Use case · Professional services
Tenders in professional services
In professional services, tenders are framework agreements and concept awards: what is asked for is not a price but an approach, references and evidence. The effort of taking part is considerable, the hit rate low - and neither is known in advance.
Highest value per individual case
What is different here
What it actually turns on in professional services.
Evaluation follows weighted criteria
Price is often only half. Concept, references, the qualification of the team and reliability on dates are weighted - and that weighting is in the documents but is rarely read out beforehand.
References have to fit, not impress
What is usually required is comparable projects within a given period and of a given size. Whoever cannot evidence that is excluded, however good the remaining references are.
Formal errors beat substance
A missing declaration, the wrong form, an unsigned annex. A formally incomplete bid is not evaluated - regardless of how good the concept was.
Systems we connect here
- Tender platforms
- CRM
- Reference database
- Document filing
If yours is not listed, that is not an exclusion. Where no interface exists, we build one - that is the most demanding part and it is our trade.
The rule that only applies here
In professional services the formalities decide participation and the concept decides the award. The pre-selection therefore has to check both.
The process
Where a person is needed - and where they no longer are.
- ClaudeLab from here
Step 01Person
Documents
Intake
Step 02ClaudeLab
Review
Checking
Step 03ClaudeLab
Matching
Deciding
The difference
The same process, once as it is today and once with us.
Step 01 · today
Step 01 · with us
Step 02 · today
Step 02 · with us
Step 03 · today
Step 03 · with us
What we build
- Component 01
- The bill of quantities is broken into items and held against your range of services.
- Component 02
- Exclusion and eligibility criteria are pulled out and checked.
- Component 03
- The result is an assessment with reasons, not a yes-no traffic light.
Degree of autonomy
The evaluation runs independently; the decision to take part is made by a person. A tender wrongly dropped is never seen again.
Where it does not fit
Where an award turns on references and relationships, an evaluation helps little - there it is not the document that decides.
Frequently asked
Is this worth it in professional services?
In professional services the formalities decide participation and the concept decides the award. The pre-selection therefore has to check both. Whether it pays for you depends on your volume - the audit establishes that.
We use a different system from the ones listed. Does it still work?
Yes. The ones listed are those we most often meet in professional services - a list, not a precondition. Where no interface exists, we build one.
What do we have to provide?
Your range of services in structured form - a list is enough, it only has to be complete. Ten to twenty past tenders together with the decision you took at the time. A contact in costing for the questions of the first weeks. Nothing more is needed to start.
How will we know it works?
Across 20 real tenders the "cost it / drop it" recommendation agrees with yours in at least 85 %. The item list is read out in full - verified by spot check against the PDF. No bid is submitted without a person looking at it.
How long does implementation take?
5 to 8 weeks - the most demanding of the eight cases.
Does the AI decide on its own?
The evaluation runs independently; the decision to take part is made by a person. A tender wrongly dropped is never seen again.
When is this not worth it?
Where an award turns on references and relationships, an evaluation helps little - there it is not the document that decides.
The same process, in general
This page shows the fit in professional services. The process itself is sector-independent - what matters is whether it repeats.
Tenders in generalTell us where your time goes.
In the audit we record the process, work out what is worth automating, and you get a plan with fixed prices - credited against the build if you go ahead.