Proposal Generation
How we helped a global consultancy automate commercial proposal generation
CLIENT
Management Consulting Firm
SERVICE PROVIDED
Automated proposal generation
TIMELINE
6-8 Weeks
The Business Challenge
A leading operational consultancy with 250+ employees faced a familiar bottleneck: their consulting teams were spending 60-80% of their proposal creation time on repetitive task: searching through past proposals, copying relevant sections, and adapting previous work to new RFPs.
Despite having hundreds of successful proposals stored in SharePoint, each new RFP triggered the same manual process:
Search through dozens of past proposals to find relevant content
Copy and paste sections that might apply
Manually adapt the content to the new client's context
Format and align everything to brand standards
The economics were painful: senior consultants billing at €1,500/day were spending days on work that felt mechanical rather than strategic.
The Requirement, Not the Workflow
Instead of mapping out complex workflows or learning automation tools, the consultancy simply described what they needed in plain language:
"When we receive a new RFP, automatically scan our SharePoint for relevant past proposals based on the requirements, extract the most applicable sections, and generate a first draft that combines our best previous work with the specific needs of this opportunity."
That's it. No technical specifications. No workflow diagrams. Just a clear business requirement.
From Requirement to Running Process
Using Codika's AI Software Factory, this requirement transformed into a running automated process in under a week:
What the Platform Built:
Intelligent SharePoint Integration
Connects directly to the existing SharePoint repository
Automatically indexes all historical proposals
Creates smart tags based on industry, solution type, and client profile
Context-Aware Content Retrieval
Analyzes incoming RFPs to understand requirements
Matches requirements against the tagged proposal library
Retrieves only the most relevant past proposals as reference material
AI-Powered Content Generation
Synthesizes relevant sections from past proposals
Adapts tone and messaging to the new client context
Generates complete proposal content maintaining consistency with company standards
Seamless Team Integration
Deployed directly into Microsoft Teams
Consultants simply upload the RFP and receive draft content
No new tools to learn—works within existing workflows
The Outcomes
The results exceeded expectations:
70% Time Reduction: What previously took 5 days now takes less than a day
Better Quality: The AI consistently finds relevant past work that humans might miss
Knowledge Leverage: Every proposal now benefits from the collective intelligence of all past proposals
Focus Shift: Consultants spend time on strategy and customization rather than content mining
Most importantly, the ROI was immediate. At consultant rates of €1,500/day, the time savings on a single large proposal pays for months of platform usage.
Beyond the First Use Case
What started as proposal automation revealed broader opportunities. The consultancy identified additional processes ripe for automation:
Slide formatting and brand compliance checking
Project scoping from client requirements
Knowledge base creation from completed projects
Each new automation follows the same pattern: describe the business requirement, let the platform build the solution.
The Codika Difference
Traditional approaches would have required:
Months of development time
Technical specifications and workflow mapping
Ongoing maintenance and debugging
Change requests for every adjustment
With Codika's AI Software Factory, the consultancy went from requirement to running process in days, not months. When requirements change, they simply update the description, the platform rebuilds the automation automatically.