From Data Overload to Actionable Insights

Client Success

From Data Overload to Actionable Insights: How Persistent Modernized RFP Management for a Global Clinical Leader

When critical information hides in mountains of documents, opportunity slips through the cracks.

A global clinical research technology provider was facing a challenge common to industry leaders. Every day, their teams managed a flood of RFPs, proposals, financial records, and bid parameters—all buried across thousands of documents. Manually searching, cross-referencing, and assembling the right information slowed their response times, increased the risk of errors, and made it nearly impossible to work at the speed their clients expected.

Persistent was brought in to help shift the dynamic, replacing manual processes with intelligent, GenAI-powered automation.

The Challenge: Manual Search, Missed Opportunity

The client’s teams spent valuable hours piecing together data from multiple sources, trying to ensure every proposal was accurate, timely, and comprehensive. Without a unified system, key details were missed, documents went overlooked, and business slipped away. Every lost insight was a lost opportunity—and the pressure kept growing as the volume of work increased.

The risks were clear: delayed proposals, missed bids, and millions in potential revenue left untapped.

The Approach: GenAI as an Information Engine

Persistent deployed a GenAI-powered platform that redefined how teams accessed and managed RFP and proposal data. Instead of manual searches, staff could ask questions in natural language and get instant, relevant answers from across all records. The solution integrated with Salesforce, AWS, and Azure, handling more than 50,000 documents and scaling rapidly with growth.

By automating the extraction, comparison, and summarization of bid data, the platform delivered faster, more accurate responses, enabling teams to focus on strategy instead of paperwork.

Impact: Speed, Scale, and Trust in Every Proposal

The transformation brought clear benefits:

  • Teams doubled the number of records actively managed, improving data integrity and responsiveness
  • Proposal cycle times dropped dramatically, freeing staff for higher-value work
  • The client recognized Persistent with Best Product awards for two consecutive years
  • Persistent became the preferred partner, trusted to lead and scale the next generation of solutions

Manual search was replaced by actionable intelligence, and the business moved forward with new velocity.

Why Persistent?

  • Deep experience in regulated, data-rich industries
  • Scalable GenAI platforms tailored to unique business needs
  • Proven ability to deliver multi-phase engagements at enterprise scale
  • A true partner focused on measurable business outcomes and client success

From Siloed Data to Strategic Advantage

With Persistent, the client turned a mountain of documents into a wellspring of insight. Teams now access, compare, and act on information in real time, unlocking opportunities that were once buried in the noise.

Ready to discover how GenAI can power your next leap forward? Connect with Persistent’s AI Transformation Team.

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    You can also email us directly at info@persistent.com

    You can also email us directly at info@persistent.com