What we did for a B2B SaaS company
Pain Points
The senior team dedicates significant time to networking, exploratory meetings, and nurturing long-term opportunities. However:
- Structuring this knowledge requires up to an hour per day per Partner.
- Only a fraction is ever structured—and even less is reactivated when relevant.
- Sharing insights across 4 offices (Asia and Europe) and 30 team members remains difficult.
Meanwhile, a constant flow of external inputs—deal news, industry trends, network updates—is received. However:
- Most of this information isn’t structured to enrich company knowledge.
- Associates spend time on ad-hoc research, often working reactively, to obtain parcellar data that requires processing to be actionable.
Solution
AI-powered workflows to:
- Ingest internal and external data automatically, with no or minimal human input.
- Verify, grade, and trace data quality through AI-driven workflows
- Suggest relevant matches with company context, people profiles, match rationale, and next steps.
Benefits
Increase expected deal value from mandates.
Support proactive business development for new mandates.
Korefocus Role
Korefocus acts as a fully embedded orchestrator across all stages:
AI Manager
Collaborates with leadership to translate business goals and pain points into a structured roadmap. Defines the AI framework, including data governance, confidentiality, and security.
Product Owner
Leads use case definition and workflow design, aligning business processes, product specifications, and AI framework requirements into a coherent 360° vision.Solution Solution Architect
Designs the technical architecture and data model. Selects the most suitable technologies—software, databases, API/connectors, AI agents—to ensure performance and scalability.
Full-Stack Developer
Builds and tests the full solution, covering both back-end and front-end development, server deployment, and quality assurance.
Systems Integrator
Integrates the solution into existing environments and handles data migration smoothly and securely.
Client Success Manager
Onboards and trains teams, gathers feedback, and supports continuous improvement through iterative enhancements.
Project Manager
Ensures coordination, delivery, and progress tracking with minimal demands on the client’s internal resources.
Testimonial
Testimonial