Flight Deck / AI Version – 2025

 

Dear ChatGPT ,

My firm ( 3P Consultants > www.3pConsultants.co.in ) is a headhunting company , started by me in 1990 . Currently 3P employs approx. 20 colleagues and works 5 day week . Other than meeting client companies and the potential candidates ( mostly senior employed professionals ) , either in person or through Video calls , rest of the activities are carried out on desk top computers , with candidate database on a legacy enterprise platform called FILEFINDER

We are now exploring the possibility of leveraging AI into our operations , especially;

Ø  Customer Relations Management ( CRM )

Ø  Applications Tracking System ( ATS – aka OES = Order Execution System )

Ø  Internal Processes between colleagues

In this connection we have just started discussions with Ganesh and Ravi of LeftRightMind , and in this context , my colleague Mitchelle has sent to them, following mail on 21 Jan 2024 :

Dear Ravi,

 

Thank you for taking the time to share your valuable insights during our recent discussion.

As per our conversation, I have outlined below a wish list of activities / tasks where I believe if AI can be leverages, to help us enhance productivity and profitability.

 

Business Development

• A dynamic dashboard providing real-time insights into:

• Hot BD leads, proposals sent, and contracts pending signatures.
• Revenue generated from new vs. existing clients.
• Industry focus and value per client fitment.
• Key anchor clients and reasons for client attrition.
• Mandates won with associated fees and profitability metrics.

• Advanced data analytics to provide actionable insights.
• Dynamic Pricing Insights: AI-based recommendations on pricing strategies tailored to specific industries or clients.
• Geo-targeted Outreach: Insights into geographic trends to help tailor business development efforts to high-potential regions.
• Automated reminders or prompts for client outreach and follow-ups.
• Centralized access to all marketing collaterals.
• Market intelligence on pursued customers, including:

·         Ready market research reports based on validated public data (especially for listed companies).

·         Insights into upcoming IPOs, sectoral investments, hiring trends, and greenfield projects.

• Predictive analytics to identify opportunities like senior executives nearing retirement and potential backfill needs.
• Capture response time at each stage and time taken from lead generation to business acquisition
• Where are the gaps, how can we fast track the process
• Access to Competitor data if any/ MANDATES Won + @ what pricing etc
• Risk Mitigation Insights: Tools to predict and highlight risks in mandates based on past patterns, such as delayed payments or challenging client expectations.

 

Execution / Delivery

AI-powered tools for:

 

• Auto Auditing the 3P SOP and throwing up alerts in case of deviations / lapses
• Create, segregate data based on function, skills, Industry etc classification
• Auto create a quick synopsis for all interviewed candidates based on the recordings, notes summary
• Ensure a real time updated database of candidates with data that can be sliced/analysed/ searched the way we want
• Sourcing relevant profiles aligned with job descriptions and search specifications.
• Automatically generating and sharing relevant profiles
• Cultural Fit Analysis: AI tools to evaluate candidate compatibility with client organizational culture based on behavioural data.
• Auto formatting resumes, updates, search summaries, progress reports, reference check reports etc
• Creating sense of Referee database
• Based on the data available inhouse, can the software auto created organization charts that show reporting relationships
• Recommending profiles based on historical search patterns.
• Building target company lists efficiently.
• Generating candidate assessment narratives from interview transcripts.
• Creating tailored questions for each job description and competencies required.
• Mapping candidates’ skills, soft skills, and attributes to job requirements.
• Scanning public domain platforms (e.g., LinkedIn, YouTube, social media) to build a comprehensive candidate profile, including traits, aspirations, and lifestyle.
• Reviewing the database for any negative comments or past data points about an executive and providing auto alerts for informed decision-making.
• Designing and analyzing psychometric tests.
• Compiling comparative summaries of shortlisted candidates’ skills and attributes.
• Auto-updating candidate details in real time by tracking their career progression.
• Automating the creation of client updates.
• Based on news alerts; auto alerts being provided on new hires in the Industry
• Auto alerts / google alerts on existing clients

 

Business MIS

• Advanced reporting and forecasting for:

• Revenue projections.
• Orders on hand.
• Billing potential, segmented into guaranteed and anticipated.

 

• Time tracking tools to ensure productivity and task efficiency.

 

Looking forward to your thoughts and feedback.

 

 

Kindly note the following being tools being used at our end :

 

1. Linked In Recruiter
2. Naukri
3. File Finder
4. Google Xray Search

 

Being Evaluated :

• Ezekia

 

In the past we have evaluated :

• Cluen
• Talentis
Third Eye Data

 

In a somewhat similar context , some 22 years ago ( in Dec 2002 ) , I had sent following note to my colleagues – calling it “ 3P Flight Deck “

Of course , we did not have AI ( LLM – SLM – Agents etc ) in those days  !

I would like you to prepare a COMPARATIVE TABULATION of the salient features of these two notes and highlight the similarities between the two. In one more column , point out which of these features, lend themselves for being automated using AI  , even if , for the moment these may not “ morph “ into “ AI AGENTS  “ but can act as PERSONAL AI ASSISTANTS

At this stage the proposed SYSTEM ARCHITECTURE should be such that it can take advantage of the evolution of AI , in the weeks / months to come

Having said this , the idea of a VISUAL FLIGHT DECK ( a User Interface ) remains tantalizing !  Should not be difficult , given that , these days even the DASH-BOARDS of higher-end cars resemble cockpits of Fighter Jets !  I would appreciate if your response incorporated such a VISUAL DASHBOARD

Here is my 22 year old note > Go :

“FLIGHT – DECK”

 

11-12-2002

Nirmit – Sri Ram – Raju – Kartavya – Abhi – Inder

“FLIGHT – DECK”

I have taken this word from “Customer Revolution” (Patricia Seybold) P- 225

To navigate his plane thru rough weather & loud its safety at the destination, a pilot needs a “flight deck”. It is full of instruments (and controls too!) to show him hundreds of parameters of the flight. It shows “safe operating Range” for each. If some actual measurement (of any given parameter) is beyond SAFE limits, then the pilot knows what “controls” to actuate and for how long. In many modern, fly-by-wire planes, computers actuate these controls on their own. Auto – pilot functions.

 

Patricia strongly recommends that each company have its own, custom – designed FLIGHT – DECK.

 

On this Flight Deck, the Company should be able to MONITOR its own “business – environment”.

 

Not only what is happening “internally” but what is happening “externally” as well.

 

As of now, we have no mechanism to gather/compile/graphically plot “external” data such as:

 

Market Intelligence:

Which companies are on look-out for what kind of executives and when/where.

 

Who is paying what salaries to whom But,

On our own Flight – Deck, we must be able to monitor everything that is happening “internally”, within 3P and on a real time basis.

 

And then our Flight – Deck, must Provide us TOOLS/Controls to:

·           Chart out our Course (targets)

·           Monitor (where are W-R-T targets)

·           Make “Course – Correction”

 

With this in mind, I suggest he create a single/unified user-interface as per enclosed Format. Thru which all of us can “access/ Actuate”, whatever we want to see/do.

 

Obviously, my proposal is not Comprehensive and request each one of you to apply your mind & come up with suggestions & pass – on the same to Abhi before this weekend (14^th)

After incorporating your suggestions, Abhi will come – up with his proposal & circulate to all of us by (21^st), which we may jointly debate & finalize.

 

Regards,

 

HCP

        

Good Morning	Candidate Search	ISYS Search	Client History	Candidate History	OES	Email	SMS	Voice (Phones)	Video meeting	Document retriever
Scheduler of CES	Member / Non-Member		Shopping Basket / Inquires Proposal Sales Order Pending Order Resumes sent Invoices Outstanding (Statement Already available in OES client – wise	Resumes Sent Intensive Apparel (Candidate – wise) (From OES)		Individual emails Mass emailing to standardized or customized Mailing Lists	Sending Individual or Mass SMS (To candidates or Clients)	Dialing by clicking on a Name of a person or a Company		Tool thru which any email or typed document can be retrieved
individual Consultants Entire 3P Teams	Source wise Advt. wise Total (Daily weekly Monthly	Budget vs actual expenses Graphs for each & every A/C Head	Hot Job Advt. Tool	For Admin For Consultants		Job Descriptions Appt. Letter Leave Record Increments Incentive Payment Late Coming Induction Manual	OES Report No. 34
Performance Graphs	Resume Arrival Graphs	Expenses Graphs	Composer	Admin Page	3P Jobs	Internet	Workload on Consultants