Enterprise sales leader · financial services
249 files, no system that had ever stuck, and a compliance pack with six holes in it that nobody had noticed.
One 90-minute session, plus a follow-up prompt by email.
The problem
Twenty-five years in enterprise sales, five weeks into a new patch, and 249 work files spread across three folders on one laptop. No system had ever stuck. Several had been tried and abandoned, each leaving its own copies behind.
The cost of that showed up in the files themselves. One deal-review template had been rebuilt from scratch eleven times. The most recent quarterly review deck had reached version 25.
What I did
One session, ninety minutes, on their machine with them driving. Their AI read every work file on the laptop, interviewed them about how the job actually runs, proposed a structure, and moved nothing until they had approved it.
Every move was logged and nothing was deleted. Files that looked redundant went to a quarantine folder rather than to the bin, because "looks superseded" is a guess and a checksum is not.
What the first session found
282 files filed, 107 quarantined, 250 moves, all reconciled exactly against the log. About a third of what they were carrying was duplicate or superseded, identified by checksum rather than by filename, which is the only way to catch a file that was renamed on the way to being copied.
The more useful find was not the filing. Reading their compliance pack against a written request from a bank's third-party risk team surfaced six documents that were genuinely missing: a penetration test over a year old, an expired audit bridge letter, and two statements of applicability that were not there at all. That evidence gates being shortlisted. It had been sitting in the gap between having answered something before and being able to find it.
What this does not show
- No after-number. I have not measured how long assembling that compliance pack takes now against what it took before.
- One session. Whether the structure survives six months of daily use is not something I can yet claim.
- Whether closing those six gaps changed the outcome of the bid is not visible to me, and I am not going to imply it did.