I developed Foreman, an AI-powered Solutions Engineering platform that standardizes and manages customer opportunities from intake through proposal. It combines project-specific AI context, structured analytical tools, approval gates, and integrations with the team’s existing systems to create a faster, more visible, and more consistent workflow.

Challenge
Solutions Engineering relied on a highly manual process for organizing project artifacts, reviewing customer data, completing analyses, coordinating approvals, and developing proposals. Work was spread across disconnected tools, making it difficult to maintain consistency, track assumptions, monitor progress, and provide management oversight across dozens of annual opportunities.

Approach
- Automated project setup, artifact organization, tasks, communications, meetings, and handoffs.
- Built a project-specific AI knowledge base that digests customer documents and maintains context throughout the engagement.
- Connected Foreman to structured tools for solution design, fleet sizing, simulation, and ROI analysis.
- Enabled the agent to populate tools, interpret outputs, and carry approved assumptions into downstream work.
- Added formal gate checks, status tracking, and management approvals before projects advance.
- Integrated the workflow with Jira, Slack, Google Drive, Gmail, and Google Calendar through a user-friendly interface.

Outcome
Foreman created a streamlined, manager-led process with clearer standards, organized artifacts, and real-time visibility into project status, assumptions, and deliverables.

The platform supports more intelligent and consistent decision-making while allowing managers to identify blockers, review key outputs, and maintain oversight without manually searching across systems. New-engagement setup decreased from approximately 15 minutes to 15 seconds, hours of analysis and proposal preparation were reduced to roughly 10 minutes, and rework was cut in half.

By combining inexpensive AI models with existing business tools, Foreman delivered scalable automation and fast turnaround without requiring a costly enterprise platform.