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Prospicience Consultancy
B17Internal system

A business dossier that works with no connection

Internal

For our own business development trip, we built a self contained dossier application: a dashboard with metrics and a view of missing data, an opportunity pipeline, editable detail pages and an action board. It works with no connection, and exports a fresh standalone copy of itself carrying the current data.

connection required
none
export
a standalone copy with current data
incoming documents
converted to text for analysis
How it works
  1. 01

    Built a dashboard with metrics, priorities and a view of what...

  2. 02

    Built an opportunity pipeline with editable detail pages and an...

  3. 03

    Added an export that produces a fresh standalone copy carrying...

  4. 04

    Converted incoming documents to text so AI could read them and...

The gate

Gaps are shown, not hidden. The missing data view lists which fields are still blank, so a half researched opportunity is never presented as a complete one.

The challenge

Business development material lives across documents and inboxes, and none of it is available on a plane or in a meeting with no signal.

Why it mattered

A trip is short and every meeting counts. Walking in without the numbers, the open questions or the next steps wastes the conversation the trip was planned around.

What we built

  • Built a dashboard with metrics, priorities and a view of what is missing.
  • Built an opportunity pipeline with editable detail pages and an action board.
  • Added an export that produces a fresh standalone copy carrying the current data.
  • Converted incoming documents to text so AI could read them and update the dossier.

The result

  • Every opportunity, question and next step in one file that works offline.
  • A missing data view that shows which fields are still blank.
  • Backup, import and print to PDF, plus a portable copy with the current data inside.

Built for trust

Gaps are shown, not hidden. The missing data view lists which fields are still blank, so a half researched opportunity is never presented as a complete one.

AI at work

Incoming documents are converted to text so AI can read them and update the opportunities, questions and next steps, while the missing data view shows exactly which facts are still blank. We decide what to pursue; AI keeps the record current.

What it produces

  • documents converted to readable text
  • updated opportunity records
  • a list of blank fields per opportunity
  • a portable offline copy with current data

How it works, day to day

New documents are converted to text and read, and the relevant opportunity is updated. We review the changes in the app, fill what is missing, and export a fresh standalone copy for the trip.

Where it saves time, and gets better with use

  • A new document is read and filed against the right opportunity instead of waiting for someone to retype it.
  • Each update builds on the last copy of the dossier, and the export carries it forward.
  • Gaps are visible before a meeting, not discovered in it.

The technology

  • Works offline, in one file
  • Shows what you still do not know
  • Exports a fresh copy with your data in it
Technical notes
  • Single document application with browser local persistence
  • Self contained export embedding current state as a seed
  • Document ingestion layer converting incoming files to markdown for analysis

Questions we get asked

Does the dossier need an internet connection?
No. It is a single file that runs in any browser, saves edits locally, and exports a portable copy carrying the current data.
Why show missing data on the dashboard?
So nobody presents a half researched opportunity as a complete one. Blank fields are visible at a glance.

Related systems

Have a process that should run itself? Let us build it.

Tell us the problem. We will show you what we would build, how fast we can ship it, and what it will deliver, from a first pilot to a full platform.

Book a consultationcontact@prospicience.in