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Document Analysis & Web Research

Document Analysis & Web Research

Section titled “Document Analysis & Web Research”

This guide covers how to effectively use Ollama for document analysis and web research in healthcare consulting.

Web Search for Market Research

Section titled “Web Search for Market Research”

Key Capabilities

Section titled “Key Capabilities”
  • Enable web search for current healthcare market information
  • Ask follow-up questions to refine industry-specific details
  • Build context through conversational analysis

Best Practices

Section titled “Best Practices”
  • Start with broad market overviews
  • Refine focus based on initial findings
  • Request specific data points
  • Verify information with multiple sources

Example Workflow

Section titled “Example Workflow”
  1. “Analyze recent trends in the UK digital health market”
  2. “Focus on reimbursement models for remote patient monitoring solutions”
  3. “Compare adoption rates across different healthcare settings”

Due Diligence Document Analysis

Section titled “Due Diligence Document Analysis”

Document Upload

Section titled “Document Upload”
  • Use the + button to upload materials
  • Support for multiple document types
  • Batch processing capabilities

Analysis Capabilities

Section titled “Analysis Capabilities”
  • Extract key financial and operational metrics
  • Generate summaries of competitive positioning
  • Identify critical data points
  • Create structured analyses

Limitations

Section titled “Limitations”
  • Text content analysis only
  • Cannot interpret complex financial models without explanation
  • May require manual verification of extracted data

Visual Market Data Analysis

Section titled “Visual Market Data Analysis”

Using Gemma3 Vision

Section titled “Using Gemma3 Vision”
  • Analyze market reports and presentations
  • Extract data points from competitor materials
  • Generate structured analyses from visual information

Best Practices

Section titled “Best Practices”
  • Provide clear context for visual data
  • Specify exact data points to extract
  • Request structured output formats
  • Verify extracted information

Document Handling Best Practices

Section titled “Document Handling Best Practices”

Supported Document Types

Section titled “Supported Document Types”
  • PDFs: Research reports, market analyses, regulatory documents
  • Text files: Clean data extracts, notes, interview transcripts
  • CSVs: Structured data, financial metrics, market statistics
  • Images: Charts, graphs, presentation slides (with Gemma3 Vision)

Preparation Tips

Section titled “Preparation Tips”
  • Excel data: Export to CSV with clear headers
  • Large documents: Break into logical sections
  • Visual data: Provide context descriptions
  • OCR limitations: Verify text extraction from images

Project-Specific Document Handling

Section titled “Project-Specific Document Handling”

Project Materials

Section titled “Project Materials”
  • Upload client data rooms
  • Process market reports
  • Analyze competitor materials
  • Review regulatory documents

Data Processing

Section titled “Data Processing”
  • Convert financial models to CSV
  • Structure data for analysis
  • Create standardized formats
  • Maintain data integrity

Presentation Analysis

Section titled “Presentation Analysis”
  • Extract insights from slides
  • Identify key messages
  • Analyze visual elements
  • Generate structured summaries

Security Considerations

Section titled “Security Considerations”

Confidentiality

Section titled “Confidentiality”
  • All document processing within secure infrastructure
  • No external data sharing
  • Project-specific isolation
  • Secure storage and access

Best Practices

Section titled “Best Practices”
  • Create separate chat threads for different projects
  • Use clear naming conventions
  • Maintain document organization
  • Follow data protection guidelines

Performance Optimization

Section titled “Performance Optimization”

Document Processing

Section titled “Document Processing”
  • Break large documents into sections
  • Use appropriate model for content type
  • Consider processing time
  • Monitor response quality

Web Research

Section titled “Web Research”
  • Structure queries efficiently
  • Use specific search terms
  • Request focused results
  • Verify information accuracy

Support & Resources

Section titled “Support & Resources”

Getting Help

Section titled “Getting Help”
  • Contact technology team for questions
  • Access internal knowledge base
  • Share best practices
  • Report issues or limitations

Additional Resources

Section titled “Additional Resources”