Consulting Firms
Lucidra supports consulting firms by automating data analysis, improving market research insights, and optimizing strategic planning—freeing consultants to focus on high-value client problem-solving and advisory services.
Consulting Firms
Lucidra supports consulting firms by automating data analysis, improving market research insights, and optimizing strategic planning—freeing consultants to focus on high-value client problem-solving and advisory services.
Core Plan
Productivity Gain
5%
Enhanced Plan
Productivity Gain
10%
Transformational Plan
Productivity Gain
33%
Unlocking AI-driven insights and efficiency.
Consultancies thrive on expertise, but AI is changing how firms analyze data, generate insights, and deliver strategic recommendations. The challenge is embedding AI in a way that enhances consulting workflows rather than complicating them.
At Lucidra, we help consulting firms leverage AI for market analysis, forecasting, and reporting, ensuring teams can work smarter and faster—without losing the human expertise that makes consulting so valuable.
Take a look at where AI can improve data analysis, market insights, and strategic planning across consulting workflows.
| AI impact | Area | Opportunity | Tool | Efficiency improvement |
|---|---|---|---|---|
| Project reporting & communication | Client & project management | Automate data gathering, report generation and client updates to provide real‑time project dashboards. | Language model 💬 | x3 – Rapid automated report generation |
| Client onboarding & coordination | Client & project management | Streamline client onboarding with automated scheduling, document collection and progress tracking. | Plugin ⚙️ | x2 – Accelerates onboarding process |
| Meeting transcription & action capture | Client & project management | Convert client meetings and strategy calls into accurate transcripts and action points, reducing manual note‑taking. | Language model 💬 | x4 – Substantial time gains |
| Project documentation & archive management | Client & project management | Automatically index, update and secure project documents for easy retrieval and compliance. | Plugin ⚙️ | x2 – Enhances document management |
| Market research & competitive analysis | Research, analysis & reporting | Utilise AI to gather market trends, competitor data and industry insights to inform client recommendations. | Deep research tool 📚 | x3 – Accelerates data aggregation |
| Data visualisation & dashboarding | Research, analysis & reporting | Automate the creation of interactive dashboards for real‑time performance monitoring and analysis. | Deep research tool 📚 | x3 – Rapid visualisation of complex data |
| Financial modelling & forecasting | Research, analysis & reporting | Leverage AI to build predictive financial models and forecasts for client projects. | Deep research tool 📚 | x2 – Streamlines forecasting processes |
| Research reporting & executive summaries | Research, analysis & reporting | Generate concise research reports and executive summaries from large datasets. | Language model 💬 | x3 – Reduces report drafting time |
| Strategic scenario planning | Strategic advisory & optimisation | Employ AI simulations to evaluate business scenarios and develop robust strategic recommendations. | Language model 💬 | x2 – Enhances decision‑making speed |
| Process optimisation & benchmarking | Strategic advisory & optimisation | Automate the analysis of business processes and benchmark performance against industry standards. | Reasoning model 🧠 | x2 – Accelerates optimisation insights |
| Risk analysis & mitigation strategies | Strategic advisory & optimisation | Utilise AI to assess project risks and proactively develop mitigation strategies. | Reasoning model 🧠 | x2 – Streamlines risk assessment |
| Operational efficiency reviews | Strategic advisory & optimisation | Leverage data‑driven insights to identify areas for operational improvement within client organisations. | Deep research tool 📚 | x2 – Enhances operational audits |
| Lead generation & prospecting | New business & thought leadership | Identify potential client opportunities and market segments using AI‑driven insights. | Deep research tool 📚 | x2 – Accelerates new lead discovery |
| Pitching & proposal development | New business & thought leadership | Craft personalised proposals and pitches with AI‑assisted content generation and data insights. | Language model 💬 | x2 – Reduces proposal preparation time |
| Knowledge management & thought leadership content | New business & thought leadership | Automate the creation of white papers, case studies and industry insights to bolster market authority. | Language model 💬 | x2 – Streamlines content production |
| AI impact | Opportunity | Gain |
|---|---|---|
| Project reporting & communication | Automate data gathering, report generation and client updates to provide real‑time project dashboards. | x3 – Rapid automated report generation |
| Client onboarding & coordination | Streamline client onboarding with automated scheduling, document collection and progress tracking. | x2 – Accelerates onboarding process |
| Meeting transcription & action capture | Convert client meetings and strategy calls into accurate transcripts and action points, reducing manual note‑taking. | x4 – Substantial time gains |
| Project documentation & archive management | Automatically index, update and secure project documents for easy retrieval and compliance. | x2 – Enhances document management |
| Market research & competitive analysis | Utilise AI to gather market trends, competitor data and industry insights to inform client recommendations. | x3 – Accelerates data aggregation |
| Data visualisation & dashboarding | Automate the creation of interactive dashboards for real‑time performance monitoring and analysis. | x3 – Rapid visualisation of complex data |
| Financial modelling & forecasting | Leverage AI to build predictive financial models and forecasts for client projects. | x2 – Streamlines forecasting processes |
| Research reporting & executive summaries | Generate concise research reports and executive summaries from large datasets. | x3 – Reduces report drafting time |
| Strategic scenario planning | Employ AI simulations to evaluate business scenarios and develop robust strategic recommendations. | x2 – Enhances decision‑making speed |
| Process optimisation & benchmarking | Automate the analysis of business processes and benchmark performance against industry standards. | x2 – Accelerates optimisation insights |
| Risk analysis & mitigation strategies | Utilise AI to assess project risks and proactively develop mitigation strategies. | x2 – Streamlines risk assessment |
| Operational efficiency reviews | Leverage data‑driven insights to identify areas for operational improvement within client organisations. | x2 – Enhances operational audits |
| Lead generation & prospecting | Identify potential client opportunities and market segments using AI‑driven insights. | x2 – Accelerates new lead discovery |
| Pitching & proposal development | Craft personalised proposals and pitches with AI‑assisted content generation and data insights. | x2 – Reduces proposal preparation time |
| Knowledge management & thought leadership content | Automate the creation of white papers, case studies and industry insights to bolster market authority. | x2 – Streamlines content production |