
01 — Workflow Automation
Veritas Group
Professional Services
“From 4-hour proposals to 20-minute proposals.”
The Challenge
Veritas Group's consulting team was spending 4+ hours on every client proposal — pulling data from multiple sources, formatting deliverables, and tailoring boilerplate. With 30+ proposals per month, this was a 120-hour monthly drag.
What We Built
We built an AI proposal engine that pulls from their CRM, past proposals, and pricing database. A consultant fills in a 5-field brief and the system generates a full, branded, ready-to-review proposal draft in under 20 minutes.
Results
- →80% reduction in proposal time
- →30+ hours saved per month
- →Proposal quality improved (more consistent, data-backed)
- →Deployed in 5 weeks

