Location Consulting (Standortberatung, StB)

Retaining existing businesses through targeted advisory services is essential to securing jobs and strengthening local economic growth. • Operational optimisation: Analysis of business processes, efficiency gains and cost optimisation • Expansion of existing operations: Strategic advice on expanding operations and securing the site • Skilled workforce development: Support with staff development and recruiting skilled workers • Technology integration: Advice on digitalising and modernising operational processes • Network building: Brokering B2B contacts and cooperation opportunities • Succession planning: Preparation and support for company handovers • Funding acquisition: Guidance on relevant funding programmes and grants

Stember periodic table

Classification of the activity according to Stember's periodic table of economic development

66

StB

Support in finding the economically most suitable and strategically most favourable sales or production location. Benefits include expertise from many years of market and location-consulting experience, knowledge of location factors, access to databases, and cooperation with local investment and economic development agencies.

Location consulting helps to find the right site. The consultation checks whether requirements are met. Joint solutions are then developed and implemented immediately. Location consulting therefore always has to be tailored to the individual case.

Digitalization and AI agents

Various implementation stages, from analog realization to complete automation through AI agents.

Manual advice through in-person meetings on site. Existing company data kept in Excel lists and paper files. Consultation results documented by hand. No systematic tracking of completed consultations or company progress.

Digital recording of advisory meetings in a CRM system. Bilateral coordination with companies by email and phone. Standardised consultation reports and follow-up on planned measures.

Digital push communication of advisory services via website and newsletter. Topic-specific webinars and information materials. Self-service tools for companies to assess their own potential.

Community platform where established companies share best-practice examples and optimisation experience. Professional exchange and peer learning between existing businesses. Company ratings and recommendations for specialised consultants.

AI agents automate all communication around advisory services for existing businesses: • Potential analysis agent: Automates company profiling and needs assessment from public data and CRM records • Advisory recommendation agent: Personalised suggestions for suitable advisory topics based on sector and company stage • Follow-up agent: Automated follow-up on consultation results and implementation of measures • Success story agent: Documents and shares success stories in the community • Network matchmaking agent: Identifies and brokers cooperation opportunities between existing businesses

Implementation with LoftOS

Description of how LoftOS supports the implementation of the activity

• Digital company portal: Existing businesses access personalised advisory resources. (Pages, User Mailing) • Needs analysis and matching: The economic development agency identifies advisory needs automatically and recommends suitable services. (Matchmaking) • Community exchange for best practices: Established companies share optimisation experience in dedicated groups. (Groups, Feed, Like/Comment/Share) • Follow-up and success metrics: Dashboard for tracking completed consultations and implemented measures. (Analytics) • Automated notifications: Relevant advisory offers and cooperation opportunities. (Notification System, User Mailing) • AI agent builder (FELSER 5.0): Automates potential analysis, advisory recommendations and follow-up communication for efficient retention of existing businesses.

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