Executive Summary
Partner Solutions International (PSI), a consulting firm specializing in due diligence and corporate intelligence, faced inefficiencies in report generation due to disjointed workflows and manual processes. Complex reports often required up to three weeks to produce, straining resources and eroding client satisfaction. Skepticism about AI and Generative AI (GAI) accuracy further complicated efforts to adopt automated solutions.
By integrating Indago, PSI transformed its operations. Indago’s capabilities reduced report production time by over a week, ensured transparency with source citation and bias detection, and enhanced team collaboration through templates and advanced editing features. These improvements resulted in a 30% reduction in report production costs, improved client satisfaction, and strengthened its position in the market by delivering timely, high-quality intelligence reports. This collaboration has enabled PSI to expand its market share and solidify its reputation as an industry leader.
About PSI
Partner Solutions International (PSI) provides cutting-edge corporate intelligence and due diligence services to government and commercial clients. Specializing in leveraging proprietary data systems, open-source intelligence (OSINT), and third-party providers, PSI helps clients manage risk and uncover actionable insights. By emphasizing collaboration and tailored solutions, PSI consistently empowers businesses to meet complex operational and security challenges.
The Challenge
PSI’s growing customers' demands for detailed, timely reports exposed significant bottlenecks:
Prolonged Report Generation: Complex due diligence reports required up to three weeks to produce, limiting scalability.
Fragmented Workflows: Disjointed processes forced researchers and writers to work in silos, leading in inefficiencies and data misinterpretation.
Skepticism Toward AI: Concerns about the accuracy and transparency of AI-driven tools hindered trust and adoption.
Impact of the Problems
These challenges resulted in:
Client Dissatisfaction: Delays eroded trust and satisfaction.
Increased Costs: Redundant manual efforts raised operational expenses.
Competitive Pressure: PSI risked losing its edge as competitors delivered faster, higher-quality outputs.
Tailored Needs
To overcome these obstacles, PSI required:
Streamlined Workflows: Automation to reduce report production time and improve efficiency.
Trusted AI Tools: Reliable AI with minimal hallucination rates and transparent source citations.
Enhanced Collaboration: Role-based access and team collaboration tools to break down silos.
Market Differentiation: Consistently accurate, timely and actionable reports to exceed client expectations.
Indago’s Solutions
Indago addressed PSI’s challenge through:
Workflow Optimization: Seamless integration of proprietary data, OSINT, and third-party data sources reduced manual compilation efforts. Analysts could focus on analysis, quality control, and source validation.
Advanced Reporting Capabilities: Indago’s GAI-powered reporting reduced production time by generating 85%-complete drafts that analysts could refine efficiently. Templates further streamlined the processes.
Transparency and Accuracy: Indago’s focus on “Analyst in the Loop” enabled PSI to assess AI-generated reports with source citations and bias detention. The Bias Detection Analysis Model (BDAM) helped mitigate potential reporting biases.
Collaboration Tools: Centralized workflows improved internal quality control, reducing siloed operations and enhancing team synergy.
Responsive Support: Indago’s customer support ensured rapid onboarding and troubleshooting, enabling PSI to quickly integrate and master the GAI and AI functionality without jeopardizing quality.
Impact
Efficiency Gains: Report production times decreased by over a week, improving client satisfaction.
Cost Reductions: Automation and streamlined processes reduced per-report production costs nearly 30%.
Improvised Collaboration: Breaking down silos allowed for better resource allocation and team coordination.
Market Differentiation: Timely, high-quality reporting positioning PSI as a leader in the competitive intelligence market, outperforming larger competitors and expanding its market share.
Outcomes and Business Opportunities
Enhanced Profitability: PSI’s ability to deliver high-quality reports faster at reduced costs improved its bottom line.
Strategic Growth: Efficiency gains enabled PSI to handle more projects, expanding its client base and reputation.
Future Potential: Indago’s adaptable platform positions PSI to leverage further AI advancements, ensuring sustained market leadership.
Conclusion
With Indago, PSI transformed their reporting processes, enhancing operational efficiency, reducing costs, and delivering superior results to clients like PSI. The
partnership underscores how tailored AI solutions can empower organizations to overcome challenges and achieve sustainable growth in competitive industries.