Case Study

Finance​
AI Agent Development

Transforming Executive 360 Analysis with AI: 3 Days to 2 Hours for Schachter Consulting

Schachter Consulting — a boutique firm delivering C-suite 360-degree analyses — was spending up to 24 hours manually synthesizing 8-15 executive interviews per engagement. RTS Labs built a custom AI agent and interactive review interface that turned a 3-day process into a 2-hour one, while giving the firm's owner full visibility into every conclusion the AI reached.

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Case Study at a Glance
Client

Schachter Consulting

Industry

Finance

Use Case

AI-Powered Executive Analysis & Report Generation

Tech Stack

LangChain

OpenAI

Python

React

Time to Production
From brief to live deployment
0 weeks

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1. The Challenge

Schachter Consulting runs a highly specialized operation: a two-person firm that conducts in-depth interviews with C-suite executives — direct reports, peers, and managers — and synthesizes them into comprehensive 360-degree leadership analyses. It’s a rigorous, high-value process that senior leaders trust to inform their development and advancement decisions. But behind every polished report was a brutal manual grind.

Each engagement required 8 to 15 individual interviews, each packed with nuanced observations about leadership behavior, communication style, and organizational impact. The owner had to read every interview, hold the full picture in their head, cross-reference signals across respondents, and write a synthesis that was both accurate and diplomatically precise. Depending on complexity, that process consumed anywhere from 8 to 24 hours — sometimes stretching across 1 to 3 full working days. For a two-person firm taking on multiple clients, that pace was the ceiling on growth.

Worse, once a report was delivered, it was final. If a client wanted a revised framing or a deeper dive into a specific theme, the owner had to go back to the raw interviews manually. There was no way to interrogate the synthesis, ask why a conclusion was drawn, or generate an improved version without essentially starting over.

The 24-Hour Synthesis

Each 360-degree analysis required 8-24 hours of manual work — reading every interview in full, cross-referencing behavioral signals across 8-15 respondents, and drafting a synthesis precise enough for senior leadership decisions.

Max compilation time per engagement
0 hrs

No Way to Ask Why

Once a report was written, the reasoning was locked inside the owner’s head. There was no mechanism to interrogate a conclusion, explore a theme further, or refine the analysis — revisiting anything meant re-reading the source interviews from scratch.

Manually synthesized per engagement
0 Interviews

A Ceiling on Growth

With 1-3 day turnarounds per engagement and a two-person team, Schachter Consulting was constrained in how many clients they could serve. The manual process wasn’t just slow — it was structurally limiting the firm’s capacity to scale.

Firm size vs. growing client demand
0 People

2. The Engineer Approach

RTS Labs didn’t just automate the report — they built an intelligent analysis partner. The application accepts any number of raw interview transcripts, automatically classifies respondents by role (manager, peer, direct report), and applies Schachter’s proprietary 360-degree framework to generate a structured base report. What sets it apart is the custom review interface built alongside it: the owner can sit with the output, ask the AI why it reached a specific conclusion, probe for deeper insight on any theme, and prompt the system to generate refined versions in real time. The owner’s expertise stays in the loop — the AI handles the synthesis, the owner shapes the final product.

  • Interview Ingestion & Role Classification

    Built a structured intake pipeline that accepts raw interview transcripts in any format, automatically identifies and tags respondents by organizational role (manager, peer, direct report), and normalizes the data for analysis. The owner flags roles on upload — the system handles everything else from ingestion forward.

  • 360 Analysis Agent

    Designed a LangChain agent that applies Schachter Consulting's proprietary evaluation framework across all ingested interviews — synthesizing behavioral patterns, leadership signals, and cross-respondent themes into a structured base report. The agent mirrors the firm owner's analytical approach, not a generic template.

  • Interactive Review Interface

    Built a custom React review interface where the owner can interrogate the AI's reasoning in plain language — asking why a conclusion was drawn, requesting deeper analysis on a theme, or surfacing quotes from the source interviews that informed a finding. Full transparency into every output, in real time.

  • Iterative Refinement Loop

    The review interface feeds directly into a refinement loop: the owner's questions and corrections prompt the agent to generate progressively improved report versions without starting over. The owner's judgment shapes the final product — the AI handles the heavy lifting of synthesis and restructuring with each iteration.

I finished the entire process that used to take me 1 to 3 days in just 2 hours. But it's more than the time savings — I can now interrogate why the system reached a conclusion and push it to refine the analysis on the spot. That transparency changed how I work. I'm not just faster; I'm more confident in every report I deliver.
Leadership Team
Schachter Consulting

3. Results & Impact

Faster Processing Time
0 %+
More Client Capacity
0 x
AI Reasoning Transparency
0 %
Time to Production
0 wks

Before RTS Labs

  • Manual Synthesis

    8-24 hours per engagement spent manually reading and cross-referencing 8-15 executive interviews

  • Untraceable Insights

    No way to query why a conclusion was reached — reasoning lived entirely in the owner's head

  • Inflexible Deliverables

    Reports were final on delivery — any revision required re-reading source interviews from scratch

  • Limited Scalability

    Two-person firm with 1-3 day turnarounds, limiting how many clients they could realistically serve

After RTS Labs

  • 90% Time Savings

    Full 360-degree analysis generated in under 2 hours — what took 3 days now fits in a single morning

  • Interactive Logic

    Custom review interface lets the owner ask the AI why it reached any conclusion, in plain language, in real time

  • Refine in Real-Time

    Iterative refinement loop: owner prompts the agent to generate improved versions without starting over

  • 8x Client Throughput

    Firm capacity multiplied — same team, same quality, fundamentally more throughput per month

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