AW

AJ W.

Enterprise (\> 1000 emp.)

9/5/2023

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"Content Management, Content Mastery"

4.5/5

What do you like best about Upland Qvidian?

Qvidian is a comprehensive, easy-to-use tool that provides RFP-specific content management and proposal generation capabilities. The HPE Aruba Networking RFP team uses Qvidian to store and access boilerplate and requirement responses to help efficiently generate consistent, formatted proposals. As a Content Manager for the RFP team, I find the seamless record and record metadata management to be the most helpful part of the tool. The ability to easily update templates, keywords, review dates, owners, and other properties helps me maintain a larger number of records than a typical SharePoint repository. The various types of content editing features allow me to maintain control and oversight of records that require review from Qvidian users and non-users in the HPE organization. I also appreciate the ease with which I can share and post boilerplate records for those in the organization that do not have a Qvidian license through generated URL links, which minimizes the boilerplate management and centralizes the location. I highly recommend the Advanced Conent Management learning path provided by Upland (which allowed me to go from a mediocre user to a super user of the tool), and the Microsoft Add-Ins (which allow users with a Qvidian license to search and add content to proposals directly in Microsoft Word or Excel). Review collected by and hosted on G2.com.

What do you dislike about Upland Qvidian?

The only downside to using Qvidian is the limited number of users in my organization who have a license. While this is not necessarily a comment on the tool, itself, it would be helpful if the generated web links (which allow Qvidian users to share records with others that do not have a Qvidian license) had a longer lifespan. This would lower the manual effort to maintain links to standard boilerplate documents on a SharePoint accessed by HPE users that do not have a Qvidian license. Review collected by and hosted on G2.com.

What problems is Upland Qvidian solving and how is that benefiting you?

When I started at HPE Aruba Networking, a lot of the Qvidian content was expired or stale. There had been a gap of several months in maintenance, and it was up to me to gain control of the content while also navigating our Journey to One rebranding. I was grateful for the support of my team who also had a host of newer content ready for upload to "replace" the stale content. In a typical SharePoint environment like I was used to, this task would have been almost Herculean and unmanageable for one person. However, Qvidian's array of features made this task much more manageable. I was able to easily update the template for thousands of records with the “Apply Template” feature and deactivate the old template for the users through the architectural properties. I was able to update properties for multiple records (including owners, review dates, and keywords), add custom metadata to help track what had been reviewed, and export large numbers of records all merged in one Word file to find and replace the company and updated product names. The “Bulk Upload” features allows me to break up and store large requirement response files from my team into individual records for future RFPs. The “Similar Content” features allows me to remove or archive duplicate content or previous versions of old content. I was also able to add new keywords in the administrative menu that seamlessly populated to the properties menu for records I was uploading. The customizable Content Summary view in the Details Panel also allows me to review the necessary metadata as I work through the files. These features, and many others, have solved a number of logistical business issues through my rebranding and content management efforts. Review collected by and hosted on G2.com.

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Validated ReviewerIncentivizedSource: Seller invite

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4.3 out of 5 · Verified reviews from real users

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