Revenue Operations · Client-facing
PISMO Proposal Generator
Generates first-draft RFP and proposal responses by retrieving prior winning submissions, pricing guardrails and practice-specific boilerplate. Human capture managers review and finalize every draft before it leaves the firm.
Business owner
Maya Rodriguez
Executive sponsor
Kelvin Osei, SVP Growth
Start date
Nov 4, 2025
Target rollout
Oct 15, 2026
Completion
ROI
Finance-reviewed, annualized where noted
Hours saved / mo
640
Hours saved / yr
7,680
Cost avoided
$91K
Margin impact
$412K
Health & Risk
On track for October general availability across 4 practices.
Blockers
- CRM field mapping for EMEA region still pending
Risk flags
None raised this cycle.
Mitigation notes
EMEA mapping owned by Data Ops with a Sept 5 commitment; fallback is manual account selection at draft time.
Activity feed
Synced from connected delivery systems
- J
3 tickets closed in sprint AIP-24 (pricing guardrails)
2h ago
- G
PR merged: prompt-eval pipeline v2
6h ago
- C
Spec updated — 'Proposal tone & compliance rules'
Yesterday
- S
#ai-proposals: EMEA rollout date confirmed
Yesterday
PISMO Output QA
Last validation run Aug 19, 2026 · 06:40 UTC · 240 samples
Reviewer notes · Priya Nandakumar
Pricing table hallucination rate down to 0.8% after retrieval reranking. Two drafts flagged for over-claiming certifications; template guardrail added.
Governance posture
NIST AI RMF-aligned control checks
- Risk AssessmentPassed
Reassessed Jul 2026, residual risk low.
- Bias MitigationPassed
Win-library sampling rebalanced by segment.
- Data PrivacyPassed
No client PII leaves the tenant boundary.
- TransparencyPassed
Draft watermark plus source citations.
- SecurityPassed
SSO + per-practice scoping verified.
- Human OversightPassed
Mandatory capture-manager sign-off.