Customer Success Story

Merge, An IBM Company, is Responding to RFPs Globally with Loopio

Quick Facts

Industry: Healthcare
About: Merge is a leading provider of innovative enterprise imaging, interoperability, and clinical systems that seek to advance healthcare. Merge is helping to reduce costs, improve efficiencies and enhance the quality of healthcare worldwide.

Success Snapshot

Managing Libraries for 9 Product Lines
Collaborating across 7 offices
Responding to 50+ RFPs per year
Completing RFPs with 1000+ Questions
Download case study

Before Loopio

Merge was using a different “master document” for each RFP. One person would answer what they could, then email out the remaining questions — often with multiple people responding. This meant:

• Heavy Project Management
• Duplication of Work
• Longer Response Times

When asked about his experience before Loopio, Rob Wunder, RFP Team Lead, said, “I don’t want to go back to those days — it was a nightmare.”

Why Loopio?

John Rodriquez, VP of Pre-Sales Consulting, wanted a solution that:

• Was accessible anywhere, on any device
• Allowed everyone to work simultaneously
• Provided visibility across the team

For Rob, Loopio’s responsiveness to feedback and customer service set Loopio apart. “The whole experience of working with Loopio from the very beginning has been amazing.”
"Loopio has dramatically increased the efficiency of the teams. Working together, using the Library, and not encountering issues with version control — it saves us a TON of time."
Rob Wunder
RFP Team Lead
Merge

Using Loopio

Rob works with Brett, an RFP Specialist, to load over 50 RFPs into Loopio per year. These RFPs range in size and sometimes contain over 1,000 questions. After loading the RFP, they invite the relevant team (Cardiology or Radiology) to the Project.

In Cardiology, John and his team focus on efficiency and “attack an RFP like a school of piranhas — they all jump in and take it apart.” Team members Assign questions to whoever is best suited to answer them.

In Radiology, the head Subject Matter Expert (SME) promotes knowledge sharing by Assigning questions to team members who need to grow in a certain area, instead of leveraging existing experts.

From the Loopio Dashboard, Rob captures the Status Bar of each Project and sends out a weekly email, highlighting remaining deliverables. If anyone falls behind, Brett uses Nudge to send reminder emails to keep them on track.

Once an RFP is complete, Rob runs Close Loop and feeds that new content back into the Library. This centralized management model gives Merge a gatekeeper for all of their Library content.

With Loopio

Rob loves that Loopio has made collaboration across a geographically diverse team easy. With clear visibility and ownership for all deliverables, plus an easy to search Library, the Merge team counts on Loopio to get their RFPs completed on time.
Ready to see how Loopio can streamline your RFP Response Process?
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