Customer story:

Dalkia Electrotechnics Gains Time and Quality in Commercial Writers using XaitProposal

Dalkia Electrotechnics, a leading French provider of energy services, specializes in electrical engineering, offering sustainable and high-performance electrical solutions across various sectors. They have significantly increased process efficiency and improved the quality of their technical proposals, strengthening the company’s competitiveness.

Today, instead of working individually, wasting time searching for and gathering information, and manually formatting documents, they are working together and creating high-quality bids faster. In fact, they are more frequently ranked first on technical evaluations.

Business outcomes:

  • Significant time savings
  • Improvement in quality
  • Improved client, content focus
  • Uniformity across agencies
logo_dalkia-electrotechnics_groupeEDF_RVB_5_0-cropped

Region
France

Company size
1200

Industry
Environmental Services

Solution
XaitProposal

Time Wasted, Time Lost

Dalkia Electrotechnics, with national geographic coverage through around 50 locations, has been developing renewable and recovered energy sources for over 80 years. When it came to their technical proposals, they faced several time-consuming challenges that echo throughout the energy industry. Decentralized effort, repetitive, manual tasks, and a significant disparity in both the content and the visual presentation.

  • Outdated Tools: Each agency worked in isolation using traditional word processing tools which led to inconsistencies and time loss.
  • Silos: “Time was lost exchanging information between different agencies and departments.”
  • Content Search: “Writers wasted time searching for and gathering information.”
  • Outdated or Non-Existent Content: Content was occasionally outdated. “The lack of content was a barrier to responding for some agencies.”
  • Formatting: The team wasted time on manual formatting and a disappointing result..
  • Brand Charter: “There was significant disparity in both the content and the visual presentation.”

About Dalkia Electrotechnics

Dalkia Electrotechnics brings together all of the EDF Group's expertise in electrical engineering. Dalkia Electrotechnics, a subsidiary of Dalkia, a major historical player in CPE, is committed to the performance of electrical installations by offering a comprehensive offer integrating quality of maintenance, continuity of supply, performance and decarbonization of energy. Dalkia Electrotechnics masters the entire chain of trades from the design, production, operation and maintenance of HTB, HTA and LV electrical installations for industrialists, healthcare and educational establishments, data centers, logistics sites and Smart Cities infrastructures.

“Previously, the agencies worked with Word, sometimes using reference Technical Proposals. Each person worked individually. There was significant disparity in both the content and the visual presentation. Writers wasted time searching for and gathering information, as well as formatting the document.”

– Madly Moysan, Director of Complex Projects, Dalkia Electrotechnics

Significant Business Outcomes

Dalkia Electrotechnics’s goal was to standardize and enhance the layout of their technical proposals for standard offers, and to simplify access to reliable information. Additionally, some of the content was occasionally outdated.

“We save time in document creation, especially in integrating visual content or PDFs compared to Word, and of course, in the layout.”

  • Greater Efficiency. Spending less time manually searching for information and formatting documents. “Professional formatting in just a few clicks.”
  • Greater Productivity. Spending more time collaborating and writing high-quality public and private tender content.  
  • Greater Quality. More frequently ranked first on technical evaluations thanks to the harmonization and improvement of the quality of bid response files.

“Professional Tool That is Constantly Evolving”

XaitProposal’s smart document builder combines intuitive step-by-step questionnaires with your content library to deliver on-brand, high-impact bids. Ideal for decentralized teams who want to get more bids out the door without sacrificing quality.

  • Knowledge Base: “Ensures that we always have up-to-date content, which can be shared among agencies, making it very useful for disseminating cross-functional information, such as on safety or the environment.”
  • Layout and Formatting: “In my opinion, the strength of the software is the export functionality with formatting. During quick demonstrations to showcase the tool, what consistently comes up in participants' feedback is the ability to generate a very professional-looking document in just a few clicks.”
  • Document Creation: “We save time in document creation, especially in integrating visual content or PDFs compared to Word, and of course, in the layout.”
  • Implementation Approach: “The Xait Project Manager, the step-by-step method, and the document workshops facilitate project ownership.”
  • Customer Support: “The support service is extremely responsive. Recently, we had a request where a user was stuck on a document they needed to send to their client. We received a response within the hour and were able to send the report to our client on time.”
  • Adoption: “Of course, we had a few hesitant individuals. However, we noticed that sometimes those who were initially reluctant become the most diligent users of the software once they are trained.”
  • Always Evolving: “XaitProposal is a professional tool that is constantly evolving. For example, the recent feature related to font colors is a real advantage for versioning and highlighting changes made to our offer when requested by the client.”
XaitProposal screen mockup with logo

“I was already familiar with the software from another company! We had the option of developing in-house software or using XaitProposal. We weighed the pros and cons and opted for XaitProposal. It’s a sustainable, scalable, and competitive solution. The total cost approach is well-managed, which is a real advantage compared to internal development.”

– Madly Moysan, Director of Complex Projects, Dalkia Electrotechnics

The Competitive Edge

Today, XaitProposal is used at Dalkia Electrotechnics by around fifty users, to respond to public tenders (local authorities, public institutions) and private tenders (notably from industrial clients). The users prepare application files, write Technical Proposals, and occasionally produce reports for their clients.

  • Time Savings: “We save time in document creation, especially in integrating visual content or PDFs compared to Word, and of course, in the layout.”
  • More Time for Quality: “We gain time and quality in our commercial writings.”
  • Leverage Expertise: Simplified collaboration between agencies.  
  • Removed Barriers: Simplify access to reliable information.  
  • Elevated Image: Meets the quality standards expected by the client, in just a few clicks.
  • Scalable: “Soon, we will deploy our new graphic charter, and we want to expand the use of XaitProposal to the creation of CVs and certain commercial documents. We also plan to roll out XaitProposal within new agencies, particularly Dalkia Electrotechnics Fab…”

With XaitProposal, Dalkia Electrotechnics has streamlined their technical proposal process, eliminating time-consuming tasks including layout, formatting and searching for up-to-date content. This efficiency has reclaimed significant time, resulting in more consistent, on-brand, quality content.

“The lack of content was a barrier to responding for some agencies. Today, they can create a Technical Proposal that meets the quality standards expected by the client, and they can do this very quickly.”

– Madly Moysan, Director of Complex Projects, Dalkia Electrotechnics

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