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OUTBOUND LOGISTICS

Activities involved in converting the inputs into finished products and services. This includes manufacturing, assembling, packaging and testing.

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CUSTOMER SERVICE

Supporting and enhancing the product or service after sale, including customer support, warranties, repairs and maintenance.

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OPERATIONS

The process of transforming inputs into finished goods or services, including tasks like manufacturing, assembling, packaging and testing.

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MARKETING & SALES

Promoting and selling products or services through activities like advertising, sales efforts, pricing and managing distribution channels.

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INBOUND LOGISTICS

 Receiving, storing, and managing materials or inputs that are essential for the production process.

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INFRASTRUCTURE

Company-wide systems and structures that support the entire value chain, such as finance, accounting, legal and organizational structure.

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HUMAN RESOURCE MANAGEMENT

Recruiting, training and managing the company's workforce.

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TECHNOLOGY DEVELOPMENT

Engaging in research, innovation and technological advancements to improve products or services.

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PROCUREMENT

Sourcing and purchasing materials or inputs required for production.

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B2GreenHub supports

InvestPlanner supports SMEs in turning business ideas into stronger plans, improved KPIs and professional reports

InvestPlanner

Project:

Solution Seeker:

Insight Consulting

Insight Consulting is a consulting company from Osijek specialising in EU-funded projects, business consulting, agriculture, rural development, strategic planning and financial management.

Size:

Micro company (< 10 employees and/or turnover or balance sheet total ≤ EUR 2 million)

Sector:

Other

Country:

Croatia

Region:

Osijek-Baranja

Partner Organization:

TERA Tehnopolis

TERA Tehnopolis is a regional centre for technology transfer supporting innovation, offers services in business planning, internationalisation, digitalisation, and IP management. It has supported over 160 startups and 250 SMEs and leads initiatives like the “Be the Role Model™” exhibition.

Sector:

Circular Economy

Country:

Croatia

Region:

Osijek-Baranja

Challenge

Insight Consulting works with clients who often have a project idea, investment need or development opportunity, but need support in turning it into a clear and convincing business case. The challenge was to test whether InvestPlanner can help structure early-stage client inputs into a more coherent business description, analyse the feasibility of the proposed idea and support the preparation of financial assumptions. For a consulting company, this is important because different clients provide information in different levels of detail, while funding and investment documentation requires clarity, consistency and a strong link between the project purpose, market need and expected results.

Solution & Result

Insight Consulting used InvestPlanner on a consulting-type case where initial business information had to be shaped into a clearer planning structure. The tool supported the preparation of a business description, review of the proposed business logic and identification of missing or weakly explained elements. AI assistance was also used to check financial assumptions and highlight areas where additional explanation or validation would be useful.
Through the pilot, the company tested how InvestPlanner can serve as a first analytical layer before expert consulting review. The result was a more structured draft, clearer links between the project idea, target users, expected benefits and financial logic, as well as practical recommendations for improving the quality of future client documentation.

Learning tips & recommendations

For consulting companies, AI tools are most useful when used after the consultant has collected the basic client information: project purpose, target group, expected investment, revenue logic and key assumptions. Do not start with empty or vague inputs. Use InvestPlanner to organise the information, detect weak points and prepare a first structured draft, but always apply expert judgement before using the output in client or funding documentation. A good approach is to test the tool on one real case, compare the AI-supported version with the usual consulting process and then define where it saves the most time.