Case study · Knowledge
A shared system for repeat client analysis.
A growth consultancy's agents now start from the right client facts, follow the team's methods and log their work.
- Growth consultancy
- Trusted knowledge
| Field | Before | After |
|---|---|---|
| Client background | Gathered each time | Opens with the workspace |
| Task method | Kept in one head | A shared, tested skill |
| Past work | Hard to trace | Logged with inputs and results |
| Old data | Easy to miss | Flagged on the dashboard |
The figures
- client workspaces on one shared system
- Counted13
- recurring AI tasks standardized
- Counted21
The work.
- The problem
- Every assignment began with a hunt for client facts, and each consultant ran tasks their own way.
- What we built
- A workspace per client, a library of tested task instructions, a work log and a shared dashboard.
- Running now
- Any consultant can pick up a client, use the shared method and see what was done before.
Does your team rebuild the same context for every client?
More work.
Global mobility law256Countedoriginal web addresses accounted for in the moveTwo distinct brands, one connected platform.See the workNonprofit services~490hEstimateof first-pass manual review savedA statewide services directory, checked against its sources.See the work
More on Knowledge systemsWhich analysis does your team repeat for every client?
Bring it to the call. We'll show you how a shared method would work.
30 minutes