25 years of expertise, put into an AI
How Kis Zoltán, a consultant, author, trainer and head of institution in Budapest, captured his own know-how in a custom system, automated his client reports across 280 KPIs, and handed it back to his clients.
A B2B consulting firm in Budapest, carried by a founder with 25 years of experience. His real asset is not a tool: it is what he knows, his method, the way he reads a file. But all of that lived entirely in his head.
Every client report was produced by hand, from his expertise, one at a time. Precious work, and enormously time-consuming, which took him away from what matters most in consulting: time spent with the client, the relationship, the meetings.
The result was a ceiling. His growth was limited not by demand, but by the number of hours he could spend producing each deliverable himself.
A custom system that captures his 25 years of expertise: his method, his criteria, the way he analyses, encoded into an AI that works the way he does.
From each client’s data, the AI produces personalised reports across 280 KPIs, automatically. The founder moves from “I write every report” to “I review and refine”.
A client portal of its own, where each client finds their reports and their follow-up. An experience that matches his level of expertise, and the image of a firm that is a step ahead.
What he knows no longer sleeps in his head: it is captured, reusable, and it works even when he is not working.
Client reports, across 280 KPIs, generate themselves. The time won back goes where it creates the most value: meetings and the client relationship.
The client portal strengthens the experience and positions the firm as a reference, a real edge in a trade where everyone sells “expertise”.
Cas client réel, présenté ici de façon anonyme. Le témoignage nominatif du fondateur sera ajouté prochainement, avec son accord.
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