ConsultingFoundationsPowerPoint & Agent Workflows
Fifteen AI use cases that hold up in a consulting firm, ranked by value and risk, with the control each one needs and the ones I would not start with.
Florian Ploszczyk
26 August 202613 min read
Banking & FinancePowerPoint & Agent Workflows
How finance teams automate the monthly reporting pack without losing number integrity: one source per figure, native charts, variance commentary rules and a reconciliation gate.
Florian Ploszczyk
26 August 202612 min read
ConsultingPowerPoint & Agent WorkflowsSecurity & EU Regulation
The data model behind a credentials library that AI can safely retrieve from: CV fields, reference fields, permission levels, tagging, review cycles and GDPR duties.
Florian Ploszczyk
26 August 202613 min read
ConsultingFoundations
Forty checks across argument, evidence, numbers, confidentiality, brand and the final file, ordered the way an experienced reviewer actually works through a deck.
Florian Ploszczyk
26 August 202611 min read
ConsultingPowerPoint & Agent Workflows
Most slide libraries fail because nobody owns them. Here is the taxonomy, ownership model, review cycle and retrieval design that makes reuse actually happen.
Florian Ploszczyk
26 August 202612 min read
Banking & FinanceM&A & Private EquityPowerPoint & Agent Workflows
How to automate pitchbook production without breaking compliance: controlled data sources, comps and profiles from approved records, native charts, wall crossing and sign off.
Florian Ploszczyk
26 August 202613 min read
M&A & Private EquityBanking & Finance
A page by page structure for an investment committee paper, what each section must contain, and the review checklist that stops a committee debating formatting instead of risk.
Florian Ploszczyk
26 August 202612 min read
M&A & Private EquityBanking & Finance
Thirty five checks across valuation, comps, market data, confidentiality, disclaimers and the final file, in the order an experienced reviewer works through a pitchbook.
Florian Ploszczyk
26 August 202611 min read
FoundationsPowerPoint & Agent Workflows
Brand governance for PowerPoint means enforcing masters, wording and locked elements in the file itself, not in a guideline PDF nobody opens. Here is how to build it.
Florian Ploszczyk
26 August 202612 min read
FoundationsPowerPoint & Agent Workflows
A PowerPoint Company Brain is a governed knowledge layer that connects approved slides, CVs, references, templates and wording to the people and agents who build decks.
Florian Ploszczyk
26 August 202612 min read
ConsultingPowerPoint & Agent Workflows
A step by step workflow from RFP receipt to submitted proposal deck: compliance matrix, bid thesis, controlled retrieval, native slides and three separate reviews.
Florian Ploszczyk
26 August 202613 min read
ConsultingPowerPoint & Agent Workflows
What I learned building proposals in consulting, and the workflow from RFP to finished deck I would use today: approved evidence, bounded AI, partners still accountable.
Florian Ploszczyk
25 August 202612 min read