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Identify cross-portfolio synergies by analyzing product, service and customer overlap

Identify cross-portfolio synergies by analyzing product, service and customer overlap

Your first prompt to AI

Your first prompt to AI

"Compare product catalogs, service offerings, and customer segments from the attached portfolio data to identify cross-portfolio synergies, outputting a synergy matrix with scores."

"Compare product catalogs, service offerings, and customer segments from the attached portfolio data to identify cross-portfolio synergies, outputting a synergy matrix with scores."

Enhanced AI workflow

  1. Ingest product and customer datasets via data library (prepared for AI like our AI Suite) or CSV exports


  2. AI clusters products and customers by attributes and usage


  3. Identifies potential cross-selling and operational synergies


  4. Scores opportunities by revenue and cost impact


  5. Outputs ready-for-review synergy workbook with recommended initiatives in standardized synergy report format

AI accessing tools and data

AI accessing tools and data

Benefits using AI

Benefits using AI

Increased throughput

Increased throughput

Improved quality

Improved quality

Reduced costs

Reduced costs

Applied in

Applied in

Value creation

Value creation

Requesting departments

Requesting departments

Value Creation, Business Development

Value Creation, Business Development

Beneficiaries

Beneficiaries

Value Creation Lead, BD Manager

Value Creation Lead, BD Manager