FieldworkOS by SoftSight eliminates manual email processing, complex CPI negotiation, and fieldwork blind spots — automating 80%+ of your supplier lifecycle end-to-end with LLM-powered intelligence.
FieldworkOS
Quotes Parsed
247
↑ 18 today
Avg CPI Saved
$1.24
↑ 4.2%
Quality Score
94%
↑ 1.1%
Live Activity
80%+
Manual processing eliminated
90%
Routine tasks automated
4
Integrated modules, one platform
100%
Auditability & traceability
Every supplier email, CPI negotiation, and quality check is a manual tax on your team’s time — and your client’s budget.
Pain point 01
Project managers spend hours parsing quote emails, manually extracting CPI values, sample sizes, and redirect URLs — then re-entering data into spreadsheets riddled with transcription errors.
Pain point 02
Balancing supplier CPIs against client budgets across 10+ concurrent surveys requires real-time market intelligence your team doesn't have. Every misaligned counter-offer erodes margin or kills supplier relationships.
Pain point 03
By the time fraud patterns surface — duplicate respondents, bot traffic, VPN-masked entries — you've already paid for bad data. Reactive quality control means wasted sample, client complaints, and painful reconciliation.
Pain point 04
Closing out a project means cross-referencing three data sources: your internal records, the survey platform, and supplier reports. Discrepancies delay payment, damage trust, and often require manual escalation.
01 LLM Parsing
Google Gemini-powered extraction reads every supplier email and pulls CPIs, sample sizes, redirect URLs, and test IDs with 95%+ confidence. High-confidence quotes process automatically; edge cases flag for one-click review.
95%+
Average parsing confidence
02 AI Negotiation
Three AI negotiation modes — Conservative, Balanced, Aggressive — dynamically select based on supplier flexibility scores, market conditions, and timeline urgency. Every counter-offer is mathematically grounded, not intuited.
3×
Faster negotiation closure
03 Real-time Intelligence
SurveyGuard + FingerprintJS block fraud at the door. Live dashboards track quota fills, supplier velocity, and quality scores in real time. Automated reconciliation closes projects in minutes — fully audited, zero spreadsheets.
80%+
Reduction in manual overhead
FieldworkOS is built as four integrated modules — three that run the operational work, and one that watches over all of it. Every stage, from the first client request to the final reconciled invoice, lives in one of them.
Bidding Module
Capture client requests, send one RFQ to your whole supplier network, parse every quote with an LLM, and let the engine negotiate CPI — down to the individual quota cell — within the bounds you set.
80%
Reduction in manual quote processing time
Fieldwork Module
Prove every redirect and test ID before go-live, gate a soft launch on real early-field signal, then watch the named detections — term rate, IR, fraud, quota pace — and resolve issues to close.
94%
Average quality score across monitored supplier panels
Invoice Module
Three-source reconciliation (internal DB, survey platform, supplier reports) runs at project close. Variances surface instantly, respondent-level CPI is honoured, and per-supplier invoices and reports generate in minutes — not days.
5×
Faster project close-out vs. manual reconciliation
Manager Module
The view from above the work: every supplier, on every survey, across every project rolled into top-level KPIs — pacing, quality, fraud, margin, reconciliation status — with drill-down into any single module, plus governance and RBAC.
100%
Of supplier activity rolled into one manager view
Three-source reconciliation only works if we read the platform your fieldwork actually lives on. FieldworkOS reconciles completes and dispositions against the survey tools you already run.
01 / 04
Intake, RFQ Distribution & Quote Parsing
It starts before the project does: client requests are captured the moment they land, and RFQs go out — covering one or many surveys — to your full supplier network in a single action. As replies arrive, AI reads each email regardless of format and extracts CPI (down to the individual quota cell), IR, LOI, feasibility, redirect URLs, and exclusions into a structured, comparable view. Long supplier threads are summarised so status is graspable at a glance, and geo / zip-code targets and prescreener questions are validated upstream — so respondent quality is controlled before fielding, not after. No one needs to open the email.
Incoming email · supplier
From: sarah@panelco.com
Subject: Re: RFQ-2026-0041
Hi John, here are our rates:
Survey US-H-01: $4.20/complete
Sample capacity: 500 completes
Delivery: 5–7 business days
Complete URL: panelco.com/complete?rid=##RID##
✓ Confidence: 96%
Linked to RFQ-0041
02 / 04
Intelligent Negotiation
Counter-offers generated from your project parameters and each supplier’s historical performance. Sent in the same email thread, in the language you’d use. When a price lands inside your bounds, onboarding triggers automatically.
Negotiation thread · RFQ-0041
Supplier
Our best rate for US-H-01 is $5.20 per complete.
FieldworkOS
Thanks for quoting. Based on past projects we’d like to come in at $4.60 — can we make that work?
$5.20 $4.60
The negotiation engine isn’t guessing. It draws on comparative pricing and performance intelligence built across your entire supplier network — so a counter-offer reflects what a fair rate actually is for this audience, this geo, this supplier, right now. Not last year’s gut feel.
$4.38
Median CPI · US Healthcare, IR 30%
27%
This supplier vs. network average
1,284
Comparable quotes in the benchmark set
03 / 04
Real-time Monitoring
A dashboard shows you numbers. FieldworkOS watches the signals an experienced PM watches — and catches them earlier than a human refreshing a tab ever could. Full cells pause automatically; the harder problems surface as patterns emerge, each one named and attributed to the supplier — and the question — causing it.
Quota grid · US-H-01
410 / 550 · live
Male · 18–34
62/100
Male · 35–54
100/100
Male · 55+
31/75
Female · 18–34
88/100
Female · 35–54
54/100
Female · 55+
75/75
Detection feed · live
IR dropped 14% on US-H-01 · likely Q3 screener · supplier paused
12s agoTerm-reason concentration · 38% failing ‘industry exclusion’
1m agoDuplicate fingerprint · PanelCo · 2 matches blocked
3m agoGeo mismatch · 6 respondents · device region vs. quota
6m agoWhat we actually detect
Per-supplier term-rate and quality-fail ceilings. A breach pauses that supplier — not the whole survey.
A sudden IR fall is flagged before it quietly burns through your sample budget.
When one screening reason is killing too many respondents, we name the reason.
Which prescreener question is over-terminating — not just that something is.
Respondents whose device or location contradicts the targeting, surfaced live.
The same respondent slipping in twice — caught at the door, not in reconciliation.
Define a soft-launch target per survey, track progress against it, and gate the move to full traffic on real early-field signal — IR, term rate, quality — rather than a date on the calendar. The survey opens up only once the early numbers earn it.
Capture all four redirect types — success, terminate, quota-full, quality-term — extract and verify test IDs (single and batch) with pass/fail tracking, and gate go-live so a survey only opens once its links are proven to work.
Every supplier issue is logged, auto-classified, and tracked to resolution — including re-test confirmation after a fix — so nothing depends on remembering which email thread it was buried in.
04 / 04
Automated Reconciliation
Completes, rejects, and partial credits matched across every supplier — automatically, with LOI checked against what was quoted. Variances flagged, invoices generated, and project- and supplier-level reports produced at close, every action logged. The end of the project is not the end of the work, but it stops being a week of spreadsheets.
Reconciliation · Q2 Brand Tracker
570 completes · $2,394.60
Supplier
Done
Rej.
Credit
PanelCo Global
Reconciled
218
6
$916.20
ResearchPanel EU
Reconciled
145
3
$609.00
SurveyPath Inc
Variance flagged
120
9
$504.00
FieldForce Asia
Reconciled
87
1
$365.40
Manual reconciliation does not distinguish between respondents sourced at different rates within the same study. When a supplier moves CPI mid-field — for a hard-to-reach quota or panel fatigue — the new rate quietly overwrites the old one across every row of the invoice. A 290% overcharge on a $500 sample budget. Nobody catches it.
Manual reconciliation · what gets billed
| Batch | Agreed | Billed | Should | Was | Over |
|---|---|---|---|---|---|
| First 90 respondents | $5.00 | $5.00 | $450 | $450 | $0 |
| Last 10 respondents | $5.00 | $20.00 | $50 | $200 | $150 |
| Correct total | $500 | ||||
| Supplier billed | $2,000 | $1,500 |
Manual recon
$2,000
Paid on the invoice
With SoftSight
$650
Respondent-level tagged total
Recovered
$1,350
Per affected study
On a 1,000-respondent study with a $5→$20 jump on the last 100, the same pattern produces a $15,000 overcharge on a $5,000 sample budget. The trap scales linearly with study size — every time.
Three modules run the operational work. The fourth watches all of it. The Manager Module rolls every supplier, on every survey, across every project into top-level KPIs — pacing, quality, fraud, margin, and reconciliation status — with drill-down into any single module. PMs run the modules; managers run the operation.
Operations overview · all projects
Active studies
37
across 12 clients
On pace
84%
31 of 37 studies
Avg quality
93%
weighted by completes
Fraud blocked
1,204
this month
Blended margin
31.6%
vs. 28% target
Awaiting recon
5
2 variances flagged
Bidding Module
9 RFQs open · 3 negotiations live
Fieldwork Module
22 studies live · 2 paused for quality
Invoice Module
5 reconciling · 1 variance to clear
Every supplier on every survey rolls up into the parent project, the client program, and the whole book of work — so a number on the board is one drill-down from the row that produced it.
Automated by default, approved by design: high-stakes negotiations and go-lives pass through explicit internal approval gates, and role-based access controls who can approve, negotiate, and launch.
A managed directory of clients and suppliers — contacts, billing, communication preferences, and historical performance — so the system is your record, not a layer on top of one.
Pricing and performance benchmarks built across your supplier network surface at the program level — so margin and rate discipline are measured, not assumed.
Today that answer is chased across an inbox, three spreadsheets, and a WhatsApp thread — and it’s stale the moment you find it. FieldworkOS holds every supplier, on every survey, in one explicit state. The system always knows the exact state and what is blocking it — from the first client request, before a project even exists, all the way to invoiced.
Supplier state · all surveys
1 view · always currentPanelCo · US-H-01
On pace · 410/550
SampleNow · UK-F-02
Counter sent · $4.60
GlobalPanel · DE-T-03
2 of 5 redirects verified
ResearchPro · US-H-01
Term-rate breach · review
FieldForce · APAC-04
Go-live needs RM sign-off
InsightPanel · UK-F-02
Variance flagged · 1 row
Every coordination action you used to do across email, spreadsheets, and WhatsApp — handled in one continuous, auditable flow. This is the clean run; underneath it sit the richer substages above — paused for quality, awaiting approval — that the system tracks just as precisely. Watch a job travel the whole lifecycle:
RFQ sent
One doc, every supplier — in a single action.
Quotes parsed
AI reads every reply and structures the data.
CPI negotiated
Counter-offers generated within your bounds.
Supplier onboarded
All four redirects captured, test IDs verified, go-live gated.
Live monitoring
Real-time quotas, pace, and quality in one view.
Auto reconciled
Completes verified. Invoices generated and tracked.
Our job is to absorb complexity so our customers do not have to carry it. Every difficult engineering problem we solve is an email our customer doesn’t write.
Heads of research operations at enterprise MR firms on what changed after deploying FieldworkOS.
We went from 6-hour email triage sessions to a 20-minute review queue. The LLM parsing accuracy is genuinely remarkable — our PMs now spend their time on strategy, not data entry.
Rachel M.
VP Operations · Global MR Firm
The negotiation engine alone paid for the platform in the first quarter. We achieved 4% below budget CPI on every project — that’s material savings at our volume. The audit trail keeps our clients happy too.
Daniel K.
Head of Fieldwork · Insight Agency
The real-time quality dashboard caught a bot pattern on a major healthcare study before 200 completes went through. Old process? We’d have caught it in reconciliation — after paying for bad data.
Sonia P.
Research Director · Healthcare Insights Co.
Enterprise-grade from day one
SOC 2 Type II
Certified & audited
GDPR Compliant
Data sovereignty first
99.9% SLA
Guaranteed uptime
SSO / SAML + RBAC
Keycloak · OIDC · role-based access
Book a 30-minute demo tailored to your supplier volume, survey complexity, and current tech stack. No generic walkthroughs — just your workflows, transformed.
No commitment · No credit card · Enterprise NDA available on request
Field notes on the manual operations work that quietly drains margin — and what changes when it runs itself.
