Quarterly Planning Engine

Quarterly Planning Prep in Hours, Not Weeks

Before each quarterly session, our AI conducts structured interviews with every leader, then synthesizes everything into a comprehensive planning document. Go from 3 weeks of prep to 3 hours.

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The planning engine in action

Explore each stage of the automated quarterly planning process.

Q2 2026 External Intelligence Report
Research Complete
Market Research
Macro Analysis
Strategic Synthesis

Market Intelligence

The US IT consulting and digital transformation market is projected to reach $512B in 2026, growing at 8.2% CAGR. The mid-market segment is experiencing consolidation pressure with 14% of firms acquired in the last 18 months. AI-native service delivery is becoming table stakes, with 67% of RFPs now requiring AI capabilities.

Competitor Activity
SL
SlalomHIGH

Launched AI Accelerator Practice; hired 200 AI engineers in Q1

WE
West MonroeHIGH

Acquired DataPath Analytics for $85M

DE
Deloitte DigitalHIGH

Released GenAI Studio targeting mid-market

AC
AccentureMEDIUM

$3B AI-powered industry solutions investment through 2027


Macroeconomic Analysis

Mixed signals heading into Q2 2026. GDP growth slowed to 1.8%, inflation moderating to 2.6%. The Fed held rates at 4.25% with 2-3 cuts expected by year-end, potentially unlocking deferred transformation budgets.

GDP Growth

1.8%

Inflation

2.6%

Fed Rate

4.25%

IT Spend Growth

+6.8%

Risk Factors
  • EU tariff escalation on tech services
  • Commercial real estate stress → regional banking tightness
  • AI regulation compliance costs (EU AI Act Q3 2026)
  • Labor market softening → discretionary spend compression

Strategic AnalysisClaude Opus

Key Takeaway

The market is rewarding AI-native service firms with premium pricing while consolidating around fewer, more capable vendors. The competitive window for establishing AI-first positioning is narrowing — Slalom and Deloitte Digital are investing heavily.

Top Opportunities

  • 1. AI service premium pricing (25-40%)
  • 2. Vendor consolidation favoring full-stack firms
  • 3. Rate cuts unlocking deferred budgets

Top Threats

  • 1. Competitor AI investments eroding differentiation
  • 2. Acquisition pressure from consolidation
  • 3. Macro softening compressing H2 budgets

This intelligence is automatically injected into every leader interview and the final synthesis document.

Powered by Google Gemini with real-time search + Claude Opus strategic analysis

3 hrs

Prep time (was 3 weeks)

87%

Rock completion rate

100%

Leadership participation

Capabilities

Everything your planning process needs

Purpose-built for leadership teams running structured operating systems.

Deep Research Engine

Gemini-powered market and macro intelligence. Real-time competitor tracking, industry analysis, and economic indicators inform every planning decision.

AI-Facilitated Interviews

Structured, data-informed conversations with every leader. The AI asks better follow-up questions than a prep survey ever could.

Cross-Functional Synthesis

Automatically identifies themes, patterns, and connections across all interviews that no single leader could see.

Conflict Detection

Surfaces misalignment and tensions between leaders before the planning session, so you can address them head-on.

Rock Recommendations

AI-generated priority recommendations based on interview data, scorecard trends, and strategic alignment analysis.

.docx Export

One-click export of the full synthesis document. Share with your coach, board, or leadership team before the session.

Framework Agnostic

Works with EOS, Scaling Up, 4DX, or your custom hybrid framework. We adapt to your planning methodology.

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