Research, insight & intelligence

Your business knows more than its people can use

Sources included. Experts still in control.

Turn years of proprietary research, datasets, reports and expert knowledge into trustworthy AI workflows.

The problems

Where expert time goes today

  • Hours spent finding previous work

    Researchers search for what the firm has already published before they can start, and often give up and rebuild it.

  • Knowledge in too many places

    Reports, SharePoint, Teams, Drive, datasets and individual analysts each hold part of the answer.

  • The same question researched twice

    Questions answered last quarter are researched from scratch this quarter, by someone else.

  • Client briefings built by hand

    Every briefing means a manual synthesis across publications, data and the house view.

  • Current and historic views hard to compare

    Analysts cannot easily see how a finding has changed, or which position is now the firm’s view.

  • Report production eats expert time

    Drafting, formatting and checking take the hours that should go on analysis.

  • Proposals recreate work done elsewhere

    Bids and proposals rebuild material another team has already written.

  • Generic AI tools are not safe for client work

    Public tools cannot be trusted with proprietary research or client-confidential material.

  • Outputs need citations and validation

    Clients pay for judgement they can rely on. Every claim needs a source and an expert who stands behind it.

  • Permission boundaries matter

    Entitlements, embargoes and client confidentiality decide who may see what.

  • The authoritative source is unclear

    Several versions of the same finding exist, and nobody is sure which one counts.

Forcing events

When it usually comes to a head

  • Clients asking why your insight is not available the way AI tools are
  • A competitor launching an AI research product or assistant
  • Analyst capacity stretched while demand for bespoke work grows
  • A new product, subscription tier or platform launch
  • Concerns about staff pasting proprietary research into public AI tools
  • Senior analysts retiring with knowledge nobody has captured

What you already hold

The knowledge and data involved

  • Published reports, notes and briefings, often spanning decades
  • Proprietary datasets, forecasts and chart assets
  • Working papers, drafts and analyst notes
  • Client briefings, proposals and previous bids
  • Methodologies, house style and editorial guidance
  • Entitlement and subscription rules that govern access

Workflows

Workflows we change

Specific pieces of recurring work, each with an owner, a baseline and a measure of what changed.

  1. Research synthesis

    Pull together what the firm knows on a question across publications, notes and data, cited.

  2. Client meeting preparation

    Brief the analyst on the client’s interests, previous conversations and the relevant research.

  3. Cited Q&A over proprietary publications

    Answer questions from the firm’s own archive, with every point traced to its source.

  4. Compare findings over time

    Show how a view has moved between editions and which one is current.

  5. Identify conflicting evidence

    Surface where sources disagree, so the expert decides rather than the system.

  6. Produce client briefings

    Draft the briefing from the firm’s own sources for the analyst to edit and approve.

  7. Draft research outputs

    First drafts of notes and sections, grounded in the firm’s data and house style.

  8. Proposal knowledge reuse

    Find and reuse what was written for previous bids, with the context of why.

  9. Analyst onboarding

    Help new analysts find the firm’s positions, methods and people quickly.

  10. Expert search

    Find who in the firm knows about a topic, based on what they have written.

  11. Datasets with unstructured research

    Combine structured data with the narrative research that explains it.

Where AI earns its place

AI opportunities

  • Cited answers from your own archive

    Questions answered from the firm’s research, with sources a reader can check and the current view kept separate from older ones.

  • Faster client-ready synthesis

    Drafts of briefings and syntheses that experts edit, rather than assemble from scratch.

  • Research as a product

    New ways for clients to use the firm’s insight, inside their entitlements.

  • Knowledge that outlasts people

    Methods and positions captured so they survive moves and retirements.

  • Proposal and bid reuse

    Previous work found and reused, so proposals start from what the firm already knows.

What usually sits underneath

When AI disappoints, the cause is usually the data, systems and ownership beneath it, so we look there too.

  • Content spread across document stores, file shares and publishing systems
  • Inconsistent metadata, tagging and version control
  • Datasets and publications that use different identifiers
  • Entitlements held in a separate system from the content
  • Content-delivery and access configuration that needs checking

Broader technology and data work

  • Content and data architecture across publishing and research systems
  • Data platforms for forecasts, time series and chart assets
  • Product strategy for research and data products
  • Independent review of an AI or platform vendor before you commit

What we could build or change

Examples of the work

Illustrations of what an engagement could produce, scoped to your own information and measured against a baseline.

  • A cited research assistant over the firm’s archive, with entitlement-aware permissions
  • A client briefing workflow that drafts from publications and data for analyst approval
  • A comparison view that shows how the house view changed between editions
  • A proposal library that finds and reuses previous bid material
  • An analyst onboarding guide built from the firm’s own methods and positions

Answerable

Answerable was built for this work

Answerable is TechGuidr’s enterprise intelligence platform. It was built around a research business’s requirements and is in daily use there. The Default and Pulse configurations, for research publications and market monitoring, are shown here as illustrations; the Answerable page shows the product’s real screens in other domains.

See every configuration

Answerable Default

The general configuration for research publications, forecasting and analysis: answers, search, summaries and comparison, with the sources shown.

Collections

  • Published research
  • Briefing notes
  • Datasets

Access

Only collections this user is permitted to see

What are the main drivers identified in our recent outlook reports, and how have they changed?

  • Recent reports put investment and policy changes at the centre of the outlook 1
  • Earlier editions gave more weight to consumer demand, which later reports revise down 2
  • One regional report disagrees on timing, and says why 3

Grounded in 3 sources · every point cited

Sources

  1. 1Quarterly outlookLatest edition · page 4
  2. 2Outlook, previous yearSuperseded view · page 7
  3. 3Regional briefingAnalyst note · page 2

Illustrative content. The configuration is real; the question, collections and sources are examples.

Proof

What we have built and done

Each item says where it comes from: TechGuidr’s own products, the founder’s earlier roles or demonstration configurations.

  • TechGuidr product

    Answerable, in production and daily use

    Built around the requirements of a leading economic intelligence business: more than 78,500 publications and 25 years of research, answered with sources a reader can check. During ingestion we spotted and fixed premium research that was publicly reachable.

    Read the case study
  • TechGuidr product

    Bearing, AI inside an account team’s week

    Portfolio intelligence, renewal risk and personalised actions inside the daily workflow of sales and marketing teams. Every action has an owner and a date, and a person approves or rejects what the agents suggest.

    Read the case study
  • Demonstration configuration

    Answerable Pulse: Market & Regulation

    A configuration for monitoring what has changed in a market or regulation, which earlier view it updates and what it means, shown on illustrative content.

    See the configurations

How we engage

One proven workflow at a time

Start with a review, prove one workflow on your own information, then scale what works.

  1. AI Work Review

    from £7,50010 working days

    Ten working days on how the work really happens: where expert time and value leak, the top three opportunities, how ready the knowledge and data are, the controls needed, the economics, an architecture direction and a prioritised roadmap.

  2. AI Work Sprint

    from £25,000Typically 4 to 6 weeks

    One genuine working workflow, built on your own information: citations, permissions, expert review, evaluation, before-and-after measurement, the integration it needs and a pathway into production.

  3. AI Work Programme

    from £60,000Scoped to the function

    Scale a proven workflow across a function or the business: further workflows on shared foundations for knowledge, permissions and evaluation, with the adoption work that makes the change stick.

  4. Managed Improvement

    from £5,000Per month

    Keep the workflows in use getting better: ongoing evaluation, new workflows, model changes, optimisation, governance and improvement on an agreed monthly remit.

Smaller business or founder? Start with an AI Work Brief session: 90 minutes with Dan and a written readout, £1,250. Prices exclude VAT.

Also relevant

See what your archive could answer

Bring one recurring piece of research work. We will show you how it could run on your own information, with sources and experts in control.