Client results
Case Studies
Real client work and the results it produced.
Case study · a regional architecture firm
Eleven steps became four.
One office manager handles every certificate of insurance across the firm's projects and subconsultants. This was the process. Flip it.
Before · the manual process
- 01A signed contract PDF arrives from the client
- 02Read it page by page to find the insurance requirements
- 03Print and highlight the coverage language
- 04Retype the requirements into an email to the broker
Loop · repeats until coverage matches
- 05Wait for the certificate to come back
- 06Compare every coverage line against the contract, by eye
- 07Coverage doesn't match. Email the broker again
- 08Re-check the corrected certificate
- 09File the final PDF in the right project folder
- 10Log the expiration date in a spreadsheet
- 11Remember to re-check that spreadsheet before a renewal lapses× every subconsultant, every project, every renewal
After · with our custom-designed app
- Upload the contract. The insurance requirements are extracted automatically.
- Send the broker request straight from the app.
- Upload the returned certificate. Every coverage line is verified against the contract; gaps are flagged.
- Renewals watch themselves. Expiring certificates surface on one dashboard.
11 steps → 4 · 3 broker loops → 0 · 9 days to verified → 2
Book a free 15-minute callCase Study
A six month training and enablement engagement that equipped the whole team to use AI confidently in their daily work.
AI enablement · Workflow automation · Custom AI applications
The challenge
The firm had been experimenting with AI and wanted to go further, applying it to everyday project management and administrative workflows, with appropriate human oversight and client information protected.
The approach
A six month AI enablement program combining a foundational workshop, individual coaching, responsible AI guidance, and practical workflow development. We also built an internal prompt library and a custom app for certificate of insurance tracking.
What the program included
- Foundational AI workshopThe whole team, one shared baseline
- Individual coachingApplied to each person's real workload
- Responsible AI guidanceHuman oversight and client data protection built in
- Practical workflow developmentAI applied to PM and admin work
- Internal prompt libraryThe firm's best prompts, kept and shared
- Certificate of Insurance Dashboard and Tracking AppInsurance certificates verified and tracked automatically
The results · team survey
100%
Reported improved AI capabilities
86%
Using AI more frequently
~74 hrs/mo
Estimated team-wide time savings
Months after the engagement ended, the team was still using AI every day, including in their workflows.