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About WSB
WSB is a fast-growing engineering and design consulting firm known for delivering complex infrastructure projects across North America. After a series of acquisitions, WSB grew from 450 to 1600+ employees and found itself facing a familiar but critical challenge: its most valuable data (its people and project experience) was scattered across multiple systems, formats, and teams.
WSB’s rapid expansion created an opportunity to rethink how proposal content was managed. The team wanted a modern system that could keep pace with their growth, maintain brand consistency, and make it easier to showcase their people’s expertise across every region.
WSB set out to modernize how it managed resumes and project histories. The goal: create a single source of truth that could keep pace with the firm’s expansion, enforce brand consistency, make collaboration seamless, and effortlessly showcase the right people on every proposal. That’s where Flowcase came in.
- 90% faster resume prep. 20% faster proposals. 0% chaos.
- From five firms to one unified system, without missing a beat.
- 900+ resumes standardized, searchable, and always up to date.
The Challenge
Before Flowcase, WSB’s resume management process lived in SharePoint, separate folders, and email threads. Bid managers would manually collect resumes from different offices, edit in Word, and pass drafts back and forth for approval. With every new proposal, the same chaos repeated. Data was inconsistent. Files were scattered. Collaboration was tedious.
As WSB continued to grow, this decentralized process became unsustainable.
They faced:
- Resume chaos: versions scattered across SharePoint, Word, and email
- Brand inconsistency: formatting and messaging varied from team to team
- Inefficient tailoring: bid teams spent days re-formatting and updating bios
- Limited visibility: hard to find the right experts across recent acquisitions
“WSB was looking for a solution to streamline resume management after multiple acquisitions. They needed an easier way to enforce brand standards and prepare resumes that meet different client formatting requirements.” - Petros Canakis, Customer Success Manager at Flowcase
The Solution
WSB chose Flowcase as its centralized expertise platform, a single hub for people and project data that supports every stage of proposal creation. The reason was clear, they needed a solution that was powerful enough to scale with their team, but simple and intuitive for everyone to use instantly.
Within weeks, the team consolidated hundreds of legacy resumes into Flowcase, giving marketing and bid managers an instantly searchable database of the firm’s expertise. Templates built in Flowcase ensured brand-consistent exports, while its integration with InDesign provided the flexibility creative teams wanted.
Key benefits delivered:
- Centralized expertise: one system for all resumes and project histories
- Template automation: on-brand, client-specific formats in one click
- InDesign integration: seamless publishing to WSB’s preferred templates
- Fast onboarding & support: CSM-led rollout and super-user training
The Results
Today, WSB’s proposal and marketing teams have replaced a patchwork of disconnected systems with a single, trusted source of truth for resumes and project data. What began as an effort to clean up resume management has become a foundational system for collaboration and growth across the firm.
Always Up-to-Date Content
Before Flowcase, resumes were supposed to be updated every six months, but many times updates would be much less frequent. Today, updates happen in real time with Flowcase. When a project closes or a new certification is earned, that information flows instantly into the firm’s central database, ensuring every proposal reflects the most current expertise.
90% Faster Resume Preparation
What once took days now takes minutes. Marketers and proposal managers can prepare and tailor resumes 90% faster while still maintaining full editorial control for quality and consistency. Instead of spending days chasing down files and consolidating multiple versions, they can focus on positioning WSB’s people and expertise to win the work that matters.
20% Faster Proposal Turnaround
By streamlining one of the most time-consuming parts of proposal creation, finding, assembling and formatting content, WSB has reduced overall proposal preparation time by 20%. Bid teams now spend less time on admin and more time crafting compelling narratives and strategies for each pursuit.
Five Acquired Firms, One Unified System
After acquiring five firms in recent years, WSB faced the challenge of consolidating hundreds of resumes and project histories scattered across Word files, SharePoint folders, and legacy systems. With Flowcase, they unified all that content into one searchable, structured database—establishing a single source of truth for the entire organization.
Adopted Firmwide
As with any company, bringing on new tools and processes at WSB is often slow process that requires buy-in. However, as Val Brennan, Director of Marketing at WSB put, “the usability of Flowcase and the clear impact it would have made it really easy for people to adopt this across the whole company in just a few weeks”
Today, Flowcase has become more than just a proposal tool. While the core bid and marketing team of 20 are daily power users, HR, technical leaders, and project managers across WSB now rely on Flowcase to find the right internal teammates, validate credentials, and understand where expertise exists across the company. It’s become a shared knowledge system that connects the firm’s people and strengthens its reputation.
Looking Ahead
As WSB continues to grow, Flowcase has become far more than just a proposal tool, it’s the firm’s foundation for collaboratively managing their people and project data at scale. What began as a solution for resume chaos has evolved into a system that structures and connects critical data across marketing, HR, and project delivery.
With every acquisition, new team member, and new market, Flowcase expands with them, keeping people, projects, and brand standards unified. It’s not just how WSB builds proposals anymore, it’s how they manage the reputation and expertise that win them work.
“The time savings are enormous. What used to take our team two or three days can now be done in a few hours. We’ve reduced our proposal prep time by more than 20%, which adds up to significant cost savings every year.”
