Global research company, 100+ staff
The situation
Proposal drafting, reporting, and client deliverables consumed senior staff time across marketing, business development, and operations. Turnaround was slow and quality varied by author.
What we did
We rebuilt the proposal and reporting workflows around AI tools, trained the teams that own them, and documented the new ways of working in playbooks each function could maintain on its own.
What changed
Proposal drafting moved from days to hours. Report production followed the same path. Teams continue to run and extend the workflows without outside help.