Management Consulting Firm
Boutique firm serving Fortune 500 clients in fintech and healthcare.
Service
Secure, AI-enhanced project workspace for client engagements.
Secure, AI-enhanced project workspace for client engagements.
Clients
StratEdge Advisors (London, UK)
StratEdge Advisors (London, UK)
Date
May 2025
May 2025
Software
COPTIMAS (Enterprise Plan), Microsoft 365, Zoom, and custom n8n pipelines for data sync.
COPTIMAS (Enterprise Plan), Microsoft 365, Zoom, and custom n8n pipelines for data sync.
Location
London, UK
London, UK
Transforming Ideas into Interactive Reality. Elevating Brands Design & Code
Challenge:
Consultants juggled email, Teams, and Excel to manage client deliverables. Version chaos, missed deadlines, and siloed insights hurt delivery quality.
Innovative Design Solutions Tailored to Your Brand
Solution:
Each client engagement got a dedicated COPTIMAS workspace with:
- Secure document repository (client-approved only)
- Task boards with RACI assignments and deadlines
- Real-time chat threads per workstream
- AI agent that analyzed meeting transcripts (from Zoom) and auto-generated action items
Results:
- Project delivery time accelerated by 30%
- Client-reported “clarity of progress” improved by 40%
- Internal rework reduced by 65%
- NPS from enterprise clients: +72
