An advisory firm, rebuilt as an operating institution.
- Challenge
- A partnership carried by the memory of three principals, with no institutional record beneath them.
- Understanding
- The firm's advantage was not proprietary — it was the disciplined judgment its partners had never written down.
- System Design
- A knowledge architecture, a client-lifecycle spine, and an internal advisory intelligence layer built on their own work.
- Implementation
- Delivered over eleven months alongside the operating partners, in production from month four.
- Measured Outcome
- Time-to-brief reduced by 62%. Partner leverage across senior associates increased. First succession plan authored.
- Institutional Learning
- Advisory firms do not have a knowledge problem. They have a codification problem.
