Identify Use Cases to Inform and AI Strategy for Professional Services

Professional service organizations face pressure to demonstrate AI value amid market and margin constraints yet struggle with feasibility, governance, and cultural resistance. Success depends on aligning AI use cases with business capability and maturity while managing costs and the threat to the traditional billing model. They also face other challenges, such as:

Defining clear criteria and governance to avoid over investing in non-scalable initiatives and eroding confidence in overall AI adoption.
Addressing the conflict with the traditional billing model plus cultural barriers such as adoption resistance.
Selecting AI use cases with a clear link to profitability, utilization, or client satisfaction – ensuring that you are measuring outcomes, not just activity.

Our Advice

Critical Insight

Professional service firms face a variety of obstacles in solving this problem, including lack of clarity on how AI will benefit their organization, governance gaps, and a mismatch between leadership ambition and overall firm readiness.
Based on this, firms struggle to select and prioritize use cases, lack clarity on which metrics they should focus on impacting, and underestimate the cultural resistance to adoption.

Impact and Result

This research will enable professional service organizations to:

Gain clarity on the most valuable and feasible AI use cases for their organization.
Understand their current level of maturity from an AI-implementation perspective and opportunities for further refinement.
Focus their AI initiatives on measurable improvements in efficiency, client value, and competitive positioning.

Identify Use Cases to Inform and AI Strategy for Professional Services Research & Tools

1. Select and Prioritize AI Use Cases for Your Professional Service Organization Deck – A deck that will help professional service firms identify, evaluate, and prioritize AI use cases.

This research will help professional service firms identify, evaluate, and prioritize AI use cases that deliverable measurable value while aligning with firm strategy, culture, and maturity.

2. AI Maturity Assessment Tool — An easy-to-use tool that will help focus your efforts to get your AI initiatives up to speed.

Use this framework to analyze the current state of the gaps between your current and target states and systematically develop a plan to address them.

Assign maturity scores to each of five AI dimensions, such as governance, infrastructure, and people.
Generate scores for current and target states for each AI dimension in a clear report.
Use the results as a starting point for initiatives supporting maturity growth toward your target state.

3. AI Initiatives Prioritization and Roadmap Planning Tool – Use this document to determine which AI initiatives are most aligned with your value streams and should be included on your list for further exploration.

Determine cost and benefits rubrics unique to your organization.
Describe your initiatives and determine whether to include them on your shortlist for further consideration and validation.

4. AI Case Study Library for the Professional Services Sector – A curated set of AI use cases that are applicable to a variety of professional service organizations.

This library will provide the following:

A structured lists of AI use cases across the different subsectors with the professional services space
A mix of peer validated use cases with examples, and potential opportunities
Details on the key metrics each use case is expected to impact.

From promise to practice: Select and prioritize AI use cases for professional service organizations.

About Info-Tech

Info-Tech Research Group is the world’s fastest-growing information technology research and advisory company, proudly serving over 30,000 IT professionals.

We produce unbiased and highly relevant research to help CIOs and IT leaders make strategic, timely, and well-informed decisions. We partner closely with IT teams to provide everything they need, from actionable tools to analyst guidance, ensuring they deliver measurable results for their organizations.

What Is a Blueprint?

A blueprint is designed to be a roadmap, containing a methodology and the tools and templates you need to solve your IT problems.

Each blueprint can be accompanied by a Guided Implementation that provides you access to our world-class analysts to help you get through the project.

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Get the help you need in this 3-phase advisory process. You'll receive 11 touchpoints with our researchers, all included in your membership.

Guided Implementation 1: Understand Firm Capabilities and Candidate Use Cases

Call 1: Scope requirements, objectives, and your specific challenges.
Call 2: Define AI vision statement.
Call 3: Identify strategic principles.
Call 4: Establish responsible AI guiding principles.

Guided Implementation 2: Assess the AI Maturity of Your Firm

Call 1: Assess the organization’s current state capabilities for managing AI.
Call 2: Identify candidate business capabilities to be addressed by AI-based solutions.
Call 3: Assess the value and feasibility for the business AI initiatives.
Call 4: Prioritize the business AI initiatives.

Guided Implementation 3: Prioritize AI Use Cases

Call 1: Build a strategy roadmap.
Call 2: Build a communication plan.
Call 3: Build an executive AI strategy roadmap deck.

Author

Kassim Dossa

Contributors

CJ Saretto, Chief Technology Officer, Axiom Law
Bryan Tonne, SVP – Enterprise Technology, VGM Group