{"id":18221,"date":"2026-01-22T09:50:14","date_gmt":"2026-01-22T06:50:14","guid":{"rendered":"https:\/\/hqsoftwarelab.com\/?post_type=portfolio&#038;p=18221"},"modified":"2026-01-22T11:09:49","modified_gmt":"2026-01-22T08:09:49","slug":"ai-based-assistant-for-analysts","status":"publish","type":"portfolio","link":"https:\/\/hqsoftwarelab.com\/portfolio\/ai-based-assistant-for-analysts\/","title":{"rendered":"AI-Based Assistant for Analysts: 80% Reduction in Report Preparation Time"},"content":{"rendered":"\n<section class=\"section-highlights\">\n        <div class=\"container-middle\">\n            <h2 class=\"title-highlights\">Highlights<\/h2>\n            <div class=\"container-highlights\">\n                <div class=\"column-highlights\">\n                    <div class=\"line-highlights\">\n                        <div class=\"line-1\"><\/div>\n                        <div class=\"line-2\"><\/div>\n                        <h2 class=\"column-title-highlights\">Need<\/h2>\n                    <\/div>\n                    <p class=\"text-highlights\">To streamline report creation, enabling analysts to prioritize strategic analysis and maintain high-quality output<\/p>\n                <\/div>\n                <div class=\"column-highlights\">\n                    <div class=\"line-highlights\">\n                        <div class=\"line-1\"><\/div>\n                        <div class=\"line-2\"><\/div>\n                        <h2 class=\"column-title-highlights\">Solution<\/h2>\n                    <\/div>\n                    <p class=\"text-highlights\">Artificial Intelligence (AI)-based assistant for analysts<\/p>\n                <\/div>\n                <div class=\"column-highlights\">\n                    <div class=\"line-highlights\">\n                        <div class=\"line-1\"><\/div>\n                        <div class=\"line-2\"><\/div>\n                        <h2 class=\"column-title-highlights\">Technologies<\/h2>\n                    <\/div>\n                                            <a class=\"link-highlights\" href=\"https:\/\/hqsoftwarelab.com\/technologies_taxonomy\/postgresql\/\">PostgreSQL<\/a>\n                                            <a class=\"link-highlights\" href=\"https:\/\/hqsoftwarelab.com\/technologies_taxonomy\/docker\/\">Docker<\/a>\n                                            <a class=\"link-highlights\" href=\"https:\/\/hqsoftwarelab.com\/technologies_taxonomy\/react\/\">React<\/a>\n                                            <a class=\"link-highlights\" href=\"https:\/\/hqsoftwarelab.com\/technologies_taxonomy\/python-web-development\/\">Python<\/a>\n                                            <a class=\"link-highlights\" href=\"https:\/\/hqsoftwarelab.com\/technologies_taxonomy\/typescript\/\">TypeScript<\/a>\n                                            <a class=\"link-highlights\" href=\"https:\/\/hqsoftwarelab.com\/technologies_taxonomy\/aws\/\">AWS<\/a>\n                                    <\/div>\n            <\/div>\n        <\/div>\n    <\/section>\n\n\n\n<section class=\"section text-block-portfolio\">\n    <div class=\"container container-small\">\n        <p class=\"main-title-portfolio\"><\/p>\n        <div class=\"container-portfolio\">\n            <div class=\"column-portfolio\">\n                <div class=\"triangle-portfolio\"><\/div>\n                <div>\n                    <p class=\"title-portfolio\">80%<\/p>\n                    <p class=\"text-portfolio\">reduction in report preparation time<\/p>\n                <\/div>\n            <\/div>\n            <div class=\"column-portfolio\">\n                <div class=\"triangle-portfolio\"><\/div>\n                <div>\n                    <p class=\"title-portfolio\">30%<\/p>\n                    <p class=\"text-portfolio\">increase in customer satisfaction<\/p>\n                <\/div>\n            <\/div>\n        <\/div>\n                    <div class=\"container-portfolio\">\n                <div class=\"column-portfolio\">\n                    <div class=\"triangle-portfolio\"><\/div>\n                    <div>\n                        <p class=\"title-portfolio\">4X<\/p>\n                        <p class=\"text-portfolio\">reduction in number of errors in the data <\/p>\n                    <\/div>\n                <\/div>\n                <div class=\"column-portfolio\">\n                    <div class=\"triangle-portfolio\"><\/div>\n                    <div>\n                        <p class=\"title-portfolio\">3X<\/p>\n                        <p class=\"text-portfolio\">increase in the department&rsquo;s throughput capacity<\/p>\n                    <\/div>\n                <\/div>\n            <\/div>\n            <\/div>\n<\/section>\n\n\n<section class=\"section text-block\">\r\n      <div class=\"container container-small\">\r\n        <h2>Results<\/h2>\n<p><span style=\"font-weight: 400\">By implementing HQSoftware&rsquo;s AI assistant, our client significantly reduced report preparation time. As a result, the process time dropped from 10 hours to just 2 hours per client deliverable, all while ensuring data accuracy and consistency.<\/span><\/p>\n<p><span style=\"font-weight: 400\">Analysts shifted focus from manual data gathering and slide creation to strategic interpretation and high-value recommendations, which boosted team productivity and client satisfaction. The automated system also cut errors and enabled the firm to handle more reports monthly without adding headcount, turning reporting from a bottleneck into a competitive advantage.<\/span><\/p>\n<h2>Customer<\/h2>\n<p><span style=\"font-weight: 400\">Our client is a medium-sized British consulting firm, specialized in delivering insights to the finance and retail sectors. They faced a critical challenge typical of growing businesses: their highly skilled analysts were bogged down by manual, time-consuming report preparation. Data, scattered across multiple sources such as CRM, BI dashboards, Excel spreadsheets, and client surveys, took 8&ndash;10 hours to consolidate for a single report.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400\">With increasingly tight deadlines and surging demand, partners voiced concerns that the team was &ldquo;stuck in Excel,&rdquo; unable to fully pivot from data collection and layout to delivering valuable strategic insights. The firm reached out to HQSoftware to develop an innovative solution to reduce report time preparation and allow their analysts to focus on high-value conclusions.<\/span><\/p>\n<style>\n    .portfolioSwiper-image {\n        object-fit: cover;\n        display: block;\n        margin-left: auto;\n        margin-right: auto;\n        \/*height: 100%;*\/\n    }\n    @media (max-width: 767px) {\n        .portfolioSwiper-image {\n            object-fit: cover;\n            display: block;\n            margin-left: auto;\n            margin-right: auto;\n            \/*height: 100%;*\/\n        }\n    }\n<\/style>\n<div class=\"swiper portfolioSwiper\" style=\"max-width: unset;\">\n    <div class=\"swiper-wrapper\">\n        <div class=\"swiper-slide\">\n            <div><img decoding=\"async\" class=\"portfolioSwiper-image\" loading=\"eager\" src=\"\/wp-content\/themes\/hq\/images\/photo_2025-09-19_10-02-31.jpg\" alt=\"photo 2025 09 19 10 02 31 -\" title=\"\"><\/div>\n            <div class=\"swiper-slide-text\">\n            <\/div>\n        <\/div>\n        <div class=\"swiper-slide\">\n            <div class=\"sas\">\n                <img decoding=\"async\" class=\"portfolioSwiper-image\" loading=\"eager\" src=\"\/wp-content\/themes\/hq\/images\/1_240827.jpg\" alt=\"1 240827 -\" title=\"\">\n            <\/div>\n            <div class=\"swiper-slide-text\">\n            <\/div>\n        <\/div>\n        <div class=\"swiper-slide\">\n            <div><img decoding=\"async\" class=\"portfolioSwiper-image\" loading=\"eager\" src=\"\/wp-content\/themes\/hq\/images\/2_240724.jpg\" alt=\"2 240724 -\" title=\"\"><\/div>\n            <div class=\"swiper-slide-text\">\n            <\/div>\n        <\/div>\n        <div class=\"swiper-slide\">\n            <div><img decoding=\"async\" class=\"portfolioSwiper-image\" loading=\"eager\" src=\"\/wp-content\/themes\/hq\/images\/3_240125.jpg\" alt=\"3 240125 -\" title=\"\"><\/div>\n            <div class=\"swiper-slide-text\">\n            <\/div>\n        <\/div>\n        <div class=\"swiper-slide\">\n            <div><img decoding=\"async\" class=\"portfolioSwiper-image\" loading=\"eager\" src=\"\/wp-content\/themes\/hq\/images\/4_230616.jpg\" alt=\"4 230616 -\" title=\"\"><\/div>\n            <div class=\"swiper-slide-text\">\n            <\/div>\n        <\/div>\n        <div class=\"swiper-slide\">\n            <div><img decoding=\"async\" class=\"portfolioSwiper-image\" loading=\"eager\" src=\"\/wp-content\/themes\/hq\/images\/5_220815.jpg\" alt=\"5 220815 -\" title=\"\"><\/div>\n            <div class=\"swiper-slide-text\">\n            <\/div>\n        <\/div>\n        <div class=\"swiper-slide\">\n            <div><img decoding=\"async\" class=\"portfolioSwiper-image\" loading=\"eager\" src=\"\/wp-content\/themes\/hq\/images\/6_210625.jpg\" alt=\"6 210625 -\" title=\"\"><\/div>\n            <div class=\"swiper-slide-text\">\n            <\/div>\n        <\/div>\n        <div class=\"swiper-slide\">\n            <div><img decoding=\"async\" class=\"portfolioSwiper-image\" loading=\"eager\" src=\"\/wp-content\/themes\/hq\/images\/7_210618.jpg\" alt=\"7 210618 -\" title=\"\"><\/div>\n            <div class=\"swiper-slide-text\">\n            <\/div>\n        <\/div>\n    <\/div>\n    <div class=\"swiper-pagination\"><\/div>\n<\/div>\n<h2>Solution<\/h2>\n<p><span style=\"font-weight: 400\">HQSoftware developed an AI-powered assistant designed to automate and streamline the client&rsquo;s report generation process. This intelligent system directly addressed the challenge of fragmented data by seamlessly integrating via API with their existing CRM (HubSpot, Salesforce), Power BI dashboards, and various storage solutions (Excel, Google Sheets, SharePoint, Typeform, manual market data).&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400\">The AI assistant automatically collects, aggregates, and analyzes the necessary data. Then it utilizes an integrated language learning model (LLM) to craft text insights and visually structure a draft client report in PowerPoint, adhering to company templates.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400\">The solution gives analysts a complete draft presentation in just 15 minutes. They then verify data, refine the recommendations, and finalize the document within two hours&mdash;down from 10 hours before. This saves time and lets analysts focus on adding value instead of manual work.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-18223 size-large aligncenter\" src=\"\/wp-content\/uploads\/2026\/01\/AI-report-1024x683.png\" alt=\"AI report 1024x683 -\" width=\"1024\" height=\"683\" title=\"\" srcset=\"https:\/\/hqsoftwarelab.com\/wp-content\/uploads\/2026\/01\/AI-report-1024x683.png 1024w, https:\/\/hqsoftwarelab.com\/wp-content\/uploads\/2026\/01\/AI-report-300x200.png 300w, https:\/\/hqsoftwarelab.com\/wp-content\/uploads\/2026\/01\/AI-report-768x512.png 768w, https:\/\/hqsoftwarelab.com\/wp-content\/uploads\/2026\/01\/AI-report-353x235.png 353w, https:\/\/hqsoftwarelab.com\/wp-content\/uploads\/2026\/01\/AI-report.png 1536w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\"><\/p>\n<h2>Technical Architecture<\/h2>\n<p><span style=\"font-weight: 400\">The AI-powered assistant is designed around three core stages: robust data ingestion, intelligent AI processing, and efficient report generation with analyst oversight.<\/span><\/p>\n<blockquote class=\"blockquote-bg\" style=\"background-image: url('\/wp-content\/uploads\/2023\/02\/Frame-4.png'); color: white;\">\n    <div class=\"row flex-column-reverse flex-md-row\">\n        <div class=\"col-md-4 mb-3\">\n            <p><img decoding=\"async\" style=\"max-width: 50%;\" src=\"\/wp-content\/themes\/hq\/images\/Vika%20Rokash-photoaidcom-cropped.png\" alt=\"Vika Rokash photoaidcom cropped -\" title=\"\"><\/p>\n        <\/div>\n        <div class=\"col-md-8 mb-4 mb-md-4 pl-md-5 d-flex flex-column justify-content-between\">\n            <div class=\"h3\">Need a custom software solution? We&rsquo;re ready to help!<\/div>\n            <p>HQSoftware has a team of skilled professionals ready to tackle the project. Ask me!<\/p>\n        <\/div>\n    <\/div>\n    <div class=\"row\">\n        <div class=\"col-md-4\">\n            <p>\n                <strong>Victoria Rokash<\/strong><br>\n                Business Development Manager\n            <\/p>\n        <\/div>\n        <div class=\"col-md-8 d-flex align-items-end mt-4 mt-md-0 pl-md-5\">\n            <a class=\"btn btn-primary btn-view-all prototype-btn-text\" href=\"\/contact-us\/\">Get a Free Quote<\/a>\n        <\/div>\n    <\/div>\n<\/blockquote>\n<h3><b>1. Data Ingestion Layer<\/b><\/h3>\n<p><span style=\"font-weight: 400\">The system uses API connections to link directly with the client&rsquo;s disparate corporate systems. This includes CRMs such as Salesforce and HubSpot, BI dashboards (Power BI), various Excel files, customer survey platforms (Typeform), and even historical reports.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400\">This layer automatically pulls all necessary data, eliminating the manual collection and verification tasks previously performed by analysts. The collected data is then consolidated into a centralized data storage system on the client&rsquo;s side.<\/span><\/p>\n<h3><b>2. AI Processing and Report Generation Mode<\/b><\/h3>\n<p><span style=\"font-weight: 400\">The AI processing layer combines deterministic data processing with generative AI capabilities.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400\">First, structured analytics pipelines aggregate and normalize the data and detect trends using rule-based logic and statistical methods.<\/span><\/p>\n<p><span style=\"font-weight: 400\">The processed and validated datasets are then passed to an integrated LLM, which is responsible for synthesizing human-readable insights, explaining trends, highlighting anomalies, and drafting narrative sections of the report.<\/span><\/p>\n<p><span style=\"font-weight: 400\">Concurrently, a dedicated PowerPoint generation module works with the LLM to structure the report, inserting these insights and visualizations directly into the client&rsquo;s pre-defined corporate templates. This module automatically creates standard sections such as &ldquo;Overview,&rdquo; &ldquo;Market,&rdquo; &ldquo;Recommendations,&rdquo; and &ldquo;Next Steps.&rdquo;<\/span><\/p>\n<h3><b>3. Analyst Review and Verification Interface<\/b><\/h3>\n<p><span style=\"font-weight: 400\">The final stage focuses on efficiency and accuracy through human-AI collaboration. Within approximately 15 minutes, the analyst receives a draft PowerPoint presentation. Crucially, the system provides a source verification mechanism, allowing the analyst to see exactly where each figure and piece of data originated. This empowers the analyst to quickly check facts, refine the AI-generated recommendations, and add their expert commentary, reducing the overall report completion time from 10 hours to just 2 hours.<\/span><\/p>\n<h2>Team<\/h2>\n<ul>\n<li><span style=\"font-weight: 400\">2 back-end developers<\/span><\/li>\n<li><span style=\"font-weight: 400\">1 ML engineer<\/span><\/li>\n<li><span style=\"font-weight: 400\">1 front-end developer<\/span><\/li>\n<li><span style=\"font-weight: 400\">1 QA engineer<\/span><\/li>\n<li>1 <span style=\"font-weight: 400\">project manager<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400\">Learn more about our <\/span><a href=\"\/solutions\/data-analytics\/artificial-intelligence\/\"><span style=\"font-weight: 400\">AI development services<\/span><\/a><span style=\"font-weight: 400\">.<\/span><\/p>\n      <\/div>\r\n    <\/section>\n\n\r\n<section class=\"section-news\">\r\n      <div class=\"container\">\r\n        <div class=\"section-top text-center\">\r\n          <h2 class=\"h2 section-title\">Check Out Other Works<\/h2>\r\n          <p>See How We Approach Business Objectives\r\n\r\n<\/p>\r\n        <\/div>\r\n        <div class=\"row section-news-row\">\r\n\r\n\r\n      <div class=\"col-md-4 section-news-item\">\r\n          <div class=\"section-news-item__inner \">\r\n              <a href=\"https:\/\/hqsoftwarelab.com\/portfolio\/ai-powered-chatbot-for-a-medical-clinic\/\" class=\"section-news-item__link\"><\/a>\r\n              <div class=\"section-news-item__img\">\r\n                  <img decoding=\"async\" src=\"https:\/\/hqsoftwarelab.com\/wp-content\/uploads\/2024\/08\/Banner.-AI-Powered-Chatbot-for-a-Medical-Clinic_-35-Reduction-in-Call-Volume-353x235.png\" loading=\"lazy\" data-srcset=\"https:\/\/hqsoftwarelab.com\/wp-content\/uploads\/2024\/08\/Banner.-AI-Powered-Chatbot-for-a-Medical-Clinic_-35-Reduction-in-Call-Volume-726x482.png 2x\" alt=\"Banner. AI Powered Chatbot for a Medical Clinic  35 Reduction in Call Volume 353x235 -\" title=\"\">\r\n              <\/div>\r\n              <div class=\"section-news-item__top\">\r\n                  <div class=\"section-news-item__top-left\">\r\n                      <a href=\"https:\/\/hqsoftwarelab.com\/industry\/healthcare\/\" class=\"section-news-item__category\">Healthcare<\/a>\r\n                  <\/div>\r\n                  <span class=\"section-news-item__readmore hq-readmore icon-arrow-right-i\"><\/span>\r\n              <\/div>\r\n              <div class=\"h3 section-news-item__bottom\">AI-Powered Chatbot for a Medical Clinic: 35% Reduction in Call Volume<\/div>\r\n          <\/div>\r\n      <\/div>\r\n\r\n      \r\n      <div class=\"col-md-4 section-news-item\">\r\n          <div class=\"section-news-item__inner \">\r\n              <a href=\"https:\/\/hqsoftwarelab.com\/portfolio\/ai-voice-assistant-for-a-medical-center\/\" class=\"section-news-item__link\"><\/a>\r\n              <div class=\"section-news-item__img\">\r\n                  <img decoding=\"async\" src=\"https:\/\/hqsoftwarelab.com\/wp-content\/uploads\/2025\/11\/Banner_-AI-Voice-Assistant-for-a-Medical-Center-353x235.png\" loading=\"lazy\" data-srcset=\"https:\/\/hqsoftwarelab.com\/wp-content\/uploads\/2025\/11\/Banner_-AI-Voice-Assistant-for-a-Medical-Center-726x482.png 2x\" alt=\"Banner  AI Voice Assistant for a Medical Center 353x235 -\" title=\"\">\r\n              <\/div>\r\n              <div class=\"section-news-item__top\">\r\n                  <div class=\"section-news-item__top-left\">\r\n                      <a href=\"https:\/\/hqsoftwarelab.com\/industry\/healthcare\/\" class=\"section-news-item__category\">Healthcare<\/a>\r\n                  <\/div>\r\n                  <span class=\"section-news-item__readmore hq-readmore icon-arrow-right-i\"><\/span>\r\n              <\/div>\r\n              <div class=\"h3 section-news-item__bottom\">AI Voice Assistant for a Medical Center<\/div>\r\n          <\/div>\r\n      <\/div>\r\n\r\n      \r\n      <div class=\"col-md-4 section-news-item\">\r\n          <div class=\"section-news-item__inner \">\r\n              <a href=\"https:\/\/hqsoftwarelab.com\/portfolio\/automating-profitability-assessments-for-smarter-business-decisions\/\" class=\"section-news-item__link\"><\/a>\r\n              <div class=\"section-news-item__img\">\r\n                  <img decoding=\"async\" src=\"https:\/\/hqsoftwarelab.com\/wp-content\/uploads\/2025\/04\/Banner.-Automating-business-profitability-assessment-353x235.png\" loading=\"lazy\" data-srcset=\"https:\/\/hqsoftwarelab.com\/wp-content\/uploads\/2025\/04\/Banner.-Automating-business-profitability-assessment-726x482.png 2x\" alt=\"Banner. Automating business profitability assessment 353x235 -\" title=\"\">\r\n              <\/div>\r\n              <div class=\"section-news-item__top\">\r\n                  <div class=\"section-news-item__top-left\">\r\n                      <a href=\"https:\/\/hqsoftwarelab.com\/industry\/business\/\" class=\"section-news-item__category\">Business<\/a>\r\n                  <\/div>\r\n                  <span class=\"section-news-item__readmore hq-readmore icon-arrow-right-i\"><\/span>\r\n              <\/div>\r\n              <div class=\"h3 section-news-item__bottom\">Automating Profitability Assessments for Smarter Business Decisions<\/div>\r\n          <\/div>\r\n      <\/div>\r\n\r\n              <\/div>\r\n                          <\/div>\r\n<\/section>\n\n\n\n<section class=\"section your-project\">\r\n    <div class=\"anchor-consultation\" id=\"consultation\"><\/div>\r\n  <div class=\"container\">\r\n    <div class=\"row\">\r\n      <div class=\"col-md-7\">\r\n        <div class=\"your-project__left\">\r\n          <div class=\"h2 your-project__title\">Kick Off With Your Project Today<\/div>\r\n          <p>\n<\/p><div class=\"wpcf7 no-js\" id=\"wpcf7-f13037-o1\" lang=\"en-US\" dir=\"ltr\" data-wpcf7-id=\"13037\">\n<div class=\"screen-reader-response\"><p role=\"status\" aria-live=\"polite\" aria-atomic=\"true\"><\/p> <ul><\/ul><\/div>\n<form action=\"\/wp-json\/wp\/v2\/portfolio\/18221#wpcf7-f13037-o1\" method=\"post\" class=\"wpcf7-form init\" aria-label=\"Contact form\" enctype=\"multipart\/form-data\" novalidate=\"novalidate\" data-status=\"init\">\n<fieldset class=\"hidden-fields-container\"><input type=\"hidden\" name=\"_wpcf7\" value=\"13037\"><input type=\"hidden\" name=\"_wpcf7_version\" value=\"6.1.4\"><input type=\"hidden\" name=\"_wpcf7_locale\" value=\"en_US\"><input type=\"hidden\" name=\"_wpcf7_unit_tag\" value=\"wpcf7-f13037-o1\"><input type=\"hidden\" name=\"_wpcf7_container_post\" value=\"0\"><input type=\"hidden\" name=\"_wpcf7_posted_data_hash\" value=\"\">\n<\/fieldset>\n<div class=\"row\">\n<input class=\"wpcf7-form-control wpcf7-hidden client-id-ga\" value=\"\" type=\"hidden\" name=\"client-id-ga\">\n\t<div class=\"col-md-6 your-project-form__line\">\n\t\t<p><label>Your Name<span style=\"font-weight: bold; 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Complete this form, and receive a free personalized proposal from your dedicated manager.<\/p>\r\n\r\n                            <div class=\"seo-block__image\">\r\n                    <img decoding=\"async\" src=\"https:\/\/hqsoftwarelab.com\/wp-content\/uploads\/2020\/01\/ava1@2.jpg\" loading=\"lazy\" data-srcset=\"https:\/\/hqsoftwarelab.com\/wp-content\/uploads\/2020\/01\/ava1@2.jpg 2x\" alt=\"ava1@2 -\" title=\"\">\r\n                <\/div>\r\n                <p class=\"seo-block__name\">Sergei Vardomatski<\/p>\r\n                <p class=\"seo-block__position\">Founder<\/p>\r\n            \r\n        <\/div>\r\n      <\/div>\r\n    <\/div>\r\n  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