Client evidence and operating-model analysis
Reconcile interviews and performance files into a traceable engagement baseline.
ENGAGEMENT ID / WORKSTREAM / MILESTONE
AI agent for management and business-strategy consultancies
From scattered client evidence to a business case they can act on.
Let your AI agent keep the analysis, client deliverables and implementation follow-through together.
A specialised AI agent you can ask for more. Chat here on the site.
$149.00/month, including $60.00 in monthly credits. Monthly subscription. Before tax.
Specialised AI agentYour own report presetNo connection needed to begin
Client strategy deliverySPECIALIST / 942
YOUR SPECIALISED AI AGENT
One place for client evidence and operating-model analysis, business cases and presentation delivery, implementation actions and client follow-through.
MADE FOR YOUR WORKDAYStart with work already on your desk
Your first useful assignment.
Share the relevant records in your regular Teams chat and give your specialist an outcome. No model or tool choices to make first.
Get my AI agent →YOU COULD ASK
“Take the distribution client’s interviews and operating data through a complete turnaround proposal, a board presentation and a six-week implementation register. Resolve the evidence gaps with the workstream leads.”
- Client evidence and operating-model analysis
- Business cases and presentation delivery
- Implementation actions and client follow-through
A useful first result
A reconciled evidence register, editable business case and client presentation with explicit assumptions and accountable next actions.
Example assignment, not a promised delivery time. Your agent works from the records and access you provide. Add connections when you want it to act in other systems.
A conversation at your desk
Take the distribution client’s interviews and operating data through a complete turnaround proposal, a board presentation and a six-week implementation register. Resolve the evidence gaps with the workstream leads.
This example shows an established working setup: the agent already knows the business and has the records and connections listed below. Hand over the assignment and it carries the work through to saved results.
Illustrative project · configured agent at work
A configured agent with your engagement id, workstream and milestone records, current commitments and the connected accounts used for business cases and presentation delivery.
- Client evidence and operating-model analysis
- Business cases and presentation delivery
- Implementation actions and client follow-through
A working specialist can handle the project, with a configured team sharing the work where available. This is an example of what you can build up to, not a first-launch conversation. Timing and usage depend on the assignment.
- You · Management and business-strategy consultancies
Take the distribution client’s interviews and operating data through a complete turnaround proposal, a board presentation and a six-week implementation register. Resolve the evidence gaps with the workstream leads.
- Your AI agent · AI Agent Store
The warehouse and finance files use different cost periods. I’ve reconciled the periods, isolated one unsupported savings assumption and asked the operations lead for the missing handling data while drafting the other workstreams.
Work in progress - You · Management and business-strategy consultancies
Keep service levels unchanged in the base case. Show any consolidation as a separate scenario.
- Your AI agent · AI Agent Store
The sourced business case, editable board presentation and six-week action register are delivered. Each scenario shows its assumptions; workstream owners have the agreed actions and the next client update is prepared. Your working files and dashboard reflect the recorded outcomes.
Later · delivery and saved results
The details your specialist follows
Inside the client strategy delivery
Follow each engagement id through the working record. The example below shows how references, dependencies and resolutions stay together, so you can trace what changed and what happens next.
Keep an eye on: unanswered evidence requests, inconsistent baseline periods, unsupported benefit assumptions and implementation actions without an accountable owner.
Illustrative working document · your records start empty
| Engagement ID | Dependency to follow | Evidence of completion |
|---|---|---|
| STRATEGY-104 | Client evidence and operating-model analysis | Evidence discrepancies resolved |
| STRATEGY-118 | Business cases and presentation delivery | Implementation actions completed |
| STRATEGY-126 | Implementation actions and client follow-through | Engagement milestones met |
Active client strategy delivery records3
Client deliverables issued30 deliverables
Outcomes with supporting evidence2
Illustrative project figures. Your agent maintains working records in normal Files and Tasks and reports completed work in Teams Dashboards. Ask it to adapt those records and reports as your workflow changes.
ENGAGEMENT ID / WORKSTREAM / MILESTONE
A working brief for your AI agent.
Interview notes, baseline periods and scenario assumptions stay attached to the engagement. Your agent carries the analysis into client deliverables and follows the implementation owners.
AI
Your AI agentPrepared for management and business-strategy consultancies
Client strategy delivery working registerEXAMPLE, NOT LIVE ACTIVITY
An example record for engagement id, workstream, milestone, client deliverables issued.
01Engagement ID02workstream03milestone
The useful next step
Client evidence and operating-model analysis
Reconcile interviews and performance files into a traceable engagement baseline.
Built around the details that matter
Client evidence and operating-model analysis. With the right questions already in mind.
For consultancies delivering business-performance and operating-model engagements. Branding, management training, franchise support and software implementation have their own specialists.
Business cases and presentation delivery
Build an editable business case and presentation with assumptions separated from observed results.
Implementation actions and client follow-through
Keep workstream owners, decisions and client updates current after the presentation.
A small tool for a real job
Evidence requests to coordinate. Before the back-and-forth.
Follow unanswered evidence requests, inconsistent baseline periods, unsupported benefit assumptions and implementation actions without an accountable owner before they turn into another missed commitment.
Try the numbers, then bring the confirmed brief to your specialist. Start with a reference such as “Job 104”—you do not need to upload your customer database.
- Engagement ID
- workstream
- milestone
- Client deliverables issued
Try your own numbers
Evidence requests to coordinate
Planning arithmetic from your inputs. Your specialist can turn the confirmed details into a working brief. This is not a quote or capacity commitment.
From enquiry to a useful next step
Client strategy delivery working register. Your way of working.
01
Brief and source records received
Add a job reference and the details you already know.
02
Client evidence and operating-model analysis
Engagement ID and workstream, ready to check.
03
Business cases and presentation delivery
Give your specialist the outcome and let it carry the work forward.
04
Outcome evidence verified
Keep working records in Files and Tasks.
05
Implementation actions and client follow-through
Keep the job and its next steps together.
Ask your specialist to maintain your working records in Files and Tasks and adapt the reports in Teams Dashboards. These are the regular platform tools, prepared for your business. Connections to other systems are optional.
Prepared for your business
The numbers behind your client strategy delivery.
Six useful measures, ready in your regular Teams dashboard. Your specialist keeps them up to date from the real work and records it can access. Ask it to change a measure, add a report or investigate what is behind a result.
Recorded cases · deliverables
Client deliverables issued
What this measures
Issued client deliverables, once per engagement and agreed deliverable ID; draft versions are not additional deliveries. Record one observed outcome per defined identity; exclude duplicate updates and illustrative data. For durations omit missing timestamps and pending cases.
Recorded cases · cases
Evidence discrepancies resolved
What this measures
Evidence discrepancies with a documented resolution, once per engagement discrepancy ID. Record one observed outcome per defined identity; exclude duplicate updates and illustrative data. For durations omit missing timestamps and pending cases.
Recorded cases · cases
Implementation actions completed
What this measures
Implementation actions with observed completion evidence, once per engagement action ID. Record one observed outcome per defined identity; exclude duplicate updates and illustrative data. For durations omit missing timestamps and pending cases.
Average · hours
Complete brief to first business case
What this measures
Hours from receipt of the complete engagement brief to the first issued sourced business case. Record one observed outcome per defined identity; exclude duplicate updates and illustrative data. For durations omit missing timestamps and pending cases.
Observed rate · %
Engagement milestones met
What this measures
Completed engagement milestones with original agreed and actual completion dates; on time or late. Numerator: on_time. Denominator: on_time plus late for the same assessed population. Classify each observation once, exclude pending or unknown cases and preserve original deadlines.
Observed rate · %
Actions completed by agreed date
What this measures
Completed implementation actions with original agreed and actual completion dates; on time or late. Numerator: on_time. Denominator: on_time plus late for the same assessed population. Classify each observation once, exclude pending or unknown cases and preserve original deadlines.
Your reports start empty. Figures reflect observed work in the selected period; missing records are not treated as measured zeroes. Current jobs, schedules and stock stay in your working files and tasks. You and your agent can adapt the dashboard as your business changes.
Keep the tools that already work
Specialised in your trade. Open to your next idea.
Your AI agent starts with the details of your business already in mind. The three workflows are starting points. Ask it for help with another task in the same conversation.
An AI agent prepared for your business
The starting instructions, intake questions and working rules already match management and business-strategy consultancies. Add your service list and one example of your tone when you are ready.
Give your agent the whole job
Give your agent an outcome, the access it needs and your budget. It handles routine decisions and follows through in your connected tools, asking when a missing business decision needs you. Set or change your own boundaries whenever you want.
Ask beyond the starting workflows
Ask your client strategy delivery to investigate recurring exceptions, compare suppliers, improve customer communications or take on another business assignment in the same workspace. Give your agent another task in plain language. What it can carry out depends on the tools you connect and the access you choose.
Recommended starting plan
Your AI agent for management and business-strategy consultancies.
Begin with one specialist and a report preset for your business. After setup, your regular Agent Teams conversation opens. No tool selection before your first conversation.
$149.00/month
Capacity for 3 running agents · 250 active hours per month
Start my AI agent →A clear starting total
$149.00 before tax today and monthly, including $60.00 in Platform Credits after the first payment and each paid renewal.
Unused credits roll over. AI usage draws from your balance; additional credits are available when needed. $0.15 applies per active hour beyond the included allowance. Optional voice and other services cost extra.
Hosting availability is checked before payment. Create your account, confirm your monthly subscription, then start chatting when your specialist is ready. Your instructions and dashboard are prepared automatically after payment.
Automatic top-ups start off. Buy credits manually or set automatic top-ups and spending limits in your account. Keep the full Teams controls for models, connections and supported settings.
Before you begin
An AI agent for management and business-strategy consultancies.
Can it build the client presentation as well as the analysis?
Yes. Give it the engagement files and your presentation format. It can reconcile the evidence, develop the business case, create editable deliverables and maintain the resulting action register in the same workspace. Client-system access can be connected when needed.
Is this only for the three tasks shown?
No. This is an AI agent specialised for management and business-strategy consultancies, with three prepared workflows to get you started. You can ask for writing, research, planning, analysis or another task in the same chat. It can make routine decisions and carry the work through using available tools. You set its boundaries; it asks when a real business decision or missing access needs you.
What happens after I subscribe?
After payment, we prepare your AI agent for management and business-strategy consultancies, its workflows and your client strategy delivery working register dashboard. Your regular Agent Teams chat opens when setup is ready. Files, Tasks, settings and billing work the same as for other customers. Reports start empty and count actual reported work; the examples above are illustrative.
Do I need to connect email or messaging?
No. Prepare your first brief and draft here. Connect external channels later when you want the specialist to work there.
Does this replace my existing business software?
Use it alongside your current tools for preparing work and organising jobs. Live stock, availability, sending and payment records require a verified connection or your own confirmation.
Choosing for a different business?
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