📋 Sample Report: This is an example of what your personalized AI Readiness Report will look like.Take the assessment to get your own customized analysis.
Your firm demonstrates excellent AI readiness with strong data practices and documented processes. You're positioned to achieve significant competitive advantage through AI implementation. Focus on proposal automation and knowledge management for maximum impact.
Walsh & Associates Consulting is exceptionally well-positioned for AI transformation. Your firm's rigorous documentation practices, quality client data, and technical openness create an ideal foundation.
Three high-impact opportunities stand out: AI-powered proposal generation could save 25+ hours per proposal while improving win rates, a knowledge base chatbot could make your collective expertise instantly accessible, and automated time tracking could recover $180K+ in unbilled hours annually.
Your firm is ahead of most competitors—implementing AI now will widen that gap significantly.
Generate customized proposals in minutes instead of hours. AI pulls from your best past proposals, case studies, and pricing to create tailored documents.
| Metric | Year 1 | Year 2 | Year 3 |
|---|---|---|---|
| Total Value | $185,000 | $225,000 | $265,000 |
RAG setup for proposal context requires expertise for best results.
💡 Why This Matters: Firms with AI-generated proposals respond 80% faster and report 35% higher win rates.
Make your firm's collective expertise searchable. Staff ask questions and get instant answers from your documents, past projects, and methodologies.
| Metric | Year 1 | Year 2 | Year 3 |
|---|---|---|---|
| Total Value | $165,000 | $195,000 | $225,000 |
Enterprise RAG implementation requires proper architecture for accuracy and security.
💡 Why This Matters: Your junior staff should have instant access to your best consultants' knowledge. This is how you scale expertise.
AI monitors work activity and suggests time entries. Captures unbilled hours, auto-generates invoices, and identifies billing leakage.
| Metric | Year 1 | Year 2 | Year 3 |
|---|---|---|---|
| Total Value | $145,000 | $175,000 | $195,000 |
Straightforward integration with existing time and billing systems.
💡 Why This Matters: The average professional services firm loses 15% of revenue to unbilled time. This solves that.
Beyond your Top 3 Quick Wins, we identified 7 additional opportunities worth an estimated $189,334/year:
Draft client emails and status updates automatically
AI reviews contracts and documents for key terms
Auto-transcribe meetings and extract action items
AI compiles research and competitive intelligence
Auto-generate customized engagement letters
Predict resource needs and optimize staffing
AI monitors engagement signals and flags at-risk clients
Ready to implement these opportunities and capture $1.5M+ in value? Book a diagnostic session to create your custom implementation plan.
This is just a sample. Take our 15-minute assessment to get a report customized to your specific business, challenges, and opportunities.
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