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Case Study

Integration & Automation

Ethos, a managed services provider, successfully transformed the proposal creation process for a sales organisation struggling with inefficiencies. By centralising data and automating workflows, Ethos helped reduce the time spent on generating proposals by 75%, decreased errors to under 5%, and ensured consistent branding across all materials. This case highlights how Ethos’s innovative use of tools like Airtable, Google Slides, and SharePoint not only streamlined processes but also boosted their win rate by 15%, resulting in increased revenue and a stronger brand presence.

The Challenge

A mid-sized sales organisation faced significant challenges with its proposal creation process. Data was scattered across multiple teams—solution architects, quote teams, and salespeople—leading to inefficiencies, outdated templates, inconsistent branding, and error-prone proposals. In nearly all cases, the manual, labour-intensive process of creating proposals often took days and required rework.

Why Ethos

Ethos offered powerful integration tools like Airtable, Google Slides, and Microsoft SharePoint, which enabled a smooth, automated workflow. Compared to competitors, Ethos offered a cost-effective and user-friendly approach to automating sales proposal creation while ensuring consistent branding and fewer errors.

Implementation

Ethos worked closely with the client’s internal sales and IT teams to ensure the system integrated smoothly with existing workflows and tools. The team developed a sophisticated automation system that:

1. Centralised the data from various teams using Airtable.

2. Triggered a webhook in Airtable to begin the proposal generation process.

3. Created a customised Google Slides presentation using data from Airtable, ensuring templates were up to date.

4. Added fixed and variable content to the proposal based on client-specific data.

5. Uploaded the final proposal to SharePoint for easy access and sharing.

Challenges faced

One challenge was integrating data from disparate sources across different teams, which previously used their own systems. Ethos overcame this by building custom workflows that pulled data directly from Airtable into the new system, ensuring a seamless transition without disrupting daily operations.

Benefits post-implementation

Since implementing Ethos’s solution, the customer has experienced significant improvements:

Time Savings

Proposal creation time was reduced by 75%, from days to just 2-4 hours.

Error Reduction

Errors in proposals dropped to below 5%, down from almost 100%.

Increased Win Rate

Faster, more accurate proposals contributed to a 15% increase in the company’s win rate, driving revenue growth.

Brand Consistency

Over 95% reduction in branding inconsistencies, improving brand perception and professionalism.

Customer Requirements

The customer needed an automated system that would:

Centralise data from various teams

Standardise proposal templates and maintain consistent branding

Reduce the manual workload associated with creating complex sales proposals

Minimise errors and rework

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