Automated Procurement Evaluation Workspace
AI-assisted document extraction, comparison, and reporting while keeping complete control over every decision. Your files stay on your device.
Everything you need to run a fair evaluation
AI-assisted extraction
Pull pricing, terms, and specs from PDFs and spreadsheets. You review every field before it becomes decision data.
Side-by-side comparison
Normalize vendor proposals into one matrix — currencies, units, and terms aligned so you can spot real differences.
Traceable decisions
Every extracted value links back to the source document and page. Full audit trail for procurement review.
Private by design
Documents are processed locally. Nothing is uploaded to a server for storage — only the licensing check touches the network.
Enterprise CRM procurement — 4 vendors compared
AI only extracts, organizes, compares, and summarizes. You edit and approve everything — no AI output is final until you approve it.
| Vendor | Total (3y) | Term | Impl. | SLA | Support | Compliance | Weighted score |
|---|---|---|---|---|---|---|---|
Orbis Sales Suite Top pick United Kingdom | £118,500 | 24 mo | 8 wks | 99.9% | Business hours + on-call | SOC 2 Type II GDPR | 8.4 |
Northwind CRM CloudUnited States | $184,000 | 36 mo | 10 wks | 99.95% | 24/7 | SOC 2 Type II ISO 27001 | 8.2 |
Atlas RelateGermany | €142,000 | 36 mo | 14 wks | 99.9% | Business hours | ISO 27001 GDPR | 7.4 |
Helio Growth PlatformCanada | CA$178,000 | 36 mo | 12 wks | 99.5% | Business hours + emergency | SOC 2 Type I GDPR | 6.9 |
Northwind CRM Cloud
3 Evidence- Strongest SLA and 24/7 named support engineer
- Native connectors for existing ERP stack
- Sandbox environment included at no additional cost
- Highest total cost of ownership over 3 years
- Custom reporting requires premium add-on
- Auto-renewal clause with 90-day notice period — flag for legal
Orbis Sales Suite
2 Evidence- Best price-per-seat among finalists
- Fastest implementation timeline
- Included analytics module covers all requested reports
- No 24/7 support on the base tier
- Data residency limited to EU/UK regions
- Two-year initial term shorter than others — negotiate rate-lock
Atlas Relate
4 Evidence- Deepest GDPR / EU data-residency guarantees
- Detailed field-level audit logging out of the box
- Longest implementation timeline
- Limited native connectors — will need custom middleware
- No weekend support
- Migration effort under-scoped in proposal — verify with reference customer
Helio Growth Platform
2 Evidence- Most flexible commercial terms — month-to-month option after year 1
- AI-assisted lead scoring included in base tier
- Only SOC 2 Type I on record — Type II audit in progress
- Base SLA of 99.5% is below our floor
- SLA below internal minimum — must be negotiated up before award
- Vendor is under 5 years old — verify runway
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