Consulting Case Pattern

Pattern for client engagements with discovery, analysis, and recommendations.

Overview

Use Case: Management consulting, technical consulting, advisory services
Duration: 4-16 weeks
Artifact Focus: Cognitive (notes) → Product (reports) → Capital (methodologies)

Stages

1. Discovery

Purpose: Understand client context and needs
Entry Sentry: Engagement signed
Exit Sentry: Discovery complete AND client validated

Tasks:

• [Mandatory] Stakeholder interviews
• [Mandatory] Document review
• [Mandatory] Current state assessment
• [Discretionary] Additional research (if gaps identified)

Artifacts:

• Cognitive: Interview notes, observations
• Intellectual: Discovery summary

2. Analysis

Purpose: Identify issues and opportunities
Entry Sentry: Discovery validated
Exit Sentry: Analysis reviewed by client

Tasks:

• [Mandatory] Data analysis
• [Mandatory] Root cause identification
• [Mandatory] Opportunity assessment
• [Discretionary] Benchmarking (if requested)

Artifacts:

• Intellectual: Analysis report
• Product: Findings presentation

3. Recommendations

Purpose: Develop solutions and roadmap
Entry Sentry: Analysis approved
Exit Sentry: Recommendations approved by client

Tasks:

• [Mandatory] Solution design
• [Mandatory] Implementation roadmap
• [Mandatory] Business case
• [Discretionary] Pilot planning (if large initiative)

Artifacts:

• Product: Recommendations deck
• Product: Implementation roadmap

4. Delivery

Purpose: Present and refine deliverables
Entry Sentry: Recommendations approved
Exit Sentry: Client sign-off received

Tasks:

• [Mandatory] Final presentation
• [Mandatory] Q&A and refinement
• [Mandatory] Handoff documentation
• [Discretionary] Implementation support (if contracted)

Artifacts:

• Product: Final deliverables
• Capital: Consulting methodology (reusable)

PM-Agent Configuration

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pm_agent:
  knowledge_base: client-industry-context
  assignment_rules:
    - Interviews → Human (relationship-critical)
    - Data analysis → AI (data-analyzer-g3)
    - Presentation → Human (client-facing)
    - Documentation → AI (doc-generator-g3)

Example Case

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case:
  id: case-digital-transformation
  template: consulting_case_pattern
  desired_outcome: "Digital transformation roadmap delivered"
  duration: 12 weeks
  members:
    - human: engagement-manager
    - human: consultant-001
    - ai: data-analyzer-g3
    - ai: doc-generator-g3

Last Updated: January 2026