Workflow Automation
Scope a Custom Workflow. Before You Commit.
Discuss a contracting process you need to automate. We review the tools, data and constraints, then define a separate implementation proposal if the project is feasible.
What can a custom workflow connect?
A custom workflow may connect opportunity research, capture and proposal work across your existing tools. We evaluate source access, integrations and security requirements before proposing a project. The standard platform covers SAM.gov-derived federal opportunities, updated daily; state, local and enterprise sources need a separate feasibility review.
What We Can Scope
Choose the process you want to discuss. Each consultation starts with your requirements and available systems.
Bid Discovery
Scope federal and potential SLED sources, matching inputs, review rules, and desired delivery channels.
Learn moreCapture Management
Map pipeline stages, decision gates, owners, deadlines, reminders, and acceptance criteria.
Learn moreProposal Automation
Assess approved content, retrieval, drafting, human review, data handling, and export requirements.
Learn moreMarket Intelligence
Define award-data research questions, reports and alerts.
Learn moreEnterprise Integrations
Document candidate systems, API constraints, identity, data, audit, and security requirements.
Learn moreHow we scope a project
01
Schedule a Consultation
Request a consultation to discuss the workflow problem and relevant constraints.
02
Complete Discovery
Document current processes, target sources, users, integrations, data, security requirements, and desired acceptance criteria.
03
Review Feasibility and Scope
If the project appears feasible, review a written proposal that defines any deliverables, dependencies, timing, pricing, and acceptance criteria.
04
Decide Whether to Proceed
Agree on the project scope and commercial terms to begin implementation.
Security Requirements Discovery
Discovery can document the controls and evidence your organization would require in a proposed implementation:
Data Protection
Document data classifications, encryption, key-management, retention, and deletion requirements
Identity & Access
Identify authentication, authorization, account-lifecycle, and separation-of-duty requirements
Audit Evidence
Define required events, retention periods, review workflows, exports, and evidence owners
Hosting & Boundaries
Record residency, environment, vendor, network, and system-boundary constraints
Frequently Asked Questions
What is government contract workflow automation?
It connects opportunity research, capture tracking and proposal work across your tools. A consultation maps your current process and requirements so we can scope a custom project.
What can we discuss during discovery?
Bring the process you want to automate, the systems you use and the results you need. We can discuss bid discovery, capture management, proposal drafting, market research and integrations.
Can we discuss state and local sources?
Yes. We review target jurisdictions, source access, licensing, update timing and data formats as part of the proposed scope.
How does this differ from registration services?
Registration services focus on application paperwork and capability statements. Workflow automation focuses on custom software processes and integrations.
How are timing and pricing determined?
We assess your requirements, source access, systems and security needs, then prepare a project scope with pricing, timing and support options.
Talk through what you need to automate
Share your current process so we can outline a possible custom project.