Follow a mandate from the first client question to the knowledge your firm carries into the next one. At each stage, Kaiya prepares work from the sources you provide; your team reviews what moves forward.
Each stage shows the moment your team is in, what Kaiya can prepare and who makes the judgement. Follow the links for the detail behind any workflow.
A partner is preparing for a client meeting, pitch or proposal.
Partners · business developmentA concise brief with relationship history, comparable assignments, current market context and questions worth asking.
Partners choose the point of view, the relationship strategy and the commitments made to the client.
The assignment is agreed and the team needs one shared definition of relevance.
Partners · research leadersA structured brief, success profile, target-company logic and the questions the research needs to answer.
Partners and research leaders agree the criteria, boundaries and search strategy before the market work begins.
The team needs market coverage and evidence for each candidate under consideration.
Researchers · consultantsA market map and candidate pool from professional networks, approved web sources and firm material. A connected CRM can add private context.
Researchers challenge coverage and sources. Partners decide who belongs on the longlist and who to approach.
Interviews and market feedback need to become clear advice for the client.
Consultants · delivery teamsStructured interview notes, candidate reports and client updates in the firm’s format, built from reviewed source material.
Consultants decide the assessment, recommendation and message that goes to the client.
The assignment has created knowledge another team could use.
Operations · the wider firmA reviewable summary of assignment evidence, relationships and current market context. Connected CRM updates are prepared for approval.
The firm decides what to keep, what to update and what needs restricted access.
Kaiya does not depend on one CRM. Connect the sources that make sense for your firm and keep the rest outside the workflow.
Use briefs, files, notes, recordings, firm templates, professional networks and approved web sources. A CRM is not required.
Kaiya can use information your firm makes available through an approved route. We will confirm the right approach for your system.
Kaiya’s deepest CRM integration can search, analyse and visualise Invenias knowledge, then prepare updates for your team to review.
No. Kaiya can work with briefs, files, notes, recordings, firm templates, professional networks and approved web sources. A CRM adds firm context when you choose to connect it.
Kaiya can use information your firm makes available through an approved route. Invenias is the deepest current CRM integration; we will confirm the right approach for another system.
Your team reviews the sources, assumptions, gaps, recommendations and finished output. Nothing goes to a client or updates a connected system without the review built into that workflow.
Yes. Most firms start with one live mandate and the piece of work that costs the team the most time, then expand after they have judged the output.
Choose the part of the search that costs your team the most time. Kaiya will prepare the first version for your team to review.
