Case Study · Cross-industry

Smart RFP AI

Drafting RFP and security questionnaire responses from an approved knowledge base.

Industry: Cross-industry
Category: Content Acceleration
Capabilities: Document Intelligence, Content Acceleration

The problem

Bid teams were answering the same questions repeatedly across RFPs and security questionnaires, pulling content from scattered documents and subject-matter experts under tight deadlines.

Existing manual process

Bid managers searched past proposals and emailed subject-matter experts for each question, then merged answers in Word.

Agent / workflow deployed

An agent that parses incoming requirements, retrieves approved answers with sources, adapts them to the question and flags gaps for experts.

Systems touched

SharePointApproved content libraryMicrosoft WordCRM

The workflow

What the agent does, step by step.

01
Requirement parsing
02
Answer retrieval with citations
03
Draft response
04
Gap and risk flagging
05
Expert review and approval

Bid owners edit, approve and submit every response.

Operating model

Before and after.

Before

Each response assembled by hand from old bids and expert emails.

After

Agent drafts every answer with sources; experts review only gaps and flagged items.

Measured results

Verified before published.

Metrics pending verification

No metrics are published for this case yet. Once the customer confirms the measured change against their baseline (turnaround, cost per transaction, accuracy), we will add it here.