WORK / FINANCIAL SERVICES / CONSULTING
Instant Sales Brief Generator
KPMG: Leveraged Azure Cognitive Search + Power Platform to pull CRM, news, and 10-K data with prompt-engineered dynamic briefs (< 5 min) with risk flags and talk-track suggestions. Rolled out low-code admin console for continuous prompt tuning.
Metric: 89,000 staff-hours saved monthly. Timeframe: 3-month rollout.
We implemented Azure Cognitive Search integrated with Power Platform to automatically pull data from CRM, news sources, 10-K filings, and internal systems. Dynamic prompt engineering generates comprehensive briefs in under 5 minutes with automatic risk flagging and talk-track suggestions. A low-code admin console lets business users continuously refine prompts without technical help.
This public case-study shell gives crawlers the core company, industry, outcome, and implementation context before the React app renders the full interactive detail page.