Development of an Automated Expertise and Case Study Coverage Analysis System

The organization faces difficulties in comprehensively understanding its expertise coverage across various industries, technologies, and solutions. With thousands of projects and numerous case studies, it is challenging to assess which areas are well-supported and where additional documentation is needed. Manual processes and diverse data sources hinder the ability to rapidly identify gaps, prioritize case study creation, and maintain up-to-date records, impacting marketing effectiveness and business growth opportunities.

A large technology consulting firm with a broad portfolio of projects across multiple industries, seeking to optimize its expertise documentation and business development efforts through data-driven analysis and automation.

• Implement a data-driven system to automatically evaluate and score existing case studies based on relevance, recency, and references, enabling prioritized updates and new case development.
• Create dynamic dashboards to visualize expertise coverage across industries, technologies, and solutions, facilitating strategic decision-making.
• Increase the visibility of expertise areas with insufficient coverage, promoting targeted case study creation and capturing emerging opportunities.
• Enhance stakeholder efficiency by providing quick access to case studies, project details, and related marketing resources through intuitive interfaces.
• Achieve measurable improvements in marketing lead quality and conversion rates by 19% and 31%, respectively, based on enhanced case study utilization.

• Automated scoring engine for case studies based on client name presence, publication date recency, and reference letters, with adjustable weighting criteria.
• Expertise scoring modules calculating industry, technology, and solution scores based on top case studies, supporting strategic focus areas.
• Dynamic dashboards presenting expertise coverage visualizations, with color-coded indicators for areas needing update or expansion.
• Interactive filtering and cross-filtering to explore coverage by industry, technology, and solution, supporting targeted marketing and development efforts.
• Top case listing popups with scores, detailed descriptions, and direct links to case files and related project resources.
• Case analysis module providing filtering by date, reference, NDA, and offering direct access to full case details and locations within marketing repositories.
• User notification tooltips and guidance overlays to enhance ease of use and feature discovery.

• Project management system (e.g., Jira) for linking ongoing projects and updating project statuses
• Marketing content repositories for accessing case study files and marketing materials
• Analytics platforms for gathering external engagement data and feedback
• Internal knowledge databases for expertise and technology information

• High scalability to accommodate increasing data volume and user base
• Real-time or near-real-time data update capabilities for accurate dashboards
• Robust security measures for sensitive case study content and project data
• User-friendly interface with accessible navigation and responsive design
• Performance targets ensuring dashboard load times under 3 seconds for large data queries

The implementation of an automated expertise analysis and case study coverage system is expected to significantly enhance strategic visibility into the organization’s capabilities. This will lead to more targeted content creation, improved marketing effectiveness, and increased lead generation, with projected increases of 19% in lead volume and 31% in lead conversion into opportunities. Overall, the project aims to streamline expertise management, support data-driven decision-making, and strengthen the firm’s market positioning.