Solution Plan Review Workflow

Put Simply

A formalized, AI-assisted in-flight solution plan review process to proactively identify risks and ensure quality before proposal submission, reducing late rework and delivery risk.

Problem Pain Point

Solution plan reviews with master architects and sponsors are often skipped due to bandwidth constraints, leading to mistakes in scope, pricing assumptions,, or delivery approach. These gaps are typically discovered only after proposal submission, causing late rework, increased delivery risk, and credibility issues with pursuit partners.

High Level Requirement

Develop an automated review assistant that:

• Prompts, schedules, and structures solution plan reviews pursuits during

• Checks solution plans against deal size and solution-maturity criteria

• Flags inconsistencies and missing critical elements for Partner Sponsors and proposal teams

• Supports both in-flight and postmortem reviews

Key Inputs

• Solution plan documents (including scope, pricing, assumptions) and delivery approach

• Deal size

• Solution-maturity criteria

• AI-enabled rules for detecting inconsistencies and risks

Outputs and Metrics

Outputs:

• Review reports highlighting gaps and inconsistencies

• Actionable prompts for missing elements

• Audit trail of review activities

Metrics

• % reduction in post-submission corrections/escalations (target: 25% decrease within six months)

• Number of reviews completed per pursuit
  Time- spent on manual reviews vs. automated process

• Proposal quality scores (before/after implementation)

Notes/Quotes:

“We haven’t been doing solution plan reviews... I know that’s another area we’ll probably bring in some tech enablement.”

"There is an urgent need to implement AI-assisted solution plan reviews, both in-flight and postmortem, within the current quarter."