Strategic Compass

Transforming fragmented plans into a live strategic command center.

The Challenge

Advisory teams managed strategy data in disconnected spreadsheets, losing time and visibility on client progress and value proof.

The Approach

We built a unified web application with dashboards for client org charts, strategic initiatives, and engagement timelines. Generative AI automates content extraction, meeting summaries, and business-case proposals. Firestore ensures real-time collaboration and secure storage.

The Result

• Cut document preparation time from hours to minutes.
• Enabled full 360° client view across org, plan, and impact data.
• Linked usage metrics to strategic outcomes for ROI proof.
• Created a single source of truth for account planning.

Quick Facts