Softype Generates Pipeline and Streamlines Operations

Softype is a global ERP consulting firm with over 25 years of experience and 600+ successful implementations across more than 30 countries. Specializing exclusively in Oracle NetSuite, Softype delivers end-to-end ERP services including implementation, customization, integration, managed support, and rescue reimplementations for organizations in education, manufacturing, retail, food processing, and professional services.
Executive Summary

Softype, a leading global NetSuite implementation partner with over 120 employees across the Philippines, United States, Asia, and Africa, deployed Auctor AI to transform its end to end client lifecycle, from sales and proposal generation through project delivery and training. Within months, the platform became embedded across Softype’s core workflows. Meeting intelligence captures discovery insights, proposals are generated directly from client context, and full traceability is maintained from initial client conversations to final deliverables. The results speak for themselves, with $2–3 million in pipeline generated, complex RFPs completed in days instead of weeks, and a scalable foundation for company wide knowledge centralization. With Auctor, Softype increased throughput without adding headcount while reducing misalignment risk and accelerating time to client value. 

CEO and Founder Juliana “Nana” Luz describes Auctor as “great for consulting companies that have to deliver work product,” and has actively championed adoption across the organization while building a vision for company wide knowledge centralization.

The Challenge

Softype faced operational constraints common to professional services organizations:

Manual, time-intensive processes
Requirements gathering, solution design, document creation, and diagramming consumed significant delivery hours.
Context gaps
Information loss between discovery sessions and handoffs led to rework.
Data silos
Past proposals, client insights, and best practices lived across multiple tools and team members’ desktops.
Scaling constraints
Growing the business required proportional headcount increases, limiting margin improvement.

The organization required a solution that could meet enterprise security requirements while delivering efficiency gains across global delivery teams.

The Challenge

Softype faced operational constraints common to professional services organizations:

Manual, time-intensive processes
Requirements gathering, solution design, document creation, and diagramming consumed significant delivery hours.
Context gaps
Information loss between discovery sessions and handoffs led to rework.
Data silos
Past proposals, client insights, and best practices lived across multiple tools and team members’ desktops.
Scaling constraints
Growing the business required proportional headcount increases, limiting margin improvement.

The organization required a solution that could meet enterprise security requirements while delivering efficiency gains across global delivery teams.

Enablement Strategy

Softype's rapid adoption was driven by executive championship and the platform's intuitive design:

Executive-Led Adoption
CEO Juliana Luz championed Auctor from day one, using it daily and demonstrating value across the organization.
Rapid Team Onboarding
Nana states, “I’ve hired a sales head, and I managed to teach him about Auctor in just a few days. He's already been able to craft quite a few good docs from that, so it's getting easier to even train people on how to use this”.
Self-Service Expansion
Teams across sales and delivery are organically adopting the platform, with Nana conducting internal training sessions globally.
Intuitive Workflows
The platform's learning curve enables new users to become productive within days, not weeks.

This executive-driven, self-service approach enabled Softype to achieve rapid adoption without extensive training overhead. New team members are contributing within days, and the platform continues to expand across the organization.

Auctor’s Impact: The Impossible RFP, Made Possible

The Timeline

A $500-600K tender arrived on January 2nd. The territory manager was on vacation until the 6th. Nana didn't even hear about it until the 7th. The last day to submit questions was the 12th. Final deadline: January 19th at 5pm.

The Complexity

As Nana pointed out “These RFPs you cannot normally even respond to because they’re so complicated. There are so many rules: a section can’t be more than three pages, the answers have to be formatted in a specific way, and some parts can’t exceed 400 words.” 

Time to complete RFP

~2-3 Weeks

Before Auctor

1–2 days

With Auctor

Team required

2-3 People

Before Auctor

1 Person

With Auctor
The Outcome

Auctor transformed an RFP previously deemed "impossible without the tool" into a successfully delivered $500–600K opportunity.

Operational Efficiency

As the CEO noted: “Having Auctor feels like having a few extra people working on these tasks with great ease and consistency.” This represents significant cost savings and accelerated ROI across the organization.

Pipeline Expansion

With Auctor, Softype dramatically increased their capacity to pursue new business.

$2–3M

Client opportunities quoted (YTD)

$200–300K

Highest single-day quoting volume
40 discovery questions in 30 seconds

“Arvind [Chairman & Co-Founder] asked me how quickly I could create a set of discovery questions inside Auctor, along with the answers, because the discovery call had already happened and the MOM [minutes of meeting] was already available... I managed to do this for about 40 questions in just 30 seconds, in a Q&A style.”

Nana on the speed to action with Auctor
CEO, Softype
Strategic Value & Looking Ahead

Softype is expanding Auctor across their entire client lifecycle, with a clear vision for company-wide knowledge centralization. 

Immediate Business Value
Executive-Led Adoption
Dramatic increase in proposal throughput without headcount growth
Rapid Team Onboarding
Ability to pursue complex RFP opportunities previously considered impractical
Self-Service Expansion
Rapid new hire productivity through intuitive platform adoption
Scalability
Executive-Led Adoption
Proven across Philippines, North America, Asia, and Africa
Rapid Team Onboarding
Expanding from sales teams into delivery teams across global offices
Self-Service Expansion
Projected adoption across the entire organization in 2026
Strategic Enablement
Executive-Led Adoption
Expanding Auctor across the full client lifecycle, from sales through delivery
Rapid Team Onboarding
Building toward company-wide knowledge centralization as a single source of truth
Self-Service Expansion
Enabling cross-functional access to proposals, project artifacts, and training materials
Delivery Transformation
Executive-Led Adoption
Prompts generate 150–250 granular, ready-to-execute project tasks from requirements
Rapid Team Onboarding
Reduces duplicate work and accelerates transition from planning to execution

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