AI-Assisted Due Diligence Questionnaire Automation
Putting a live version in the hands of the clients within two weeks was incredibly important to build trust and allowed for quick feedbacks and iterations.
Due Diligence Questionnaire Automation
An investment management organisation was spending significant time completing recurring due diligence questionnaires. Much of the information already existed across policies, procedures and previous responses, but finding the right information and producing consistent answers remained a largely manual process.
The objective was to build an AI-assisted application capable of producing high-quality first drafts while keeping domain experts in control of the final output.
The problem
I was responsible for designing and delivering the initial version of the application, covering backend and front end development, AI integration and the overall user workflow.
The first production version was delivered within two weeks, with the expectation that subsequent iterations would be driven by real user feedback rather than assumptions made upfront.
My role
Discover how to analyze workflows, identify inefficiencies, and implement smarter systems. This course helps you create processes that actually work, for a team or just for yourself.
Approach
The challenge wasn't simply technical. The project had a tight delivery timeline, limited engineering resources and evolving requirements, making it essential to balance speed with long-term usability.
Challenges
Learn how to communicate with clarity, confidence, and purpose. This course explores active listening, tone, body language, and message delivery for stronger, more impactful connections.
The outcome
Learn tools for organizing ideas, setting goals, and building consistent schedules. From brainstorming to publishing, this course helps turn scattered thoughts into a cohesive plan.
What I learned
Who We AreDriven by passion, grounded by values
Our journey has been anything but ordinary. Through every step, we've focused on staying true to our values and making space for thoughtful, lasting work.
