Real problems.
Measurable results.

Estimators spent 40–60% of their time manually parsing customer emails, looking up products across 6+ spreadsheets, and assembling quotes in Word. A single quote took hours; complex ones took days — with zero visibility into volume, win rates, or bottlenecks.

We built QuoteApp, an end-to-end AI quote system on the Microsoft Power Platform. Azure OpenAI parses inbound emails, semantically matches products against a 5,000+ item catalog, applies four-layer discount logic, and generates branded PDF quotes — routed through an estimator review step in Power Apps.

Research analysts spent 6+ hours daily manually monitoring media coverage, SEC filings, and market data across 200+ portfolio companies. The workflow spanned 8+ tools, creating inconsistent coverage and missed signals.

We built a private-LLM research platform that aggregates real-time data from news APIs, SEC EDGAR, social, and proprietary databases. Multi-LLM synthesis generates morning briefings, sentiment analysis, and real-time alerts — deployed on private infrastructure for regulatory compliance.

Bid preparation took 3–4 full working days per project. An estimator manually reviewed 200+ page RFPs, extracted requirements, cross-referenced 10+ years of historical data, and assembled proposals — so the firm could only bid on 15–20% of available projects.

We developed an AI document-intelligence system that extracts scope, specs, and requirements from RFP/ITB documents, cross-references historical project costs to generate accurate estimates, then drafts bid documents with project-specific language and compliance checkpoints.

Compliance officers manually reviewed 50+ regulatory documents weekly, cross-referencing each against firm policies. Reviews averaged 4 hours apiece, with a high risk of missed clauses or contradictory terms.

We built an AI compliance-review engine that ingests regulatory documents, firm policies, and client agreements; identifies conflicts; flags version changes; and generates compliance summaries. Natural-language search lets officers query their entire corpus instantly.