AI-Powered RFP Management Cuts Procurement Time by 68%

1The Challenge

A leading financial services firm was receiving over 200 complex Requests for Proposals (RFPs) per quarter. A team of analysts spent an average of 4 weeks manually reading, categorizing, and scoring these 100+ page documents. The slow turnaround time was causing them to lose lucrative bids.

2Our Solution

• Deployed a custom Large Language Model (LLM) pipeline fine-tuned on the client's historical RFP data.
• Built a secure internal portal where analysts upload RFPs, and the system instantly extracts key requirements and deadlines.
• Implemented an automated lead-scoring algorithm to rank RFPs by profitability and win probability.
• Integrated the AI system with their existing Salesforce CRM.