The Complete Workflow
From Challenge to DeliverableIn 6 Automated Stages
Human-in-the-loop at every stage. Grounded research with source citations. Specialized AI agents for each task type.
Define & Discovery
Define your business challenge or upload project documents. AI generates targeted discovery questions and maps to consulting services.
What Happens
- Automatic requirement extraction from uploaded documents
- AI generates 12-15 context-specific discovery questions
- Service matching to your consulting capabilities
- Human reviews, edits, and approves questions
Output
Structured discovery Q&A ready for scope generation
Scope & Approach
Based on discovery answers, AI generates detailed scope with deliverables, timeline, and success criteria.
Knowledge Repository
Parallel knowledge building from client documents and external research. Creates searchable RAG database.
Storyboard & Tasks
AI creates detailed storyboards for each deliverable, then decomposes into granular tasks with agent assignments.
Agent Execution
Specialized agents execute tasks in parallel, pulling from knowledge repository and external sources.
Deliverable Assembly
Task outputs synthesized into professional deliverables. Export to PowerPoint, Word, Excel, or PDF.
Total Time: 5-8 Hours
vs. 200+ hours of manual work in traditional consulting
Specialized AI Agents
Each task gets the right expert—not a one-size-fits-all approach
Research Agent
Perplexity SonarExternal data gathering with source validation
Analysis Agent
Claude Sonnet 4Deep synthesis and strategic insight generation
Financial Agent
GPT-4oQuantitative analysis and modeling
Content Agent
Claude Sonnet 4Professional narrative and visual content
Strategy Agent
Claude Opus 4Strategic frameworks and recommendations
Validation Agent
Multi-modelCross-checking and quality assurance