Automating business analyses – How GPT supports strategy consulting

GPT-based business analysis - Automatically create structured evaluations from business reports and prepare strategic decisions faster.

Customer

Customer benefits

Technology stack

"With the AI-supported solution from jovoco, we have a tool at hand that noticeably reduces our workload. It fits seamlessly into our processes and brings structure to the analysis phase."
Profil
Head of Digital Strategy

Challenges of the customer

When carrying out strategic company analyses, the need arose to automate recurring evaluation steps, in particular the creation of SWOT analyses based on extensive annual reports.

These analyses require both an understanding of the content and a structured derivation of strategic recommendations – tasks that were previously carried out entirely manually. The aim was to develop a solution that

  • can automatically process text-based company documents,
  • extracts contextually relevant information,
  • represents typical dimensions of SWOT analyses,
  • and derives structured recommendations for action – ideally in a format that can be presented directly.

The solution also needed to be as flexible as possible: it had to be modular, cost-effective to operate and compatible with existing systems.

Our approach

Based on specific business reports, typical analysis processes were identified, GPT models were adapted and a cloud-based solution was developed that automatically generates structured evaluations and reports.

Requirements definition & use case specification

At the start of the project, the requirements for an automated business analysis were specified with the customer. The aim was to efficiently derive business analyses, in particular SWOT analyses, from extensive annual reports - including consideration of industry-specific factors and company sizes. This well-founded use case definition created the basis for targeted development.
1

Fine-tuning & model customization

In order to map different analysis formats, the GPT model was trained using real evaluations. Targeted fine-tuning enabled relevant information to be extracted from text-based business documents and processed in a structured manner. In addition, a smaller, high-performance model was developed using distillation - ideal for resource-saving use in day-to-day business.
2

System integration in cloud infrastructure

The solution was container-based and integrated into the customer's Azure environment. Document uploads are possible both via a web interface and via API. Data processing takes place via a lean FastAPI backend. Thanks to the modular architecture, the system can be flexibly expanded - e.g. to include additional analysis types or data sources.
3

Automated report generation

Based on the analyzed content, PDF reports are automatically generated that can display various business analysis formats - from market and competitor assessments to strategic recommendations. The reports are ready for immediate use and are ideal for project reviews, customer meetings or internal decision-making processes.
4

Testing & handover

Following successful tests with real company data, the solution was comprehensively documented and made available. Thanks to the modular architecture, the application remains flexibly expandable - be it through further analysis formats, additional data sources or functional additions.
5

Results for the customer

Reduction of the analysis effort for initial evaluations
> 0 %
Infrastructure and model costs for a productively usable solution
< 0

Further results:

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