This is the condensed workflow you shared, walked in your order. For each step: how USI runs it today, and how Plansight handles it. Every step is live in the product.
8 steps, end to endSpread → market → award → report
The whole loop
Eight steps, one platform
From spreading the renewal to enterprise reporting, the work your team does along the way becomes the client presentation and the reporting, with no re keying in between.
Go to marketAnalyze & awardReport
End to end
Eight steps, no seams.
The renewal you spread on day one becomes the RFP, the RFP becomes the spread, the spread becomes the client presentation, and the whole thing becomes your enterprise reporting. One platform, always current.
Nothing re keyed
Each step feeds the next. Analysts stop moving data between spreadsheets, email, and slides.
Always current
The presentation and the reporting update themselves as the work happens, not after.
Enterprise view
Activity and outcomes roll up across region, OpCo, office, funding, and size, for free.
Back to the agenda
That is your workflow in Plansight. From here we can jump to reporting, the live AI spread, or any step you want to see again.