Work · Case study
Consulting firm
From manual bid research to a structured, Ai-assisted opportunity intelligence system.
At a glance
The challenge
The firm competes for work through formal bids across a large, constantly changing market. Opportunities were spread across dozens of websites, procurement portals, announcements, and subscriptions, and monitoring them by hand was slow, inconsistent, and risked missed deadlines.
Finding opportunities was only half of it. The firm also needed a consistent way to decide which ones were worth pursuing and what to do next.
The approach
It started with an Ai Scan to understand how the firm found and evaluated work. Rather than adding one more search tool, we designed a process that connects automated monitoring, consistent evaluation, and clear next steps, with the team making the final calls.
How it works
- Stage one
Discover
Automated monitoring tracks bid postings, procurement portals, and announcements across 50 markets, and sends alerts by email or text when a match appears.
- Stage two
Qualify
Ai-assisted scoring rates each opportunity on a 100-point scale against the firm’s services, capacity, fit, and timing.
- Stage three
Prioritize
A live dashboard sorts opportunities into Pursue, Monitor, or Watch, showing the team where to focus.
- Stage four
Act
A business development playbook covers pursue-or-partner decisions, teaming, outreach templates, and follow-up.
Instead of fragmented searches and individual judgment, the firm now has automated monitoring with alerts, a live dashboard, a scoring framework applied the same way every time, and a documented process for turning the best opportunities into outreach. We continue to support and refine the system.
Opportunity dashboard
Why it worked
A process, not just a tool. Monitoring, alerts, scoring, the dashboard, and outreach connect into one way of working.
Built around the firm’s criteria. The scoring reflects what this firm does well and wants more of.
People still decide. Ai helps evaluate opportunities, and the team makes the final call.
Built in phases. The foundation came first, with more automation added as it proves itself.
Whether it’s a new website, a technology setup, or getting your systems working together, it starts with a conversation.
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