Professional services firm, 180 employees
Professional services firm, 180 employees
Professional services
180 employees
11,000-document index with drafts landing in the CRM opportunity
- Proposal cycle 11 → 4.5 days
- Partner rewrites −41%
- Win rate +6 pp
Business problem
Proposal teams searched shared drives and Slack. Winning language lived in ten-year-old decks. New hires took months to quote like seniors; partners still rewrote every statement of work.
Insight and solution
We indexed 11,000 documents with access control matching the existing folder ACL, built a retrieval-augmented generation workspace for proposals, and added an evaluation set of 180 gold answers from partners. Drafts land in the CRM opportunity, not in a side chat.
Result
Median proposal cycle 11 days → 4.5 days. Partner rewrite time −41%. Win rate +6 percentage points on comparable bids.