Anonymized case studies from engagements across professional services and multi-location operations.
Case Study: Professional Services Firm — Enterprise Rollout
Client Profile
Industry: Professional Services (Accounting, Tax, Advisory, Consulting)
Organization size: 6,000+ employees
AI tools: ChatGPT Enterprise
Starting Point
The firm had deployed ChatGPT Enterprise licenses across the organization but lacked a structured adoption strategy. Usage was sporadic and concentrated among early adopters. Leadership needed measurable adoption to justify continued investment.
What We Did
- Designed end-to-end rollout strategy: stakeholder alignment, communications, training logistics, and adoption tracking
- Built and delivered hands-on training sessions tailored to each service line (tax, audit, advisory, consulting)
- Created measurement frameworks that turned anecdotal wins into benchmarked business cases
- Established champion program and office hours for sustained support
Outcomes
- 80%+ adoption in four weeks across the organization
- 3,200+ professionals enabled through hands-on sessions
- Leadership had concrete data to justify continued AI investment
- Playbook became repeatable across additional teams and service lines
Case Study: Multi-Practice Firm — Workflow Sprint
Client Profile
Industry: Professional Services (Tax & Advisory)
Team size: 200+ professionals
AI tools: ChatGPT, Copilot
Starting Point
Individual teams were experimenting with AI tools but without standardized workflows or governance. Leadership wanted to move from experimentation to measurable productivity gains.
What We Did
- Conducted discovery across practice areas to identify highest-value use cases
- Built 4 production-ready workflows: client preparation, research synthesis, proposal drafting, and internal knowledge management
- Delivered prompt packs and workflow templates teams could reuse and adapt
- Installed adoption measurement cadence for leadership reporting
Outcomes
- Teams reported measurable time savings within the first week
- Standardized workflows reduced quality variance across practitioners
- Leadership had a clear framework for expanding to additional teams
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