AI for strategy consultants
Size the market, build the business case and turn it into a storyline the client can act on, in PowerPoint and Excel, from your engagement folder.
Market-entry-SteerCo.pptxExampleAsk it for
“Size the US market for mid-market dental software bottom-up from practice counts, with a source for every input.”
Market-sizing.xlsx“Turn the twelve interview notes into a storyline for Thursday’s steering committee.”
SteerCo-storyline.pptx“Build the business case for the acquisition with base, upside and downside scenarios.”
Business-case.xlsx“Segment the client’s customers by margin and growth, and show where pricing is leaving money behind.”
Segmentation.pptx“Page-turn the final deck and check every number against the model.”
Deck-tieout.pdf
How it works
- 1
Drop in the engagement folder
Interview notes, client data, the market research you’ve bought and the last deck the partner liked.
- 2
Ask for the answer, not the slides
It works the analysis in Excel first, then writes the storyline with action titles that state the finding, each backed by the model.
- 3
Pressure-test it
Every number on a slide ties to a cell in the model and every claim to a source, so the partner review is about the argument.
Inside the Strategy Consulting mode
Executive storyline and decks
Decision decks and pre-reads that state the ask, recommend or stay neutral as the author’s role requires, and keep decisive caveats in view.
Proposals and RFP responses
Responses to RFPs, tenders, sealed bids and SF330s that comply with the solicitation’s instructions, evaluation criteria and required forms.
Statement of work
Statements of work, performance work statements and SOOs with deliverables, acceptance criteria, assumptions, exclusions, SLAs, change control and a QASP.
Project budget and cost forecast
Project budgets and monthly cost reports tracking budget, commitments, actuals, bottom-up estimate at completion and fee burn.
Tie-out and page-turn review
Tie-outs, circle-up reviews and page-turns of filings, earnings releases, offering documents, banker books, QoE and expert reports, tracing each figure to final support and logging exceptions. Use before a document is filed, issued or relied on.
Market sizing and evidence synthesis
Market sizes triangulated top-down and bottom-up and peer benchmarks on normalized metrics, built from expert calls, customer interviews, surveys and filings.
Business case and capital allocation
Business cases and investment appraisal for decisions inside a company or public body.
Customer segmentation
Customer and audience segmentations from transaction, behavioral or attitudinal data with scaled inputs, a defended segment count, stability checks and a rule that assigns new customers.
Pricing and packaging
Willingness-to-pay research with methods such as Van Westendorp, Gabor-Granger or conjoint, designed and analyzed to each method’s rules, with price points and tiers read from the results.
Price elasticity and benchmarking
Price elasticity from transactions, scan data or completed price tests, separating price from promotion, seasonality and distribution, and volume-weighted competitor price indexes.
Product and customer profitability
List-to-pocket price waterfalls and leakage, and product, customer and channel profitability with cost-to-serve and defensible allocation.
Price increase rollout
Price increase plans that check each contract’s notice and adjustment terms, justify the increase with cost bridges weighted by cost share and keep differential pricing within Robinson-Patman and antitrust limits.
Sustainability and decarbonization
Emissions targets checked against SBTi criteria, abatement measures costed per tonne with overlaps netted, transition plans and climate scenario analysis on an existing GHG baseline.
- Office skills
- Excel, Word, PowerPoint, PDF
- Tools
- Read, edit and write files, Search files, Run code, Search and read the web, View images
- Connectors
- SharePoint, Google Drive, Gmail, and additional custom connectors
- House style
- Your fonts, layouts and rules, on every file
Who it’s for
Consultants at strategy, management and independent firms who answer a client's questions about markets, growth and pricing, from analyst to partner.
Questions
Will the deck match our firm’s template?
Yes, when your template and a past deck are in the folder. It uses your masters, fonts and chart styles, and it writes action titles the way your firm does.
Where do the market numbers come from?
From the research, client data and public sources you point it to, and from the web when you allow it. Every input in the sizing model carries its source.
Can it write proposals and SOWs?
Yes, the mode includes proposals and RFP responses, statements of work and project budgets, so the work that wins the engagement uses the same files as the work that delivers it.
Is client data kept confidential?
Ultramarine Work changes files only in the project’s folder. When a request needs it, it can read files elsewhere on your computer, never passwords, keys or app data, and you can turn that off in settings. The model runs on Paper Instruments’ servers, so the content it works on is sent there to be processed. Paper Instruments is SOC 2 Type II, and our security and compliance details are on our compliance page.