Navigant Technologies, a business intelligence and account research-focused organization, needed a faster and more reliable way to gather, interpret, and use account-level insights for strategic outreach. Traditional research workflows were time-consuming, fragmented, and heavily dependent on manual analysis. Teams had to move across multiple sources, consolidate information, identify meaningful patterns, and convert research into outreach-ready intelligence.
Converiqo helped Navigant Technologies transform this process through AI-driven insights and workflow automation. By centralizing account research, accelerating intelligence gathering, and making insights more actionable, Converiqo enabled the team to improve research efficiency, outreach relevance, and decision-making speed.
Based on workflow improvements and team feedback, Navigant Technologies was able to reduce manual account research effort by an estimated 60–70%, shorten business intelligence preparation time, and improve the quality of strategic outreach. The result was a more efficient, insight-led approach to business development and account engagement.
Client Background
Navigant Technologies works in the area of business intelligence and account research, where timely and accurate information plays a critical role in sales, partnerships, market expansion, and strategic communication. For organizations operating in this space, the quality of account intelligence directly influences how effectively teams identify opportunities, personalize outreach, and prioritize high-value prospects.
Before adopting Converiqo, the team relied on conventional research methods that involved searching across multiple platforms, reviewing company information manually, identifying key decision points, and converting raw findings into usable insights. While this approach could produce useful results, it required significant time and effort.
As business needs grew, Navigant Technologies needed a smarter way to manage research-heavy workflows. The goal was not only to collect more information, but to convert that information into fast, relevant, and actionable business intelligence.
Challenges
The primary challenge was research inefficiency. Account research often requires teams to evaluate company profiles, industry context, business priorities, market signals, potential pain points, and outreach opportunities. When done manually, this process can become slow, repetitive, and inconsistent.
Navigant Technologies also faced the challenge of turning scattered information into structured intelligence. Data alone was not enough. The team needed insights that could support decision-making and improve the quality of strategic outreach.
Another challenge was speed. In competitive B2B environments, delayed research can reduce outreach impact. Sales and strategy teams need timely intelligence so they can engage prospects while opportunities are still relevant.
Consistency was also important. When different team members conduct research manually, output quality can vary. Some account briefs may be detailed, while others may miss useful context. Navigant Technologies needed a more standardized and scalable way to generate account intelligence.
Objectives
Navigant Technologies wanted to improve the way its team approached account research and business intelligence. The key objective was to reduce the time spent on manual research while improving the usefulness of the insights generated.
The company also wanted to make strategic outreach more efficient. Instead of sending generic communication, the team needed better context for each account so outreach could be more relevant, timely, and impactful.
Another objective was to support workflow automation. Navigant Technologies needed a solution that could reduce repetitive tasks, streamline information gathering, and help team members focus more on analysis, strategy, and engagement.
The final objective was to create a scalable research process. As account volumes increased, the organization needed a system that could support faster intelligence generation without compromising quality.
Solution
Converiqo provided Navigant Technologies with AI-driven account research and workflow automation capabilities designed to support faster, more relevant business intelligence. The platform helped the team move from manual information gathering to a more intelligent and structured research process.
With Converiqo, account insights could be generated more efficiently. Instead of spending extensive time collecting and organizing data, teams could access AI-supported intelligence that helped them understand accounts faster.
The solution also improved the relevance of outreach. By surfacing useful account-level insights, Converiqo helped team members build more informed communication strategies. This made outreach more personalized and aligned with business context.
Workflow automation played an important role in reducing repetitive work. Tasks that previously required manual effort could be streamlined, allowing the team to focus on higher-value activities such as account prioritization, message strategy, and opportunity development.
Implementation Process
The implementation began with understanding Navigant Technologies’ existing research workflow. This included identifying how the team collected account data, what sources were used, how insights were prepared, and where delays occurred.
Once the workflow gaps were clear, Converiqo was aligned with the team’s business intelligence and account research requirements. The focus was on making the system useful for real-world outreach and research operations rather than simply adding another data tool.
The next stage involved configuring AI-driven insight workflows. These workflows helped convert account information into more actionable intelligence. The goal was to ensure that research outputs were not generic summaries, but useful inputs for strategic engagement.
After setup, the team began using Converiqo to support account research activities. As users interacted with the platform, workflows were refined to improve relevance, speed, and usability. This helped ensure that the system matched how the team actually worked.
The final stage focused on adoption and optimization. Converiqo became part of the team’s account intelligence process, helping standardize research quality and reduce dependency on repetitive manual work.
Results
Converiqo delivered a measurable improvement in how Navigant Technologies approached account research and business intelligence. While exact audited figures may vary by workflow and account complexity, the implementation created clear operational gains.
The team reported faster access to relevant account insights, helping reduce the time required to prepare business intelligence for outreach. Manual research effort was reduced by an estimated 60–70%, especially for repetitive information-gathering tasks.
Account brief preparation became significantly faster. Work that previously required extended manual review could be completed in a shorter timeframe with AI-supported intelligence. This improved team productivity and allowed more accounts to be researched within the same working window.
Outreach quality also improved. With more relevant account intelligence available earlier in the process, the team could create more contextual and impactful outreach strategies. This helped reduce generic communication and made engagement more aligned with prospect needs.
The implementation also improved internal workflow consistency. Research outputs became more structured, helping team members follow a more reliable intelligence process across accounts.
Key Impact Metrics
| Impact Area | Estimated Improvement |
|---|---|
| Manual account research effort | Reduced by 60–70% |
| Business intelligence preparation time | Reduced by 50–65% |
| Speed of insight generation | Improved by up to 3x |
| Outreach relevance | Improved by 35–45% based on team feedback |
| Workflow consistency | Improved through standardized AI-supported research |
Before vs After Comparison
| Area | Before Converiqo | After Converiqo |
| Account Research | Manual, time-consuming, and source-heavy | Faster AI-supported account intelligence |
| Business Intelligence | Scattered information required manual consolidation | Structured, relevant, and actionable insights |
| Outreach Preparation | Slower and more dependent on individual research effort | More efficient, contextual, and strategy-ready |
| Workflow Efficiency | Repetitive research tasks consumed team bandwidth | Automation reduced manual workload |
| Insight Quality | Output varied by researcher and available time | More consistent intelligence across accounts |
| Team Productivity | Limited by manual research capacity | More accounts could be researched faster |
| Strategic Impact | Outreach often required additional preparation | Teams could act on insights more quickly |
Client Quote
“Converiqo has transformed the way we approach account research and business intelligence. Its AI-driven insights and workflow automation deliver fast, relevant, and actionable intelligence, making strategic outreach far more efficient and impactful for our team.”
- Navigant Technologies, Business Intelligence & Account Research
Lessons Learned
One of the most important lessons from this project was that account research is not only a data collection task. For B2B teams, the real value comes from turning information into intelligence that supports timely and relevant action.
The project also showed that AI performs best when it is aligned with an existing business workflow. Converiqo was effective because it helped improve the actual research and outreach process, rather than simply providing another layer of information.
Another lesson was the importance of speed. In business intelligence and account research, faster access to insights can directly improve outreach readiness. When teams spend less time gathering information, they can spend more time building strategy.
The implementation also reinforced the value of consistency. AI-supported workflows helped standardize the way account intelligence was prepared, reducing variation and improving reliability across the team.
Conclusion
Navigant Technologies’ experience with Converiqo demonstrates how AI-driven business intelligence and workflow automation can transform account research operations. By reducing manual effort, accelerating insight generation, and improving outreach relevance, Converiqo helped the team move from time-consuming research to faster, more actionable intelligence.
For B2B organizations that rely on account research, sales intelligence, market insights, or strategic outreach, this case study shows the value of adopting AI-powered workflows. Converiqo enabled Navigant Technologies to improve productivity while supporting a more intelligent and impactful approach to business development.
The result was not just faster research. It was a smarter, more scalable, and more strategic way to use business intelligence.
FAQs
1. How did Converiqo help Navigant Technologies improve account research?
Converiqo helped automate repetitive research tasks and generate AI-driven account insights. This reduced manual effort and allowed the team to access relevant business intelligence faster.
2. What type of business problem did this project solve?
The project solved challenges related to slow account research, fragmented business intelligence, inconsistent insight quality, and inefficient outreach preparation.
3. How did AI-driven insights improve strategic outreach?
AI-driven insights helped the team understand accounts faster and create more contextual outreach. This made communication more relevant, timely, and impactful.
4. What results did Navigant Technologies achieve with Converiqo?
The team achieved faster insight generation, reduced manual research effort by an estimated 60–70%, improved workflow consistency, and made strategic outreach more efficient.
5. Is Converiqo suitable for other B2B teams?
Yes. Converiqo is suitable for B2B teams that rely on account research, business intelligence, lead qualification, sales intelligence, customer engagement, or strategic outreach workflows.
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