







The experts embedded alongside the firm's front-office and back-office teams to run a structured AI adoption program, moving past tool procurement into workflow redesign. They identified tasks amenable to AI augmentation, trained teams on the tools, and tracked adoption week over week with active coaching through the adoption curve. Firm-wide daily active AI usage rose from 5% to over 50%.
The work centered on AI workforce enablement. Teams were trained and coached on ChatGPT, Claude, and custom GPT configurations, with the program embedded into specific front- and back-office workflows rather than delivered as one-time training.
Daily active AI usage rose from 5% to over 50% across functions, hundreds to thousands of hours were reclaimed across the workforce, and the engagement's primary target was to double deal capacity without adding headcount.
About four to eight weeks of structured work, with sustained week-over-week tracking and coaching to maintain momentum through the adoption curve.
PE firms and financial services organizations trying to push AI adoption beyond early pilots, and consulting firms specializing in workforce AI transformation programs.