Case Study
Published  
May 23, 2025

How Ariel Streamlined RFPs with AI

How Ariel Group used AI to turn RFP bottlenecks into a scalable, expert-backed workflow.

Who They Are

The Ariel Group specializes in leadership development, focusing on coaching and experiential training. They serve Fortune 500 clients, cultivating skills ranging from executive presence to high-stakes communication.

Their reputation hinges on their people’s unmatched insights—ironically, this became a bottleneck.

The Challenge

At Ariel, responding to Requests for Proposals (RFPs) had become increasingly burdensome. Each proposal demanded precise language, tailored messaging, and nuanced insights, typically available from just a handful of senior experts.

These experts, indispensable yet limited in number, had become chokepoints. The reliance on their involvement slowed response times, risked burnout, and limited the company's growth potential.

Ariel needed more than mere automation. They required a system intelligent enough to learn and improve with every proposal submitted.

The Solution

In collaboration with Marvin, Ariel implemented an AI-driven proposal generation system designed to capture and leverage their best expertise efficiently:

  • Automated Intake: RFPs in various formats—PDFs, Word documents, even scanned images—are quickly uploaded and processed.
  • Intelligent Extraction: The system identifies key details automatically, such as client name, due dates, industry context, and categorizes the proposals into types (coaching, training, security, etc.).
  • Dynamic Answer Generation: Leveraging a retrieval-augmented generation approach, the system matches new RFP questions to relevant, previously validated answers. A built-in quality check ensures only the most confident answers are included, preventing inaccuracies.
  • Human Feedback Loop: Experts refine these AI-generated drafts, marking high-quality responses. These validated answers are then systematically incorporated into an evolving knowledge library, improving the AI's future output.

Technical Deep Dive (optional for those interested)

Marvin’s AI-driven RFP engine operates via:

  • Flexible Document Ingestion: A robust document loader processes multiple file formats, utilizing advanced optical character recognition (OCR) for accurate data capture from PDFs.
  • Contextual Information Extraction: Automatically identifies and categorizes critical details from RFPs—client names, industries, due dates, and implicit proposal objectives.
  • Parallelized Question Handling: Separates RFP questions, using retrieval-augmented generation (RAG) and relevance-ranking mechanisms to produce answers confidently.
  • Continuous Learning Pipeline: Human-approved answers enrich a meticulously organized knowledge base, continuously refining the AI’s accuracy and usefulness for future proposals.

This layered, iterative approach ensures continuous improvement and alignment with Ariel’s evolving expertise.

The Result

The most profound benefit went beyond efficiency gains. Ariel significantly reduced the dependency on their busiest experts. High-quality, personalized drafts are now rapidly produced, freeing experts to refine and enhance rather than repeatedly create from scratch.

The solution transformed an arduous task into a manageable, scalable workflow—strengthening Ariel’s competitive positioning and reducing internal friction.

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