Embedded Intelligence Advisory
Stop losing what your best people know.
Put AI to work the way your firm actually works.
Build a knowledge foundation that gets stronger over time.
Free up your staff to focus on higher value work.
Embedded Intelligence is a structured advisory engagement that captures the expertise living in your senior team’s heads, and makes it available across your firm through AI-augmented workflows, knowledge systems, and the tools your people already use.
A Tailored Plan
We identify where institutional expertise lives in your firm and build a structured roadmap to capture it, and make it available at scale using properly governed AI-based platforms.
The Right Tools
We evaluate what you already own, identify what's missing, and work with your team to configure and augment your applications stack to actually support how your team works.
Adoption by Design
We implement alongside your team and stay through deployment, establishing governance practices, enablement programs, and the metrics to prove it's all working.
How the Engagement Works
The Embedded Intelligence Advisory runs in four phases: Diagnose, Design, Deploy, and Sustain.
- Diagnose
We map how knowledge flows through your firm today: where it lives, where it breaks down, and where AI can close the gap. - Design
We build a roadmap grounded in your existing tools and workflows, augmented with additional tools as needed. - Deploy
Implementation happens alongside your team, with governance and enablement built in from the start. - Sustain
Ongoing advisory to expand what’s working and keep pace with the tools that matter for your firm.
Most engagements surface quick wins within the first thirty days and deliver measurable operational change within ninety days. Timelines depend on technology platforms that need to be sourced or updated to support AI workflows.
CASE STUDY
Building an AI-Native Foundation for a Consulting Firm
How Triple Orbits helped a professional services firm turn institutional expertise into a governed, AI-ready asset, and cut annual technology spend by 28% in the process.
