Turning Fast-Moving Consulting Conversations into Actionable Insight at OMMAX

Challenge

At OMMAX, consulting teams move fast across strategy, tech, data, and execution, continuously collaborating through client calls, internal syncs, knowledge handoffs, and project updates. Before Jamie, OMMAX’s teams faced several challenges:

• Manual note-taking during client calls and expert interviews, a process that required significant time and coordination effort.
• Lost productivity from time spent summarizing meetings, writing proposals, and manually distributing notes.
• Fragmented knowledge, making it difficult to retrieve input from experts or past discussions during fast-moving projects.

In a company driven by data and precision, meeting knowledge was too valuable to remain scattered.

Solution

OMMAX adopted Jamie as its AI-powered meeting assistant to transform how knowledge is captured, shared, and retrieved across the company.

Jamie is now embedded in four core parts of OMMAX’s workflow:

• Proposal creation: capturing client input and scoping relevant items directly from early calls to speed up proposal writing.
• Management Q&A and expert interviews: recording and summarizing conversations with industry experts, ensuring no key insight is lost during research or study phases.
• Due diligence processes: documenting internal stakeholder interviews consistently so teams can easily reference findings across departments.
• Weekly team and client jour fixes: providing clear, concise recaps that align all participants and streamline follow-ups.

By integrating seamlessly with OMMAX’s existing tools and workflows, Jamie delivers:

• Automatic transcription and summaries that capture every key point, decision, and action item.
• Instant sharing of recaps and next steps with internal teams and clients.
• AI-powered search that allows anyone to retrieve meeting context or expert insights in seconds.
• CRM synchronization: automatically syncing meeting notes to OMMAX’s CRM, ensuring every client interaction is documented and accessible directly in the client record.
• Privacy-first design that aligns with OMMAX’s strict data-protection standards.

Impact

With Jamie supporting meetings across the company, OMMAX saves roughly 5-10 minutes per meeting per person by removing manual note-taking, simplifying follow-ups, and allowing the team to fully focus on the meeting.

Across the company, that equals over 250 hours saved every week.

Beyond time savings, the impact shows up in collaboration quality:

• Smarter proposal workflows: client input is captured once and reused instantly for scoping and drafting.
• Sharper research output: every expert interview becomes searchable institutional knowledge.
• Stronger accountability: action items are clear, shared, and easy to revisit.
• Faster communication: summaries are ready within minutes after each meeting.

Testimonial

"Jamie became part of how we work faster than we expected. What I love about Jamie is that it never forgets. Every decision, every idea, every follow-up is right there when we need it. Especially, the focus on data privacy is crucial for a company like ours."

Toni Stork

Founding Partner & CEO | OMMAX

Why it matters?

For a consultancy like OMMAX, where success depends on precision, speed, and collaboration, Jamie ensures that every insight from every conversation is captured and actionable.

The result:

• More time for high-value client work and strategic thinking.
• Seamless knowledge flow from proposal to delivery.
• Consistent, accurate documentation across hundreds of meetings.

By embedding Jamie into its meeting culture, OMMAX strengthens its own mission, helping organizations unlock digital and operational excellence, starting from within.