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Forum Specialized Solutions
Bond Offer Management
A browser-based, portal friendly solution that enables bond sales teams and issuing agencies to:
- Automate existing processes
- Assign and track tasks and milestones via individual and merged team calendars
- Kick-off new bond offerings and email task notifications to participants with one click
- Capture underwriters' proposal documents via drop box
- Share, edit, and control documents from multiple sources in a single secure, audited environment
- Document bond review reports, transcripts and minutes
Anchored by the SiteScape team collaboration platform, Bond Offer Management allows even geographically dispersed governmental entities and stakeholders to collaborate effortlessly in a shared environment. The management of bond offerings is supported by traditional team collaboration tools such as file sharing, threaded discussions, team calendars, tasks, workflow, instant messaging and applications sharing.
Building complex documents within dispersed teams, together with timing the filing of those documents with various issuing agencies, present significant operational and management challenges:
- Calendar consolidation
- Effective communication with internal and external participants
- Document composition by dispersed teams, with version control and audit trails
- Strict tracking of task assignments and milestones
SiteScape's open client (Internet Explorer, Netscape, Firefox) and platform-neutral server provides a secure environment for access to:
- Track pre-sales / sales status of a offering from a top-down perspective using dashboards
- Checkout/check-in documents
- View or edit documents "in place"
- Create, execute and track task assignments for accountability
- View the history of each offering
Benefits of SiteScape's Solution
for Bond Offer Management
- Manage the timing better for new bond offerings to achieve higher success rates
- Provide top-down visibility for faster, better decision making
- Reduce costs and optimize resources by identifying trouble spots earlier
- Keep projects on schedule using fully integrated collaboration tools
- Reduce duplicate efforts by storing and reusing documents and processes
- Improve productivity by tracking milestone status
- Streamline efficiencies by including Bond offering participants in operational, decision-making and reporting processes
- Ensure secure, centralized access to program information, including legal documents and regulatory requirements
- Diminish the number and frequency of e-mails
