Industry
Engineering
Technology
Monday CRM
Project Focus
AI Implementation
Solution
Vollardian was engaged to improve operations and embed AI into SMC’s tendering function, reducing administrative burden for their engineering team:
Designed, built, and launched a custom CRM to standardise the tender process and enable advanced reporting.
Automated the tender kick-off process, including the auto-creation of folder structures, communication channels, and project plans.
Centralised historical and core tender data into a structured knowledge base for easy navigation and retrieval.
Developed and deployed two bespoke AI agents: a Tender Response Agent for drafting and a Contract Review Agent for risk analysis.
Results
Enabled Strategic Tender Planning: Improved decision-making through real-time pipeline visibility and advanced CRM reporting.
Eliminated Manual Admin: Dramatically reduced tender setup time by automating the creation of project environments and records.
Deployed Custom AI Agents: Rolled out specialized Tender Drafter and Contract Review agents to support the submission team.
Standardised AI Across the Firm: Centralised AI tools, prompts, and settings to ensure consistency across all tender writers.
Increased Team Productivity: Reduced search time across historical submissions and accelerated the drafting of technical responses.
Reduced Contractual Risk: Accelerated the review process by automatically flagging complex clauses and obligations early.
Testimonial
"The time this tool saves us is invaluable."
— Manager, SMC Marine




