NOVEMBER 21, 2023

2 min read

Maximizing efficiency with Canopy & Calls

Check out how Canopy enabled a Big 4 Consulting client to reduce time to insight by 40% and save 30% of the budget by combining both Canopy asynchronous video insights and traditional 1-hour expert calls.

Client Project

Our Big 4 Consulting client recently kicked off a buy-side due diligence project looking at on-site heat treating services in the United States. To gather comprehensive insights, the client needed to engage with 15 experts, including customers and competitors.


Efficiency was paramount for our client, as they aimed to finalize the project within 3 weeks, without compromising on quality. They wanted a streamlined approach to reduce the time to insight.


To address the challenge, our client team adopted a hybrid model for data collection. They conducted one-to-one calls and collected video insights with Canopy, depending on expert availability. Experts who couldn’t jump on a call with the client due to time zone differences were still able to submit their video insights within hours of receiving Canopy questions.


This approach resulted in engaging 9 experts via calls and 7 experts through Canopy, totaling 16 separate engagements within less than 2 weeks.

  • 16 experts in total (9 via calls and 7 via Canopy)
  • Less than 2 weeks

AI-powered summary instantly consolidated expert Canopy answers and was shared with the wider team for quick analysis, streamlining collaboration and saving them time.

Screenshot 2023-11-16 at 17.20.04 Screenshot 2023-11-16 at 17.20.14

Client testimonial

"The hybrid approach allowed us to efficiently engage with a diverse range of experts. We were impressed by how seamlessly Arbolus integrated one-to-one calls and video insights, ensuring we had access to the right expertise without any delays."


About Arbolus

Arbolus is a knowledge-sharing platform investors and consultants use to collect more insights from the best experts, in less time.

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