ATA

Automating proposals got 50% of their time back...

AUTOMATION / STRATEGY
Accounting

Challenge

ATA’s proposals took too long to create and were error-prone.

Approach

ATA now fills out a form, and their custom generator builds a beautiful proposal with example images, team bios and specific project details. Client data is imported from ATA’s CRM system, so no additional data duplication is required.

Results

A 50% reduction in time to create a proposal was achieved.

“We were so impressed with their strategy and approach, we acquired a stake in Sodium Halogen. Their process gives them the ability to understand our business goals, form a strategy, and then apply it via technology to accomplish those goals.

It has been the catalyst we needed. Since implementing their strategies, our office has seen a 15% increase in revenue last year.”

Stephen Eldridge
ATA Partner

Your bottom-line called and wants to know how
our Designtific Method can help.

Tell us about your project