The Transformation Workflow, Amplified
Intelligent workflow, from client engagement to implementation support.
1
Client Engagement
What Consultants Do
- Meet clients during pre-sales phase to understand goals and challenges
- Define project scope, deliverables, and timeline
- Develop proposals and contracts
- Align on expectations and success criteria
Where Elevant.AI Helps
- Draft proposals and statements of work using templates and past projects
- Summarize client objectives, risks and constraints for team alignment
- Generate slide-ready problem statements and success criteria
2
Diagnose & Discover
What Consultants Do
- Understand the client's situation and needs
- Conduct stakeholder interviews
- Identify recurring themes and insights across data sources, documentation and interviews
- Conduct competitive analysis
- Make a diagnosis of the challenges and opportunities
Where Elevant.AI Helps
- Automate the interview process - Let Elevant.AI do the interviews, in parallel
- Review documentation and data
- Analyze industry, competition, trends
- Identify key challenges, root causes & opportunities
3
Analyse & Structure
What Consultants Do
- Perform qualitative and quantitative analysis
- Identify root causes, performance gaps, and drivers
- Apply frameworks to structure insights
How Elevant.AI Helps
- Suggest analytical frameworks relevant to context
- Extract and organize insights from data and documents
- Map Enterprise Architecture & Business Processes (AS-IS)
- Provide smart templates for synthesis and reporting
4
Design & Recommend
What Consultants Do
- Develop actionable solutions and recommendations
- Design target operating models or process improvements
- Prioritize initiatives and define implementation roadmaps
How Elevant.AI Helps
- Translate analytical findings into actionable recommendations
- Generate draft deliverables such as solution maps, option matrices and transformation plans
- Support prioritization with impact and feasibility scoring
- Ensure clear linkage between identified problems and solutions
5
Communicate & Report
What Consultants Do
- Communicate results and insights clearly to clients and stakeholders
- Present findings through presentations, reports, and visual diagrams
- Ensure clarity, consistency, and persuasive storytelling
How Elevant.AI Helps
- Generate slide outlines and executive summaries
- Suggest visuals — charts, models, and diagrams — from structured insights
- Maintain narrative coherence across different deliverables
- Reduce time spent preparing client-facing materials
6
Implement & Support
What Consultants Do
- Translate plans into actionable workstreams
- Define KPIs and governance
- Manage projects and coordinate teams
- Track progress and report results
- Train and support teams
How Elevant.AI Helps
- Summarize project updates and key decisions
- Capture and organize outcomes into a reusable knowledge base
- Translate work breakdown into project structure (initiatives, epics, features, stories, tasks)
- Assess change adoption across teams