Overview
A global energy storage firm partnered with Evalueserve to modernize how competitive intelligence was delivered across its commercial organization. They needed to accelerate the process of translating competitive intelligence into timely, decision-ready outputs.
By combining Evalueserve’s domain expertise in competitive intelligence with agentic AI embedded in Insightsfirst, the client dramatically reduced turnaround times, scaled intelligence delivery, and provided commercial teams with more actionable, context-rich insights. What once took days of manual synthesis could now be delivered in minutes, without compromising analytical rigor, enabling faster, more confident commercial decision-making.
Challenge
The energy storage firm has operations across multiple regions and a highly competitive market landscape. Its Global Commercial Excellence team plays a critical role in supporting sales, marketing, strategy, and finance with insights that inform commercial strategy, product management, inventory decisions, and capacity planning.
Evalueserve had been a long-standing partner, delivering domain-led market and competitive intelligence (MICI) through Insightsfirst, which served as the central platform for competitive profiles, operational benchmarks, and expert analysis. With growing information depth and faster business cycles, the client saw an opportunity to further enhance intelligence delivery—making it more dynamic, integrated, and directly aligned with business action.
The core challenge was not insight quality, but speed and scalability. When commercial teams needed concise, targeted views for specific situations—such as preparing for a customer meeting or responding to a competitive threat—intelligence managers had to manually navigate multiple profiles, extract relevant updates, and synthesize them into usable formats. Creating a single competitive summary often took five to six days, diverting experienced analysts from higher-value interpretation and strategic work.
Our Approach and Solution
Evalueserve addressed this challenge by pairing deep domain expertise with agentic AI, using technology to amplify, not replace, analyst judgment.
Building on the client’s existing Insightsfirst instance, Evalueserve introduced specialized AI agents designed around real competitive intelligence workflows. These agents were grounded in Evalueserve’s established research frameworks, taxonomies, and commercial use cases, ensuring that automation respected the nuance and context required for high-quality intelligence.
We worked with the client to prioritize a high-impact use case: on-demand competitive summaries derived from expert-curated intelligence.
The solution enabled:
- AI agents to retrieve the latest, analyst-validated competitive data—such as production capacity and utilization across manufacturing sites—directly from Insightsfirst
- Automated refreshes that preserved Evalueserve’s research rigor while eliminating manual extraction
- Intelligent synthesis of insights into concise, decision-ready narratives, tailored to specific commercial scenarios
- Outputs that went beyond static battlecards, incorporating contextual commentary, key implications, and strategic takeaways—reflecting how an experienced intelligence professional would frame the information
This allowed intelligence managers to generate structured summaries—typically delivered in a focused 3–4 slide format—almost instantly, while retaining the depth and relevance expected by internal stakeholders.
Business Impact
By embedding agentic AI within a domain-led intelligence platform, the client transformed how competitive intelligence supported commercial decision-making.
- Faster insight delivery: Intelligence that once took 5–6 days to compile could now be generated in minutes
- Higher analyst productivity: Intelligence managers spent less time on manual synthesis and more time on strategic interpretation
- Greater commercial relevance: Sales and marketing teams received insights framed around real business decisions, not just data points
- Scalable intelligence operations: The Commercial Excellence team could support 30–40 competitive profiles annually without increasing effort
- Stronger ROI on intelligence investments: Existing analysis within Insightsfirst was more effectively leveraged and monetized
By moving from traditional intelligence reporting to an agent-driven intelligence ecosystem, the client took a significant step toward operationalizing AI, not as an experiment, but as a practical engine for commercial impact.
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Overview & Impact
A global energy storage firm worked with Evalueserve to speed up competitive intelligence using agentic AI in Insightsfirst. Analyst-validated insights were delivered in minutes, enabling faster, more confident commercial decisions.
