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AI Operating Model
Professional Services.

82% of AI initiatives never reach production. Not from bad technology — from no operating model. This is the governance checklist that makes AI board-defensible.

15+Engagements
PEPortfolio
287%Prod ROI
90dTo Ship
82%Never Ship
287%Prod ROI
$16BWasted/Yr
95%Zero P&L
2%At Scale
The Governance Gates

Each gate is a commitment,
not a checkbox.

Six cryptographically-signed checkpoints between an AI model and a production outcome.

i.

Engagement Data Validation

Verify client data and engagement scope before AI deployment.

ii.

Tools Integration Test

Full integration test with your practice management and billing platforms.

iii.

Deliverable Change Verification

Track when AI changes a deliverable. Full diff logged.

iv.

Partner Approval Gate

Risk-tiered: research auto, client-facing deliverables require partner review.

v.

ProofPacket Audit Trail

Every AI contribution to billable work, signed for client transparency.

vi.

Professional Standards Compliance

Malpractice defense, peer review alignment, client data isolation.

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Download the Professional Services AI Operating Model Template

Plus a 30-minute AI readiness assessment.

Or call 262.343.5680

Common Questions
Is this just for professional services?

No. The governance model applies to any organization deploying AI in professional services.

Do I need to buy anything?

No. The checklist is free. The 30-minute assessment is free.

We already have an AI committee.

Most AI committees approve projects but don't govern deployments. The gates are operational checkpoints.