PTENES
MODULE 1.1

🏭 What is the AI Strategy Factory

Before installing anything, it’s worth understanding what you’re about to use. This module gives you the complete mind map: the problem the tool solves, how it works in 3 phases, what it delivers, and why it costs just pennies.

7
Topics
30
Minutes
⬆
Beginner
📖
Theory
🏢 Company just the name 🔍 Diagnostics 🗺️ Action plan 💰 Finance/ROI 🛡️ Governance 🎓 Training 📦 Package 15 docs + slides

Illustrative diagram — from a single company name to a complete strategy package, across five areas.

Detailed content

1

🎯 The problem it solves

Almost every company today wants to "do something with AI," but runs into the same wall: a strategic AI consulting is expensive, time-consuming, and depends on rare specialists. As a result, most companies stay stuck—with no assessment, no plan, and no idea where to start.

💡 The core idea

The AI Strategy Factory takes the work a consulting firm would do over several weeks—research, diagnosis, roadmap, return analysis, governance—and automates it. What used to cost thousands of reais now costs pennies, and what took weeks is ready in minutes.

✗ Traditional consulting

  • ✗Weeks (sometimes months) to deliver
  • ✗Costs thousands of reais
  • ✗Depends on experts' availability
  • ✗Inaccessible to small businesses

✓ AI Strategy Factory

  • ✓Processing time in minutes
  • ✓Costs pennies per company
  • ✓Runs whenever you want, on demand
  • ✓Accessible to anyone
🔍 Diagnostics
tech, pain points, maturity
🗺️ Plan
roadmap and quick wins
💰 ROI
returns and costs
🛡️ Governance
policy and data
2

⚡ The solution in one sentence

Everything in this tool fits in one sentence: you enter a company name and get a complete AI strategy package. It’s a funnel: one simple input, many ready-to-use outputs. Keeping this mental model in mind makes the rest of the course easy to follow.

⌨️ The funnel in practice (command-line mode)

# Entrada: só o nome da empresa
python -m strategy_factory.main run "Stripe"

# Saída: uma pasta cheia de entregáveis
output/stripe/
├── markdown/        (15 documentos)
├── presentations/   (2 apresentações .pptx)
├── documents/       (2 relatórios .docx)
└── mermaid_images/  (diagramas .png)

You'll see this command in detail in Track 2. Here, what's important is the format: a name goes in, a package comes out.

💡 Tip — think of it as an “expert draft”

The package isn’t the final word: it’s a strong draft, at the level of an analyst who saves you hours. The value is having 80% ready in minutes—you add your judgment in the final 20%.

3

📦 What it delivers

The package has four file types. You don’t need to memorize each one now — Track 3 opens them all — but it’s helpful to see the scope of what a single run produces.

📄 15 documents (.md)

Technical diagnosis, pain points, maturity, roadmap, quick wins, ROI, vendor comparison, AI policy, data governance, prompt library, glossary, and more.

📊 2 presentations (.pptx)

An executive summary (10-15 slides) for leadership and a complete presentation (40-50 slides) with all the findings.

📝 2 reports (.docx)

The final strategy report (everything compiled) and a statement of work with a timeline and costs.

📐 Diagrams (.png)

Current architecture, future architecture, data flow, roadmap, and integration—generated from Mermaid code.

📊 By the numbers

  • 15 text documents, ready to review and customize
  • 2 + 2 = four Office files (PowerPoint and Word) ready to present
  • 1 folder by company — organized by file type
4

🔄 The 3 process phases

Behind the scenes, the tool works in three phases in sequence. Knowing this sequence helps you understand the progress bar and know where to look when something goes wrong.

1

Research — Perplexity gathers intelligence

Runs 9 to 18 searches about the company and its industry: overview, tech stack, competitors, pain points, and regulations. The results are saved for reuse.

2

Synthesis — Gemini writes the documents

Uses the research to generate the 15 documents in the right order (some depend on others). This is the phase that turns raw data into clear strategy.

3

Generation — your computer assembles everything

Turns the text into PowerPoint and Word files and renders the diagrams as images. This phase runs locally and has no API cost.

💡 Tip — only the first 2 phases cost money

Research and Synthesis use paid AI tools (Perplexity and Gemini). Generation is local and free. That’s why the total cost is so low: the “expensive” part is minimal.

5

🧠 The two AIs behind it

The tool combines two AI services with different roles. Understanding who does what explains why you need two keys — and what each one charges for.

🔎 Perplexity — research

  • •Searches the internet for up-to-date data, with sources
  • •Gather information about the company, industry, and competitors
  • •Works in Phase 1 (Research)

✨ Google Gemini — writing

  • •Turns research into well-written documents
  • •Generates the 15 deliverables in the right order
  • •Works in Phase 2 (Synthesis)

🔑 Tip — two keys, two accounts

Each service has its own API key, created on a different website. In the next module, you'll get both—about 10 minutes total, and both have free plans to get started.

6

💰 How much it costs

This is the part that tends to surprise people: the cost is ridiculously low. You only pay for the AI calls in the first two phases—file generation is free.

📊 Cost per company analyzed

  • Quick mode (Quick): ~US$ 0.05 — great for a first pass
  • In-depth mode (Comprehensive): ~US$ 0.50 — deeper research
  • Generation phase: free (runs on your computer)
  • In practice: you can analyze dozens of companies for just a few dollars

💡 Tip — always start in fast mode

For most cases, Quick already delivers a great draft for less than 10 cents. Switch to the in-depth mode only when you need more depth (Track 2 compares the two).

7

👤 Who it’s for

The tool is intentionally generic: it works for any company and for different types of users. What they have in common is that you don't need to know how to code — just follow the steps in this course.

✓ It’s perfect for

  • ✓Consultants who want to deliver faster
  • ✓Founders evaluating AI in their own business
  • ✓Innovation and strategy teams
  • ✓Anyone studying AI strategy

✗ Remember that

  • ✗Doesn't replace final human judgment
  • ✗Uses public data — not confidential internal data
  • ✗Always review before delivering to a client
  • ✗This isn't definitive legal or financial advice

🎯 In short

It’s a strategy accelerator: it delivers a quality draft in minutes for a human to refine. With that in mind, you’re ready to install it—that’s the next module.

🏭 Module Summary

✓
The problem — AI consulting is expensive, slow, and hard to come by; this tool makes it accessible.
✓
The solution — enter a company name, get a complete strategy package.
✓
What it delivers — 15 documents + 2 PPTX + 2 DOCX + diagrams.
✓
The 3 phases — Research (Perplexity), Synthesis (Gemini), Generation (local and free).
✓
The cost — ~US$ 0,05 (quick) to ~US$ 0,50 (in-depth) per company.
✓
Who it’s for — consultants, founders, teams, and students; no programming required.

Next Module:

1.2 — Prerequisites & Installation — get the two API keys and leave the tool installed and ready to run.