Automated Pre-Sales Report Generation
Their analysts couldn't produce prospect analyses fast enough to serve small and mid-sized manufacturers and distributors at all. Now it runs without them.
We work out what the system has to do and, more importantly, what it has to get right. This is where your success conditions get defined in writing, drawn from your SOPs and the standards your team already holds the work to.
We need access to the systems involved and the documentation for how the work is done today. Where the documentation and the actual practice differ, and they usually do, we go with the practice.
We build against the scope and the tests.
You'll see it working and tell us what needs to change. Changes will be needed. That's what this phase is for.
We refine, and we validate against the success conditions from scoping. The system does not go live until it passes them.
Into your environment, under your access controls.
Systems drift. Your operation changes, your data changes, the underlying models change. We watch for it. Monitoring isn't automatically part of an engagement. It's available if you want us to stay on and support the system after the build.
You define what success means. We build the tests.
Three things decide it:
Where any of those calls for human review, there's human review. Everything else gets automated, and we put real effort into what reaches the reviewer: clean, contextual, fast to act on. A human-in-the-loop step that takes as long as the original process hasn't saved any work.
Their analysts couldn't produce prospect analyses fast enough to serve small and mid-sized manufacturers and distributors at all. Now it runs without them.
Ten surgeons and three directors reading up to 800 applications a cycle — with most of the field cut by a single test score before anyone read it.
Three HVAC distributors came out of two ERP migrations unable to analyze their own business below the vendor level.
Let us know if you've got something that needs shrinking.