Product · CVs & Case References
An approved credentials libraryfor every proposal.
Manage people profiles, project references, credentials, and reusable proof points in one structured library. offgen helps teams find the most relevant material for each client brief and place it into the correct PowerPoint layouts without manual copy-paste.
What teams can rely on in day-to-day work.
01
Structured CV library
Store consultant, partner, banker, specialist, or executive profiles with expertise, sector, language, office, and availability context.
02
Reusable project-reference catalogue
Capture each reference once with client context, scope, outcome, sector, capabilities, approved wording, and relevant supporting slides.
03
Matching by client context
When a proposal is briefed, offgen can rank suitable people and references based on industry, capability, geography, language, and prior work.
04
Placed on the right layouts
Selected CVs and references are inserted into approved bio and case-reference pages, preserving typography, spacing, and page structure.
How this fits into your existing PowerPoint process.
Add people profiles
Create structured CV records with photo, role, biography, expertise tags, language, and relevant experience.
Add project references
Capture the client situation, your role, the outcome, sector, capabilities, and any approved source material that should be reused.
Use them in generation
Brief the proposal and let offgen suggest the most relevant credentials before placing confirmed items into the presentation.
Where this creates value for your team.
Banking
Banker bios and transaction credentials
Pitchbooks can include sector-specific banker profiles and precedent transactions based on client coverage, language, and deal relevance.
See it on your own material.
Book a focused demo and we will walk through the process with a real template, proposal, or reporting deck from your environment.