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I've found in using it these past few years that it makes the job far easier.
PMAPS ROCKETDOCS UPDATE
I use the PMAPS software as a way to store, retrieve, and update thousands of individual records. This work with both qualitative and quantitative updates and is a huge time-saver. The ability to link word documents to PMAPS makes it quick and painless to update documents through the re-link function.
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This function is immensely helpful on ensuring answers used have been updated or at least recently reviewed. The last feature is especially helpful as the database will automatically change the highlight on the PMAPS dashboard for any record that has reached the creator's expiration date. Under each uploading record, there are options to maintain notes, input the personnel responsible for uploading and/or reviewing the record, and options to put dates on when records become outdated. This lets one customize how they want to tag and tier their information to make searching through thousands of records seamless. When uploading information, there are several different customizable categories that the user can use to sort information. Experience with a content management database (PMAPS, Qvidian, RocketDocs, etc.The software provides an excellent conduit to organize information.
PMAPS ROCKETDOCS PLUS
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Helping ensure that data for Hartford Funds’ products and services are accurately populated into external consultant databases on a monthly and quarterly basis and through periodic ad-hoc requests.Building relationships and proactively interacting with RFP stakeholders (such as the Product, Research, Distribution, Legal, Compliance, Marketing, Human Resources and the Hartford Funds’ sub-advisers) to develop strong content and to keep abreast of current information related to the firm, its strategies and initiatives for the future.Preparing and responding to RFP and RFI requests.
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Continuously improving the accuracy and relevancy of all information contained in the RFP response database.Populating and maintaining the internal RFP response database.The RFP Specialist and Content Manager will participate in various initiatives designed to improve the overall efficiencies of the team. The role will ensure that data on Hartford Funds’ products are accurately maintained in the firm’s internal RFP database as well as in several external consultant databases. The role is responsible for ensuring that RFP responses are timely, thorough and accurate and promote new business and client retention opportunities. The RFP Specialist and Content Manager plays a critical role in the Request for Proposal (RFP/RFI) process for Hartford Funds’ retail and institutional businesses.