RocketDocs, the leading AI-powered knowledge management platform for revenue pursuit, proudly announces its role as a founding member of the newly launched Revenue Operations and Intelligence Association (ROIA). This partnership highlights RocketDocs' decades-long commitment to empowering professionals who manage crucial institutional knowledge to win business and protect revenue.

ROIA stands as the first independent, not-for-profit association dedicated to serving the complete revenue knowledge ecosystem. While other organizations focus primarily on bids and proposals, ROIA provides a professional home for a broader community, including sales enablement, RevOps, FinOps, and compliance practitioners. The association is governed by an independent Board of Directors comprised of industry veterans from diverse sectors, none of whom are employed by RocketDocs.

"The launch of ROIA represents a pivotal moment for our industry," says Perry Robinson, CEO of RocketDocs. "For too long, the people who manage the connective tissue of corporate knowledge have lacked a dedicated space for standards and advocacy. We are honored to support a truly independent body that elevates these professionals on a global scale."

As part of this launch, RocketDocs is a founding sponsor of the ROIA Excellence Awards. This program is the first independent recognition initiative for the industry, with winners selected by an impartial jury of senior practitioners and academics. The awards include the Pinnacle Award for team impact, the Trailblazer Award for individual innovation, and the Catalyst Award for professional advocacy. RocketDocs is one of several industry sponsors and maintains no governance or editorial control over the association’s programming or award selections.

The inaugural awards ceremony will be held virtually in late 2026, with nominations opening this summer. For more information on the association and upcoming programs, visit the RocketDocs blog.

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RocketDocs today announced the launch of LUMA, a new AI platform designed to help enterprises adopt AI in a way that is both trustworthy and commercially effective. Built for secure, governed use in regulated and enterprise business environments, LUMA combines a trusted enterprise AI assistant with vertical applications that use company knowledge to improve the efficiency of high-value workflows, including marketing content creation, sales proposal preparation, RFx questionnaire responses, and solutions engineering support.

LUMA is designed to address two major enterprise AI challenges at once: trust and payoff. Many organizations remain cautious about using general-purpose AI tools with sensitive business information, and many are also struggling to convert AI investment into measurable day-to-day operational gains. LUMA addresses both by focusing on secure, controlled use cases tied to specific business outcomes.

Unlike broad, open-ended AI tools, LUMA is designed to operate within enterprise-defined boundaries. The platform limits AI activity to a company’s authorized knowledge sources rather

than the open internet and allows users to direct the AI to specific libraries, folders, or curated repositories. LUMA also emphasizes enterprise-grade governance and security controls, including permission-aware access to content, controlled knowledge scope, administrative oversight, and workflow accountability.

In addition to serving as a trustworthy general AI assistant for teams across the business, LUMA is differentiated as a vertical application provider that puts company knowledge directly to work in core revenue and operational activities. The platform is designed to help teams create accurate, on-brand marketing materials, prepare sales proposals more efficiently, answer RFx questionnaires with greater speed and consistency, and support solutions engineering teams through an AI Solutions Engineer capability that helps team members retrieve approved technical content, assemble accurate responses, generate solution narratives, and work more efficiently in complex pre-sales and customer-facing workflows.

These applications represent LUMA’s first vertical tools and the beginning of a broader product roadmap. RocketDocs expects LUMA to quickly expand with vertical applications for Customer Success and HR teams, including use cases such as renewal and account-plan preparation, QBR and customer communications support, onboarding and policy guidance, internal knowledge assistance, and the creation of approved people-process content.

“RocketDocs has spent decades helping some of the largest and most highly regulated organizations manage trusted content for high-stakes business workflows,” said Perry Robinson, Founder and CEO of RocketDocs. “With LUMA, we are extending that foundation into AI in a way that addresses both of the market’s biggest concerns: whether AI can be trusted with sensitive information, and whether it can deliver real business ROI. LUMA is built to do both.”

“Many AI tools are impressive in demos, but enterprise teams need more than general-purpose answers,” said Scott Getchel, Head of Product for LUMA. “They need AI that works inside approved knowledge boundaries, can be directed to the right libraries and folders, and is purpose-built for the workflows that matter—like marketing content, proposals, RFx responses, and solutions engineering. That is where LUMA creates real value.”

“Enterprise adoption will accelerate when organizations can trust the operating model and clearly measure the outcome,” said Jerry Murry, Silicon Valley tech veteran and Member of the RocketDocs Board of Directors. “LUMA stands out because it combines strong control and security with practical, workflow-specific applications that help teams work faster and more effectively.

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