AI Workflow Automation for Solutions Teams

Description

A practical, role-specific AI course that gives solutions-team professionals — the people supporting pricing, procurement, and solutions-delivery functions — a reliable, safe way to use one approved AI assistant to reduce manual effort across their document-heavy workflows. Delivered as a single day of instruction in ILT or vILT format. Participants learn to operate their team's approved tool, write structured prompts that produce business-ready output, and stay inside their organization's data-handling and acceptable-use expectations. The course applies AI directly to the work that fills a solutions team's week: researching vendors, comparing proposals and quotes against evaluation criteria, drafting SOWs and RFP/RFI/RFQ content from team templates, and handling the recurring business communications that surround all of it. Along the way, participants capture their proven prompts into a reusable team prompt library. The application block at the end of the day runs the whole workflow end to end on a realistic industry scenario, identifies the team's best workflow-automation opportunities, and closes with a personal 30-day adoption plan their manager can see. Scenarios and practice materials are centered on the telecom industry — vendor evaluations for network equipment and managed services, solicitations for connectivity projects, and the document set that supports them. The scenario content localizes to the client's actual workflows during pre-engagement discovery.

Who This Course Is For

• Solutions-team professionals supporting pricing, procurement, and solutions-delivery functions
• Typical roles: solutions engineers and architects, pricing analysts, procurement and sourcing specialists, vendor managers, proposal and bid managers, and delivery or project managers
• Experienced professionals with prior basic AI exposure (have tried an AI assistant casually, or attended a general AI session) who did not come away with a role-specific, trustworthy way to use it
• Teams standardizing on a single approved AI assistant and expected to use it within their organization's compliance and data-handling rules
• Suitable for any industry — scenarios are set in the telecom industry and localize readily to other verticals and to a client's own workflows during pre-engagement discovery

What You Will Learn

• Operate an approved AI assistant for solutions work — explaining in practical terms what it does well and where it cannot be trusted across pricing, procurement, and solutions-delivery tasks, and articulating why the team standardizes on a single approved tool rather than ad-hoc consumer tools.
• Apply structured prompting techniques — role, context, task, constraints, and format, refined across multiple turns — to produce specific, business-ready output, and capture proven prompts as reusable templates in a shared team prompt library.
• Use AI to accelerate vendor research and proposal evaluation — assembling structured vendor briefs from public sources, extracting and normalizing terms from proposals and quotes into spreadsheet-ready comparison matrices, and analyzing competing bids against weighted criteria with the human evaluator owning the decision.
• Use AI to draft and refine the solutions document set — SOW sections, RFP/RFI/RFQ content, and recurring business communications — working from team templates and real inputs, with the professional reviewing and owning every output.
• Apply responsible, compliant AI-use and validation practices for commercially sensitive work — vendor pricing, contract terms, customer data — and sustain measured, sponsor-visible adoption, including identifying and documenting workflow-automation opportunities for follow-on build-out.

Prerequisites

• Active role on a solutions, pricing, or procurement team with current document workflows — vendor evaluations, solicitations, SOWs, or recurring reporting (real workflow knowledge is used in the application block)
• Working familiarity with the team's core document types — participants should have read or contributed to an SOW, RFP, RFI, or RFQ before; the course teaches AI-assisted production of these documents, not what they are
• Access to the organization's approved AI assistant on an appropriate paid or business tier, provisioned and signed in before the course begins (see Open Items — the specific tool is selected before delivery)
• A computer with a modern web browser (Chrome, Firefox, Safari, or Edge) and a reliable internet connection; a second screen is strongly recommended
• Familiarity with the team's basic compliance and acceptable-use expectations (the facilitator supplies the specifics via the client policy insert)
• No prior prompting skill or technical background required

Delivery Options

• Virtual instructor-led
• Live, instructor-led