The experts targeted the most expensive recurring task, writing statements of work, and built an AI generator that drafts an SOW from a service director's guided inputs against standardized templates. Company-search automation pulls data across the portfolio's fragmented systems, and the workflows were standardized so the same pattern could roll out across multiple portfolio companies. SOW creation time dropped 50–60%.

The work combined generative design and content with process automation (RPA + AI): an AI SOW generator working from guided inputs and standardized templates, plus automated company search across fragmented systems and standardized workflows built to scale across the portfolio.

SOW creation time fell 50–60%, cross-company search automated retrieval across fragmented systems, and the standardized approach rolled out portfolio-wide across multiple companies rather than as a one-off.

Results showed up at the task level once the generator was in place, with SOWs that previously took days coming together in a fraction of the time, then compounding as the pattern scaled across portfolio companies.

PE platforms and multi-entity services businesses where proposal and SOW creation is manual, slow, and inconsistent across companies, and where a standardized AI generator can scale across the portfolio.