ProcureSight Module

What does ProcureSight in RM offer?

Requirements Management users with an agency-wide subscription to ProcureSight Plus or Enterprise benefit from seamless integration, directly embedding ProcureSight into the RM solution. This integration provides users full access to ProcureSight without needing separate sign-ins.

ProcureSight Plus is integrated into RM, enhancing the user experience and strategic positioning by embedding ProcureSight's public data search directly into the RM solution. This leverages new backend APIs and reusable front-end interfaces for procurement search with vendor profiles and protest data.

Seamless data collection and integration

ProcureSight search results include more than just SAM opportunities. By incorporating information about contracts issued, ProcureSight eliminates the need for users to search multiple sites to find related award data. The goal of the service is to enable users to search generated records to find the complete historical procurement data they need to create new procurements and any required documentation. Users use this data to generate market reports that speed decision-making in their procurement process and provide timely notifications via emails and alerts.

Semantic search technology

A search on SAM.gov often yields results that are completely unrelated to the procurement at hand. Users resort to tweaking search terms, hoping to find even a handful of relevant procurements. ProcureSight leverages semantic search technology that transforms this experience by promptly returning numerous results closely aligned with the original search, even when expressed differently. The semantic similarity ensures automatic relevance, marking a distinctive shift in user engagement with our more sophisticated solution.

Search procurements, vendors, protests, or codes

ProcureSight search is accessible from two locations in RM:

• ProcureSight navigation pane: Go to ProcureSight > Search.
• Requirement Research tab: Go to a requirement record and select the Research tab > Search. The search bar pre-fills with the requirement title, enabling you to find relevant procurement data for the requirement immediately.

To search procurement data:

1. Enter your search query using natural language or specific values in the search bar, or use the pre-filled requirement title when searching from the Research tab.
2. Select a search type by clicking one of the search bar tags:
   • Procurements: Search past solicitations and awards.
   • Vendors: Search for vendors that provide specific products or services.
   • Protests: Search protest records to understand past procurement challenges.
   • Codes: Search PSC and NAICS codes to find relevant past procurements.
3. Click Bold right arrow icon to list the search results.
4. Sort the list by Similarity: High to Low or Posted Date: Most Recent First using the radio buttons.

To filter the procurements or vendors list using the Filters section:

Choose from:

• Combined Results: View combined search results from both details and documents.
• Search on Details: Search on opportunity or vendor details.
• Search on Documents: Search on Statement of Work (SOW), Performance Work Statement (PWS) documents, or vendor capability statements.

To filter the codes list using the Filters section:

1. Select the PSC or NAICS radio button.
2. Select or clear the Product and Service checkboxes under Type.

Add procurements and vendors to collections

To add a procurement or a vendor to a collection:

1. From the search results, click Vertical Ellipsis icon on a procurement or a vendor.
2. Select Add to Collection.
3. Check the collection checkbox(es) and click ADD.

Save procurements and vendors to requirements

To save a procurement or a vendor to a requirement:

1. From the search results, click Vertical Ellipsis icon on a procurement or a vendor.
2. Select Save to Requirement.
3. Check the requirement checkbox(es) and click SAVE.

Chat with documents

SAM opportunities contain a wealth of unstructured data, including solicitation documents, statements of work, requests for information, and performance work statements. Reading through these documents to find specific details needed to aid your procurement process is like searching for a needle in a haystack. ProcureSight includes an AI Copilot integration that enables users to engage with an AI chatbot to gain insights into PDF documents attached to a search result. The chatbot acts as a knowledge assistant, enabling users to obtain the critical procurement information they need without the cost of reading lengthy documents.

To chat with a document:

1. Click a procurement to navigate to its SUMMARY tab.
2. Click Chat with Document.

The following image highlights the actions you can do in the DOCUMENTS tab.

#	Action
1	Add the document to a collection.
2	Save the document to a requirement.
3	Initiate document AI chat.
4	Perform document AI analysis.
5	View list of procurement or vendor documents.

Collections

Procurement teams often lack the time to manually connect and analyze data from multiple procurements to identify common patterns, trends, and insights. ProcureSight’s collections feature solves this problem by providing a way for users to group similar or related procurements and vendors to extract valuable insights or store them for future use. With collections, users can swiftly access information on procurement timelines, average contract values, small business awards, competition types, best-in-class vehicle usage, and specific vendors selected.

View collections

1. Click the ProcureSight dropdown and select Procurement Collections.
2. Enter the collection keywords in the search bar.
3. Click SEARCH.

Create collections

1. Click the ProcureSight dropdown and select Procurement Collections.
2. Click +CREATE.
3. Enter a collection Name of your choice.
4. Enter a Description of the collection.
5. Click CREATE.

Update collections

As new procurements and documents are added to ProcureSight's data sets, users can refine their search results at any point and add the results to an existing collection.

To update procurement collections:

1. Click the ProcureSight dropdown and select Procurement Collections.
2. Click Vertical Ellipsis icon on a collection and select Update Collection.
3. Update the collection Name of your choice.
4. Update the Description of the collection.
5. Click UPDATE.

Delete collections

1. Click the ProcureSight dropdown and select Procurement Collections.
2. Click Vertical Ellipsis icon on a collection and select Delete Collection.
3. Click DELETE.

Get started now

• Install ProcureSight Plus.
• Set up ProcureSight Plus.
• Install ProcureSight Enterprise.
• Set up ProcureSight Enterprise.

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