Forward to: KM & Innovation

Knowledge Management
Monitor Workflows

Ten agent workflows for the KM & Innovation team — best practice tracking, methodology evolution monitoring, IP asset management, innovation trend intelligence, framework development, tooling assessment, competitive methodology analysis, research synthesis, template optimization, and knowledge platform benchmarking — enabling institutional learning at scale.

1Best Practice Discovery

AI agent monitors industry knowledge bases, competitor publications, and academic research to discover emerging best practices that should be incorporated into firm methodologies.

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Discover Emerging Best Practices
/blog/docs/case-studiesIAB Categories
BEST PRACTICE DISCOVERY — 420 SOURCES MONITORED ════════════════════════════════════════════════════════ hbr.org /blog: New framework: "AI-Augmented Decision Making" model RELEVANCE: High — applies to strategy consulting delivery mckinsey.com /blog: Published: "Three Horizons of GenAI Implementation" SIGNAL: Competitor establishing new industry framework mit.edu /docs: Research: Agile consulting methodology outperforms waterfall by 34% ACTION: Review current methodology against agile principles NEW BEST PRACTICES (30 days): Discovered: 14 relevant frameworks Assessed: 8 | Adopted: 3 | Under review: 5

2Competitive Methodology Tracking

AI agent monitors competitor knowledge assets — published frameworks, proprietary tools, and methodology updates — to ensure our approaches remain competitive.

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Track Competitor Methodologies
/products/case-studies/docsOpenPageRank
COMPETITOR METHODOLOGY INTELLIGENCE ════════════════════════════════════════════════════════ mckinsey.com /products: "Catalyst" — AI-augmented delivery platform "7-S Framework" update — now includes digital dimension THREAT: McKinsey productizing IP faster than us bcg.com /products: "BCG X" — tech-accelerated consulting toolkit "SMART Simplicity" — updated organizational framework SIGNAL: BCG blending tech + methodology — differentiated deloitte.com /docs: "Greenhouse" innovation methodology — expanded to 14 formats AI-assisted scenario planning toolkit launched SIGNAL: Deloitte scaling innovation methodology globally

3Innovation Trend Intelligence

AI agent monitors technology and innovation domains to track trends that impact consulting methodologies — AI/ML advances, new analytical tools, and emerging delivery models.

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Track Innovation Trends
/blog/products/pressIAB Categories
INNOVATION TREND INTELLIGENCE ════════════════════════════════════════════════════════ AI/ML TOOLS FOR CONSULTING: anthropic.com: Claude for enterprise analysis — 200K context openai.com: GPT-4 custom models for consulting workflows perplexity.ai: AI research assistant — cited sourcing OPPORTUNITY: Integrate AI tools into delivery methodology EMERGING DELIVERY MODELS: AI-augmented analysis: 30% time savings in due diligence Continuous advisory: Subscription models replacing projects Platform consulting: Self-service + expert hybrid models KM IMPLICATIONS: Current KM system not AI-ready — needs modernization PRIORITY: AI-searchable knowledge base by Q3 2026

4Framework Development Intelligence

AI agent identifies gaps in firm frameworks by monitoring client needs, market demands, and competitor offerings to prioritize new framework development.

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Identify Framework Gaps
/products/case-studies/blogIAB Categories
FRAMEWORK GAP ANALYSIS ════════════════════════════════════════════════════════ FRAMEWORKS WE NEED (Not yet developed): 1. GenAI Readiness Assessment — Competitors have 3 versions 2. AI Governance Framework — Market demand: HIGH 3. ESG Integration Playbook — Partial coverage only 4. Quantum Computing Readiness — No competitor has this yet FRAMEWORK UTILIZATION: Most used: Digital Maturity Model (28 projects) Least used: Legacy ERP Assessment (1 project — retire?) Client-requested but unavailable: AI Governance (12 requests) PRIORITY: Develop AI Governance Framework — Q1 2026 FIRST MOVER: Quantum Computing Readiness Assessment

5Research Synthesis & Curation

AI agent monitors academic journals, industry reports, and thought leadership publications to synthesize relevant research into actionable consulting insights.

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Synthesize Industry Research
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RESEARCH SYNTHESIS — WEEKLY DIGEST ════════════════════════════════════════════════════════ HIGH-IMPACT RESEARCH THIS WEEK: nature.com: AI decision-making outperforms human experts in 7 domains Relevance: HIGH — impacts our AI advisory positioning nber.org: Consulting ROI study — 5.2x for strategy, 3.1x for ops Relevance: HIGH — use in proposals to justify fees gartner.com: 2026 tech trends — AI agents top priority for CIOs Relevance: CRITICAL — validates our AI practice investment WEEKLY SUMMARY: Research sources scanned: 340 Relevant papers flagged: 22 Curated for KM database: 8 articles

6Knowledge Platform Benchmarking

AI agent monitors KM technology vendors and competitor knowledge platforms to benchmark capabilities and identify modernization opportunities.

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Benchmark KM Platforms
/products/case-studies/pricingIAB Categories
KM PLATFORM BENCHMARKING ════════════════════════════════════════════════════════ guru.com: AI-powered knowledge management /products: LLM-search, auto-tagging, smart suggestions /case-studies: Consulting firm — 60% faster knowledge retrieval notion.so: Connected workspace + AI /products: AI summaries, knowledge graph, team wikis /pricing: Enterprise: $15/user/month glean.com: Enterprise search + AI /products: Cross-platform knowledge search with AI /case-studies: Professional services firm — 40% productivity gain OUR CURRENT PLATFORM: SharePoint-based — Search satisfaction: 32% CRITICAL: Platform modernization required RECOMMENDATION: Evaluate Glean for pilot deployment

7IP Asset Management

AI agent tracks the firm's intellectual property portfolio — proprietary frameworks, tools, templates, and research — to optimize IP monetization and protection.

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Manage IP Portfolio
/products/legal/docsOpenPageRank
IP ASSET MANAGEMENT INTELLIGENCE ════════════════════════════════════════════════════════ IP PORTFOLIO: Proprietary frameworks: 42 | Updated last year: 18 Assessment tools: 28 | Used in engagements: 22 Templates & playbooks: 180 | Actively maintained: 65 MONETIZATION: IP licensed to clients: 4 frameworks | Revenue: $1.2M/yr OPPORTUNITY: License AI Readiness tool — est. $3M/yr PROTECTION: Trademarks filed: 8 | Pending: 3 Competitor copying detected: 2 instances ACTION: Send C&D for framework copied by boutique firm

8Training & Upskilling Intelligence

AI agent monitors learning platform developments, certification programs, and competitor training initiatives to inform the firm's professional development strategy.

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Track Training Landscape
/products/events/careersIAB Categories
TRAINING & UPSKILLING INTELLIGENCE ════════════════════════════════════════════════════════ COMPETITOR TRAINING PROGRAMS: mckinsey.com /careers: "McKinsey Academy" — AI certification mandatory deloitte.com /careers: "Deloitte University" — 40 hrs/yr minimum accenture.com /careers: $1.1B training investment annually Our Firm: 24 hrs/yr training requirement GAP: Below competitor average of 38 hrs/yr PRIORITY CERTIFICATIONS: Google Cloud AI: Market demand +200% AWS ML Specialty: High client request rate TOGAF/Enterprise Architecture: Growing demand RECOMMENDATION: Increase training budget 40%, mandate AI certs

9Knowledge Reuse Analytics

AI agent tracks knowledge asset usage patterns to optimize content creation, identify high-value reusable assets, and reduce duplicated effort across engagements.

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Optimize Knowledge Reuse
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KNOWLEDGE REUSE ANALYTICS ════════════════════════════════════════════════════════ TOP REUSED ASSETS: Digital Maturity Assessment: 28 uses | $840K savings est. AI Readiness Diagnostic: 14 uses | $420K savings est. ESG Reporting Template: 22 uses | $660K savings est. LOW REUSE ASSETS (Improvement needed): Market Entry Playbook: 2 uses — needs updating Org Design Framework: 3 uses — too generic Legacy Tech Assessment: 1 use — retire or rebuild OVERALL METRICS: Knowledge base items: 2,400 | Avg monthly access: 34% Estimated reuse savings: $4.2M annually TARGET: Increase reuse from 34% to 55% with AI search

10Knowledge Management Dashboard

AI agent synthesizes all KM intelligence into a dashboard — providing leadership with visibility into knowledge asset health, innovation pipeline, and competitive methodology positioning.

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Generate KM Dashboard
/docs/products/blogOpenPageRankIAB Categories
KM DASHBOARD — FEBRUARY 2026 ════════════════════════════════════════════════════════ KNOWLEDGE BASE: Total assets: 2,400 | Updated (90 days): 34% Reuse rate: 34% (target: 55%) Annual reuse savings: $4.2M METHODOLOGY: Frameworks: 42 | Competitive: 60% (need AI-augmented versions) Framework gaps: AI Governance, GenAI Readiness
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Generate KM Report

Knowledge Management Report — February 2026

EXECUTIVE SUMMARY ──────────────────────────────────────── Knowledge assets: 2,400 items across 42 frameworks Reuse savings: $4.2M annually Platform satisfaction: 32% (critically low) Competitor methodology gap: AI-augmented delivery KEY INSIGHTS Knowledge platform needs urgent modernization — AI-powered search could lift reuse from 34% to 55%, adding $2.5M in savings. Two critical framework gaps in AI governance and GenAI readiness. Training investment is 40% below competitors. Recommend AI-powered KM platform pilot, priority framework development, and increased training budget.
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