EXAMPLE 1
Tax Optimization for Adaptive Reuse Real Estate Projects in Las Vegas
EXAMPLE 2
Accelerated Digital Marketplace Development for ConstructionCo
EXAMPLE 3
Customer Behavior Transformation program for UtilityCo
Example 1
Tax Optimization for Adaptive Reuse Real Estate Projects in Las Vegas
Customer-provided prompt (along with an Excel attachment with benchmarks):
Client Context and Problem Statement
MG Group is a prominent player in commercial real estate development, specifically focusing on adaptive reuse projects in the Las Vegas area.
These projects are uniquely challenging due to the intersection with various complex tax regulations, such as historic preservation incentives and local development programs.
MG Group is faced with a need to optimize tax strategies to maximize financial benefits from these projects while navigating the evolving local tax and zoning laws.
They are looking to recover at least 4M in expenditures per each of the 11 ongoing projects - something we need to validate with our modeling and value sizing benchmarks.
Project Specifications (Timeline, Scope, Team Size/Description, Commercials/Price)
Let’s propose a 12-week project, aimed at delivering a tailored tax optimization strategy that fits MG Group's specific needs in adaptive reuse projects. I envision 3 phases: diagnostic and opportunity identification, strategy development, and training and transition.
Let’s show profiles of Sarah Chen as the Engagement Partner, with Mark Rodriguez as co-lead. Use standard profiles for Lisa Martinez, Emily Lee, Rachel Green.
The project is budgeted at $250,000 and should include detailed phases for diagnostics, strategy development, and implementation guidance.
Deliverables
There will be interim deliverables within each stage;
Ultimately, we will produce a tax optimization strategy document, backed up by the financial impact analysis and model
We will need to support the executive presentation and readout and ensure we make any refinements to the tax strategy based on that
Let’s reflect the knowledge transfer and training component as well
Excerpts from the generated proposal:
Example 2
Accelerated Digital Marketplace Development for ConstructionCo
Customer-provided prompt:
Client Context and Problem Statement
The client, ConstructionCo, wants to create a new digital marketplace to secure a competitive advantage in the industry.
Objective: Develop with minimal impact on current business operations.
Global scale ambition, leveraging existing company assets and capabilities for rapid expansion.
Strategic control maintained while ensuring operational speed and agility in development.
Knowledge sharing crucial, aiming to spread insights throughout ConstructionCo.
Project Specifications (Timeline, Scope, Team Size/Description, Commercials/Price)
24-week project divided into Blueprint and Pilot/MVP phases.
Blueprint phase: Outline marketplace structure.
Pilot/MVP phase: Launch pilot to test product-market fit and explore scalable solutions.
Local beta test if MVP proves successful.
Deliverables
A de-risked marketplace with MVP and initial users.
Full rollout roadmap, targeting markets with a detailed go-to-market strategy.
Clear business case with cost projections and risk assessments.
Strategic next steps following MVP feedback and beta testing outcomes.
Excerpts from the generated proposal:
Example 3
Customer Behavior Transformation Program for UtilityCo
Customer-provided prompt:
Client Context and Problem Statement
Over the last 20 years, UtilityCo’s leadership has made significant forward-looking investments in renewable energy sources and transfer infrastructure upgrades.
These projects have created significant potential for more sustainable and cost-efficient power generation and consumption.
Despite these efforts, customers have been slow to change their behavior and take advantage of the new opportunities, blocking as much as $20 Million USD in returns per annum.
With new shareholders joining the board, a turnaround plan is essential in the next 90 days.
Key objectives include developing a comprehensive strategy for educating and influencing customer behavior, segmenting the customer base, and designing and launching 2-3 pilot customer journeys.
Project Specifications (Timeline, Scope, Team Size/Description, Commercials/Price)
Timeline:
Phase 1: Diagnostic and Blueprint (18 weeks), Pilot customer journeys (10 weeks) - in parallel
Phase 2: Deploy other customer journeys in waves (6-12 months), Develop in-house skills (6-9 months) - in parallel
Scope:
Stand up the PMO, onboard stakeholders, conduct internal interviews, enrich internal data, develop a customer segmentation model, and develop and syndicate the comprehensive strategy.
Based on customer segmentation, identify 2-3 segments for quick wins, design detailed customer journeys, define KPIs, and launch the journeys.
Iteratively improve the process with batch learnings, expand into new channels, revamp the onboarding process for new customers with a focus on Gen-Z personas.
Identify in-house program owners, hire externally as necessary, codify key processes and training materials, and conduct skill-building workshops.
Team Size/Description:
Senior leaders overseeing the project: Rachel Kosova (Managing Partner, Americas), Kamal Khan (Chief Data Officer)
Proposed on-the-ground project team: André Jin (Partner, Project Leader), Estel Lee (Engagement Manager), plus 3-4 generalist consultants and data scientists.
Commercials/Price: $525K USD for Phase 1
Deliverables
Comprehensive strategy for educating and influencing customer behavior.
Segmented customer base with key channels and messaging to reach 85%+ of the customer base.
Design and launch of 2-3 pilot customer journeys.
Detailed customer journeys with KPIs and data collection mechanisms.
Revamped onboarding process for new customers focusing on Gen-Z personas.
In-house program owners identified, key processes codified, and training materials developed.
Series of skill-building workshops conducted.
