Discover how Platformed has given Orbital the gift of time to its internal teams through AI-powered questionnaires

The customer: About Orbital

On a mission to make property transactions more transparent, Orbital is creating a world where anyone can understand property, in an instant. By bringing together cutting-edge AI, deep legal expertise and insurance, it has built the leading property diligence automation platform, relied upon by thousands of lawyers and property professionals.

The challenge: Simplifying the RFP process to give teams their time back

As Orbital continued to grow and win contracts, internal teams were being hampered with manual and repetitive processes for due diligence questionnaires. The team previously worked via Excel sheets and documents which took up a lot of time, internal resource, and caused disruption across multiple teams.

Orbital needed a solution that would be scalable, help with standardising the process and provide consistency in their response process, as well as removing the complexities associated with needing input from multiple teams who may be working with outdated or inaccurate information.

The solution: Orbital selected Platformed to breeze through procurement at speed using automated questionnaires

Following a thorough market review, Orbital selected Platformed as its partner of choice. Platformed’s AI-powered Respond offering gave the team a fully automated questionnaire platform that emulated the voice of Orbital using historical data, with the ability to learn as each response changes going forward.

When selecting a provider, it was important to Orbital that the platform be one that was simple-to-use, trusted and would save time and internal resource. Through Platformed, Orbital is able to import questionnaires in any format, and track, manage, collaborate, and assign to team members for sign-off on automated responses.

“We signed up for Platformed because too much sales and engineering time was being spent filling in due diligence questionnaires. It took us less than an hour to onboard and we were saving time straight away. My AEs and I can get back to selling, and we don’t have to hassle our subject matter experts on every questionnaire any more.”

Aisha Tummon, Chief Revenue Officer at Orbital

Interested in learning more about Platformed and our product suite? Check out our demo for Respond, and explore more of our features

The product: Platformed Respond

Platformed Respond automates RFPs, RFIs, DDQs and SAQs - in whatever format they come:

• Onboard quickly - get onboarded in less than an hour and be ready to automate responses the very same day
• Import data in a multitude of formats - spreadsheets (e.g. Excel and CSV), online portals (e.g. OneTrust), documents (e.g. Word and PDF), and more. If you find something Platformed can’t automate, our support team will handle it for you
• AI-powered and always learning - Platformed uses the latest models from OpenAI to fully automate your questionnaire responses, and emulates your “voice” using historical questionnaires. Platformed’s AI is the perfect sidekick, constantly learning through updated/changed answers with each questionnaire
• First-class workflow and collaboration tools- assign, notify, collaborate and report with multiple teams and subject matter experts. Send updates via email or Platformed’s Slack integration - however your organization chooses to communicate
• Export documents back into their original format - after making the most of Platformed’s features to streamline your RFP process, you can export your document from the portal back into its original format

Trusted by innovative brands globally, Platformed is your integrated toolkit to navigate procurement and risk management processes. Platformed automatically builds and maintains a live graph of trust information about your organization, and empowers your team to showcase your trust credentials, respond to trust enquiries, and build trust with enterprises faster than ever before.

If you sell to enterprise organizations and have to balance multiple RFPs and questionnaires per month, Platformed can help to put your procurement pains to bed. Sign up for a demo with our team of experts, or get in touch to find out more.