Boost Efficiency & Win More Projects: Doctopus for Consulting Teams

Hi there! In this week’s episode of our Doctopus use case series, we will delve into the consulting sector and explore how Doctopus can revolutionize operations in this complex industry.

Consulting teams worldwide often struggle with information overload, including proposals, contracts, mountains of client documents, and many other challenges. In a digital era where AI rises, if consultants know how to adapt and choose the right tools, they can enhance their decision-making processes.

Let us introduce you to Doctopus. This AI-powered weapon, a trusted sidekick, will boost your efficiency and help consultants win more projects with its document analysis ability. 

How Doctopus Solves The Consulting Challenge

Consultants are problem solvers, strategists, and analysts. However, the administrative burden of managing documents can often overshadow their core competencies. From proposal development to client deliverables, consultants juggle a vast array of documents.

Here's what Doctopus can do to change your proposal game:

• Answer client questions quickly: No more scrambling to find information. Doctopus has the answers your clients need, at the ready.

• Explain complex documents: Impress your clients with your understanding and build trust through clear communication.

• Craft data-driven proposals: Consultants, are you looking for the right information to fill your proposals with data-driven insights in your reports? Doctopus can help you find it!

The time saved in the research process will allow you to respond to client inquiries quickly and enhance your reputation.

A Doctopus Use Case for Consultants

A consultant's day can include multiple types of tasks, such as analyzing client data, researching, preparing presentation materials, working on project deliverables, and meeting with clients.

For tasks involving document analysis, the consultant can head to the Doctopus homepage and click on the Upload Document button. After logging in, they can start by uploading the files they want to analyze.

For example, let’s start with a financial report for their presentation material. Simply upload the file to Doctopus, which supports various formats from PDF to text.

After uploading the document, the tool provides an instant summary, making it super easy for the consultant to grasp its main ideas.

With Doctopus’s conversational AI interface, they can ask different questions in plain language and use the suggested questions for further analysis. Doctopus scans the uploaded file and provides concise answers, including explaining complex terms. 

If you need a guide on how to chat effectively with your files, check out this guide on how to get the most out of your PDFs.

It’s not all! While chatting with Doctopus, the consultant can add the tool’s answers to personal notes and edit them right on the platform. There’s the button Add to in the upper right of each answer allowing them to do that in a few seconds.

This can support consultants so much in capturing knowledge during the research and organizing their information.

Now, they can continue uploading contracts, statements of work, past project deliverables, and many other types of documents to Doctopus. Chat, organize, repeat– answering client questions now becomes a breeze!

If you want to try the tool for free, we have a sample Consulting use case right on our Solutions page. Check it out! 

How Doctopus Fits into Your Consulting Workflow

• Upload documents: Upload complex files like proposals, contracts, SOWs, and client deliverables to Doctopus.

• Prepare proposals: Use Doctopus to find relevant data, key points, organize notes, and craft compelling proposals faster.

• Deliver client services: Answer client questions and support your recommendations with data powered by Doctopus.

• Collaborate & share: Share the insights you’ve got with your team.

• Close the deal: Win more projects with streamlined workflows, impressive client service, and data-driven recommendations.

Doctopus is the AI-powered sidekick consulting teams need to dominate the fast-paced world of client service. Stop drowning in documents and unlock a new era of efficiency and project wins.

Ready to unleash the power of Doctopus? Try it today!