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Consulting
Client Intelligence System
Management Consulting
The Problem
- •Consulting firm with 40+ active clients had no centralized way to track project health, client sentiment, or deliverable status
- •Partners were manually checking in, often too late to prevent issues
- •Billing disputes were common
The Solution
- •Created a Client Intelligence Dashboard aggregating data from Slack, email, project management tools, and meeting transcripts
- •AI layer analyzes sentiment and predicts blockers
- •Auto-generates executive summaries for weekly check-ins
The Outcomes
Issue Detection Speed
+2 weeks earlier
Manual Reporting Time
8hrs/week → 0
Client Satisfaction
+28%
Technologies Used
Next.jsOpenAI GPT-4Slack APINotion APICustom NLP Pipeline
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