What do you like best?
-Robust search features and ways to categorize/organization our content using keyword, tags and accounts. It allows us to take material previously buried in separate documents across many folders, and make it searchable and retrievable.
-Helps us find and re-use our best information effectively.
-Simple interface but a lot of flexibility in how you can set up your system to organize information.
-The company is very receptive to questions and feedback.
What do you dislike?
-Since it is a web-based tool, copying into and from Word can result in formatting problems on either side.
-For our purposes, the proposal feature has not been useful; we’re primarily using the knowledgebase aspect of the product.
Recommendations to others considering the product
-It took us some trial and error to come up with a workable system for using keywords and tags effectively and consistently so that we could retrieve our content.
-Having a system like this requires an adjustment in work flow to enter and maintain content, but in the long run it’s a worthwhile investment as it has made finding information later much easier.
What business problems are you solving with the product? What benefits have you realized?
-We’re using RFP365 to manage content for grant proposals and reports, so a little different than the standard users of the product. We’re still adapting to shifts in our workflow, but so far we’re finding it to be an effective, time-saving way to save great pieces of content, facts and figures, links to sources, and other materials that we’re likely to need again.