where it matters most: building value with customers.