See the specific challenges professional services firms face with AI adoption—and recognise patterns that may be familiar in your own organisation.
Understand how leadership-first adoption differs from technology-first approaches, and why that distinction matters for sustained capability building.
Review measurable outcomes across client preparation, research, and administrative workflows—with realistic context about what shaped those results.
What's Inside This Case Study
This 13-page case study follows Pacific Ridge Advisory (name changed) through their 90-day journey from inconsistent AI experimentation to systematic team capability. You'll learn about the situation they faced: team members doing their own thing with AI, no governance framework, and a Managing Director who felt uncomfortable with what she couldn't see or guide. The case study documents their three-phase approach—starting with leadership capability before team rollout—and includes specific perspectives from a senior advisor with 23 years' experience, a paraplanner, and an administrative team member. Most importantly, you'll see measurable outcomes across their core workflows: 50% reduction in client meeting preparation time, 60% reduction in initial research time, and 40% increase in administrative capacity. These results are presented with appropriate context about what contributed to them. The case study concludes with reflection questions to help you assess whether similar patterns exist in your organisation and whether structured capability building might be relevant to your situation.
Meet Your Guide, Michael Boyens
With 35+ years in technology transformation and a career that includes pioneering NAB's first e-commerce platform in the mid-1990s, I've learned that successful technology adoption is rarely about the technology itself. Since 2023, I've focused exclusively on AI education and leadership-driven adoption programs through Streamline Edge. The patterns I've observed across hundreds of engagements are remarkably consistent: organisations that start with leadership capability and systematic frameworks achieve substantially better outcomes than those pursuing technology-first approaches. This case study reflects what I see repeatedly in professional services firms—smart people experimenting individually without shared vocabulary, governance frameworks, or leadership that truly understands what success looks like. The good news? These patterns are addressable with the right approach. I created this case study to help decision-makers recognise familiar challenges and understand what structured capability building actually involves—before committing to any particular solution.
See What Structured AI Adoption Actually Looks Like
Download this free case study to understand how one professional services firm approached AI capability building systematically. No obligation, no sales pitch—just a documented example of what leadership-first adoption involves and the outcomes it can produce. Use it to inform your own thinking about whether similar approaches might be relevant for your organisation.
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