Consulting Recommendation Engine

The Problem

Management consultancies and advisory firms sit on a goldmine of past project data, industry benchmarks, and client outcomes. But in practice, that knowledge lives in individual consultants’ heads or buried in old slide decks. When a new engagement starts, the team often builds recommendations based on the experience of whoever is in the room, rather than drawing on the full body of work the firm has done.

Clients are also getting more demanding about evidence. “Best practice” is not enough any more. They want to see data that supports recommendations.

How It Works

The agent connects to your firm’s data sources, including BI tools like Tableau and Power BI, project databases, and internal knowledge repositories. It analyses client data against industry benchmarks, surfaces patterns from past engagements, and identifies improvement opportunities backed by evidence. It then helps structure recommendations with supporting data points.

This does not replace consultant judgement. It gives your consultants better raw material to work with, so they can spend their time on the strategic thinking and client dialogue that makes the engagement valuable.

Better Advice, Not Just Faster Advice

The point is not to automate consulting. It is to make sure your team has access to everything the firm knows, not just what the lead consultant remembers from a similar project three years ago. That depth of evidence tends to strengthen client trust and makes your recommendations harder to argue with.

Interested in how this could work for your practice? Talk to our team about building recommendation tools tailored to your firm’s data.