STRATEGY & CORPORATE DEVELOPMENT

Ask your strategy documents a focused question and review the evidence

PugID examines strategy and corporate development documents held in Google Drive or SharePoint. A team member selects a strategy-specific question, PugID identifies the relevant files, and it returns a structured result drawn from those documents. The result can then be checked against the source documents before being used in a planning, investment, partnership or portfolio decision.

Abstract strategy documents and market evidence converging into a structured decision hub

Strategy work seldom arrives in one tidy file

A market-entry recommendation may draw on research reports, pricing studies, win-loss notes, operating plans and risk assessments. An acquisition discussion may rely on pipeline records, valuation models, diligence summaries and synergy assumptions. Each document can be useful, yet the overall decision still requires someone to locate the overlaps, expose the gaps and reconcile conflicting assumptions.

PugID is built for that document layer. It works with material already stored in Google Drive or SharePoint and uses a chosen department question to identify relevant files and return a structured summary. It does not make the strategy decision, verify an external market fact or substitute for a governed financial or transaction system.

Start with the question the decision truly needs

The supplied strategy catalogue contains focused prompts covering market analysis, corporate development, planning and portfolio review. These examples illustrate the intended scope.

Market Sizing Summary

Summarise TAM, SAM and SOM statements across linked market studies and business cases, keeping the documented assumptions visible for review.

Competitive Matrix

Organise documented feature, price and segment information into a comparison that makes absent or outdated evidence easier to spot.

M&A Pipeline

Bring documented targets, valuations, diligence status and key risks into a structured pipeline review without implying a transaction recommendation.

Scenario Planning Pack

Summarise the best, base and worst cases outlined in planning documents, including the triggers or assumptions noted for each case.

Portfolio Review

Compare recorded business-unit performance and surface the evidence behind suggested portfolio actions for leadership review.

New Market Entry Plan

Extract the steps, dependencies and risks noted for a proposed geography or segment before the team evaluates the recommendation.

OKR Alignment Check

Assess whether strategy documents and stated initiatives line up with company objectives and key results, based on the files supplied.

Strategic Risks

List strategic risks and recorded mitigations for the coming twelve months, with an owner assigned to validate the result.

Go from source documents to a reviewable result

Abstract flow from approved strategy folders through a focused decision question to an evidence review
01

Connect the approved folders.

Link the Google Drive or SharePoint locations containing the strategy documents relevant to the assignment.

02

Choose a single strategy question.

Pick the prompt that matches the decision, review or planning requirement.

03

Review the structured output.

Compare it against the source documents, investigate gaps and confirm assumptions before using it in a recommendation.

Define what the result can and cannot determine

A strategy result is only as fresh and complete as the connected documents. Market estimates may rely on different definitions. Valuation models may carry different dates. Portfolio reports may differ on the metric that matters. A good review should reveal where the map is precise and where the paper is still blank.

Assign a review owner for each prompt, note the source-of-truth system for governed figures and require professional review for investment, legal, people, regulatory and financial decisions. PugID can structure the document evidence; the accountable team still assesses the recommendation and its consequences.

Keep the information lifecycle contained

PugID states that connections use encryption, credentials are not stored, and documents and results are not kept permanently. It also says that temporary analysis data is automatically deleted after eight hours.

Before connecting confidential board, transaction, market or partner files, check folder permissions, contractual terms, processing details and internal policy requirements. Publish only the controls that PugID can verify at launch, and keep the source documents accessible for the reviewer who owns the final decision.

Frequently asked questions

PugID examines documents connected from Google Drive or SharePoint. The supplied strategy prompt catalogue includes market sizing, competitive analysis, M&A pipeline reviews, scenario planning, portfolio reviews, strategic risks and related document-driven work.
No claim of live-data verification is made. PugID returns results from the documents provided for analysis. Current external market data, governed financial records and transaction systems stay necessary when a decision relies on facts outside those files.
PugID can organise information recorded in connected documents, including assumptions, diligence status, risks and suggested actions. The responsible strategy, finance, legal and executive reviewers must assess that evidence and make the decision.
The workflow described by PugID works with documents already stored in Google Drive or SharePoint. Teams connect the relevant folders instead of migrating the files into a new document repository.
Assign an owner to compare the result against the connected documents, check dates and definitions, examine missing or conflicting evidence and confirm the conclusion before it is used in a plan, business case or transaction discussion.
PugID states that documents and results are not kept permanently and that temporary analysis data is deleted automatically after eight hours. Confirm the current contractual and technical particulars during your evaluation.
Connect the relevant Google Drive or SharePoint folders, choose a strategy-specific question and examine the structured result.