Case Study Professional services × AI training automation

Process automation:
AI training material generation

For Kobe Sakurai Tax Office, we designed and deployed an AI-driven training-material generation system. From structuring tax knowledge to auto-generating internal presentations, and an automatic tax-law update mechanism — covering the core operational workflow of a professional services firm.

Industry: Tax accounting / Professional services
URL: sosapo.org ↗
Engagement: AI training-material system design & deployment

Challenge

Initial situation

Internal training materials were produced manually, consuming valuable staff time
Tax knowledge accumulated case-by-case, making it hard to reuse as a structured training corpus
Every tax-law revision required manual updates to existing materials, costing time to maintain currency
Internal presentation quality depended on the skill of whoever produced the deck
The firm lacked a "standard knowledge base" to use for client proposals and staff training

Intervention

PlusDivide's role

Designed and deployed an AI-driven training-material generation system
Structured the firm's tax knowledge into a knowledge base the AI can reference
Built an automatic slide-generation flow (topic → outline → deck)
Implemented an automatic mechanism that reflects tax-law revisions back into existing materials
Designed the ongoing operation flow for continuous training-content updates

Outcome

Outcomes

Training-material creation effort substantially reduced; staff can focus on core work (client engagements, tax judgment)
The automatic tax-law update mechanism keeps materials current, enabling continuous delivery of high-quality content
Tax knowledge structuring progressed; the firm now has a standard knowledge base as an organizational asset
Proposal quality to clients improved; staff training baseline also lifted
A reference case for "AI × knowledge automation" in the professional services space

Process automation:AI training material generation

Process automation:
AI training material generation