Same automation. Four different workflows.
Tuesday you saw the code. Today you see how analysts, portfolio managers, quants, and ops leads each interact with the same automated reporting system.
Team Workflows
Financial Analyst
4 hours → 20 min per report
Before
After
"I finally have time to think about what the data means instead of just collecting it."
— Financial Analyst, 5 years buy-side
How Roles Collaborate Through the System
When the S&P drops 3% at open, the automated system coordinates the team's response in minutes instead of hours.
Market Volatility Event - How the Team Responds
Full team response in 34 minutes vs 4+ hours manually. Portfolio protected, compliance documented, zero chaos.
Practice-Wide Impact
| Metric | Before | After | Improvement |
|---|---|---|---|
| Daily Report Volume | 12 reports | 48 reports | 4x capacity |
| Data Accuracy | 85% | 99.8% | +14.8% |
| Team Overtime Hours | 15 hrs/week | 0 hrs/week | 100% reduction |
| Response to Market Events | 4+ hours | 34 minutes | 86% faster |
Getting Your Team On Board
Analysts think automation will eliminate their jobs
Show career progression: 'You'll move from data janitor to strategic advisor. We're hiring 2 more analysts to handle growth.'
Frame as skill upgrade. Analysts become interpreters, not collectors.
Portfolio managers don't trust AI-generated insights
Run parallel for 30 days: manual + automated. Show AI caught 3 risk signals humans missed.
Trust builds through data. PMs start asking 'what did the agent see?' first.
Quants worried about losing control of models
Agent handles data plumbing, not model logic. Quants own strategy, agent owns execution.
Quants test 3x more strategies because infrastructure is automated.
Ops concerned about regulatory compliance and audit trails
Show auto-generated audit logs with 100% coverage vs 75% manual. Compliance loves it.
Ops becomes compliance hero. Audits go from stressful to smooth.
Leadership worried about upfront cost and ROI timeline
Calculate savings: 38.4 hours/day saved × $150/hour = $5,760/day. 45-day payback.
Show monthly savings chart. Decision becomes obvious after Week 2.