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Pilot plan

A 30-day bid-software pilot: how to decide whether to adopt it.


Adopt the tool only if a labelled evaluation set, run against a frozen baseline, meets acceptance criteria you wrote before seeing results: error severity, reviewer time, and evidence traceability. This page is a method. It is not a test of selrob. Part of our guide on bid and tender software.

Published: 16 September 2026 · By Bill · Reviewed by Andre · selrob

Takeaways

  • Write pass, review and fail before anyone looks at the tool’s output.
  • Start with public, synthetic or authorised historical packs. Live confidential use follows the buyer’s permissions.
  • Vendor questions sit on the buyer’s guide. Evidence for a requirement sits in a compliance matrix.

What evidence would justify adopting this tool?

Record the baseline workflow: who reads the pack, how long that takes, where the call is written down, and what source the call cites. Build an evaluation set you can name. Freeze the expected answer for each pack, including the bid / no-bid / review call and the clauses that drove it. Freeze the acceptance criteria on the same day. Then run the tool. Score misses by severity. Count reviewer minutes. Check that every cited location exists in the pack.

selrob sells qualification software and publishes this site. The example plan is a method for any vendor. It is not a result from testing selrob, and it does not report selrob results.

Limits of this method: a five-pack set is not a population. Features you did not put in the test are untested. English Australian packs do not stand in for other jurisdictions. Qualification is not response drafting. Live confidential packs stay out until the buyer’s permissions and the vendor’s data terms allow them. Ask the vendor questions on the buyer’s guide before the clock starts. Use a compliance matrix if the tool is supposed to list requirements you will still have to evidence.

Example plan

Thirty days, 1 to 30 October 2026

Hypothetical. Dates and owners are invented to show the sequence; they are not a client result. Acceptance criteria are written on day 4, before any tool output is reviewed.

Hypothetical 30-day bid-software pilot plan
Days Activity Output Owner
1–2 Record baseline workflow for qualification. Steps, minutes per pack, where the call is stored. Bid lead
3 Assemble evaluation set. Public, synthetic, or authorised historical only. Five labelled packs. No live confidential files. Bid lead
4 Freeze expected answers and acceptance criteria. Worksheet dated. Criteria dated. No tool output yet. Reviewer
5 Configure the tool in a non-production workspace. Access log. Data terms checked. Admin
6–20 Run each pack. Log output against frozen answers. Results log. Operator
21–23 Score error severity and reviewer minutes. Severity and time columns complete. Reviewer
24–26 Traceability: every cited clause exists in the pack. Pass or fail per pack. Reviewer
27–28 Compare to the day-4 criteria. Pass / Review / Fail record. Decision owner
29–30 Adopt, extend the set, or stop. Dated decision. Decision owner

Expected answers

Frozen on day 4, before the tool runs

Hypothetical evaluation set. SYN packs are synthetic. HIST-01 is labelled as authorised historical and anonymised. Public-style means a structure based on a public RFT, not a live buyer pack. Not a client result. Not a selrob test.

Hypothetical expected-answer worksheet frozen before tool output
Pack Source Baseline call Why Baseline minutes
SYN-01 Synthetic public-style services RFT No-bid Mandatory ISO 27001 not held. Conditions §3.2. 18
SYN-02 Synthetic panel RFQ Bid Known scope. Payment 30 days. Capacity clear. 12
SYN-03 Synthetic FM schedule Review Abatement unread by legal. Schedule 4. 22
HIST-01 Authorised historical, anonymised No-bid Indemnity uncapped. Draft contract §24. 25
SYN-04 Synthetic RFP Bid Roster fits. Liability capped inside insurance. 16

Results log

Filled after day 4, labelled hypothetical

Hypothetical log for a generic tool. Severity: High = tool says Bid when baseline is No-bid on a mandatory or unread liability fail. Medium = Bid versus Review disagreement. Low = same call, missing citation. Not a selrob test.

Hypothetical bid-software pilot results log
Pack Baseline Tool Severity Reviewer min Citation exists
SYN-01 No-bid Bid High 14 No. Mandatory missed.
SYN-02 Bid Bid – 9 Yes
SYN-03 Review Bid Medium 11 Yes. Schedule 4 named, unread legal ignored.
HIST-01 No-bid No-bid – 16 Yes. §24 named.
SYN-04 Bid Review Medium 13 Yes

Decision record

Criteria written 4 October 2026, scored 28 October 2026

Hypothetical. Overall Fail in this example because a high-severity miss is present. The record exists to show the method. It is not a product claim.

Hypothetical pass, review and fail record for a bid-software pilot
Criterion Threshold (day 4) Result Outcome
High-severity errors 0 on the evaluation set 1 (SYN-01) Fail
Median reviewer minutes ≤ baseline median (18) 13 (9, 11, 13, 14, 16) Pass
Traceability Every tool call cites a location that exists 4 of 5 Fail
Export of working Possible without the vendor Yes in this example Pass
Overall All must pass Two fails Fail

Baseline minutes 12, 16, 18, 22, 25; median 18. Reviewer minutes 9, 11, 13, 14, 16; median 13. Faster review does not rescue a high-severity miss. Fail means stop or extend the set. It does not mean bargain the criterion after seeing SYN-01.

What does this mean for the bid/no-bid call?

A tool that says Bid on a mandatory fail is a new way to start a zombie. Do not adopt it on reviewer-time savings. Do not put live confidential packs through it because the calendar said day 30. Write the criteria. Run the set. Record the call. The buyer’s guide is the question list; this page is the evidence that those answers held still when you looked.

Keep reading

Elsewhere in this guide.

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