Case studyGlobal Consulting FirmStrategic IntelligenceExpansion Across Teams

Chapter 03

One platform, three operating views

The view changes with the decision each role owns. The underlying request, sources, and research behavior stay connected.

The senior leader receives the brief that matches their market, portfolio, and current priorities without operating the agents underneath it.

This role sees

  • Material changes since the last briefing
  • Why each finding matters to the defined audience
  • The source category behind each finding
  • Items held back for review

This role can do

  • Change the briefing priority
  • Mark a finding as useful or irrelevant
  • Ask for deeper research
  • Submit a new intelligence request

Decision this view supports

Which change deserves action, a conversation, or deeper research now?