**London**: Perceptyx has revolutionised its RFP and VSQ processes by implementing Responsive AI, enabling its small team to draft proposals in under 30 minutes and handle 75 RFPs plus 150 security questionnaires annually without adding staff, while reducing SME interruptions and boosting operational efficiency.
Perceptyx, an innovative software company specialising in connecting employee experience data to business outcomes, has implemented a significant transformation in its Request for Proposal (RFP) and vendor security questionnaire (VSQ) processes. By leveraging Responsive AI, the organisation has managed to create first-draft responses in approximately 30 minutes, significantly reducing reliance on subject matter experts (SMEs) and enhancing overall operational efficiency.
Historically, the RFP process at Perceptyx relied heavily on a manual question-and-answer database. Proposal managers would often copy and paste answers into documents, leading to a fragmented and time-consuming workflow. SMEs found themselves inundated with repetitive requests through email and messaging platforms like Slack, resulting in frustration and disengagement as they juggled multiple interruptions alongside their primary responsibilities.
To address these challenges, Perceptyx leadership focused on centralising RFP processes and content using a single platform. This strategic pivot was aimed at streamlining operations, improving the quality of proposals, and alleviating SME fatigue. As Rich Bedore, RFP Team Lead, pointed out, “We’re a small company. We need to maximise productivity, and Responsive AI really allows us to do that.”
The introduction of Responsive AI agents has yielded impressive results. The four-person RFP team now produces thorough drafts of proposals in less than half an hour, which are then submitted for SME review. Notably, the RFP team can independently complete around 90% of the security questionnaire responses prior to involving the InfoSec department, thereby significantly reducing the latter’s workload. This has allowed Perceptyx to manage a workload of 75 RFPs and 150 VSQs per year without the need to increase headcount.
By using the Responsive AI, the RFP team has been able to shield SMEs from constant interruptions, enabling them to focus on essential tasks. The conversational AI tool, known as Responsive Ask, has proven invaluable for salespeople, solution consultants, and customer success managers, providing them with rapid and precise self-service answers to queries from prospects and customers. This not only frees up SMEs but also enables the RFP team to concentrate on more strategic initiatives.
The transition to this AI-powered Strategic Responsive Management on the Responsive Platform was executed swiftly, as existing Q&A pairs were automatically uploaded, allowing the team to hit the ground running. The user-friendly interface has facilitated rapid adaptation, with team members becoming proficient in its use quickly.
The impact of these changes is evident, as responsive draft creation has become a streamlined process. Bedore explained, “The front-end user experience is intuitive. It’s easy for the average user to pick up quickly.” With the integration of the Responsive AI Answering Agent, the team now benefits from tailored, accurate responses that far exceed the capabilities of keyword-based tools.
Overall, the implementation of Responsive AI has transformed how Perceptyx operates, elevating the quality of its proposals and freeing SMEs to engage in more meaningful work, thereby facilitating the company’s growth and enhancing the consistency of its messaging.
Source: Noah Wire Services
