Client
[CLIENT PLACEHOLDER: a professional services firm, roughly 140 people, four offices, private equity backed]
Situation
[SITUATION PLACEHOLDER: Leadership had approved two AI tools in twelve months. Neither made it past a pilot group. Client data was spread across a CRM, a project tool, a billing system, shared drives, and a great deal of email. The board wanted an AI plan. Nobody could say what the plan was for.]
Result
- [XX%]
- [METRIC PLACEHOLDER: reduction in proposal turnaround]
- [XX hrs]
- [METRIC PLACEHOLDER: weekly admin time returned per team]
- [X of X]
- [METRIC PLACEHOLDER: departments actively using the workflows at day 90]
[RESULT PLACEHOLDER: The firm shelved one of the two tools it had already bought. The roadmap called for it, and the numbers backed it up.]
What Proxima did
- 01
[PLACEHOLDER: 31 structured interviews across every department and both pilot groups, including the people who had quietly stopped using the tools.]
- 02
[PLACEHOLDER: Audited 14 systems and mapped the 9 workflows where most of the billable hours were actually spent.]
- 03
[PLACEHOLDER: Consolidated client, project, and billing data into a single warehouse the firm owns, with the CRM and project tool syncing into it nightly.]
- 04
[PLACEHOLDER: Built three AI workflows on top of that data: intake summaries, proposal drafting from past engagements, and weekly capacity reporting.]
- 05
[PLACEHOLDER: Trained the two department leads who had been the loudest skeptics to run the rollout. Adoption followed them.]