Forma.ai, a Series B sales performance management platform that helps companies design and automate incentive compensation, was scaling rapidly.
With this growth came an increasing volume of DDQs and RFPs, placing a strain on internal teams. The manual process was not only time-consuming but also diverted resources from more strategic initiatives. Each request required significant effort to locate relevant information, tailor responses, and ensure accuracy across documents—a challenge that grew as Forma.ai expanded rapidly, with company and product details constantly evolving. To keep up with demand while maintaining accuracy and consistency, Forma.ai needed a solution that could automate and streamline their workflow without adding operational overhead.
“...it’s a wonderful thing when you move away from multiple Excel workbooks to a tool that houses everything, and generates the answers!” - Joseph Efram, Lead Sales Engineer
Forma.ai selected Arphie for its ability to deliver high-quality responses with minimal manual input. The Arphie platform quickly proved its value—just two days into the proof of concept, the team requested to move forward with signing the agreement.
Beyond the technology itself, Arphie’s hands-on approach set it apart, with the team providing responsive support, answering questions, and ensuring a seamless transition.
“Arphie has made responding to RFPs faster and more efficient, allowing our team to focus on refining rather than starting from scratch.” - Elaine Chung, Solutions Engineer
Since implementing Arphie, Forma.ai has significantly reduced the time spent on DDQs and RFPs, improving overall efficiency. The ability to generate accurate responses quickly has saved the team 70% of time, freeing them up to focus on more strategic tasks. Forma.ai has also benefited from Arphie’s continuous product improvements and dedicated customer support, ensuring the platform adapts to their evolving needs.
Since implementing Arphie, Forma.ai has dramatically improved efficiency in managing DDQs and RFPs, significantly reducing the time and effort required to complete them. With Arphie’s AI-powered automation, the team can now generate accurate responses in a fraction of the time (faster by 70%) and focus on higher-value strategic initiatives. Beyond the time savings, Arphie’s continuous product enhancements and hands-on customer support have ensured that the platform evolves alongside Forma.ai’s growing needs, providing a seamless and scalable solution for their expanding operations.
Switching to Arphie usually takes less than a week — and your team won't lose any of your hard work from curating and maintaining your content library on your previous platform. The Arphie team will provide white-glove onboarding throughout the process of migration.
Arphie takes security extremely seriously. Arphie is SOC 2 Type 2 compliant, and employs a transparent and robust data protection program. Arphie also conducts third party penetration testing annually, which simulates a real-world cyberattack to ensure our systems and your data remain secure. All data is encrypted in transit and at rest. For enterprise customers, we also support single sign-on (SSO) through SAML 2.0. Within the platform, customers can also define different user roles with different permissions (e.g., read-only, or read-and-write). For more information, visit our Security page.
Customers switching from legacy RFP software typically see speed and workflow improvements of 60% or more, while customers with no prior RFP software typically see improvements of 80% or more.
Arphie enables customers to achieve these efficiency gains by developing patent-pending, advanced AI agents to ensure that answers are as high-quality and transparent as possible. This means that Arphie's customers are getting best-in-class answer quality that can continually learn their preferences and writing style, while only drawing from company-approved information sources. Arphie's AI is also applied to content management streamlining as well, minimizing the time spent on manual Q&A updating and cleaning.
