Same partnership data. Four different workflows.
Tuesday you saw the automation code. Today you see how real partnership teams actually use it. Each role has different needs, different dashboards, different wins.
Team Workflows
See how different roles use the same system to transform their daily work.Click each role below
Before Automation
With Automation
Workflow Process
Impact By The Numbers
"I went from Googling all weekend to reviewing AI briefs Monday morning."
— Partnership Manager, 6 years SaaS
Same Partner, Different Workflows
All four roles work with the same partner data. But each sees and acts on it differently based on their job.
Acme Corp approaches for strategic partnership
✨ Scroll here to watch the workflow
Practice-Wide Impact
| Metric | Before | After | Improvement |
|---|---|---|---|
| Partner Evaluations per Week | 4-6 partners (limited by research time) | 15-20 partners (research automated) | 3x throughput |
| Time to First Partnership Brief | 3-5 days (waiting on research) | 2 hours (same-day turnaround) | 94% faster |
| Competitive Intelligence Coverage | 15 partners tracked manually | 50+ partners monitored 24/7 | 3x coverage |
| Executive Reporting Time | 5 hours weekly (manual compilation) | 15 minutes weekly (auto-generated) | 95% time saved |
Getting Your Team On Board
Managers think AI can't understand partnership nuance
Run parallel for 2 weeks: manager does manual research, AI does same partner. Compare briefs side-by-side. Show AI catches 85% of key insights in 90 seconds.
Managers see AI as research assistant, not replacement. Trust builds through comparison.
Analysts worried about job security
Show time reallocation: 'You'll spend 7 hours less on tracking, 7 hours more on strategic analysis and competitive positioning.' Frame as upgrade from tracker to strategist.
Analysts excited to move from reactive to proactive. Retention improves.
Operations skeptical about data accuracy
Demonstrate real-time sync: manager updates brief → ops dashboard updates instantly. Show version control: no more conflicting spreadsheets.
Ops sees single source of truth. Adopts immediately for sanity.
Leadership concerned about upfront cost
Calculate ROI: 4 people × 20 hours saved weekly × $75/hour = $6,000/week savings. Show 30-day payback period with $2K/month subscription.
CFO approves pilot. Becomes permanent after seeing metrics.
Team overwhelmed by learning new system
Start with one manager, one use case. Train in 1 hour. Show wins within week. Expand to team after proof point.
Gradual adoption reduces friction. Team requests access after seeing peer's results.
Investment & ROI
Typical payback in 30-45 days through time savings
Pricing
ROI Calculator
Proven Results
From Demo to Live in 3 Weeks
From demo to production in just 3 weeks
- Connect your data sources (CRM, partnership tools, news feeds)
- Configure role-specific dashboards (manager, analyst, ops views)
- Import existing partner data and pipeline
- Set up brief templates for your partnership types
- Train each role on their workflow (1hr sessions per role)
- Run pilot with 1 manager + 1 analyst on 5 real partners
- Gather feedback, adjust configurations and templates
- Compare AI briefs vs manual research (build trust)
- Roll out to all partnership team members
- Daily check-ins for first week (troubleshoot issues)
- Measure baseline metrics vs new performance
- Schedule 30-day review to optimize workflows
Enterprise deployments may take 4-6 weeks for custom integrations and multi-team rollout
2026 Randeep Bhatia. All Rights Reserved.
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