How SummitPath Integrates into Your Team Workflow

"This sounds great, but how does it work with our team?"

Here's the answer: SummitPath fits into the way you already work. Thomas, our AI business analyst, is a voice agent who runs the stakeholder conversations. Our senior human analyst team is part of the service, so you don't need a business analyst of your own. If you have a business analyst, we work hand-in-hand with them.

Your project owner spends 30-60 minutes at kickoff. Each stakeholder typically has one 20-45 minute conversation. From there, SummitPath takes over: our senior business analysts review the findings, follow up with stakeholders as needed, and build your draft deliverables.

Before you start

SummitPath works with what you already have. There are no new tools to learn and no complex integrations.

What you need:

• A sense of what you're trying to build or improve
• A list of who should be involved
• One person to be the project owner

What you don't need:

• Detailed documentation prepared in advance
• Stakeholders clearing their calendars for days
• Software installations or system integrations, though we can work with your SSO or shared folders if you prefer
• A business analyst on your team (if you have one, we work hand-in-hand with them)

Your team's time at each phase

How SummitPath works with your team, phase by phase

SummitPath follows five clear phases that keep every project moving.

1. Define Project & Stakeholders

Your project owner talks with Thomas for 30-60 minutes. Thomas holds the conversation the way a business analyst on your team would. He covers:

• What you're building or changing, and why
• Who the key stakeholders are
• What's in scope and out of scope
• Constraints such as budget, timeline, and regulations
• What success looks like

2. Collect & Analyze Requirements

Thomas emails each stakeholder to introduce himself and explain the project, and you're copied on every email. Each stakeholder then picks a time for a 20-45 minute conversation with Thomas, or starts right away.

For stakeholders, it feels like a conversation, not a form. Interviews start as soon as each stakeholder is available, so context stays fresh and follow-ups are short and targeted.

While the conversations happen, SummitPath's AI spots patterns, conflicts, and gaps, and later interviews build on earlier insights. Say sales tells Thomas that customers need next-day delivery, and operations says orders take three days to process. SummitPath flags the conflict right away. Our senior analysts monitor the work throughout and adjust as needed. Catching conflicts early also helps with cross-functional alignment.

3. Generate Draft Deliverables

SummitPath turns the conversations into draft deliverables, and our senior analysts review them before you see them. Depending on the project, you receive:

• User stories with acceptance criteria
• Process flows and workflow diagrams
• Requirements and specifications
• Risk assessments and dependency maps
• An executive summary

Deliverables arrive in Word, PowerPoint, PDF, Google Docs, Jira, monday.com, or most other formats your team uses. See what makes deliverables your team can act on.

4. Review & Refine

Review goes as quickly or as deep as you want. Give quick feedback, or work through every detail with your core team, your choice.

• Minor changes: Thomas handles them quickly.
• Major changes: our senior analysts guide the revision, including short stakeholder follow-ups where needed.
• Competing priorities: we help your team reach a decision.

Review continues until everything aligns with your vision.

5. Deliverables

You get final documentation in your preferred formats, a summary that explains context and priorities, and access to Thomas and our team for questions.

Three ways teams use SummitPath

The clean-slate project

You're starting something new. SummitPath handles all stakeholder conversations and documentation, so the work starts sooner with clear requirements in hand.

The expert partnership

Your business analyst is stretched thin or needs domain support. They set the direction and work hand-in-hand with SummitPath, while Thomas handles the interviews and first drafts. Your analyst spends their time on the hardest problems instead of scheduling meetings.

The rapid validation

You need answers before committing budget. A fast round of discovery shows whether the project is worth pursuing and what it would require.

Common questions

What's it like for stakeholders to talk with Thomas?

It feels like talking with a business analyst on a video call, not filling out a form. Conversations typically take 20-45 minutes, start as soon as the stakeholder is ready, and focus on asking good questions.

Do you integrate with our existing tools?

Yes. We deliver in the format you need, including Jira, Google Docs, Microsoft Word, PowerPoint, and monday.com. We can also work with your SSO or shared folders like Box. You don't need any new tools.

How do you keep our information confidential?

All conversations and documentation are confidential, and we sign NDAs. We don't share your information or use it to train models.

Pick your first project

The best first projects are:

• Important enough to matter, with room to try a new approach
• Clear enough to scope, and complex enough to need real requirements gathering