A global consulting firm offering strategy, operations, digital transformation, and compliance services to enterprise clients across multiple industries. The firm manages large-scale research, client delivery operations, internal workflows, and knowledge management systems used by thousands of consultants worldwide.
operational hours saved annually
accuracy in automated compliance and documentation workflows
success rate for AI-generated insights and recommendations
Functional automation and AI releases delivered across business units
The Chalange
The consulting firm was scaling rapidly, serving more clients and projects across multiple regions. This growth created operational strain; manual research cycles were lengthy, reporting processes were inconsistent, and critical delivery workflows required significant consultant involvement.
With rising client expectations and competition, internal teams needed faster, more accurate insights, streamlined documentation, and reduced administrative load.
Manual processes also made it difficult to maintain compliance consistency across global teams.
The organization aimed to improve operational efficiency, enhance delivery speed, and introduce AI-driven intelligence to support consultants, all without compromising quality or client trust.
What did
Tecnologia do
he consulting firm and TechPhobias shared a common goal of combining intelligent automation with operational excellence, making the partnership an ideal fit. TechPhobias has been working with the firm since late 2021 across two key workstreams: AI-Enabled Insights Automation and Enterprise Workflow Modernization, supporting research, operations, and delivery teams across the organization.
AI-Enabled Insights Automation – TechPhobias partnered with the consulting firm’s research and delivery teams to identify, design, build, test and deploy AI-powered automation solutions. So far, TechPhobias has delivered more than 18 intelligent workflows across research analysis, client reporting, compliance reviews and proposal preparation, significantly reducing manual effort and speeding up client delivery.
Enterprise Workflow Modernization – TechPhobias led the modernization of core internal workflows by transitioning from manual, spreadsheet-driven processes to unified digital automation. In addition, TechPhobias developed a secure communication layer enabling seamless integration between AI models, internal tools, consultant dashboards and document management systems, ensuring smoother collaboration and faster turnaround times.
The Results
- 18+ intelligent automation workflows deployed
- 26,500+ operational hours saved annually
- 100% accuracy in automated compliance and documentation workflows
- >95% success rate for AI-generated insights and recommendations
- Secure enterprise SDK delivered, supporting global teams across web, desktop and consulting platforms
