Success Stories
See how organizations are using Luzidos to transform their implementation processes.
Fintech Implementation Automation
Leading Fintech Company
A team of 50 consultants at a Fintech uses David to automate the generation of over 400 documents per month.
Key Results
$7.2M
Additional Billable Revenue
$2.4M
Cost Savings
25
Team Equivalent
500+
Documents in <2 Months
Document Types David Can Generate
David can help with a wide range of document types across the entire implementation lifecycle
| Document Type | What David Needs from You | Your Existing Templates & Accelerators | Output Formats |
|---|---|---|---|
| Lead qualification | RFP/RFI responses, sales call recordings, prospect questionnaires | MEDDICC, BANT, SPIN, etc. qualification frameworks | Excel, Word |
| Solution Design & Architecture | Discovery call recordings, client business requirements, technical assessments | Reference architectures, standardized solution briefs | PowerPoint, Word |
| Quote Calculators & Estimations | Project scope details, customer maturity assessments | Estimation calculators, standard pricing templates, product/service catalogs | Excel |
| Proposals | Project scope details, pricing information, client-specific project objectives, project timeline | Proposal templates, standard outlines | PowerPoint, PDF |
| Statement of work | Agreed scope, timelines, list of deliverables, client-specific contractual terms | Standardized SoW templates and checklists | Word, PDF |