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Enabling AI-Driven Research Operations for a Leading Global Tech Analyst Firm 

Tech Analyst Firms
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Business Situation

  • A global technology research analyst company wanted to increase the scale, speed, and precision of its research delivery for enterprise customers. 
  • It was overwhelmed by the ever-growing unstructured data from varied sources, and it was trying to construct a centralized platform for various tech applications. 

SGA Approach

SG Analytics employed a combined research and automation system to help solve the client’s problem. The project emphasized the following:

  • Data Extraction & Structuring: Used SQL ETL streams and Python workflows in processing to aggregate and harmonize data feeds concerning company descriptions, market size, and executive information from over 28 distinct languages.
  • Research Enablement: Enabled core analyst activities in seven tech segments, namely enterprise IT, applied competitive intelligence, and cybersecurity resilience, and customized research deliverables involving market projections to peer benchmarking.
  • AI-Powered Operations: Designed and deployed agentic AI to perform accelerated outreach, automatic research updates, and trend monitoring for higher turnaround.
  • CRM Integration: Consolidated data assets and ensure seamless integration with the client’s in-house platforms to support their analyst workbenches.

Key Takeways

The client recorded the following improvements:

  • An 80% decrease in manual time invested in data structuring and cleansing coupled with a 70% increase in monitoring client-specific research deliverables and stakeholder inquiries
  • A 60% accelerated turnaround on research publications and dashboards facilitating faster go-to-market (GTM) strategy execution

Long-term active engagement, spanning more than 12 years of collaboration, empowered the client to undertake 70 research initiatives annually across key topics and markets.

Related Tags

AI - Artificial Intelligence Corporate Banking Data Media & Entertainment Research Services Tech Tech Analyst Firms TMT

About SG Analytics

SG Analytics is a leading global data solutions firm providing data-centric research and contextual analytics services to its clients, including Fortune 500 companies, across the Financial Services, Technology, Media & Entertainment, and Healthcare sectors. Established in 2007 and a Great Place to Work certified company, SGA has over 1600 employees and has a presence across the US, the UK, Switzerland, Poland, and India.

Besides being recognized by analyst firms such as Gartner, Everest Group, and ISG, SGA has been part of the elite Deloitte Technology Fast 50 India 2024 and APAC (Asia Pacific) 2025 High Growth Companies by the Financial Times & Statista.

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