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Flowlio, project management and eLearning platform

An AI approach tailored for a SaaS transformation

Flowlio wanted to evolve its project management platform from a static toolset into an intelligent, adaptive product - AI-driven RAID management, personalised eLearning, native Microsoft Teams and Zoom integration. Moterra delivered a Rapid AI Assessment covering readiness, model selection, architecture and a phased path to production.

Client Flowlio Group Limited Sector SaaS - project management & eLearning Scale UK product company with a lean engineering team Solution AI Consulting - Rapid AI Assessment
What they got
Four models tested On their own tasks Nova Pro, Nova Lite, Claude 4 Sonnet and Mistral Large compared head-to-head on real product scenarios - correctness, latency, cost per query and output quality.
Working sandbox From day one Use cases prototyped and stress-tested inside Moterra Business AI Suite during the engagement - product hypotheses turned into evidence before any build.
Production architecture AWS, Teams and Zoom Serverless AWS design with Amazon Bedrock at the core, integration blueprints for Teams and Zoom, GDPR-aligned data handling, phased delivery with go/no-go gates.
01

The situation

Flowlio operates a project management platform structured around a five-step delivery process - from project approval through to benefits realisation - with a growing focus on integrated eLearning. As competitors moved from static tools to AI-powered products, leadership wanted an evidence-based view of where generative AI would create the most product leverage, without over-engineering the roadmap.

02

What they needed

Clarity on the four questions that shape any AI product decision.

Which foundation model performs best on real scenarios like RAID analysis, meeting summarisation and personalised learning?Where do we add AI without breaking what already works?What does a scalable, GDPR-aligned AWS architecture look like when integrated with Microsoft Teams and Zoom?What does a realistic phased plan look like for a lean team?
03

What Moterra delivered

A Rapid AI Assessment covering the full decision surface, from readiness through to a sequenced build plan.

Interviews and readiness reviewStakeholder interviews plus an organisational AI readiness review.
Use case prioritisationAcross dynamic project approval, intelligent data input, AI-enhanced RAID management, smart meeting management, predictive analytics and resource optimisation.
Comparative model benchmarkingNova Pro, Nova Lite, Claude 4 Sonnet and Mistral Large tested on Flowlio-specific tasks - correctness, latency, cost per query and output quality.
Solution architecture on AWSAmazon Bedrock at the core, integration blueprints for Microsoft Teams and Zoom, GDPR-aligned data handling.
Risk and mitigation matrixCovering technical, business, compliance and adoption dimensions.

Throughout the engagement, Flowlio had access to Moterra Business AI Suite as a working sandbox, used to prototype and validate use cases against real product scenarios.

04

The outcome

Flowlio’s leadership got a defensible AI transformation plan - model choice, sequencing, architecture, risks and safeguards - designed to fit the pace and capacity of a focused product team.

“Great choice for our team. It’s like ChatGPT but safer and more effective than Copilot. Simple to use, and it has made us much more efficient.”

Stephen Repton, Owner and Founder of Flowlio Stephen Repton Owner and Founder, Flowlio
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