Boosting productivity.
Maintaining consistency.

Optimizing the creation of proposals and pitchbooks for professional service ﬁrms through intelligent automations.

Customizable. Automated. Optimized.

Automated modules
5 automation modules accelerating and standardizing the slide creation process
Configurable tools
Tailorable tools easily adapt to client-speciﬁc templates and data structures
Consistent data
Brings consistency in data and ease of deployment through a central repository
Single-window access
Intuitive UI to access relevant PowerPoint functionalities and brand artefacts

Quick access to brand approved templates and infographics, facilitating effective reuse of material and consistency across teams.
Access to 15+ conﬁgurable prooﬁng checks throughout the slide creation process to ensure consistency in slides.

Integrated access to RPA-enabled tools eliminating time-consuming steps such as M&A tombstones, client logos, credential packs, and partner/executive proﬁles.
Structured and searchable central repository of back-end data ensuring that each presentation is up to code.

Automation modules focus on slides churned by professional service teams focusing on M&A advisory, corporate ﬁnance, and business development.
Governed by a team of domain experts, bringing the expertise needed for professional services clients from a range of industries.

Expedited Slide Creation Process
- Up to 80% of time in creation of relevant slides is saved through the tool.
- Ensured quality checks by up to 50%, and reduced the time spent in accessing brand approved artefacts.
Scalable Technology Architecture
- The tool is based on a scalable architecture with centralized customization and data access.
- Adaptable as per client data structure to create an off-the-shelf product, which is deployable within client ﬁrewalls.

Get in touch today to ﬁnd out about how Evalueserve Researchscaler can help you improve your processes, making you better, faster and more efﬁcient.