AI-Powered Document Intake hero
BuildVision

AI-Powered Document Intake for Procurement

Designing a system that transforms complex project documents into structured, actionable data—reducing review time by 93% and improving bidding efficiency 5–10x.

Role

Senior Product Designer (Individual Contributor)

Timeline

Aug 2025 – Feb 2026

Type

B2B / Web Application

Impacts

Reduced document review time by 93% (25 hrs → 10 mins) through AI-powered extraction

Converted unstructured documents into decision-ready data, eliminating manual parsing

Scaled workflows to 200K+ executions per quarter across high-volume bids

Accelerated bid turnaround, improving supplier competitiveness and win rates

Overview

Suppliers rely on fragmented documents—drawings, specs, and emails—to prepare bids.

Reviewing and extracting relevant information often takes tens of hours per project, slowing down decision-making and reducing competitiveness.

Problem

Suppliers were spending tens of hours per project manually reviewing documents to:

  • Extract relevant scope details
  • Validate information across sources
  • Prepare accurate bids under tight deadlines

This created:

  • Slow turnaround times
  • High cognitive load
  • Lost bid opportunities

My Contribution

  • Led the design of an AI-powered document intake and extraction system
  • Defined end-to-end workflow: Upload → AI parsing → Validation → Structured output
  • Designed UX for human-in-the-loop validation to ensure accuracy and trust
  • Collaborated closely with engineering to integrate AI models into product workflows
  • Used AI tools (Claude) to accelerate prototyping and iteration cycles

Insights

The problem wasn't access to data—it was the time required to interpret it.

Live session with customer during the initial research

Live session with customer during the initial research

Users were overwhelmed by:

  • Large volumes of unstructured documents
  • Manual cross-referencing across sources
  • High effort to validate critical information
  • Users normally deals with project documents with 100+ pages (in average) to extract the engineering requirements or specifications in order to evaluate the bidding decision
  • There is no centralized ways to manage the project bidding process
  • The project files are unorganized to associate with the projects

This shifted the product direction from: “Document management” → to “Decision acceleration through AI-structured data”

Based on the user research from external surveys or interviews with project managers, key customers from

SPX TechnologiesGreenheckTrane

Design Process

Research

  • Conducted user interviews with suppliers and procurement teams
  • Identified key bottleneck: manual document review across hundreds of pages

Customers struggle to review the average of 300+ pages of project related documents and make a quick decision on the bidding process

Research process screenshot

Workflow Ideations

  • Mapped procurement lifecycle and document flow
  • Identified opportunity to automate intake → extraction → validation

I decided to provide a 1 step to initiate the document intake and extraction process. This required the engineer collaboration in order to make the seamless experience

Workflow ideation wireframes

AI + Design Integration

  • Designed human-in-the-loop validation for trust and accuracy
  • Used Claude + Figma & Make to accelerate prototyping and iteration

Result: Faster delivery and tighter collaboration with engineers

AI + Design Integration screenshot
AI + Design Integration — additional view

Final Solution

AI-Powered Document Workflow System

A unified AI-powered workflow that converts raw project documents into structured, validated data—enabling suppliers to move from intake to bid-ready insights in minutes.

Key Features

  • Centralized document intake to create a single source of truth
  • AI-powered extraction of key scope and specification data
  • Structured interface for rapid validation and review
  • Direct linkage between extracted data and original sources (drawings, specs)

Outcome

Users can go from document upload → validated insights → bid-ready data in minutes

Live Demo

Impact & Next Steps

This project validated BuildVision's AI capability in procurement by

  • Demonstrating 5–10x efficiency gains in document workflows
  • Proving scalability across high-volume bidding operations
  • Establishing a foundation for AI-driven procurement workflows

Next Steps

  • Improve extraction accuracy through feedback loops
  • Expand support across more document types and formats
  • Introduce predictive insights to support bid decision-making

This work laid the foundation for AI-driven procurement workflows—shifting the process from manual document review to fast, data-driven decision-making at scale.