Case Study
Consulting Firm: Stabilizing Reporting and Internal QA
Consulting · 12-person advisory firm serving SMB clients
Reduced reporting variance from weekly rework to a single QA pass
A consulting team improved reporting consistency by introducing governed AI draft workflows.
Challenge
- • Analysts used different formats and quality thresholds in monthly reports.
- • Partners spent late hours correcting routine structure and language issues.
Approach
- • Built a shared reporting standard and review checklist.
- • Introduced AI-assisted first-draft generation with clear QA checkpoints.
- • Aligned partner review to high-value edits only.
Outcomes
- • Report quality variance dropped across accounts.
- • Review effort shifted from formatting fixes to strategic insight.
- • Delivery cadence became easier to maintain during peak periods.
Key takeaway
AI became useful only after the firm clarified what good output looked like.
Want this level of clarity for your own team? Start with a fit call and we will confirm scope.