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ADVISORY CASE STUDY · PROFESSIONAL SERVICES

AI adoption roadmap

How one engagement moved a 25-person firm from scattered experiments to one measured programme.

IN SHORT

For a leading Israeli architecture practice of about 25 people, Realization mapped eight work domains, chose one visible pilot and modelled the programme over 24 months. The model breaks even in month seven and reaches 3.9 times value to investment by month 24, counting the firm’s own hours as a cost.

modelled break-even
Month 7
value to investment at 24 months
3.9×
pilot accuracy pass mark
>90%
of the 24-month budget at risk before proof
~18%

CASE STUDY

Problem. Approach. Outcome.

The problem
The firm had the tools and the understanding. What it lacked was a decision: what to do first, who owns it, and whether anyone had hours for it.
The approach
Listen before mapping. Score every work domain on visible impact against setup effort. Prove the method on one problem, then scale in waves — and plan our own exit.
The outcome
A decisions document the firm owns, a pilot of three to five weeks with an agreed pass mark, and four stop points before the budget opens.

HOW IT WORKS

Five steps, each ending in a decision.

Nothing is built before the problem is named and measured.

01

Listen

In-depth sessions with partners and staff. Output: the firm’s own problem statements.

02

Map

Every work domain, including those that already work. Output: a scored domain map.

03

Sequence

Start with the most visible win, not the biggest. Output: a prioritisation matrix.

04

Prove, then scale

One domain, two people, weeks not months — then waves, as support tapers to zero.

What the sessions surfaced

Three phrases recurred: “there is no need to reinvent the wheel”, “everyone works alone, there is no shared brain”, and “there is no time”. Individual use of AI was already sophisticated. What was missing was the shared layer that turns personal habits into a firm asset — and protected hours to build it.

Four ground rules, agreed before any tool

Buy first and build only for the gap. Keep a human in the loop, always. Keep the knowledge in the firm, with support designed to taper and end. Start small and measure against the firm’s own work, never a vendor demo.

Eight domains, scored and sequenced

Administration and bids became the first pilot: repetitive work, hard-to-recruit skills and zero AI use, so every gain is visible. The project archive is the foundation for later phases. Visualisation was already about ten times faster and was left alone. Financial insight was excluded at the client’s request — recorded, not argued.

Two of the three items in the “start here” quadrant were not software at all: programme ownership and three management decisions (one archive or two, what is already paid for, who may access what).

A pilot that can be judged

One domain, two people, three to five weeks. The output already exists today, so “better” is measurable. The system learns from past inputs and outputs rather than asking busy experts to explain their judgement. Five measures are agreed in advance: cycle time (40% faster or better), accuracy (above 90%), unprompted weekly use, load displacement and new capability. If it misses, the tool changes — not the scope.

Economics the approver can trust

The 24-month model counts every cost, including the internal lead’s own hours, and prices only time saved. Break-even lands in month seven; value reaches about 3.9 times the investment by month 24. The number that converts a cautious approver is the exposure before proof: about 18% of the total, reached at week eight.

Note. Client anonymised. Figures come from the engagement’s planning model, not from measured results.

Source. AI Adoption Roadmap — Method and case study, Realization, 2026.

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