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Compliance Matrix

The Compliance Matrix agent helps government contractors streamline compliance documentation and tracking.

Key Features + Use Cases​

  • Automated Compliance Tracking: Generate and maintain compliance documentation automatically
  • Requirements Mapping: Map proposal requirements to your capabilities and past performance
  • Regulatory Alignment: Ensure your responses align with regulatory requirements

Getting Started​

Step 1: Access the Compliance Matrix​

From the home page, click on the Compliance Matrix tile to get started.

Step 2: Upload RFP Documents​

Upload your RFP documents to analyze. You can:

  • Upload multiple documents
  • Use any file type
  • Add as many documents as needed for complete analysis
Compliance Matrix Upload Screen

Step 3: Run the Agent​

Click the "Run Agent" button to begin the extraction process. The agent will process all uploaded documents and extract the requirements into organized sections.

Compliance Matrix Results

Step 4: Review Results​

The agent organizes results into tabs for each section of the RFP:

  • Each tab contains a table of extracted requirements
  • Requirements are categorized by type and importance
  • Navigate between tabs to view different requirement categories

Step 5: Customize Settings (Optional)​

Click the Settings button to customize the extraction process:

  • Add, edit, or delete tabs
  • Modify the prompts used to generate each section
  • Tailor the extraction to focus on specific requirements
Compliance Matrix Settings

Step 6: Export Results​

When you're satisfied with the extracted compliance matrix, click the "Export" button to export the entire matrix to Excel for further work and distribution.

Best Practices​

  • Upload all relevant RFP documents for the most comprehensive results
  • Review each tab thoroughly to ensure all requirements are captured
  • Use the settings to fine-tune extraction for complex RFPs
  • Export to Excel for team collaboration and response development