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Getting Started with PYRAMYD

How to Create and Manage Your First Project in Pyramyd

Welcome to PYRAMYD! Follow the steps below to create your first project, define requirements, and compare top vendors. If you ever need help, click the support chat icon at the bottom-right corner.

1. Sign In & Access Dashboard

  1. Click “Sign Up” or “Log In”
  2. Select “LinkedIn” or “Email”
  3. You land on the Main Dashboard, where you can:
    1. Filter your projects via the Search bar (top-left)
    2. Sort by any Column header (e.g., “Stage,” “Created Date”)
    3. Select a project to open it in its current stage

2. Create Your First Project

  1. Click “Create Project”
  2. In the pop-up form:
    1. Enter Project Name
    2. Select Software Category: Search or scroll to choose a Super Category and then a Main Category. Hover the names for descriptions
    3. Expand “Vertical Industry Software” for industry-specific lists
  3. (Optional) RFP Launch Date and Proposal Due Date
  4. Click “Save”

3. Define Requirements & Generate Vendor Comparison

  1. Add and Organize Requirements
    1. Click “AI Extract Requirements”:
      1. Select “Text” or “File”
      2. Paste or upload (PDF/DOCX/XLSX
      3. Click “Extract” (re-running adds new items; does not overwrite)
    2. Or click “Add Requirement” or “Add Group” (bottom-left), enter a name, then click “Save”
    3. Drag & drop requirements into groups or reorder within a group
  2. Ensure Critical Requirements
    1. Critical requirements serve to pre-qualify vendors and drive the top-10 ranking by average Critical-requirement score
    2. Vendors missing any Critical requirement are excluded from the top 10
      1. You can pre-qualify specific vendors during Generate Vendor Comparison and/or add them in the Discover stage
  3. Generate Vendor Comparison
    1. Click “Generate Vendor Comparison” (bottom-right)
    2. When prompted, pre-qualify any vendors you want guaranteed in the top 10
    3. Click “Qualify Vendors & Generate Scoring”
    4. You’ll proceed directly to the Discover tab to review your top vendors
  4. Advanced Configuration & Details (optional)
    1. Header Controls
      1. Expand/Contract All: toggle full view vs. collapsed groups
      2. Search Requirements: filter by keyword
      3. Add Stakeholder: inserts a new reviewer column; hover a stakeholder name → click delete icon to remove
    2. Settings (Gear icon)
      1. Configure Priority Weights:
        1. Use sliders to assign points to Critical, High, Medium, Low
        2. System enforces a 1-point gap between levels
        3. Horizontal aggregation: averages stakeholder inputs per requirement
        4. Vertical aggregation: averages requirement scores per group
        5. Both averages are rounded and mapped back to priority labels
      2. Edit Project: update name, categories, or RFP dates
      3. Delete Project: permanently remove the project
      4. Delete All Requirements: permanently clear all requirements
    3. Requirements Matrix
      1. Requirement: hover to view full text
      2. Capability & Product: mapping details; hover for product summaries
      3. Requirement Domain: e.g., Security, Integrations; hover for definitions
      4. Overall Priority: aggregated result (Critical/High/Medium/Low)
      5. Stakeholder Columns: individual manual inputs
    4. Manage Requirements
      1. Right-click a requirement or group → Select “Update” or “Delete”
      2. Bulk Delete: select checkboxes → Click “Delete Selection” (bottom-left)

4. Discover & Evaluate Vendors

  1. Vendor Matrix
    1. Lists up to 10 vendors that meet your Critical requirements or have been pre-qualified
    2. Add Vendor: click Add Vendor (top-right) to include another vendor; if 10 are already listed, you must first delete an existing vendor to free up space
    3. Overall Vendor Priority/Score: aggregated score (1–10) per vendor
    4. Requirement Group Priorities: summary score per requirement group
    5. Individual Requirement Priorities: per-requirement scores under each group header
    6. Delete Vendor: hover over a vendor name → Click “Delete Vendor” → enter a mandatory reason
  2. Vendor Qualification & Scoring
    1. Capability Matching: maps each requirement to vendor capabilities/products
    2. Critical Requirement Check: excludes vendors missing any Critical requirement
    3. Score (1–10): averages Critical-requirement scores and rounds to the nearest integer
    4. Top 10 Display: only the highest-scoring vendors appear; no paid or sponsored placements
  3. Confidence Indicators
    1. Color Rings indicate confidence level:
      1. Green = High
      2. Amber = Medium
      3. Red = Low
    2. Hover over a ring to view underlying data sources
  4. Shortlist & Export Results
    1. Click the Gear icon → toggle Vendor Comparison
    2. Check the boxes under the vendors you want to compare
    3. Click Compare Vendors (bottom-right) for a side-by-side assessment
    4. Click Generate Report (bottom-right) to export a high-resolution PDF of your vendor matrix
  5. Scorecard Pop-up
    1. Open: click any requirement–vendor cell in the matrix
    2. Header: shows the Priority (with color ring), Vendor Name, and full Requirement text
    3. Scoring Section: explains why that priority was assigned
      1. Thumbs-Up / Thumbs-Down for optional feedback (click again to undo; comment remains)
    4. Confidence Section: rationale and data sources for the confidence level
    5. Requirement Metadata: Priority, Domain, Mapped Capability
    6. Vendor Capabilities: lists vendor solutions addressing the requirement
    7. Scoring Sources: references/links behind the assigned priority
    8. Additional Context: logs all Thumbs-Up/Down feedback chronologically (bottom-right)
    9. Adjust Score (Manual Override):
      1. Enter a new numeric priority and a mandatory reason
      2. Click Apply → rings turn black (manual override)
      3. Click Revert to restore the system-assigned priority
  6. Advanced Configuration & Details (optional)
    1. Header Controls
      1. Expand/Contract All: toggle full view vs. collapsed list
      2. Search Requirements: filter the vendor matrix by keyword
    2. Settings (Gear icon)
      1. Configure Score Weights (vertical aggregation only):
        1. Use sliders to assign points to Critical, High, Medium, Low
        2. System enforces a 1-point gap between levels
        3. Averages all requirement scores for each vendor (no stakeholder averaging)
        4. Rounds to the nearest integer and maps back to priority labels

Additional Tips

  • All Changes Save Automatically: No “Save” button is required.
  • Critical Requirements: Vendors missing them are excluded from the Top 10.
  • Support chat: Always bottom-right for quick help or knowledge base articles.
  • Detail Your Requirements: The more specific your requirement text, the better the semantic matching.
  • Multiple AI Extractions: Adds new requirements without overwriting existing ones.

That’s it! You’re now ready to build your first project, define requirements, and discover top vendors using PYRAMYD. If you have questions at any point, click the support chat icon at the bottom-right corner for instant assistance. Happy sourcing!