BD teams today manually scan tens, sometimes hundreds of procurement portals, project databases, and government sites just to find viable projects. This daily, repetitive task adds little strategic value and suitable projects still get missed.
The Pursuits Scanning tool autonomously monitors project databases, procurement portals, and government websites in real time. Using your firm’s custom criteria, target projects are identified and sent to your team.
Alerts are delivered directly to your dashboard, email, or teams channel ensuring your team can act quickly.
AI-powered project targeting eliminates the need for manual filtering by analyzing the full context of each RFP—not just keywords or categories. By understanding requirements, scope, and fit, the system intelligently flags high-potential opportunities while filtering out irrelevant ones. Each opportunity includes a summary and fit score, helping teams prioritize with clarity and confidence.
RFPs are often dense, lengthy, and formatted inconsistently, requiring teams to manually sift through hundreds of pages to extract key requirements, evaluation criteria, and submission instructions.
This manual process is not only time-consuming—it also increases the risk of missing critical details that impact the quality and compliance of the final proposal. Without a clear, structured understanding of the RFP, even experienced teams struggle to craft truly competitive, tailored responses.
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The RFP Analysis tool automatically ingests full RFP packages, including attachments, and uses natural language processing to identify key requirements, evaluation criteria, and submission guidelines. It highlights mandatory vs. optional components, flags inconsistencies, and extracts deadlines and formatting instructions.
The tool also compares the RFP against your firm’s historical project qualifications to score potential fit and bid viability, helping teams make faster go/no-go decisions based on strategic alignment.
Creating proposals is a high-stakes, high-effort process that often starts with a blank page or by piecing together past submissions. Valuable time is spent searching for relevant content, rewording boilerplate, and formatting responses—leaving less time for strategy and tailoring.
The result is a workflow that’s inconsistent, inefficient, and heavily reliant on individual knowledge, making it difficult to scale efforts or maintain quality across teams and pursuits.
The Proposal Generation tool leverages generative AI and structured data from across your organization to auto-draft proposals. It pulls content from past successful submissions, project experience, team resume databases, safety stats, and company certifications.
The tool aligns each section of the proposal with the corresponding RFP requirement, while enabling dynamic editing, team input, and formatting. Smart templates ensure compliance and consistency, while reducing manual lift and review time.
The Proposal Generation tool also allows for team collaboration and visibility. Notify team members and collaborating parties that their assistance is required in completing proposal sections or send out the proposal for review and approval.
Pursuits are often tracked across a patchwork of spreadsheets, email threads, shared folders, and CRMs—making it difficult for teams to get a clear, real-time picture of active opportunities. Updates are fragmented, version control is inconsistent, and collaboration suffers.
Without a centralized view, teams risk misalignment, duplicated work, and missed deadlines, ultimately slowing down pursuit velocity and reducing win rates.
The Opportunities Dashboard offers a centralized, real-time view of all active and upcoming pursuits. Each opportunity is tagged with its current phase—sourcing, evaluation, development, or submission—and tied to relevant documents, deadlines, tasks, and owner assignments. Team members can leave comments, upload files, and track progress collaboratively.
The dashboard also includes filters for opportunity type, stage, region, and priority, helping teams stay aligned and focused on high-impact bids.
