Consulting firms can curate methodology blocks, reference cases and people profiles centrally in the knowledge library, each with an owner and review status. Knowledge Matching proposes relevant blocks for captured requirements; AI Drafting produces a draft for subject-matter review. Available review and logging functions are confirmed in the demo and proposal.
Consulting firms work on public and private RFPs involving methodology, references, people profiles, pricing information and confidentiality requirements. Content must be reviewed and adapted for each buyer.
Methodology blocks, references and people profiles can be maintained in the knowledge library with owner and review status. Knowledge Matching proposes suitable candidates; AI Drafting produces a draft for subject-matter review. The Bid Desk supports documented bid/no-bid decisions and reviews.
Available review, logging and Submission Check functions are confirmed in the demo and proposal. The responsible people remain in charge of subject-matter, commercial and legal approvals.
Reference cases are labelled with confidentiality levels in the knowledge library. Confidential cases are visible only to individually authorised workspace members and are automatically presented in anonymised form in submissions unless the client has approved disclosure in writing.
Yes. Pricing blocks sit in a separate, more restrictively permissioned category of the knowledge library. Only authorised pricing and engagement partners have write access. In AI Drafting, pricing content is carried into the final submission only when it has been expressly approved.