AI-AUGMENTED PRE-SALES: DESIGNING AND EVALUATING AN AGENTIC RFP WORKFLOW IN HEALTHCARE AND LIFE SCIENCES

dc.contributor.authorBudnichenko, Svitlana
dc.date.accessioned2026-06-08T09:11:28Z
dc.date.available2026-06-08T09:11:28Z
dc.date.issued2026-05
dc.description.abstractThis study investigates the design and evaluation of an AI-augmented Request for Proposal (RFP) response workflow within the Healthcare and Life Sciences (HC&LS) pre-sales practice of a global IT services firm. Using a Design Science Research methodology combined with a quasi-experimental before-and-after evaluation, the study develops a Minimum Viable Prototype (MVP) comprising three coordinated AI layers — Research Agent's Cluster, Prototype Brief Writer, and Proposal Narrative Writer agent — embedded within a multi-agent full architecture and orchestrated via the n8n workflow automation platform. The workflow incorporates Retrieval-Augmented Generation (RAG) using a Supabase pgvector knowledge base constructed from 192 classified HC&LS proposals from the organization's knowledge base, of which 32 are fully enriched with ten structured fields and indexed via cosine similarity search. The MVP reduced the active effort required to produce a first reviewable draft by approximately 80–85%, compressing the elapsed cycle from a typical 5–7 day process to same-day draft availability, while achieving a proposal quality score of 25/30 (83%) on a six-dimension evaluation rubric. Findings show that AI creates the greatest pre-sales value when embedded in a redesigned end-to-end workflow as an augmentation layer, not when applied as isolated task automation. Six design principles are derived: augmentation over automation, RAG-based knowledge grounding, early-stage AI prototyping, modular agent architecture, human-in-the-loop validation, and incremental adoption. The study contributes both a functional prototype and a generalizable framework for AI-enabled workflow redesign in pre-sales contexts.
dc.identifier.citationBudnichenko, Svitlana. (2026). AI-AUGMENTED PRE-SALES: DESIGNING AND EVALUATING AN AGENTIC RFP WORKFLOW IN HEALTHCARE AND LIFE SCIENCES. Kyiv: American University Kyiv. URI: https://er.auk.edu.ua/handle/234907866/188en
dc.identifier.urihttps://er.auk.edu.ua/handle/234907866/188
dc.language.isoen_US
dc.publisherManuscript
dc.subjectAI-augmented workflow
dc.subjectRFP response
dc.subjectpre-sales
dc.subjectHealthcare and Life Sciences
dc.subjectagentic AI
dc.subjectRetrieval-Augmented Generation
dc.subjectDesign Science Research
dc.subjecthuman-AI collaboration
dc.subjectn8n orchestration
dc.subjectproposal quality
dc.titleAI-AUGMENTED PRE-SALES: DESIGNING AND EVALUATING AN AGENTIC RFP WORKFLOW IN HEALTHCARE AND LIFE SCIENCES
dc.title.alternativeAI-ОРІЄНТОВАНИЙ ПРЕ-СЕЙЛС: ПРОЄКТУВАННЯ ТА ОЦІНЮВАННЯ АГЕНТНОГО РОБОЧОГО ПРОЦЕСУ ОБРОБКИ RFP У СФЕРІ ОХОРОНИ ЗДОРОВ'Я ТА НАУК ПРО ЖИТТЯ
dc.typeThesis

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