Forward to: Operations

Project & Resource
Analytics Workflows

Ten agent workflows for the Operations team — utilization monitoring, project pipeline analysis, resource allocation optimization, capacity planning intelligence, delivery risk tracking, subcontractor monitoring, margin analysis, quality assurance signals, project methodology benchmarking, and operational efficiency dashboards — enabling optimized delivery powered by domain intelligence.

1Utilization & Capacity Monitoring

AI agent monitors project staffing, resource allocation, and market demand signals to optimize utilization rates and predict capacity constraints across practices.

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Track Utilization Signals
/careers/products/pressIAB Categories
UTILIZATION & CAPACITY INTELLIGENCE ════════════════════════════════════════════════════════ Practice Utilization Bench Demand Trend Strategy 82% 14 Stable Digital Transform 88% 8 Rising AI/GenAI Advisory 94% 2 Overloaded Cybersecurity 78% 12 Rising ESG/Sustainability 71% 18 Stable Tax & Audit 85% 22 Seasonal CAPACITY ALERTS: AI/GenAI: Over-utilized — client delivery risk ESG: Under-utilized — redeployment opportunity RECOMMENDATION: Cross-train 6 ESG consultants for AI projects

2Project Pipeline Intelligence

AI agent monitors client RFP portals, procurement pages, and industry signals to build a forward-looking project pipeline and staffing forecast.

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Forecast Project Pipeline
/products/press/investorsOpenPageRank
PROJECT PIPELINE FORECAST — Q2 2026 ════════════════════════════════════════════════════════ CONFIRMED PROJECTS: Active engagements: 84 | Staff deployed: 420 Revenue run-rate: $52M/quarter PIPELINE (Weighted probability): Proposal stage: 28 projects — $34M weighted Negotiation: 12 projects — $18M weighted Verbal commit: 6 projects — $8M weighted STAFFING FORECAST: Q2 need: 480 consultants (current: 420) Gap: 60 consultants (hire 40 + subcontract 20) ALERT: AI practice needs 15 additional staff by April

3Subcontractor & Partner Monitoring

AI agent monitors subcontractor and delivery partner domains to assess capability, capacity, financial health, and compliance — ensuring reliable project delivery augmentation.

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Assess Subcontractor Health
/about/investors/careersOpenPageRank
SUBCONTRACTOR INTELLIGENCE — 45 PARTNERS ════════════════════════════════════════════════════════ HEALTHY (38 partners): Stable operations, adequate capacity, positive signals WATCH LIST (5 partners): techsubcontractor.com /investors: Revenue declining 15% — cash flow concerns /careers: Key technical roles unfilled for 90+ days RISK: May not deliver Q2 staffing commitments HIGH RISK (2 partners): boutiqueconsulting.com /about: Key partners departed — capability gap /press: No updates in 6 months CRITICAL: Find replacement for 8 deployed subcontractors

4Project Methodology Benchmarking

AI agent monitors competitor and industry methodology pages to benchmark project delivery approaches, frameworks, and tools against market best practices.

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Benchmark Delivery Methodologies
/products/case-studies/docsIAB Categories
METHODOLOGY BENCHMARKING ════════════════════════════════════════════════════════ mckinsey.com /products: New: "McKinsey Catalyst" — AI-augmented delivery platform THREAT: AI accelerating their delivery by 30% accenture.com /products: "myNav" platform — continuous client value tracking SIGNAL: Moving to outcome-based delivery models INDUSTRY TRENDS: AI-augmented delivery: 4 competitors adopted — we haven't Agile consulting: Already implemented Outcome-based pricing: 2 competitors piloting ACTION: Prioritize AI delivery tools development

5Delivery Risk Detection

AI agent monitors project-related signals — client domain changes, industry shifts, regulatory updates — to identify delivery risks before they impact project outcomes.

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Detect Delivery Risks
/press/leadership/investorsOpenPageRank
DELIVERY RISK INTELLIGENCE — 84 ACTIVE PROJECTS ════════════════════════════════════════════════════════ HIGH RISK PROJECTS: Project: Digital Transformation — Client: MegaCorp megacorp.com /leadership: CIO sponsor departed unexpectedly /press: Cost-cutting program announced RISK: Sponsor loss + budget cuts — project may be cancelled ACTION: Engage new CIO within 48 hours Project: Regulatory Compliance — Client: FinServ Inc finservinc.com /press: New regulatory requirement added to scope RISK: Scope creep — may require change order RISK SUMMARY: Green: 68 projects | Amber: 12 projects | Red: 4 projects

6Margin & Profitability Analysis

AI agent correlates project data with market intelligence to optimize engagement pricing, staffing mix, and delivery efficiency for improved margins.

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Analyze Project Margins
/pricing/products/investorsOpenPageRank
MARGIN INTELLIGENCE ════════════════════════════════════════════════════════ Practice Avg Margin Target Trend Strategy 42% 40% Stable Digital Transform 38% 35% +3% AI/GenAI 28% 35% -4% Cybersecurity 36% 35% Stable ESG 32% 35% -1% AI PRACTICE MARGIN ISSUE: Root cause: Premium talent costs + fixed-price contracts Competitor comparison: McKinsey margins est. 35% for AI work ACTION: Shift AI practice to value-based pricing model

7Quality & Client Feedback Monitoring

AI agent monitors client satisfaction signals — feedback portals, review platforms, and NPS data — to ensure delivery quality and identify improvement opportunities.

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Track Quality Signals
/case-studies/press/supportOpenPageRank
CLIENT QUALITY INTELLIGENCE ════════════════════════════════════════════════════════ NPS BY PRACTICE: Strategy: 72 (excellent) Digital: 65 (good) AI/GenAI: 48 (needs improvement) Cybersecurity: 68 (good) ESG: 61 (good) AI PRACTICE NPS DRIVERS: Positive: Innovative approach, strong technical skills Negative: Over-promised deliverables, timeline slippage ACTION: Review AI project scoping process ACTION: Implement delivery milestone gates

8Technology & Tool Intelligence

AI agent monitors delivery technology vendors to track new tools, platform updates, and innovation that can improve project delivery efficiency and quality.

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Track Delivery Technology
/products/blog/pressIAB Categories
DELIVERY TECHNOLOGY INTELLIGENCE ════════════════════════════════════════════════════════ servicenow.com /products: New consulting project management module /press: 40% of Big 4 firms now using ServiceNow SPM EVALUATE: Could replace current PM tooling monday.com /products: AI-powered resource optimization launched /case-studies: Consulting firm reduced admin time 35% SIGNAL: AI project management tools maturing anthropic.com /products: Claude for Enterprise — document analysis /case-studies: Professional services firm use cases OPPORTUNITY: Deploy AI for proposal writing automation

9Knowledge Reuse Analytics

AI agent tracks project deliverables, methodologies, and frameworks to optimize knowledge reuse across engagements — reducing delivery time and improving consistency.

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Optimize Knowledge Reuse
/docs/case-studies/productsIAB Categories
KNOWLEDGE REUSE INTELLIGENCE ════════════════════════════════════════════════════════ REUSE METRICS: Frameworks reused across projects: 62% Average time saved per reuse: 120 hours Knowledge base entries: 2,400 | Updated in last 90 days: 34% HIGH-REUSE OPPORTUNITIES: Digital maturity assessment framework — used 28 times AI readiness diagnostic — used 14 times ESG reporting template — used 22 times COMPETITOR KNOWLEDGE MANAGEMENT: mckinsey.com: "McKinsey Solutions" — productized frameworks bcg.com: "BCG X" — reusable tech accelerators GAP: Competitors productizing knowledge faster

10Operations Dashboard

AI agent synthesizes all operational intelligence into a dashboard — providing leadership with real-time visibility into project portfolio health, resource utilization, and delivery performance.

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Generate Operations Dashboard
/products/investors/careersOpenPageRankIAB Categories
OPERATIONS DASHBOARD — FEBRUARY 2026 ════════════════════════════════════════════════════════ PORTFOLIO: Active projects: 84 | Revenue: $52M/qtr Pipeline: $60M weighted | Win rate: 34% RESOURCES: Utilization: 81% overall | AI practice: 94% Staff gap: 60 consultants for Q2
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Generate Operations Report

Operations Report — February 2026

EXECUTIVE SUMMARY ──────────────────────────────────────── Active projects: 84 across 6 practices Utilization: 81% overall (target: 80%) Project risk: 4 red, 12 amber, 68 green Subcontractor risk: 2 high-risk partners KEY INSIGHTS AI practice is over-utilized at 94% creating delivery risk. Project margins in AI at 28% are below target. Two subcontractor partners showing financial stress. Recommend hiring 15 AI consultants, shifting to value-based pricing for AI work, and finding replacement for high-risk subcontractors.
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