Case study · From the Pluris libraryReceipt no. 9054
What sucked
Across a PE-backed IT-services portfolio, companies used manual, inconsistent workflows for proposals, onboarding checklists and internal research.
Service directors spent days creating statements of work from scratch out of fragmented systems.
What they built
AI-powered SOW generation from guided inputs and standardized templates, with cross-company search automation and standardized workflows rolled out across a PE IT-services portfolio.
What changed
50–60% Faster SOWs
SOW creation time cut by half or more.
Portfolio-Wide Rollout
Standardized across multiple portfolio companies.
Cross-Company Search
Automated retrieval across fragmented systems.
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