Company Research — Briefing Room + QBR + Strategic Deep Dives

OMX Innovation · Company Research · Briefing Room + QBR + Deep Dives

One research engine. Three live surfaces.

A front-end that already works (Briefing Room demo), a QBR process that prefills the pack the rep used to build by hand, and 183 strategic deep dives already written on the New Zealand companies that matter. Today this is artisan; the move is to make it a system every commercial conversation runs on.

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The three things

What's already built.

The front end — the Briefing Room demo. A working web app: HCL picker, account profile, subsidiary map, channel mix, monthly trend, QBR walkthrough, PPT export preview. Vanilla HTML/JS, Pattern-1, deployable now.
The QBR process — 5-stage flow (kickoff → research → curate → deck assembly → rep adds colour). Templates + facts auto-loaded; rep ships the pack in <1 hour instead of days. Pilot data: Fletcher Building Products RFBP Q1 2026.
183 strategic deep dives — already written, on disk today (vsl_comprehensive/). Covers Air NZ, Bidfood, Contact Energy, Costco NZ, EBOS, ExxonMobil NZ, Fletcher, GPC Asia Pacific, Mainfreight, Martin-Brower, Mercury, Pushpay, Rua Bioscience, Seeka, Tesla NZ and 168 more.
Briefing Room owns Company Research — confirmed canonical, 5 modes = one brief, not five. This deck is the operating-model wrapper around assets that exist.

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The front end — Briefing Room landing

What it looks like, working.

OMX Company Research landing page — Fletcher Building Products demo

Live local demo · company-research/frontend-push/ · static seed (RFBP Q1 2026). Six surfaces: Home / HCL Selection / QBR Pack / Fletcher Pack Load / JBP & Research Playback / PPT Output. Pattern-1 vanilla HTML/JS; backend is Go API (Pattern-1 companion repo) feeding Snowflake + Lens + SF.

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A sample dive — Fletcher Building Products

What's in one pack.

Fletcher Pack screen — subsidiaries, sites, channels, trend

RFBP — Fletcher Building Products

120 bill-to entities · 991 ship-to sites (389 active)
$3.2M LTM sales · 11.1% GP · $298 avg order value
14 sub-brand anchors (Fletcher Construction, Higgins Contractors, Brian Ferry Civil, PlaceMakers, Mico, iPlex Pipelines, Laminex NZ, Winstone Wallboards, Comfortech, Wagappa Pine, Golden Bay Cement, …)
76.7% Internal Order channel · 10.3% Standing · 8.6% X-Other · 4.4% Ecommerce
Top site: Iplex Pipelines Palmerston North $163K · Fletcher Furniture Campus $157K · Higgins Hamilton $121K

All read-only. Every figure derived from the actual D_CUSTOMER + F_SALES_ORDER_LINE Snowflake seed for the RFBP HCL. Hold the pack up to the rep before the QBR; they validate, add relationship colour, ship.

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The QBR process

5 stages, <1 hour, repeatable.

Stage 1

Kickoff

Rep picks the HCL. Engine loads scope: subsidiaries, sites, sectors, last-known relationship state.

Stage 2

Research

Auto-pull: sales/margin/DIFOT (Snowflake), contract terms (Vault), news + LinkedIn (Plex-CI). Mode 1+2+4 of the 5-mode framework.

Stage 3

Curate

Engine highlights the candidate "what's interesting" facts. Rep ticks in/out. No blank slides.

Stage 4

Deck assembly

16-slide PPT pre-populated: cover, exec summary, divisions, reactivation, 90-day plan. Templates lock the brand.

Stage 5

Colour + ship

Rep adds relationship colour, ships to customer. Days → under an hour.

QBR briefing-room walkthrough — kickoff → research → curate → deck

Briefing Room QBR walkthrough — the 5-stage flow Jeff demoed; same engine, same data, scripted for review.

05 / 06

The ask

What we need.

Pick the next 5 HCLs after Fletcher to populate from the existing dive library (183 dives = headroom; pick the Tier-1 accounts up for QBR in next 90 days).
Wire Mode-3 (Plex-CI competitor + supplier feed) into the engine — already running, 545k URLs / 471k change events captured weekly. Lift it in.
Promote the Briefing Room from "Jeff's demo" to "every commercial conversation" — Sales Director adoption ask. Account Managers stop building QBR packs from scratch; they validate and ship.
Productise the Strategic Deep Dives format — 183 on disk are a working corpus; standing-types template + refresh cadence locks it as a service the wider org uses, not artisan output from one analyst.

Audience

Primary: Stella (Chief Commercial Officer) + Sales Director + Head of Strategy. Secondary: Account Managers (users), Analysts (engine maintainers). Tertiary: ExCo — uses Briefing Room for any company-of-interest (prospect, competitor, supplier, partner).

References

Front-end repo: D:\20-PROJECTS\officemax\company-research\frontend-push\ (Pattern-1 vanilla HTML/JS, deployable). Backend: company-research\backend-push\ (Go, Pattern-1).
Strategic deep dives corpus: company-research\Archive\2026-06-02-mono-pre-split\Current-local\research-data\vsl_comprehensive\ — 183 *_vsl_deepdive.md files on disk (Air NZ, Bidfood, Contact Energy, Costco NZ, EBOS, ExxonMobil NZ, Fletcher, GPC Asia Pacific, Mainfreight, Martin-Brower, Mercury, Pushpay, Rua Bioscience, Seeka, Tesla NZ + 168 more).
QBR pilot output: qbr\output\RFBP-Q1-2026\ — full pack: deck.pptx, deck-customer.pdf, deck-internal.pdf, fact-pack.pdf, fletcher-sow-analysis.json, narrative.json, data-pack.json, run-log.
QBR process docs: qbr\docs\QBR-ENGINE-PROCESS-GUIDE.md + QBR-ENGINE-ARCHITECTURE.md.
Memory: OMX project umbrellas (reference_omx_project_umbrellas) — Briefing Room owns Company Research, 5 modes = one brief.
Sibling decks: Deck 17 (AI Semantic Conversations) — same engine; Deck 18 (Company Research + QBR seed); Deck 21 (Strategic Deep Dives).

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