Case Studies / RFP Triage & Scoring
Workflow Automation Construction Active Engagement

RFP Triage & Scoring Tool for Construction Bidding

Building an AI system that ingests RFPs from multiple sources, scores fit and risk, and surfaces the highest-value opportunities so the bid team focuses on winning, not reading.

Specialty Subcontractor
Client Type
United States
Location
Active
Engagement Status

The Problem

A specialty subcontractor in the United States was facing a common challenge in the construction industry: too many RFPs and ITBs (Invitations to Bid) coming in from too many sources, with no efficient way to evaluate them. The bid team was spending the majority of their time just reading and triaging documents rather than focusing on the opportunities most likely to generate revenue.

The volume of incoming bid opportunities far exceeded what the team could manually process. High-value RFPs were getting buried alongside poor-fit opportunities, and the team had no systematic way to separate the two. Decisions were being made under time pressure based on incomplete reads and gut feel.

The cost of a missed opportunity in construction is significant. A single well-matched contract can represent substantial revenue. But when the team can't see all their options clearly, the best opportunities often slip through.

Our Approach

We met with the client to understand their current workflow, pain points, and what success would look like. Drawing on our years of product experience building live collaboration tools for the Architecture, Engineering, and Construction (AEC) space, we developed a comprehensive product vision and requirements document that defined the full scope of the system.

The product vision centers on four core capabilities:

Centralized Opportunity Dashboard

  • A unified view that aggregates RFPs and ITBs from multiple sources into a single, organized interface
  • Replaces the fragmented process of checking multiple platforms and inboxes
  • Gives the entire team visibility into the full pipeline of available opportunities

Pertinent Details at a Glance

  • Employees reviewing bids can see all critical information without reading entire documents
  • Key details like scope, timeline, location, and requirements are surfaced automatically
  • Enables faster, more informed go/no-go decisions

Scoring & Ranking

  • AI-driven scoring to rank potential RFPs and ITBs by fit and value
  • Separates high-priority opportunities from poor-fit bids
  • Focuses the team's effort on the opportunities most likely to generate revenue

Documentation Aggregation

  • Aggregates all relevant documentation needed for estimating or responding to each opportunity
  • Consolidates plans, specs, addenda, and supporting materials into a single view
  • Reduces time spent hunting for documents across platforms and email threads

Over time, the goal is to use AI to effectively sort the wheat from the chaff, giving specialty subcontractors visibility into more options and helping them focus their efforts on high-priority, high-value RFPs and ITBs. The result: increased revenue, decreased time spent on reviewing and triaging, and a team that concentrates its energy where it matters most.

Why This Engagement Exists

Our team's background building live collaboration products and tooling for the AEC space meant we already understood the challenges and the business this client operates in. That domain knowledge, combined with our experience scoping and shipping AI-powered products, allowed us to move from initial conversation to a complete product vision and requirements document efficiently. The client needed a partner who understood both the construction bidding workflow and what AI can realistically deliver.

Capabilities Applied

Product vision and requirements AEC domain expertise AI-powered document processing Opportunity scoring and ranking Workflow automation design Industry-specific AI application

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