Ohio Gratings Case Study

RFP Intelligence Workflows Helping Manufacturing Teams Move From Bid Packages To Proposal-Ready Takeoffs

Ohio Gratings team reviewing manufacturing workflow data
Ohio Gratings team reviewing production information
Manufacturing operations leader in an automated facility

About Ohio Gratings

Ohio Gratings is a Canton, Ohio-based metal bar grating manufacturer specializing in industrial and commercial grating design, manufacturing, and custom fabrication across aluminum, carbon steel, and stainless steel products. As a long-running manufacturing business, their teams manage complex project, estimating, legal, and operational workflows that depend on accurate information moving quickly from bid packages into human review.

Engagement details
IndustryManufacturing
Focus AreasEstimating, Legal, HR
Systems
RFP ReviewTakeoff DraftingInternal Workflow Support
Services Used
AI StrategyAI EngineeringWorkflow AutomationTraining & Enablement
About the project

What Ohio Gratings was facing

The challenge

Large RFPs and bid packages required careful review across estimating, legal, and operations. Important requirements could be buried across hundreds of pages, and each handoff depended on the team finding the right scope details, risk language, drawings, product requirements, and proposal inputs before work could move forward.

The opportunity was not to replace expert judgment. It was to give the people closest to the work a faster first pass: a clearer way to understand scope, extract requirements, and move toward accurate proposal-ready takeoffs while keeping human review at the center.

About the project

What we built

Document IntelligenceRFP AutomationEstimating SupportKnowledge RetrievalHuman-in-the-loop AI

We built AI-supported workflows that help Ohio Gratings review complex RFPs, extract key requirements, and draft proposal-ready takeoff sheets for the estimating team.

The system supports document intake, requirement extraction, risk and exception surfacing, draft takeoff creation, and handoff to the subject matter experts who own the final decision. Instead of forcing teams to start every package from a blank page, the workflow creates a structured first pass that can be reviewed, corrected, and carried into the proposal process.

We also helped extend AI patterns into adjacent workflows across legal, HR, and internal operations, giving Ohio Gratings a practical foundation for using AI where document-heavy work slows down experienced teams.

Program wins

Key results

Faster RFP Triage

Teams can move through large bid packages with clearer first-pass structure.

Cleaner Estimating Handoffs

Extracted requirements and draft takeoffs give estimators a stronger starting point.

Reusable AI Workflows

Patterns from estimating can extend into legal, HR, and operations.

Expert Review Preserved

AI assists with document-heavy work while subject matter experts stay in control.

Why it matters
For manufacturers with complex bids, AI is most valuable when it reduces the document burden without replacing the judgment of the people who know the work.

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