75% less proposal preparation and review effort.More time for client advice.
Adler compares providers against each client’s requirements. DecisionFlo prepares the proposal evidence and category findings so the team can spend more time evaluating the tradeoffs.
See the work behind the resultsPortal, case review and evidence behind the decision
THE RESULTS
Turn proposal preparation into capacity for client advice
75%less proposal preparation and review effort72 hrsof team capacity recovered per month on RFP evaluation10 → 3business days from receipt to proposal evaluation
“DecisionFlo has cut our proposal preparation and review effort by 75%. That’s a major productivity boost, giving us more capacity to evaluate opportunities. The result is faster evaluation and more time for the advice our clients count on.”
Robert Field CIO, Adler Advisors
THE BUSINESS CASE
Make provider comparisons more useful to the client
A lower quoted price can exclude implementation work. A faster delivery date can depend on resources the client must supply. Adler’s job is to make those differences clear before a provider is selected.
DecisionFlo supports that work by preparing evidence against the agreed criteria. Adler’s specialists validate the findings, resolve questions and advise the client on the tradeoffs.
WHAT CHANGED / PROPOSAL EVALUATION
Evaluate every proposal against the client’s scorecard
Reviewers previously gathered and compared evidence across differently structured proposals. DecisionFlo prepares findings against the client’s criteria, bringing the team to evaluation sooner.
BEFORE
Find and reconcile the evidence in each proposal
Proposals, attachments and commercial terms arrived in different structures. Reviewers gathered the evidence before they could evaluate it.
WITH DECISIONFLO
Review findings by evaluation category
Findings, gaps and scoring support are organized against the client’s evaluation criteria, ready for the team’s review.
8 hrs → 2 hrspreparation and review per proposal
Separate category findings reveal the tradeoffs
A single total score cannot explain what a provider includes, assumes or leaves out. Review the evidence within each category.
Implementation
Compare milestones, staffing commitments and client dependencies behind the proposed date.
Pricing and total cost
Compare included scope, exclusions and additional charges before treating a quote as lower cost.
Service and support
Compare coverage, escalation commitments and the cost of enhanced service.
Explore Adler’s eight-step RFP evaluation process
Define the client’s requirements
Adler and the client establish objectives, budget, timing, implementation expectations and risks.
Qualify the providers
Seven qualification questions inform a collaborative scorecard and a shortlist of three finalists.
Set the evaluation framework
Adler and the client agree the detailed categories and any weights before responses arrive. All finalists receive the same approved RFP and instructions.
Map the proposal evidence
DecisionFlo organizes relevant evidence from the proposal and its attachments against the agreed criteria.
Review category findings
Reviewers validate the findings and scoring support, including incomplete answers, assumptions, exclusions and risks.
Reconcile and clarify
Independent evaluator assessments feed collaborative review. Shared clarifications give the finalists the same information.
Complete the diligence
Benchmarks, presentations, references and appropriate financial, security and contractual checks inform the comparison.
Advise on the final choice
Adler explains the combined findings and tradeoffs. The client retains final selection authority.
Full scorecard scope: functional and technical fit; provider experience; proposed solution; delivery; implementation; support; security, compliance and risk; pricing and total cost; contract alignment; strategic and cultural fit; references; overall value.
Adler advises; the client selects the provider
The team validates findings, evaluates the options and advises the client. Final selection stays with the client.
BEYOND PROPOSAL EVALUATION
More capacity across four live workflows.
Each workflow has its own evidence and review criteria. DecisionFlo prepares the findings; Adler’s team reviews exceptions and decides the next steps.
01
Vendor onboarding
Qualification evidence prepared for review.
32.5 hrsrecovered monthly
02
Bid & RFP evaluation
Proposal findings organized for evaluation.
72 hrsrecovered monthly
03
Hiring
Candidate materials structured for human-led screening.
37.5 hrsrecovered monthly
04
Expense review
Receipts checked for review and routing.
25 hrsrecovered monthly
BEFORE → WITH DECISIONFLO
The numbers behind the capacity gained
Staff effort per case and elapsed business-day turnaround. Hiring covers screening through shortlist; interviews are excluded.
Metric
Vendor onboarding
Bid & RFP evaluation
HR / hiring
Expense review
Gather & prepare per case
2 hrs → 15 min
3 hrs → 30 min
30 min → 5 min
10 min → 1 min
Review & evaluate per case
2 hrs → 30 min
5 hrs → 90 min
30 min → 10 min
10 min → 4 min
Total turnaround
5 days → 1 day
10 days → 3 days
3 days → 1 day
3 days → 1 day
Monthly volume
10 vendors
12 proposals
50 candidates
100 claims
Team hours recovered monthly
32.5 hrs
72 hrs
37.5 hrs
25 hrs
Cases needing rework or follow-up
30% → 10%
25% → 10%
20% → 5%
25% → 10%
Before → With DecisionFlo. Staff effort per case; turnaround in business days. Hiring covers screening through shortlist, excluding interviews.
Bid & RFP evaluation
Gather & prepare per case
3 hrs → 30 min
Review & evaluate per case
5 hrs → 90 min
Total turnaround
10 days → 3 days
Monthly volume
12 proposals
Team hours recovered monthly
72 hrs
Cases needing rework or follow-up
25% → 10%
Vendor onboarding
Gather & prepare per case
2 hrs → 15 min
Review & evaluate per case
2 hrs → 30 min
Total turnaround
5 days → 1 day
Monthly volume
10 vendors
Team hours recovered monthly
32.5 hrs
Cases needing rework or follow-up
30% → 10%
HR / hiring
Gather & prepare per case
30 min → 5 min
Review & evaluate per case
30 min → 10 min
Total turnaround
3 days → 1 day
Monthly volume
50 candidates
Team hours recovered monthly
37.5 hrs
Cases needing rework or follow-up
20% → 5%
Expense review
Gather & prepare per case
10 min → 1 min
Review & evaluate per case
10 min → 4 min
Total turnaround
3 days → 1 day
Monthly volume
100 claims
Team hours recovered monthly
25 hrs
Cases needing rework or follow-up
25% → 10%
YOUR WORKFLOW AND BUSINESS LOGIC
See your evaluation process in DecisionFlo
Bring a document-heavy workflow, from intake through review to the actions that follow. See where DecisionFlo can reduce manual work and help your team move cases forward.
4 workflows liveRobert Field CIO, Adler Advisors