Ingress / Case Studies / AI for a 25-Person Consulting Firm

AI for a 25-person firm, done in six weeks.

A management consulting boutique automated proposal writing with GPT-4 and reclaimed $280K of senior partner time annually.

SectorSMB
TypeAI Implementation
PlatformOtonmi (Ingress AI)
The Challenge

Billable hours lost to boilerplate.

A 25-person management consulting firm saw senior consultants spending 30-40% of their billable time on proposal writing, engagement setup documents, and template-heavy deliverable sections, rather than strategy and client problem-solving.

The Situation

Each new proposal required 15-20 hours of senior consultant time, much of it copying past engagement structures, reformatting standard sections, and drafting boilerplate statements that already existed in archived proposals. Consultants had no search mechanism across historical work, and document versioning was manual. No centralized quality review.

Partners wanted to scale client capacity without hiring more senior staff. The bottleneck was not client thinking, it was document production.

The Opportunity

Three years of completed proposals and deliverables lived in SharePoint, representing firm methodology and writing voice. That historical work was the ideal training data for a fine-tuned AI assistant.

With the right tool, consultants could describe the engagement, and a GPT-4 model would draft sections. Humans would review and polish. The firm could reclaim dozens of partner hours per month, reinvest them in strategy.

Our Approach

Otonmi's Aizen Methodology.

We used the Aizen framework, purpose-built for rapid, human-centered AI adoption: Explore, Experiment, Embed, Expand.

01
Explore
Audit of firm proposals and engagement processes. Identified five proposal types and two template families. Fine-tuning candidates selected: 112 past proposals covering 18 months of recent work.
Weeks 1-2
02
Experiment
Fine-tuned GPT-4 model on the 112 historical proposals. Tested on 10 past engagements (blind test, no training data). Model drafted executive summaries, methodology sections, and risk assessments. Human consultants reviewed quality and tone. 94% of sections required zero edits.
Weeks 2-4
03
Embed
Integrated the model into Microsoft 365 via Otonmi's interface. Built a human-in-loop review workflow: model generates draft, consultant reviews, approves or provides feedback, document versions tracked in SharePoint. Added usage analytics dashboard to track adoption and time savings.
Weeks 4-5
04
Expand
Full firm rollout, 45-minute training session for all consultants and support staff. Adoption tracking. By week 6, 100% of consultants using the tool for at least one proposal section per week.
Week 6
The Outcomes

Measurable impact in four weeks.

60%

Faster Drafting

Proposal writing time reduced from 18-20 hours to 6-8 hours per engagement. AI draft plus consultant review and edits.
$280K

Annual Partner Time Reclaimed

Annualized value of senior consultant hours freed: approximately 35 proposals per year, 15 hours saved per proposal, at fully loaded partner rate.
100%

Adoption in 30 Days

Every consultant integrated the tool into their engagement workflow. Zero resistance. Perceived as a capability multiplier, not a threat.
Tech Stack

Azure OpenAI + Microsoft 365 + Otonmi.

1

Azure OpenAI

GPT-4 fine-tuned on firm proposals. Running on Azure for HIPAA/SOC2 compliance and isolated tenant.
2

Microsoft 365

SharePoint for proposal storage and versioning. Teams integration for notifications. Word add-in for draft generation.
3

Power Automate

Workflow automation for draft approval, version history logging, and escalation to partners for final sign-off.
4

Otonmi Platform

Integration layer, fine-tuning management, usage analytics, and human-in-loop review interface. Built by Ingress's AI division.
Key Lessons

Why it worked.

Fine-Tuning Matters

A base GPT-4 model wrote in generic consultant language. Fine-tuned on this firm's historical proposals, it matched tone, methodology, and client communication style. That credibility and speed difference was the adoption lever.

Human Review, Not Automation

We framed the tool as a draft accelerator, not an automated writer. Every proposal still required consultant review and sign-off. That human checkpoint built confidence. No shortcuts, faster workflow.

Usage Analytics Drive Engagement

We built a simple dashboard showing time saved per proposal, sections generated, and consultant productivity trends. Partners saw the value weekly. Adoption reinforced itself.

Integration with Existing Tools

SharePoint and Teams were already core to how the firm worked. We embedded the AI assistant into their current workflow, not asked them to use a new system. Friction was near zero.

Start a conversation

Tell us what's worth doing.

// 30 minutes โ†’ a written brief.

Bring the problem. We'll come back with a written brief: what to build, what to defer, and where AI actually moves the number. No deck pitches.

Emailconnect@ingressits.com
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