Honeywell UOP has been a leader in the energy industry for over a century, developing and implementing technologies for the petroleum refining, gas processing, and petrochemical production industries. They have streamlined their complex proposal development process to significantly increase the number of proposals they can issue a year.
Today, they are collaborating across multiple global locations and three lines of business without the headache of formatting and document corruption.
Business outcomes:
- Significant efficiencies
- Improved productivity
- Streamlined workflow
- Cross-business proposal format
Region
United Kingdom
Company size
5000+
Industry
Oil and Gas
Solution
XaitPorter
Traditional Tools and Efficiency Challenges
Honeywell UOP, known for its groundbreaking fuel and process technology, faced several time-consuming challenges that echo throughout the energy industry. Their proposals and documents are large and complex, require multi-discipline expertise, and involve manual effort to compile and format.
Xait worked with Honeywell UOP to identify the challenges they were facing, and pinpoint areas for improvement:
- Improved structure and content of proposals
- Clearer messaging of key solutions and customer benefits
- Reduced time in document creation, formatting, and final delivery
- Allow users to better collaborate between multiple global locations
- Branding and formatting consistency within proposals
- Content management
About Honeywell UOP
Honeywell is an integrated operating company serving a broad range of industries and geographies around the world. Our business is aligned with three powerful megatrends – automation, the future of aviation and energy transition – underpinned by the Honeywell Accelerator operating system and Honeywell Forge IoT platform.
"XaitPorter has proven a success at Honeywell UOP, and within the first year we saw significant efficiencies using the solution"
– Ian Clarke
Hydroprocessing Product Marketing Manager at Honeywell UOP

Pilot Confirms Benefits
Initially, the plan was to do a pilot with a typical customer project. By the end of the 3-month trial, XaitPorter had been used by 100 people for over 15 proposals, including bi-lingual proposals. For Honeywell UOP, the pilot was intended to compare the benefits of XaitPorter against its current solution of an in-house developed Microsoft Word document with macros.
In the end, the benefits were clear; XaitPorter allowed them to execute a complex multi-technology proposal for an active customer project utilizing people across three global locations.
XaitPorter Has Proven a Success at Honeywell UOP
XaitPorter is the benchmark team document automation and co-authoring solution. Ideal for complex tenders, proposals and reports where teams co-author and everyone saves time to get more done.
“It was very quickly clear that XaitPorter provided significant benefits compared to Microsoft Word, including automated formatting, multi-user collaboration, a powerful content library and a cross-business proposal format.”
– Ian Clarke, Hydroprocessing Product Marketing Manager at Honeywell UOP
- Co-authoring. Allowing users to better collaborate between multiple global locations and share information and feedback real-time, reducing creation time.
- Layout Templates. Automatically improves structure, branding and formatting consistency within proposals to optimize clearer messaging and benefits.
- Automation. Automates manual tasks, such as manual coordination, data compilation, and formatting, saving significant time.
- Content Library. Centralizes content assets for easy access and maintenance of commonly reused or consulted content.
- Assign Tasks. An assignment wizard makes it easy to assign and manage writing, reviewing, and approving tasks and deadlines.
- Workflow. Automated workflow eliminates manual hand-offs and delays, keeping the work moving forward.
- Auto Saving. Users don’t have to think about saving, while version control keeps track of changes for comparison, audit, and rollback.
Significant Savings and Volume Increase
Honeywell UOP has been using XaitPorter for over 6 years now, and it has directly addressed the challenges they pinpointed:
- Improved document and proposal structure for branding and formatting consistency.
- Reduced time in document creation, formatting, and final delivery.
- Improved collaboration between multiple global locations.
- More consistent content access and reuse.
- Streamlined process workflow reclaimed significant time.
Honeywell UOP set out to compare the benefits of XaitPorter against its current solution of an in-house developed Microsoft Word document with macros. In the end, they discovered XaitPorter was the secret to collaborating across multiple regional offices and eliminating the headache of formatting and document corruption. Which is good news given their innovation continues with their first global commercial UOP eFining technology license, competitively selected by Inner Mongolia Jiutai Group (Jiutai).