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Extract org-chart metrics like total headcount and department sizes from CIM

Extract org-chart metrics like total headcount and department sizes from CIM

Your first prompt to AI

Your first prompt to AI

"From the attached CIM file, extract total headcount and departmental sizes into a table; include example rows for verification."

"From the attached CIM file, extract total headcount and departmental sizes into a table; include example rows for verification."

Enhanced AI workflow

Input via SharePoint: Upload the CIM or org overview slide deck
AI-Visual Parsing in AI Chat: Detect and interpret org charts, tables, and graphics
AI-Entity Extraction: Identify headcount, department labels, and reporting lines
AI-Structuring: Generate a table summarizing org size by team
Output via Excel: Export for use in diligence notes or benchmarking

AI accessing tools and data

AI accessing tools and data

Benefits using AI

Benefits using AI

Ensured accuracy

Ensured accuracy

Faster execution

Faster execution

Improved quality

Improved quality

Eliminated manual copy-pasting

Eliminated manual copy-pasting

Applied in

Applied in

Target screening, Due diligence

Target screening, Due diligence

Requesting departments

Requesting departments

Investment, Value Creation

Investment, Value Creation

Beneficiaries

Beneficiaries

Investment Analyst, Investment Associate, Value Creation Analyst, HR Diligence Lead

Investment Analyst, Investment Associate, Value Creation Analyst, HR Diligence Lead

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