# Case Study

## How Fidelidade streamlined its grant workflow with the AI Grant Consultant

The partnership between Granter and Fidelidade began **even before the AI Grant Consultant** was fully conceptualized. At that stage, the first version of the platform supported the **preparation of early SIFIDE drafts**, helping Fidelidade streamline part of its internal processes.

The collaboration continued during the [**Protechting Program**](https://www.protechting.com/), where Granter took part in mentorship activities with the Fidelidade, Fosun, and Hospital da Luz Learning Health teams, and it was later **selected for the China Roadshow**, where engaged with potential new partners and investors.

Throughout this journey, Fidelidade **offered valuable operational insights**. Their processes, challenges, and expectations **played a central role in shaping and refining the platform**.

## The Challenge

### Complex coordination across teams and opportunities

Fidelidade already maintained a well-structured grant application workflow. However, the **complexity of coordinating efforts across multiple stakeholders**, including companies within the group, diverse departments (e.g. innovation, finance), and external consultants, **created significant operational friction**.

### SIFIDE Applications

As one of the most relevant incentives for the Fidelidade Group, SIFIDE (the Portuguese tax incentive for corporate R&D) demanded careful management.

Given the size of Fidelidade and the number of eligible projects, the team had to **handle numerous applications simultaneously**, each demanding intensive coordination between departments before involving the external consultants.

**The core challenge was to accelerate the pre-consultant phase and deliver high-quality draft applications (complete, coherent, and well-structured) ready for final review and submission.**

### Limited reach beyond national grants

Despite a mature internal process for SIFIDE, Fidelidade’s **engagement with European grant opportunities remained minimal**.

The main barriers included a fragmented ecosystem with calls spread across multiple portals, lengthy and complex documentation, and unclear eligibility criteria, all of which **often led to missed opportunities due to time constraints or lack of awareness**.

**As a result, expanding into European grants required a more structured, efficient and scalable approach to identify, evaluate, and pursue relevant opportunities.**

## Solution

### A specialized pilot with two agents

To address these challenges, Granter implemented a pilot program tailored to Fidelidade. **Two agents were developed and trained using detailed information about Fidelidade’s business and past applications**. One agent was dedicated to Fidelidade Companhia de Seguros, the other to FID I&D.

The pilot currently deploys two core modules:

- **Match**: Identifies the most relevant national and European opportunities aligned with the company’s projects and strategic goals.
- **Apply**: Assists in crafting and structuring grant applications, including SIFIDE and new European grant calls.

## Objectives

### From efficiency gains to broader funding reach

- **Save time**: **Reduce the time spent on drafting and coordination by up to 90%**. Optimize and accelerate the preparation process for SIFIDE applications, while ensuring high-quality submissions to the consultants.

- **Boost Submissions**: **Increase in the total number of grant applications by up to 25%**. Broaden the grants portfolio by identifying and capturing relevant European funding opportunities.

## Status

### Live deployment and ongoing evaluation

The pilot is currently in its **initial phase** of a planned 12-month cycle.

Onboarding is complete, the two agents are live, and the platform is actively being used to identify new opportunities and begin drafting applications. **Preliminary results will be evaluated at the 6-month mark.**

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