CASE STUDY

Building an Al-Native Professional Services Infrastructure

How Triple Orbits built a governed, Al-ready foundation that empowers consultants and reduces costs.

THE CHALLENGE

A consulting firm needed to harness the power of Al without compromising what makes their consultants truly valuable to their clients.

As a tech-enabled services organization where expertise, judgment, and client relationships are the product, they needed an approach that amplified consultants ratherthan sidelining them.

WHAT WE DELIVERED

Triple Orbits led the full strategic approach across five critical areas.

Identified the application stack. Rigorous buy-versus-build analysis separated genuine fit from vendor hype, producing a stack chosen for mission alignment, with the right vendors to deliver on time and on budget.

Built a governed data model as the foundation. Our "consulting brain" architecture supports both normalized and vectorized data, ingested and permissioned through client engagement, and available for Al-driven retrieval and analysis.

Managed vendors throughout the build. We held vendors accountable for outcomes and kept internal teams aligned on why the work mattered.

Upleveled the internal team. The client's existing staff carried irreplaceable institutional knowledge. We built a talent roadmap to develop that team across IT, development, and partner management.

Aligned on governance and talent planning. We established clear roles, processes, and a sustainable model to evolve the platform as the firm grows.

THE RESULTS

Real-time impact.
Offshore data-entry clerks are now handled by consultants in real time.

Al-driven insights.
Consultants have immediate access to cross-client benchmarked data and Al-driven insights.

Faster client value.
Client discussions and analyses that once took days can now begin in just minutes.

A governed Al ecosystem.
A governed Al ecosystem that continues to improve with use, creating a lasting competitive advantage.

REDUCED ANNUAL
TECHNOLOGY SPEND BY

28%