echo-vision

About the client

EchoVision LLC specialises in developing software solutions for executive briefing centres and corporate trade show organisations. Their flagship product, BriefingSource, is an event management platform designed to streamline the planning and execution of in-person, virtual and hybrid events.

Industry Other Location California, U.S Technologies React JS, PHP/Laravel, PostgreSQL, Nginx, AI/LLM integrations, MCP

Key outcomes

We took over, stabilised, and enhanced EchoVision’s SaaS briefing management platform, resulting in:

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Stronger market positioning

Successful evolution of BriefingSource into an enterprise platform used by Fortune 100 companies

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Enterprise-grade security

Achieved GDPR and SOC 2 Type II compliance, strengthening client trust and data protection

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AI-enabled product evolution

Introduced AI across planning, search, content and analytics, with flexible support for clients' own AI models

Business challenge

From rescuing a troubled platform to continuously evolving an enterprise SaaS product

BriefingSource

EchoVision encountered a critical challenge with its flagship product, BriefingSource, that posed a risk to its relationships with enterprise clients.

Originally developed and maintained by a previous outsourcing partner, the platform suffered from severe performance issues that made it unreliable and prone to inaccuracies, putting EchoVision's reputation at risk.

The product suffered from:

  • Poor code quality, lacking organisation, consistency and adherence to best practices
  • Absence of modularisation and documentation
  • Poorly designed architecture leading to performance and accuracy issues
  • Incomplete or poorly implemented functionality
  • Inconsistent and unintuitive interface design
  • Performance issues caused by inefficient code and inadequate data handling

Recognising these challenges, EchoVision turned to GoodCore for assistance.

The initial priority was to stabilise the platform. But as BriefingSource matured and gained enterprise customers, the relationship evolved into a long-term product development partnership - first rebuilding the platform for scalability, security and flexibility, and more recently introducing AI capabilities across the product.

For a platform used to plan and manage complex executive briefings, the opportunity was not simply to add an AI chatbot. It was to apply AI to specific workflows where it could reduce effort, help users make better use of their data and improve the overall briefing experience.

The solution

From stabilisation to an AI-enabled enterprise platform

We developed a phased approach to transform BriefingSource while allowing EchoVision to continue serving its customers.

Our roadmap included:

  • Stabilising and refactoring the existing product, improving code quality, organisation and maintainability.
  • Redesigning the architecture following load testing to improve performance, accuracy and scalability.
  • Enhancing the user experience and core functionality, incorporating user feedback and addressing incomplete or poorly implemented features.
  • Strengthening enterprise security and compliance, enabling BriefingSource to meet the requirements of major global clients.
  • Introducing AI across high-value workflows, from briefing and agenda creation to speaker discovery, localisation and post-event analysis.
  • Creating a flexible AI architecture, including Bring Your Own Model support and MCP connectivity, so enterprise customers can integrate BriefingSource with their wider AI ecosystems.

The BriefingSource product these days

BriefingSource has evolved into a comprehensive platform for planning, managing and analysing executive briefings and events, combining established workflow functionality with a growing suite of AI capabilities.

Role-based access control

BriefingSource enables secure user authentication, registration and permission management, allowing controlled access to specific functionality based on user roles.

Calendar

The calendar functionality offers day, week and month views, enabling event organisers to assess resource availability, track engagements and allocate speakers and rooms efficiently.

Briefing program workflow builder

Provides an intuitive environment for managing program workflows and creating event agendas using drag-and-drop and import functionality.

Dynamic form builder

Allows users to create and manage event-specific forms, with multiple modules and support for single-step or multi-step workflows.

Advanced BI features

Enables users to independently generate reports, analyse data and uncover event performance insights through customisable reporting and visualisation tools.

Customised integrations

Integrates with external services and applications through APIs, enabling interoperability with platforms including Google Calendar, Salesforce, Office 365 and custom enterprise services.

Customer experience portal

A personalised, mobile-aware portal for external guests attending briefings, providing access to agendas, feedback, surveys and briefing staff.

Communication and collaboration module

Supports communication between briefing managers and event participants through email templates, file sharing and other collaboration functionality.

AI across the briefing lifecycle

Rather than limiting AI to a standalone assistant, BriefingSource applies it across different stages of planning, delivering and evaluating executive briefings.

AI Help

An AI assistant within BriefingSource's help documentation answers users' questions and provides suggested prompts, helping them find relevant guidance more quickly.

Briefing Summary

Users can generate an AI-produced overview of a briefing on demand and download the resulting summary as a PDF.

Agenda Builder Assistant

The assistant helps users draft agendas by recommending relevant topics, potential speakers and session timings, as well as suggesting speaker notes.

Briefing Topics Assistant

AI analyses the purpose and details of a briefing to recommend relevant topics, which requesters can review and pre-select directly.

AI-powered Speaker Search

Helps users identify suitable speakers using AI, making it easier to find the right expertise for a particular briefing or topic.

Intelligent Email Templates

AI recommends content and dynamic variables for email templates and supports translation and localisation for international clients.

Post-Event Evaluation Analysis

AI analyses evaluation feedback to surface sentiment trends by event or speaker and converts important feedback into actionable follow-up items.

Enterprise AI integration

BriefingSource's AI architecture is also designed to give enterprise clients greater control over how AI interacts with their data and existing technology ecosystem.

MCP Server

The first phase of BriefingSource's Model Context Protocol (MCP) server enables clients to connect AI assistants such as Claude directly to the platform.

Through the connection, authorised AI assistants can search and view briefings, agendas, attendees, evaluations and speakers, as well as create or update briefings, agendas, attendees and briefing requests.

This allows clients to interact with BriefingSource functionality and data through the AI tools they already use rather than requiring every interaction to begin inside the platform.

Bring Your Own Model

BriefingSource supports a Bring Your Own Model approach, allowing clients to connect their preferred AI model through a standard OpenAI-compatible endpoint.

This gives enterprise customers greater flexibility over their AI architecture and avoids tying the product to a single model provider.

GoodCore came in and stabilised the existing platform. They pretty much saved our product. After that, we moved all of our development resources over to their firm, and they pointed out a fair amount of problems that would affect the longevity of the product. After a year of working with them, we decided to have GoodCore rebuild the entire platform.

David Walford

David Walford, CEO & Managing Member

EchoVision

profile

The impact

  • Successfully stabilised and upgraded BriefingSource, significantly improving reliability, scalability and overall product performance.
  • Retained and impressed early enterprise clients while onboarding Fortune 100 companies including Zoom, Visa and LinkedIn.
  • Achieved GDPR and SOC 2 Type II compliance, strengthening trust with enterprise customers.
  • Evolved the platform with practical AI capabilities spanning briefing preparation, agenda creation, speaker discovery, communications and post-event analysis.
  • Enabled enterprise customers to connect their own AI models and AI assistants to BriefingSource through BYOM and MCP, providing greater flexibility over how AI is adopted.
  • Positioned EchoVision as a trusted market leader while giving the business a scalable product foundation that can continue adapting to changing enterprise requirements.

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