In the fast-evolving landscape of B2B enterprise and regulated markets, efficiency, accuracy, and compliance are paramount.

Enter Platformed, a revolutionary solution designed to streamline your due diligence questionnaires (DDQs), requests for proposals (RFPs), and much more.

But what exactly is Platformed, and how can it transform your business operations? In this blog post, we’ll delve into what Platformed is, its key features, and the unique benefits it offers to B2B leaders.

What is Platformed?

Platformed is an AI-powered toolkit specifically developed to simplify and automate the complex paper processes involved in B2B operations, particularly in enterprise and regulated markets.

Platformed syncs data from policies, past questionnaires, and audit reports to automate responses and streamline reviews. It supports seamless import/export in any format, maintains a constantly updating knowledgebase, and requires no intrusive integration. Platformed handles diverse legacy systems, saves time, manages complex queries, and provides a comprehensive evidence stream for each response.

How does Platformed help sales leaders?

Platformed is designed for B2B sales leaders targeting enterprise or regulated markets, aiming to eliminate sales cycle delays caused by due diligence questionnaires and RFPs. It offers a comprehensive toolkit with AI-powered questionnaire automation, full knowledgebase management, and a proactive trust center.

Platformed supports import/export of documents in any format and maintains AI-updated libraries. Without requiring intrusive integration, it handles complex queries, supports diverse legacy systems, and saves your sales team time while providing expert oversight.

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

“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, Orbital Witness

How does Platformed help compliance leaders?

Platformed is built for IT, Compliance, Risk, and Security leaders in enterprise and regulated markets who are overwhelmed by due diligence questionnaires and RFPs. Its AI-powered toolkit syncs information from policies, past questionnaires, and audit reports to draft responses, making reviews and approvals effortless.

Unlike other platforms, Platformed supports various formats for easy import/export and maintains a constantly updating knowledgebase that evolves with your business. It requires no intrusive integration and supports diverse legacy architectures, automatically updating its knowledge base and providing an evidence stream for each response.

Case study: Discover how Platformed’s full product suite helped pricing operations platform, m3ter, relieve operations and engineering teams of onerous DDQ admin

“Having a trust center through Platformed Showcase has put us on the front foot in discussions with our enterprise customers, and having this be generated and maintained without burdening our teams has been a huge sigh of relief internally. The benefits are shared by our customers too - they’ll be able to self-serve information rather than having to come through me for it.”

Greg Murphy, Chief Operating Officer, m3ter

Platformed’s product suite

Platformed Graph

A knowledgebase without the hassle. Graph automatically builds and maintains your library with information from your whole organization. So you can spend your time doing your job, not maintaining your knowledgebase.

• Instant results - Up and running on the same day. Platformed pulls information from across your organisation. You can be up and running in just a few clicks, and be automation-ready in under 24 hours
• Empower your team - Knowledge at your fingertips. Platformed surfaces information to your team where and when they need it to build trust with prospects, partners and customers
• Infinitely scalable - Built for businesses of all sizes. With the ability to set product and configuration level scoping, Platformed Graph works when selling one product or thousands, across multiple entities, jurisdictions or configurations

Platformed Respond

Platformed Respond works with Platfomed Graph to automate RFPs, RFIs, DDQs and SAQs - in whatever format they come - using information from historical questionnaires and uploaded historical data.

• 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

Platformed Showcase

Platformed Showcase is a trust center that puts you on the front foot, building trust from before the first conversation, demonstrating your trust credentials to current and future customers and partners.

• Ready in less than a day and fully synchronised with automatic updates - Showcase is built using Platformed's powerful knowledge library, Graph. Content is auto-generated, keeping the work off your plate. As your business evolves, Showcase will draft updates to your trust center so it’s always accurate
• Self-service standard information and lock down access if needed - Allow your customers to self-service information and documents. With built in NDAs and approval workflows, your customers and prospects can access the documents they need
• Customizable and hosted on your own domain - Automatically generated does not mean cookie-cutter. Attach custom JS/CSS, customize to match your brand identity, and host on your own subdomain. Your internal teams can review all content and changes before they are published to ensure complete accuracy
• Subprocessor management made easy - Point your customers to a live list of subprocessors

Case study: Discover how leading attack surface management provider, Intruder, built a trust center in the same day with Platformed Showcase

“Launching a trust center for Intruder has been on my to-do list for months and Platformed had it generated and live in under a day. The ability to customize the branding and host it on our domain means it sits neatly within our website, adding another layer of trust for our potential customers. Our customers are also able to self-service some of their requests, meaning they get the information when they need it, removing some friction from our deals.”

Patrick Craston, Chief Technology Officer, Intruder

Key features of Platformed

1. AI-powered automation: Syncs data from your policies, past questionnaires, and audit reports to automate responses

2. Seamless integration: Supports import and export in any format, ensuring compatibility with your existing systems

3. Constantly updating knowledgebase: Maintains an up-to-date repository of information to ensure accuracy and compliance

4. Comprehensive evidence stream**: Provides a detailed evidence stream for each response, ensuring transparency and accountability

5. User-friendly interface: Designed for ease of use, allowing teams to navigate and operate efficiently

Benefits of using Platformed

1. Time savings

One of the most significant benefits of Platformed is the time it saves by automating tedious and repetitive tasks. This allows your team to focus on more strategic initiatives, driving business growth and innovation.

2. Enhanced accuracy

By leveraging AI to comb through your previous questionnaires, policy documents, and historical data, Platformed ensures that your responses are consistent and accurate, reducing the risk of human error and enhancing the quality of your submissions.

3. Improved efficiency

Platformed streamlines the entire process of managing DDQs and RFPs, from data collection to response generation, making your operations more efficient and effective.

4. Increased transparency

The comprehensive evidence stream provided by Platformed ensures that every response is backed by detailed documentation, promoting transparency and building trust with clients and stakeholders.

How Platformed works

Data syncing and automation

Platformed’s AI syncs data from your existing policies, past questionnaires, and audit reports. This data is then used to automate responses to DDQs and RFPs, significantly reducing the time and effort required to complete these tasks.

Seamless integration

Platformed supports seamless import and export in various formats, making it easy to integrate with your existing systems. This flexibility ensures that you can incorporate Platformed into your workflow without significant disruptions.

Knowledgebase maintenance

The platform maintains a continuously updating knowledgebase, ensuring that the information used to generate responses is always current and accurate. This feature is particularly beneficial for businesses operating in regulated industries where compliance requirements are frequently updated.

Evidence stream generation

For each response generated, Platformed provides a comprehensive evidence stream. This detailed documentation supports your responses, ensuring transparency and accountability, and making it easier to address any follow-up queries or audits.

Who can benefit from Platformed?

B2B leaders in enterprise markets

For B2B leaders operating in enterprise markets, Platformed offers a way to streamline complex processes, enhance efficiency, and improve the accuracy of responses to DDQs and RFPs.

Regulated industries

Businesses in regulated industries such as finance, legal, and software can particularly benefit from Platformed’s compliance features, ensuring that they stay up-to-date with industry standards and regulations.

Companies handling legacy systems

Platformed is designed to handle diverse legacy systems, making it an ideal solution for companies looking to modernize their operations without the need for intrusive integrations.

Case study: Discover how Platformed’s automated risk management offering has turned RFPs from strenuous to straightforward for procurement software provider, Omnea

“The repetition involved in answering questionnaires was making me want to tear my hair out. Platformed’s ability to learn and suggest responses based on historical data saved my team in more ways than one!”

Ben Freeman, Chief Executive Officer, Omnea

Platformed is more than just a toolkit; it's a comprehensive solution designed to revolutionize the way B2B leaders handle due diligence questionnaires, RFPs, and other complex processes. By leveraging AI-powered automation, seamless integration, and a constantly updating knowledgebase, Platformed offers unparalleled efficiency, accuracy, and compliance. Embrace the future of B2B operations with Platformed and transform your business processes today.

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.