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Meet QorusDocs’ New AI Assistant, QPilot!

Unless you’ve been living under a rock these past few years, you’ll be aware that generative artificial intelligence (AI) is creating a paradigm shift in how we work, connect, and create. We’ve moved beyond the initial generations of AI tools that answered questions—think Siri and Alexa or online chatbots that respond to basic customer enquiries—to an AI technology that can generate content, images, and ideas; improve efficiency by accelerating manual or repetitive tasks; and personalize experiences.   

In 2024, generative AI is disrupting every industry, operational department, business process, and customer-facing interaction, driving efficiency, productivity, analytical, and cost-saving benefits across the organization. Companies are using AI to create better products, improve operations, and enhance their services. And this is early days; greater efficiencies and impact are on the horizon. 

“The advent of generative AI is a seminal moment in tech, more so than the Internet or the iPhone. We see the potential for a massive workforce productivity boom over the next one to three years, which could affect the shape of the economic cycle.” 


Mark Murphy, Head of U.S. Enterprise Software Research, J.P. Morgan 

Today, for example, generative AI is reshaping the manufacturing industry by introducing innovative solutions that enhance efficiency, reduce costs, and improve product quality (e.g., predictive maintenance for machinery, product design optimization). The finance sector is using generative AI to detect and prevent fraudulent transactions in real-time, while healthcare professionals are able to create personalized care plans for patients or optimize early disease detection, such as skin cancer.  

What does this permeation of generative AI technology mean for professional services and the proposal management arena? How will generative AI tools impact your bid and proposal and/or business development teams? What does QorusDocs have up its sleeve to transform your proposal process? Let’s dive in. 

Generative AI: a paradigm shift in proposal management 

Organizations are increasingly relying on RFPs, pitches, and proposals to win new business. Faced with an unpredictable economy, tight timelines, and the demand for a consistent flow of compelling response documents, bid and proposal teams are under pressure to perform.  

This heavy burden is a strain on resources, as teams struggle to generate customized content for pitches and RFP responses and collaborate efficiently with stakeholders to meet deadlines—while simultaneously building new client relationships and nurturing existing ones to keep the revenue stream flowing. 

To alleviate this burden, professional services firms are turning to generative AI to lighten the load, starting with simplifying and expediting content generation. Already a gamechanger in other industries and use cases—57% of marketing leaders surveyed are using generative AI to create more content in less time, with 81% currently using AI expecting their use of AI to increase in the next year—firms are leveraging generative AI proposal management tools to draft initial content for proposals, pitches, and RFx responses in a fraction of the time it takes the average proposal professional.  

Rather than having to start the time-consuming process of drafting content from scratch, your proposal team can spend their valuable time reviewing, revising, and personalizing the AI-generated content—saving time, resources, and effort while producing higher-quality, customized response documents that stand out from competitors to win deals.  

 

 


Productivity boost (with a crucial bonus) 

Streamlining and personalizing content generation is just one of the many benefits of deploying generative AI RFP tools to optimize your bid and proposal process. From an operational perspective, generative AI proposal management software boosts productivity to achieve more with less, freeing up team members to focus on more high-value strategic activities, such as fostering longstanding client relationships and securing new business.  

In other words, by getting rid of the monotonous, repetitive tasks of the proposal process that add little value but consume the most time and effort, you’ll empower your team to spend more time on the value-add, client-facing activities that are critical for strengthening new and existing client relationships to generate more billable hours and sustain profitability. Big win! 

 Today, law firms are using AI-powered proposal management software to eliminate inefficient manual processes and simplify and accelerate the pitch and proposal process; technology companies are streamlining content management with a centralized content hub to create winning proposals and RFP responses quickly and efficiently; IT service firms are leveraging AI-driven proposal automation solutions to boost the efficiency of the response process and accelerate the deal cycle to drive new business revenue. Just think what generative AI proposal management software can do for your business—and QorusDocs is here to make it happen. 

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Meet QorusDocs’ QPilot 

As experienced leaders in the use of AI technology, we’ve been using AI in our QorusDocs proposal management platform in an ethical, trustworthy way with our clients since 2020 with Natural Language Processing (NLP). Building on that expertise, we’ve taken the AI proposal management experience to the next level to help your organization thrive. 

Allow me to introduce QorusDocs’ QPilot, our new generative AI assistant that will transform your response process, redefining and optimizing how your bid and proposal team works on a daily basis. QPilot is your new best friend for exponentially simplifying your pitch, proposal, and RFP process to increase productivity, optimize billable hours, and increase client wins. 

How does QPilot help? 

QorusDocs' AI Assistant, QPilot, is a game changer for proposal teams within service-based organizations. In fact, during our testing phase, we verified common use cases for professional services teams and gathered feedback to ensure the first version of QPilot returns immediate time-to-value for our customers. 

In a nutshell, QorusDocs’ QPilot: 

  • Accelerates research, personalization, and creation of tailored content  
  • Streamlines workflows directed towards high-value, winnable bids  
  • Integrates seamlessly with Microsoft 365 apps for ease of use  
  • Offers unparalleled security and privacy for firm’s private content libraries, past RFPs, proposals, and internal content 

QorusDocs QPilot is focused on the needs of professional services organizations, designed to help people that frequently work with biographies, credentials, and project records in volume and need to create compelling written and visual presentations. Purpose-built with pre-built prompts and skills commonly used in professional services, QorusDocs’ generative AI proposal management software, featuring QorusDocs’ QPilot, enables your proposal team to expedite its mundane, repetitive tasks to quickly and efficiently create response documents tailored to your clients’ unique requirements.  

As organizations grapple with increasing proposal volumes, these productivity gains enable your proposal and business development teams to spend more time with your clients and focus on their needs to deliver a higher-quality product and personalize solutions in the way only humans can. 

 

 

What can QorusDocs’ QPilot do for you? 

QorusDocs' QPilot has a range of features and functionality designed to help you streamline and accelerate your response process to quickly and easily create personalized proposals, pitches, and RFP responses that engage and convert clients. 

Here’s a taste of some of QPilot’s capabilities that will knock the socks off your proposal and business development teams, saving them a serious amount of time, effort, and hassle. (Keep in mind that since generative AI is changing by the day, this list of capabilities will continue to grow and evolve as we learn from our customers and embrace the new technology!) 

  • Create content 
    • Generate a response to an RFP question using knowledge from a validated content library
    • See a list of clickable sources that were used as references for the content that was generated. 
    • Write a biography for a fee earner based on their resume.  
    • Compose an executive summary based on the content of your proposal, using your library of past proposals as examples.​ 
       
  • Refine content
    • Re-write the content provided by your SME in your firm's desired tone and tense. 
    • Shorten content to meet the character limit in your response document.  
    • Translate your response into the primary language of your prospective client.
       
  • Summarize content
    • Extract the main win themes for an RFP
    • Summarize key requirements for an RFP. 
  • Give you control over context
    • Control which libraries can be used as context for generating responses.​​​  
    • Automatically apply person-specific instructions around tone, keywords and phrases for AI-generated responses.
    • Automatically apply instructions for a specific content library to reflect the unique use case for that content.   
  • Customize the user experience 
    • Publish customized, pre-composed prompts (aka "Smart Skills") that can be executed in one click.​​​​  
    • Incorporate suggested AI prompts into your proposal template.  
    • Easily store and tag AI-generated content for re-use.  

Security first  

Security and data privacy are top of mind for business leaders considering adding generative AI tools to their tech stack—and rightly so. The last thing an organization wants is for private enterprise data to leak into the public sphere through a public-facing generative AI tool, such as ChatGPT.  

For your peace of mind, we elected to build our generative AI proposal and RFP strategy around Microsoft Azure OpenAI Services because:  

  • It’s a secure and private generative AI technology.
  • It doesn't make your content available to other Microsoft or QorusDocs customers.  
  • It doesn't use your data for its own service or for training its models.   
  • The QorusDocs platform is built on the Microsoft Azure cloud computing platform. 

In fact, QorusDocs generative AI proposal management software, built on the Microsoft Azure OpenAI Service, offers unparalleled security and privacy for your firm's private content libraries, past RFPs, proposals and internal content. Your prompts and completions, embeddings, and training data are exclusively for your organization’s use—not other customers, not OpenAI, not Microsoft. You can rest easy knowing that QorusDoc’s QPilot will always keep your data private and secure. 
 

QorusDocs QPilot vs. other Copilots 

When it comes to deciding which generative AI RFP and proposal automation tool to implement for your organization, consider how you want to use it and what your requirements are for what you hope to accomplish. While ChatGPT and Microsoft Copilot are excellent AI tools for general research and content creation, they aren't built with the specific needs of proposal or business development teams in mind; they lack the specialization, content access, and professional services workflow support necessary for streamlining the response process within a professional services organization. 

QorusDocs’ QPilot, on the other hand, is purpose-built with professional services skills that help clients tailor proposal writing to their audience; unlike the various Microsoft Copilot tools or ChatGPT, QPilot gives users access to pre-built and customizable prompts that make it indispensable for professional services teams that frequently work with biographies, credentials, and project records in volume and need to craft compelling written and visual presentations.  

The QorusDocs generative AI proposal management platform comes out of the box ready to do the job of proposal specialists in professional services — no developers needed. Plus, we can work with content not only in M365, but other systems, like legal experience management platforms. We’ve got you covered!
 

Direct access via M365 applications where you work every day 

QorusDocs’ QPilot is embedded directly inside of Microsoft 365 apps, enabling teams to work seamlessly in their everyday environments. While platform AI tools, such as Microsoft Copilot for Word and PowerPoint, are available in the respective Office applications, scope is limited to the current document or up to three extra files uploaded or referenced from M365 content sources. This limitation makes the use of these generalized AI Copilots cumbersome for generating pitch, proposal, and RFP responses.  

But with QorusDocs generative AI proposal management platform, there are no limitations on the number of files and content sources QPilot can access, ensuring you always have the best content for all of your response documents. Indeed, the ability to integrate QorusDocs’ QPilot into your organization’s multiple primary sources of content is indispensable for efficiency, security, and simplifying content management. By allowing limitless, secure, and targeted access to the breadth of your firm's content, QPilot delivers advantages for proposal creators simply not available in other generative AI tools.  

We’re trying not to let success go to our head 

The introduction of QorusDocs’ QPilot is causing a stir in the professional services world. We hate to brag (ok, you’re right, we love it!) but we’re winning awards and customer praise all over the place! For starters, the research analysts love us:  

"Generative AI is creating exponential opportunities across the professional services industry, QorusDocs is both a leader and chief catalyst in this transformation, as they streamline critical sales deliverables such as pitches, proposals and RFP responses. QorusDocs is a no-brainer for any professional services partner looking to maximize their reach while minimizing non-billable time." 

 

-- Robert Garmaise, Vice President of Artificial Intelligence Research, Info-Tech Research Group 

And did you know QorusDocs received top honors by SoftwareReviews in its research analysis? In April 2024, QorusDocs was ranked #1 in product performance and Champion in Emotional Sentiment in the Proposal Management category. I mean, just look at all these awards! 

QorusDocs Awards 

Most importantly, our customers love us:  

"QorusDocs' AI platform has brought significant efficiency gains to TRC's proposal process. Before QorusDocs' QPilot, we would spend time searching for information and refining it into proposals. Now, with QorusDocs' QPilot, we've experienced notable productivity gains, specifically planning, resource, writing, collaboration and time efficiencies, allowing our team to focus on the technical content rather than stylistic elements. QorusDocs' seamless integration with Microsoft 365 apps provides fast access to information and gives us a strong level of confidence in data security."  

 

-- Dr. Stephen R. Galati, Vice President, Strategic Proposals, TRC 

We’re blushing over here…but keep those accolades coming! Thank you kindly to the folks at Ricoh who lavished us with praise about QorusDocs’ purpose-built AI solution: 

“Fantastic presales, negotiation, planning, implementation/integration and ongoing support. Intuitive AI and workflows. Fantastic people. Exciting AI roadmap!" 

Ok, twist my arm, just one more from a happy AEC client: 

"Working with QorusDocs has been a positive, collaborative experience with a focus on value delivery, improving workflows, and accelerating revenue growth.

 

-- Jon Kelly, Director of Strategic Growth, WSP 

But don’t take our word for it, or even the word of our satisfied users or industry analysts; find out yourself how QorusDocs’ QPilot can simplify and streamline your proposal process to turn AI-powered responses into revenue.  

Schedule a one-on-one demo or reach out to one of our proposal specialists to get started. Your bid and proposal team will thank you!  

General availability for QorusDocs' QPilot is June 5, 2024. 

Published by Jennifer Tomlinson June 5, 2024
Jennifer Tomlinson