ProcureSight Plus Overview

Introduction to ProcureSight Plus

ProcureSight Plus (PS+) represents a paradigm shift in government acquisition technology. Rather than forcing acquisition professionals to leave their system of record to conduct market research in disparate external portals, PS+ brings the data to them. It is an integrated data service that embeds Appian AI, high-fidelity data fabric, semantic search, and spend analytics directly into your agency's existing workflows.

PS+ provides a single, comprehensive view of all agency procurement by seamlessly connecting with other Appian tools like Requirements Management (RM) and ProcureSight Enterprise (PSE). This integration actively utilizes and preserves critical market intelligence, ranging from vendor past performance to historical pricing structures, within the official contract file, ensuring it is not merely discovered but employed.

ProcureSight Plus use case: Streamlining collaboration and ensuring compliance

In the high-stakes environment of federal procurement, efficiency often battles with compliance. ProcureSight Plus (PS+) harmonizes these needs through integrated workflows.

Melanie Conners, a Contract Specialist at the National Surveillance and Intelligence Bureau (NSIB), faces a common challenge when defining new requirements. Traditionally, she would leave the NSIB's case management system and manually search external sites like SAM.gov, Federal Procurement Data System (FPDS), or GAO.gov for relevant Statements of Work (SOWs). Once found, the SOW is downloaded to her desktop and shared with a colleague via email.

This fragmented approach results in a loss of context regarding the selection of the document within the email chain, and the crucial supporting evidence for the decision is missing from the official contract file.

With PS+ embedded directly into NSIB’s Requirements Management (RM) solution, Melanie can take advantage of a seamless workflow, reducing research time and manual effort. For example, when she enters the description for a new requirement, PS+ automatically runs a semantic search against millions of records to find historically similar procurements, understanding the search intent, not just matching keywords.

Melanie also needs to identify capable vendors on GSA contract vehicles for her requirement. Rather than navigating between GSA eLibrary for MAS data and separate portals for Government-wide Acquisition Contracts (GWACs), Melanie enters her requirement description in natural language into the GSA Vehicles search.

ProcureSight Plus (PS+) searches MAS contract documents for semantic matches and queries GWAC award data from Alliant 2, 8(a) STARS III, VETS 2, and Polaris. Results are grouped by Special Item Number (SIN) for MAS entries and by contract vehicle for GWAC entries, complete with a socio-economic breakdown of matched vendors.

For each matched vendor, an AI-generated match reason explains why the vendor is relevant to Melanie's specific requirement. Melanie can explore the match details depending on the result type:

• For MAS document matches, Melanie clicks a document link to open the contract in the document viewer. PS+ auto-scrolls to and highlights the matched text, so she can immediately verify the vendor's stated capability without reading the entire price list.
• For MAS description matches and GWAC contract matches, Melanie clicks the contract ID link to open the Contract Match Insights modal. PS+ displays an AI-generated list of relevant award capabilities that explain why the vendor matched her requirement.

Next, Melanie can utilize AI Document Chat to gain additional insights from a returned Performance Work Statement (PWS) from a previous award. For instance, she could ask the AI Document Chat, "What were the cybersecurity deliverables in this contract?" Melanie could receive an instant answer directly from the document, eliminating the need to manually read a lengthy text for this information. This collaborative context is further enhanced as Melanie attaches the relevant PWS and the vendor's past performance report directly to the Requirement record in Appian.

Finally, this streamlined process ensures auditable compliance when Melanie reviews the complete package. She can view the supporting market research right next to the requirement, establishing a complete audit trail and documented compliance without any data loss.

Beyond individual requirements, Melanie uses PS+ Spend Under Management (SUM) Analytics to evaluate the agency's broader contract portfolio. Melanie opens the SUM Analytics page and reviews the Spend Dashboard to identify categories with high levels of unmanaged spend. Drilling into a specific category on the Category Insights tab, Melanie sees each award tagged with a shift potential status.

For awards that have not yet been evaluated, Melanie selects a batch and triggers an ad-hoc AI evaluation. The AI analyzes each award against managed spend criteria and assigns shift potential ratings (Low, Medium, or High). Melanie can also bulk update shift potential statuses for a group of awards after reviewing the AI recommendations, helping her team prioritize which contracts to target for consolidation. The configurable savings rate on the Category Insights tab are set to 10% by default. This gives Melanie a quick estimate of potential savings across each spend category.

What does ProcureSight Plus offer?

ProcureSight Plus (PS+) offers a comprehensive suite of AI-driven tools and data services designed to modernize the acquisition lifecycle.

Unrivaled data access

ProcureSight Plus (PS+) aggregates and indexes the most critical government datasets, allowing for cross-domain intelligence:

• Historical Procurements: Opportunity data/documents (SAM.gov), Protest data (GAO.gov), and Award data (USAspending.gov).
• Vendor Intelligence: Registration & Federal Awardee Performance and Integrity Information System (FAPIIS) data (SAM.gov), Small Business Capabilities (SBA.gov), and Award history.
• Legal & Classifications: Protest decisions (GAO.gov), Product Service Codes (PSC) data (psctool.us), and North American Industry Classification System (NAICS) data (census.gov).
• GSA Vehicles: GSA Multiple Award Schedule (MAS) contract documents including terms and conditions and price lists (GSA eLibrary), vendor capabilities grouped by Special Item Number (SIN), SBA certification data for socio-economic set-aside determinations, and Government-wide Acquisition Contract (GWAC) award data from Alliant 2, 8(a) STARS III, VETS 2, and Polaris.

Advanced AI capabilities

ProcureSight Plus (PS+) transforms how acquisition professionals research and analyze documents using advanced AI. The platform integrates powerful AI tools to boost efficiency, deepen understanding of complex documents, and provide rapid access to precise information for informed decision-making, including:

• Semantic Search: Move beyond rigid keyword matching. Our AI understands acquisition terminology and intent, surfacing relevant results even when terminology differs, such as matching 'Cloud Migration' with 'Data Center Modernization'.
• AI Document Chat: A force multiplier for research. Users can ask natural language questions directly against documents, such as Statements of Work (SOWs), Justifications and Approvals (J&As), and Performance Work Statement (PWS) to mine for clauses, deliverables, and requirements instantly.

Integrated tooling

ProcureSight Plus (PS+) offers a powerful set of integrated tools designed to enhance your procurement workflow and strategic intelligence. These features ensure seamless data exchange, provide deep vendor insights, and allow for flexible integration with your existing Appian applications and custom development projects:

• Enterprise Synergy: Fully integrated with ProcureSight Enterprise (PSE), ensuring that research conducted at the workflow level contributes to broader agency-wide strategic intelligence.
• Vendor Responsibility Reports: Generate comprehensive, unlimited reports on vendor history and risk factors to support responsibility determinations.
• Embedded Widgets: Pre-built Appian interfaces that can be dropped into existing Record views.
• Direct API Access: Empower your developers to call our search services directly to fuel custom process models and risk analysis automation.
• Research Agent Enablement: Integrate with PSE AI agents to automate the analysis of public procurement data.

Spend analytics

ProcureSight Plus (PS+) integrates Spend Under Management (SUM) Analytics to give your agency visibility into spend patterns and savings opportunities:

• Spend Dashboard: View agency spend distribution by category and identify areas of unmanaged spend from a centralized dashboard within ProcureSight Enterprise.
• Category Insights: Drill into specific spend categories to review individual awards, shift potential ratings, and estimated savings based on a configurable savings rate (default 10%).
• Ad-hoc AI evaluation: Trigger AI analysis on individual awards or select multiple awards for bulk evaluation. The AI assesses whether each award can be shifted to a managed spend vehicle and assigns a shift potential rating.
• Shift potential tracking: Track the evaluation status of each award with status tags: Not Analyzed, Analyzing, Low, Medium, and High. Bulk update shift potential statuses for a group of awards to prioritize consolidation efforts.
• Sub-agency data loading: Load data for specific sub-agencies so your team can focus on a targeted subset of spend data rather than the full agency dataset.

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