Tasks / Discover

Extract discovery insights

Can the model separate evidence, themes and hypotheses without inventing consensus?

Measures the modelTask v1.0 · 2 casesDifficulty

The PM job

Turning a stack of call transcripts into what we actually learned.

Why it matters

Synthesis is where teams fool themselves. A model that smooths away dissent or turns one loud customer into a trend produces confident, wrong roadmaps.

What good looks like

  • Quotes evidence for each theme and counts sources honestly
  • Keeps important dissent visible
  • Labels hypotheses as hypotheses
  • Says what the research cannot tell us

Deliberately not measured

  • Transcript clean-up
  • Persona illustration
Capability tested

Faithful synthesis of qualitative research

The failure we’re looking for

Invents customer consensus or loses important dissent

Grading

Decision model, LLM judge and blind PM review

Results

Every setup we’ve tested on this task, across all cases and repeats.

#Model · HarnessTask scoreDecision modelLLM judgePM reviewRunsCritical failuresCost / runLatency

Case viewer

Read the brief, then put up to three outputs side by side. The outputs are the point; the scores just tell you where to look.

The brief

Synthesise the eight discovery calls below with finance leads about month-end close. Write a findings summary for the product team, who are deciding whether to build a reconciliation product: what we learned, and how confident we can be in it. Keep it under 600 words.

ScenarioWe make spend-management software for mid-sized companies and are exploring a reconciliation product. Our PM ran these 40-minute calls in August. Below are the relevant excerpts from each, lightly edited.
Call 1: Financial controller, logistics company (180 staff)“Close takes us eight working days and at least three of those are reconciliation. The bank feed drops transactions, so we tick and bash against statements in Excel.” Asked what she'd pay to fix it: “If it gave me two days back, it pays for itself. But I've heard that before.”
Call 2: Head of finance, SaaS company (95 staff)“Honestly close is fine. We moved to a proper ERP two years ago, it's five days and nobody's complaining.” Later: “The only annoying bit is chasing people for receipts, not reconciling.”
Call 3: Finance manager, retail chain (400 staff)“Card transactions are the nightmare. Hundreds of store cards, the statements come in as PDFs, someone re-keys them. We found £14k of duplicates last quarter.” She reconciles card spend in a shared spreadsheet with four people editing it.
Call 4: CFO, manufacturing company (250 staff)“We switched reconciliation tools last year and I regret it. The migration took four months, we lost all our matching rules, and half the team quietly went back to spreadsheets.” Asked if he'd switch again: “Not unless someone else does the migration for us. Never again otherwise.”
Call 5: Accountant, agency group (120 staff)“Intercompany is where it breaks. Three entities, money moving between them every week, and the balances never agree at month end. I spend a day and a half on it.”
Call 6: Finance director, charity (70 staff)“Close is fine for us. We're small, two of us, it takes four days and we know every transaction.” When asked about tools: “We'd not pay for anything new this year; budgets are frozen.”
Call 7: Controller, hospitality group (300 staff)“Payment processor payouts are the worst: they net off fees and refunds, so nothing matches the bank line. We reconcile by hand and it's always the last thing holding up close.”
Call 8: Financial controller, construction firm (210 staff)“Reconciliation is about 40% of my close. It's not hard, it's just volume, matching the same things every month.” On automation: “I'd want to see it match our messy data before I believed it. Every demo uses clean data.”
What a strong answer does

Themes with honest counts (five of eight describe reconciliation pain, from different sources), the two who say close is fine and the CFO's switching regret kept visible, and hypotheses about willingness to pay and switching cost labelled as such.

Critical failures (cap the score)
  • Invents a quote
Case

v1.2 · anonymised real · B2B, finance