SELECTED CLIENT CASE STUDIES

LEGAL · EVIDENCE GOVERNANCE
42 days → 2.5 days
ACHIEVED FIRST-PASS REVIEW DURATION
CHALLENGE
A fixed litigation deadline and roughly 100,000 mixed documents made the review difficult. Pleadings and allegations complicated fact searches, and the protective order prevented sending documents to public AI models.
ACTION
Directed a private review workflow for a single tenant. The team separated four types of evidence, linked findings to original documents and kept privilege decisions and final approval with counsel.
RESULT
First-pass review fell from 42 days to 2.5 days. Documented privilege tagging errors also dropped from 9.8% to 1.5%.

FINANCIAL SERVICES · GOVERNED AI
97% final acceptance
MEASURED AGAINST AGREED WORKFLOW CRITERIA
CHALLENGE
A buy-side asset manager needed usable, context-specific RFP answers without unsupported claims, compromised oversight, or replacing an existing platform.
ACTION
Kept the existing RFP platform and added retrieval from approved sources, checks for question context, human review and repeatable acceptance gates.
RESULT
Final acceptance reached 97%, with an average response time of 55 seconds. The existing platform remained in place.

MEDICAL DEVICE · COMMERCIALIZATION
90+ → 30 days
MEASURED COMMERCIAL VALIDATION CYCLE
CHALLENGE
A military-tested IV platform had ten plausible civilian markets but no buyer commitments. Choosing the wrong starting market risked wasted capital, retooling and regulatory costs.
ACTION
Led buyer interviews and discussions with key opinion leaders, reviewed workflows and segment economics, and set Go/No Go decision gates. Urban EMS was ruled out.
RESULT
The validation cycle fell from more than 90 days to 30 days. The findings helped leadership decide where to invest and which markets to test next.
HOW WE WORK
We support executive mandates through focused advisory, fractional or interim leadership and execution support. Each offering is principal-led. What changes is the depth and continuity of involvement.
01 · DEFINED DECISION
Best when leadership needs a specific decision resolved.
Challenge assumptions, compare viable options and set the evidence, decision gates and operating conditions needed to proceed.
02 · CROSS-FUNCTIONAL DIRECTION
Best when execution depends on alignment across functions.
Maintain senior direction across priorities, governance, stakeholder decisions and evidence of progress.
03 · SUSTAINED LEADERSHIP
Best when the mandate needs sustained senior operating capacity.
Guide difficult transitions, commercialization or recovery without adding permanent executive headcount.
WHAT WE ADVISE & LEAD
Fractional & Interim Executive Leadership

AI Strategy & Operating Model
Governance, Controls & Evidence
Go-to-Market
Transformation & Program Recovery
Program, Product & Workflow Leadership
Start with the mandate and the decision at stake, then establish measurable evidence and the right level of senior involvement.
Define the decision, business objective, accountable sponsor, constraints and future state.
Determine whether to continue, change, scale, pause or stop based on evidence.
Choose focused advisory, program leadership or fractional/interim operating leadership.
Support decisions and accountable delivery through internal teams and selected providers.