Proposal research
AI-assisted extraction makes historical Word proposals and Excel fee workbooks searchable and usable in the dashboard, beside project-accounting records.
Structural engineering

AI-assisted extraction turned thousands of historical fee proposals into a searchable research workspace, with fee-estimating tools on top. Led delivery with subcontracted development.

The research workspace’s landing page: three sources of project history. A local run of the product’s code with invented records.
The context
Useful estimating context was buried in historical Word proposals, Excel fee workbooks and project-accounting records. AI-assisted extraction makes that information available for research and comparison.
My contribution
Led the engagement through Manifold Engineering, directing the project and managing subcontracted development. Collaborating developers implemented the dashboard and its research tools.
The product
Five parts follow: the three sources, how a workbook is read, analytics, the estimating workbench, and a separate briefing prototype.
AI-assisted extraction makes historical Word proposals and Excel fee workbooks searchable and usable in the dashboard, beside project-accounting records.
Explore historical fees and hours to inform estimates for new projects. The figures are a starting point for an engineer’s judgment, not a quote.
A separate executive-briefing exploration, distinct from the research dashboard. It was not launched.
At a glance / simplified product view
The research workspace
Delivered with development partners · estimates not yet validated
The workspace brings three kinds of history together: the proposals themselves, the project records from the accounting system, and the Excel fee workbooks. Collaborating developers implemented the dashboard under my direction. These pictures are its own code running on my machine with invented records: no real project, client, person or figure appears, and the name of the client’s accounting system is replaced by a neutral phrase.






Extraction
Fee workbooks are read by rule: a tool finds the regions of each sheet and types them, and sheets that match a known template become sections. A sheet that matches nothing is kept as raw regions, so nothing is invented to fill a gap.


Across the history
Charts over each source, and a page that sets up to three proposals beside each other. Every figure is the invented dataset’s.



Exploratory
Exploratory · estimates not yet validated
The workbench walks a new project through six steps: describe it, find similar past work, estimate hours, work out the fee, draft, review. It is exploratory until the source records are reconciled. Two of its steps call a model; no model was called for these pictures, so those steps are shown as their form and waiting state.






A separate prototype · not launched
Prototype · paused before launch
A separate prototype: a personal briefing of priorities, tasks, emails and meetings, filled by a browser assistant that reads the user’s own tools. It was paused before launch. These pictures are its own code with an invented user and invented items.



Where it stands
The research workspace is delivered. Estimates depend on reconciling the source records first, so the estimating tools are treated as exploratory until that matching is complete. A separate executive-briefing prototype was not launched.