Customer Story: Research for Industry Newsletter

The wide variety of industry topics and events to be covered meant many documents had to be collected, organized, and processed by Priyanka and her team. Using available tools such as bookmarks, note taking apps, email (for collaboration) introduced a significant amount of overhead and friction.  

According to Priyanka “Numici provided an ideal platform for document centric note taking and collaboration. The Numici taskspace is an ideal platform for document organization and collaboration by being a single source of truth for the entire team. It enabled me to add documents with a single click and they were visible to the entire team immediately. Status was maintained between work sessions enabling us to start where we left off in the previous session, a great time saver. Notifications alerted team members to events like addition of new documents, comments by reviewers etc.”  

Selecting specific pieces of text from the document to be included in the newsletter was made easy because Numici lets you highlight as you read. Numici stores the highlights automatically including a link to the exact place in the document. This makes later reviews much less time consuming as the context is just a click away.

Tagging was used to categorize the highlights into related buckets, making a digest of notes easier to review. “The digest which is essentially Numici gathering all my notes in one place, categorized by tags I had used is my favorite Numici feature. Previously when I had to gather all my notes in one place manually, it was very time consuming. And I was never sure if I had not missed an entry. Context for the highlight is available in the digest via an embedded deep link i.e., a link to the exact spot in the document where is highlighted text occurs. This saves time and effort”.

Priyanka had to work with colleagues to validate and finalize the list of news items to be included in the newsletter.

“The collaboration feature in Numici made validating text selections with colleagues very smooth and quick. We didn’t need time consuming zoom meetings or emails. Just adding a colleague to the Numici taskspace enabled both of us to see the digest and add review text by using the reply feature.”

According to Sampath Rajagopalan, founder of FutureFactor360, “Management consulting projects require significant effort in researching topics by extracting key information and insights from a diverse array of documents. Our team was making do with an ad hoc set of tools. Numici, designed from ground up to streamline research, has been a great productivity booster and ensures that we don’t miss any important information when we are creating our reports. We at FutureFactor360 plan to use Numici in all the future projects.”