Generative AI Classification of Commercial Proposals

The challenge

The client needed to classify incoming commercial proposals consistently without extensive manual review.

The approach

Kumulus applied generative AI on Microsoft Azure via APIs, combining source preparation, integration, access controls and validation of responses.

The outcome

Gave business teams an evidence base for evaluating past projects by automating the classification of historical gas-transmission proposals across a SharePoint repository of approximately 156,000 files and folders. The dataset links CRM project IDs to classification status, confidence scores, reasoning and source documents.