The client is a major fleet management platform that helps solve the mass transit operations and equity gaps worldwide.
The client engages with 300+ customers globally using on-premises and Azure VMs for data collection, storage and analysis related to vehicle management, maintenance, part inventory, and accounting.
As the client was reliant on old technologies, its sales reps struggled to efficiently identify, qualify and respond to the RFP and this led to reduced opportunity coverage.
Essential activities like data-collection had become time-consuming, tedious, and effort-intrusive for the client as the team followed a manual approach of data collection, that involved visiting the aggregator sites, downloading and storing documents in Excel and managing attachments.
The client had a huge backlog of unprocessed RFP that increased the risk of missed deadlines and resulted in lost opportunities, impacting revenue potential negatively.
Additionally, depending on manual handling of RFP data resulted in inaccurate and inconsistent bidding decisions.
We utilized RPA to automate RFP discovery and streamline identification and extraction of relevant RFP for multiple aggregator sites.
We leveraged Gen AI to promote AI driven qualification and analysis to assess bid relevance and provide the client with smart recommendations for accelerated decision-making.
To merge all the data from different sources into a unified structured Excel file, our team engaged in eliminating duplicates by intelligently filtering and creating a centralized bid repository.
The users now had easy access to the latest bids without digging deep into Excel sheets.
Next, we enabled real-time bid updates in Excel with automated amendment tracking for quick identification.
Our experts integrated Gen AI and RPA to boost process efficiency of RFP while reducing the manual labor involved.
We simplified the navigation and access to bid documents and relevant sources by embedding clickable links.
Our AI solution assisted the client in smart bid categorization and provided decision support with strategic bid selection and prioritization.
By automating RFP discovery and data retrieval we reduced the manual effort significantly, freeing the sales reps to focus on core innovation and productive activities.
The reduction in manual effort, resulted in the turnaround time reduction of RFP handling from multiple days to just a few hours, accelerating responses and expanding opportunity coverage.
With this solution, we also improved the client's accuracy and reliability by eliminating human errors and ensuring precise bid data. This reduced rework. It also enhanced decision-making confidence.
The automation framework was built to scale and allow the sales teams to manage a large volume of RFPs to improve the overall business agility and competitiveness.
With AI-driven decisions and recommendations, we accelerated the decision-making for the client and enabled faster, data-backed bid qualification and response strategy.
