AI-Powered
RFP Intelligence
for PruTech
Transforming RFP Intelligence with Agentic AI — a unified operating layer for one of PruTech's most critical revenue workflows.
One Mission-Critical Workflow.
A Unified AI Operating Layer.
PruTech's RFP engine runs on scripts, dashboards, Excel, and manual follow-through. We replace the friction with an integrated agentic operating system.
The Friction
- Fragmented processes & inconsistent inputs
- Manual reviews and Excel-driven workflows
- Slower go/no-go decisions
- Limited institutionalization of expertise
The AI Operating Layer
- Multi-agent AI workflows with orchestration
- Human-in-the-loop approvals & explainability
- Executive dashboards with real-time insights
- Auditability and enterprise-grade controls
The Business Case for AI-Augmented RFP Operations
Tangible improvements across qualification, velocity, accuracy, and visibility — built into every workflow.
From fragmented experiments to production
Existing internal pilots prove demand. The window is now to consolidate proven patterns into an enterprise-grade operating system.
Proposed Solution: AI RFP Operating System
Three intelligent capabilities on a shared agentic platform — designed for enterprise scale and governance.
Discovery & Classification
- Multi-source ingestion
- Relevance filtering
- Opportunity routing
Scoring & Recommendations
- Past-win alignment
- Capability match
- Risk indicators
Proposal Generation
- Activated after MVP
- Sequenced after Josh integration
- Draft-ready outputs
Not in current scope — planned as an expansion in a later phase.
Built Around PruTech's Segments & Strategy
The platform is configured to PruTech's business segments and tunable to evolving go-to-market strategy — not a one-size-fits-all engine.
Note: Private / Commercial segment is out of current scope and may be evaluated as a future expansion phase.
If filters return zero matches, the system surfaces the closest near-misses and explains which criterion failed (e.g., "budget gate $1M not met — buyer historical tech spend ~$30M").
RFP Intelligence Workflow
A multi-agent flow with explicit human approval checkpoints and an upstream signals layer.
What the RFP Experience Looks Like
Live Conversation & Executive Dossier
Ask the platform anything in natural language. Slice by segment, time, salesperson, client, or contract type. Auto-deliver Signals & Market Intel as a recurring dossier.
Drill-downs: by segment & sub-segment · month / quarter / half-year / year · salesperson · client · contract type (Fixed Price, T&M, etc.).
New BD reps can ask the in-app chatbot for previously won RFP overviews and capability narratives — without exposing commercials — so they're productive on day one without waiting on senior staff or hunting through SharePoint. Chatbot is available on every screen (top-right corner).
All scoring inputs, agent decisions, and BD overrides are logged with full traceability. Drill-downs surface anomalies (e.g., disqualified RFPs that later became wins for competitors) so leadership can validate that the engine — and the people using it — are operating with integrity.
Clear IP & Licensing Boundaries
Three layers, clearly separated. PruTech's secret sauce stays with PruTech — always.
- Matching & filter logic
- Scoring weights / criteria
- RFP source selection & priorities
- Screens, flows, dashboards
- Salesforce / source connectors
- RapidData may resell to others
- Agent orchestration
- Workflow / Human-in-the-loop
- Admin, audit, governance
- Perpetual license to platform + application for the RFP use case
- One-time fee — survives any RapidData exit or acquisition
- Unlimited users, RFPs, and data volume
- PruTech may modify, extend, and self-maintain (light JS + drag-and-drop config)
- No subscription or support obligation under Option 1
- Net-new use cases on the platform are scoped separately
Designed for Enterprise Operations
A full enterprise platform — not a point solution.
Rapid Delivery with Structured Phasing
Fetch → Filter → Go/No-Go. Proposal draft generation is sequenced post-MVP, after the Josh integration direction is confirmed.
A Joint Team for Successful Delivery
Clear ownership across both sides — plus the Day-1 inputs needed from PruTech to start fast.
RapidData delivers
- Solution architect / tech lead (PT)
- Full-stack + AI engineer(s)
- Platform engineer
- QA & release management
- Weekly demo + working sessions
- Push 'Go' RFPs into PruTech's pipeline of record (Salesforce or in-tool)
PruTech provides
- Executive sponsor (Deepak)
- Product owner (Kris) — owns matching logic
- IT contact for Salesforce + GovSpend access
- UAT participants (2–3 users)
- Decision on system-of-record for 'Go' RFPs (Salesforce vs. in-tool pipeline)
Day-1 inputs from PruTech
- RFP data sources (GovSpend, SAM.gov, state portals)
- Account credentials / API access
- ~20 filter criteria across 7–8 buckets
- Sample go and no-go RFPs (last 6–12 months)
- Salesforce schema / opportunity fields
- NAICS / commodity codes used today
- Supported technologies & exclusions (e.g., Salesforce / Dynamics / Power Apps / Java / AI; exclude SAP)
- Brand & security guidelines
What PruTech Receives
RFP Intelligence (MVP)
- Multi-source RFP ingestion (GovSpend + others)
- Filter & matching-rule engine
- Scoring & recommendations
- Go / no-go workflow & dashboard
- Proposal generation — Option 1: integrate RapidData generator (later phase) · Option 2: continue with PruTech's existing generatorLater phase
Platform Deliverables
- Executive dashboard — single screen for daily review (new RFPs, rankings, status)
- In-tool collaboration — comments, @mentions, activity feed on each RFP
- Orchestration layer
- Admin console & user management
- Agent configuration
- Audit logs
Enablement & Hand-off
- Application Source code & configuration export
- In-app documentation & help (no external PDFs) — also accessible via the in-app chatbot
- Admin training (2 users)
- Hypercare support window
Engagement Investment
Two flexible engagement options. Both include the perpetual license described in IP & Licensing.
Build & hand-off
PruTech continues to use the delivered version as-is, including in-app documentation and chatbot help. RapidData hands off; perpetual license included.
Milestone-based: $10K at start, $10K at development completion, $5K at closure.
Continuous evolution
RapidData continues to evolve the solution post-launch — updates, patches, and support.
Year 2 cost depends on selected modules: $500/mo updates and/or $500/mo support.
Numbers indicative — final commercials to be confirmed in the SOW.
Why RapidData
An enterprise AI workflow platform purpose-built to turn fragmented experiments into production-grade revenue systems.
Build PruTech's
AI-Powered RFP Engine
Transform a critical revenue workflow into a unified, scalable, AI-enabled operating system.