01 · Service

AI operating model

Roles, decision rights, governance, and a practical cadence — so AI work doesn’t live in a lab or a slide deck.

What does an AI operating model actually look like for a mid-market firm?

A short charter (1–2 pages) that names accountable owners by domain, a decision matrix for the four or five recurring AI choices (build vs. buy, vendor selection, data access, deployment scope), an executive review cadence (monthly is plenty), and a governance posture appropriate to the firm’s risk tier. Not a binder.

How long does it take and who needs to be in the room?

Six to ten weeks. Required: the CEO or managing partner, the COO or executive director, the technology lead, and one practice or revenue lead. Useful: legal/risk, head of HR or talent. We compress the calendar by running structured workshops, not interview tours.

How is this different from what a Big Four firm would deliver?

Big Four delivers an enterprise-shaped framework. We deliver a model your firm can run on Monday — which usually means 70% less surface area and a sharper set of ownership decisions. We also embed during the first two execution cycles so the model is tested under real load, not just printed.

Frequently asked

Do you replace our internal team?
No. We design the operating model with your team and embed alongside them. By the end of the engagement, your people own the cadence — we leave you steadier, not dependent.
What if we already have an AI committee?
We often start there. Most committees lack decision rights, a clear vendor and data posture, and an executive review rhythm. The engagement reshapes the committee’s charter rather than replacing it.
How do you measure success?
Three measurable outcomes: (1) decisions actually made on a defined cadence, (2) initiatives moved from pilot to production with clear owners, (3) leadership confidence in the firm’s AI posture (we measure this with a structured survey before and after).

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