Disclaimer: Composite persona for illustration — not a single named client.
数値は illustrative ranges です。
1. Problem
A 35-person tax and advisory firm. Client context lived in partner inboxes, shared drives with inconsistent naming, and personal ChatGPT sessions — no single view of “where we left off” on recurring engagements.
2. Before
| Area | State |
|---|---|
| Client context | Email threads · personal folders |
| Proposals | Word templates · manual merge |
| Handoffs | Verbal · lost between teams |
| AI | Shadow IT · no approval trail |
3. Why packaged SaaS failed
- Firm-specific engagement types and disclaimers
- Cannot drop legacy Excel client lists
- Compliance requires human sign-off on outbound text
4. Solution (illustrative)
- 無料DX診断 + executive alignment via Executive Brief 活用
- PoC: one proposal type · template + checklist + review gate — see 提案書自動化設計
- Production: permissions · export logs · STG/PROD per MVPと本番の境界
5. Results (illustrative)
| Metric | Impact |
|---|---|
| Proposal draft time | △35% (illustrative) |
| Rework cycles | 2.1 → 1.3 avg |
| Partner visibility | shared status board |
6. Summary
- “Information islands” break scaling before you need a monolithic system
- Start with one proposal workflow · human approval · illustrative metrics
- 補助金採択後の進め方 if public funding is involved
