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Case study drafts arrived four days after a project closed, not eighteen

A 35-person consulting firm had plenty of good work and a website that didn't show it. Drafts started from the project records, and a partner signed off on each one.

Green project binders, a notebook and coffee on a meeting table with a harbour viewProfessional Services

Client

A 35-person consulting firm whose website portfolio had fallen behind its client work.

By the numbers

What changed

4 days

From project close to a first case study draft, down from 18

6×

As many case studies published in one quarter

82%

Less partner and marketing time per story

Project close to first draft

14 days sooner
  • Before18 days
  • After4 days

Aurenia engagement record, average per project

Case studies published in a quarter

6×
  • Before1×
  • After6×

Aurenia engagement record, one quarter

Partner and marketing time per story, indexed

82% less
  • Before100
  • After18

Aurenia engagement record, per story

The challenge

The firm's best evidence sat in project plans, close-out notes and people's memories. Setting up a marketing interview took weeks, so good engagements rarely became case studies while anyone still remembered the details.

What we built

We connected the approved fields in the firm's project-management tool to a publishing workflow. When a project closed, the system gathered the record, listed the evidence that was missing, and drafted a case study in the firm's usual structure and voice.

Where a person stayed in charge

  • Only approved project fields went in.
  • If a metric was missing, the system asked for it. It never filled one in.
  • Client confidentiality rules were checked before any drafting.
  • A partner approved every story before it went on the website.

How it ran

  1. 1

    Trigger

    A project is marked closed and approved.

  2. 2

    Gather

    Pull the evidence from connected records.

  3. 3

    Draft

    Write the story and flag what is missing.

  4. 4

    Publish

    A partner approves it, then it goes live.

    A person signs off here

The result

The website started showing current work without anyone taking on another writing chore. Partners checked the evidence and the judgment calls instead of rebuilding a project from memory, and marketing had a steady queue of drafts to work from.

4 days

From project close to a first case study draft, down from 18

API integrationKnowledge retrievalAI-drafted writingPublishing workflow

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