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TenantsPresales

Presales Tenant

Presales is a tenant that contains documents from EPAM’s presales activities managed through OneCRM and stored in SharePoint.

Document Classification

All documents are classified into the following classes:

  • Input - RFP
  • Input - Q&A
  • Input - Questionnaire
  • Input - Policy
  • Input - Form
  • Input - Artifact
  • Input - Inventory
  • Output - Response
  • Output - Answers
  • Output - Resource Plan
  • Output - Profiles
  • Output - Pricing Summary
  • Output - Artifact
  • Output - Worksheet
  • Output - Case Study
  • Other

Entity Summaries

Short internal summary prepared for semantic search purposes (summaries and images)

Request Headline

One sentence description of the client’s problem

Parameters:

  • Scope: Input documents
  • Source: Document Summary and Images

Request Overview

Detailed summary of the client’s problem and the opportunity

Parameters:

  • Scope: Input documents
  • Source: Document Summary and Images

Proposal Headline

One sentence description of the proposal

Parameters:

  • Scope: Output documents
  • Source: Document Summary and Images

Proposal Overview

Detailed summary of proposal in markdown format

Parameters:

  • Scope: Output documents
  • Source: Document Summary and Images

Our Questions

Questions asked by EPAM during RFP preparation

Parameters:

  • Scope: Input - Q&A
  • Source: Document Full Text

Client Questions

Questions asked by the client

Parameters:

  • Scope: Input - Questionnaire, Output - Answers
  • Source: Document Full Text

Timeline

Summary of the proposed implementation or engagement timeline including key phases, milestones, durations, and delivery dates

Parameters:

  • Scope: Output - Resource Plan, Output - Response
  • Source: Document Summary and Images

Solution

Summary of the technical solution or services proposed to solve client problems including technologies, frameworks, platforms, and architecture

Parameters:

  • Scope: Output - Resource Plan, Output - Response
  • Source: Document Summary and Images

Team Composition

Summary of offshore/onsite team composition including headcount breakdown, key roles, responsibilities, and team structure

Parameters:

  • Scope: Output - Resource Plan, Output - Response
  • Source: Document Summary and Images

Entity Extractions

Type

Classifies the opportunity into one of the predefined deal types based on the initial client ask or problem

Parameters:

  • Scope: Input - RFP, Output - Response
  • Source: Document Summary and Images

Industry

Classifies the client into up to 2 industries from a predefined taxonomy

Parameters:

  • Scope: Input - RFP, Output - Response
  • Source: Document Summary and Images

Area

Identifies the business or technology area of the opportunity

Parameters:

  • Scope: Input - RFP, Output - Response
  • Source: Document Summary and Images

Technologies

Extracts software technologies explicitly recommended for the client’s deployment including programming languages, frameworks, databases, cloud providers, and SaaS services. Up to 20 technologies.

Parameters:

  • Scope: Input - RFP, Output - Response
  • Source: Document Summary and Images

Timeline

Classifies the total project duration into predefined ranges:

  • < 4 weeks
  • 4 - 6 weeks
  • < 3 months
  • 3 - 6 months
  • 6 - 9 months
  • 9 - 12 months
  • 12 - 18 months
  • 18 - 24 months
  • 2+ years

Parameters:

  • Scope: Output - Response, Output - Resource Plan, Output - Pricing Summary
  • Source: Document Summary and Images

Price

Classifies the total contract value into predefined ranges:

  • < 300k
  • 300k - 500k
  • 500k - 800k
  • 800k - 1.2M
  • 1.2M - 2M
  • 2M - 3M
  • 3M - 5M
  • > 5M

Parameters:

  • Scope: Output - Response, Output - Resource Plan, Output - Pricing Summary
  • Source: Document Summary and Images

Has Rates

Determines if documents include standardized hourly, daily, or monthly rates for roles or services (rate cards, resource plans with rates)

Parameters:

  • Scope: Output - Response, Output - Resource Plan, Output - Pricing Summary
  • Source: Document Summary and Images

Referenced Clients

Identifies all EPAM clients mentioned in proposal documents for compliance.

Parameters:

  • Scope: All output documents
  • Source: Summary and image descriptions

Problem Tags

Identifies the primary client problems or challenges using a predefined taxonomy.

Parameters:

  • Scope: Input - RFP, Output - Response
  • Source: Document Summary and Images

Problem Tags Custom

Identifies initial client problems using custom, freeform tags (1-4 words each) without relying on predefined taxonomy.

Parameters:

  • Scope: Input - RFP, Output - Response
  • Source: Document Summary and Images
Last updated on
IntegrationPresales Archive