Description
Deployed AI analysis tool to synthesize stakeholder interviews, identify security and technology issues, extract supporting evidence from multiple sources, and generate executive summaries for client deliverables in 10-day transformation engagements.
Challenge
A boutique consultancy delivering comprehensive technology audits and 3-year transformation roadmaps to charities and nonprofits. Each engagement involves interviewing C-suite executives, CIOs, and IT directors to identify problems and patterns. Synthesizing interview notes into executive summaries with supporting evidence is time-consuming and manual. The consultant needs to cross-reference multiple documents, ensure consistency between proposals and statements of work, and extract relevant quotes that add the human element to presentations. Tight deadlines mean proposal development interrupts ongoing client work. Working with budget-conscious organizations that lack technical leadership requires delivering accurate, evidence-based recommendations they can trust.
The solution
ollo delivered an AI analysis tool that stays focused on uploaded documents without pulling in irrelevant information. The consultant uploads interview notes and asks for security issue summaries or pattern analysis. The system generates executive summaries with 3-4 evidence snippets per finding from different stakeholders, showing which specific people raised each concern. Output is structured as finding, evidence, impact, and recommendations. Complete traceability back to source notes builds confidence for client-facing deliverables. Unlike general AI tools that "try to be too clever" or add unnecessary pleasantries, this stays fact-based and relevant to the specific engagement.
