Case Study: B2B SaaS — RFP Co‑Pilot

Problem

Proposal turnaround too slow; SME bottlenecks; security questionnaires inconsistent.

Approach

• Ingested past proposals, Q&As, security docs
• Policy‑gated tool use with approvals
• RFP templates + evaluator pack

Stack

Salesforce, Google Drive, Slack, Jira

Impact

Metric	Before	After
Turnaround	11 days	3 days
SME hours	100%	−62%
Win rate	Base	+8%

Artifacts

• Trace excerpt
• Policy snippet