Project snapshot
Throughout our partnership with the client, we have consistently been impressed by the organization’s commitment to disciplined, value-driven AI adoption. They build capabilities that augment proven marketing operations rather than replacing institutional knowledge with off-the-shelf tools.
Together, we set out to explore whether a governed multi-agent AI platform could turn the client’s fragmented marketing intelligence into a coherent operating capability. We envisioned the platform as a curated catalogue of specialized agents (each tuned to a specific marketing competency) running inside the client’s own enterprise environment.
Business challenge
The client’s marketing intelligence operation has grown complex over the years. Regional teams worked across different countries, products, and market conditions, but valuable intelligence remained buried inside disconnected analytics repositories, presentations, research documents, and historical campaign materials. A rules-based and search-driven access model could no longer keep pace with the scale and variety of information being produced.
Marketing specialists felt practical impact the most. They routinely spent hours on each request: searching across disconnected systems, filtering global datasets to extract regional relevance, and rebuilding research that already existed elsewhere in the organization.
A particularly visible symptom was the legacy competitive intelligence subscription costing approximately $80,000 per year: 108 registered users, but only 9 to 13 active each month, with the rest defaulting to manual exports and external chatbots, a workaround that introduced real data exposure risk.
At the same time, the client was committed to safe and measurable AI adoption that would be genuinely additive to existing systems. The challenge was to introduce AI in a way that could be encapsulated inside the proprietary enterprise platform. It had to be validated through structured evaluation and incorporated into live marketing workflows without disrupting the operational infrastructure that had underpinned the business for years. A contractual clock on the third-party CI subscription added urgency: the renew-or-replace decision could not slip.
Solution
Intellias proposed a phased approach designed to prove value before committing to scale. A small proof of concept built the first specialized agent against a tightly scoped knowledge collection and validated it against a golden query set. When evaluated against the same competitive intelligence queries the client business was running on the legacy subscription, the AI agent’s responses matched or exceeded the legacy tool on coverage and quality, clearing the path to MVP.
The MVP focused on the highest-impact entry points: a competitive intelligence agent replacing the legacy subscription, a planning agent generating structured campaign briefs, an analyzer agent preparing pre-visit briefings for field teams, and a creator agent producing brand-guided visuals.
The platform was built around two principles. First, every agent runs inside the client’s own enterprise environment with role-based governance, audit logging, and identity flowing through to every sensitive integration. Second, every published capability passes through a structured evaluation framework before users see it.
The technology underneath (Claude on AWS Bedrock, a fleet of integrations connecting marketing-relevant data sources, and a centralized knowledge layer drawing from the client’s enterprise document storage) was kept deliberately invisible to end users, who interact with named agents through a clean conversational interface.
Business outcomes
The proof of concept demonstrated that AI-driven marketing intelligence could match the quality of the legacy subscription on real client queries, providing the confidence needed to commit to MVP and a multi-wave production rollout.
The MVP is now accessed daily by marketing teams across the client’s two delivery surfaces (one serving the broader enterprise workforce, one serving the commercial marketing function), replacing a process that previously required manual searching, exporting, and pasting across multiple disconnected systems.
The solution has standardized the way marketing intelligence is accessed across regions and created a governed, auditable basis for AI usage at enterprise scale, eliminating the shadow workaround of pasting confidential reports into external chatbots. The legacy competitive intelligence subscription is on track for non-renewal, replaced by a governed in-house capability that not only matches the legacy tool’s coverage but extends it to regions the third-party platform never served.
A regional product launch run on the platform’s awareness phase delivered approximately 1.1 million impressions, 1,600 validated leads, and 1,000+ completed diagnostic surveys, now layered with AI components for personalized content, real-time lead enrichment, and field force enablement.
Looking ahead, the platform is designed as a shared foundation: a single source of governed AI capability that will extend across additional regions, deeper enterprise integrations, and broader marketing workflow automation, giving every marketing team, in every country, a consistent and trusted way to put AI to work on real campaigns. 90+ countries served by a single governed AI platform $80K saved per year with legacy CI subscription on track for non-renewal 15+ specialists as the program scaled from POC to global rollout