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Professional Services

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Client: Arrowpoint Advisory

Proposal Workflow Automation for a UK Professional Services Firm

Automated proposal drafting, knowledge retrieval, and review workflows to shorten sales-cycle bottlenecks and improve consistency.

Professional ServicesKnowledge AutomationWorkflow
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Project Snapshot

Live delivery proof

-36%

Proposal cycle time

+24%

On-time submissions

+19%

Consultant capacity

Client: Arrowpoint Advisory

Date: 14 Jun 2025

Engagement: Process redesign + AI document workflow

Duration: 8 weeks

Delivery Team: 1 engagement lead, 1 AI engineer, 1 workflow engineer, 1 sales operations stakeholder

Natural Language Processing & ChatbotsProcess Automation & RPAAI Training & Workshops

Challenge

Proposal teams spent excessive time re-creating similar documents, creating delays in client response and inconsistent quality.

Approach

We introduced AI-assisted proposal assembly with controlled content sources, reviewer checkpoints, and approval workflow automation.

Impact

The firm accelerated bid response speed and increased consultant capacity for higher-value client work.

Implementation Narrative

Detailed delivery breakdown for Arrowpoint Advisory.

Business Context

The firm delivered multi-service proposals across strategy, transformation, and technology programmes. Teams relied on dispersed documents and manual document assembly, causing delay and quality variance.

Core Challenges

  1. Repetitive drafting effort across similar opportunities.
  2. Slow internal review and approval handoffs.
  3. Uneven messaging quality across proposal authors.

Delivery Approach

  1. Approved knowledge library with retrieval controls.
  2. AI-assisted section drafting tied to bid requirements.
  3. Automated review routing and approval-status tracking.

Implementation Timeline

  • Weeks 1-2: Content audit, process baseline, governance design.
  • Weeks 3-5: Knowledge indexing and drafting workflow build.
  • Weeks 6-7: Reviewer workflow automation and training.
  • Week 8: Go-live, QA review, and team handover.

Operational Outcomes

Bid teams responded faster to client requests while maintaining quality and compliance standards. Senior consultants reduced non-billable admin workload and focused more on solution design.

Next-Phase Roadmap

The next phase introduces pricing-assist workflows and post-submission analytics for win-rate optimisation.

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