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Three ways AI actually enters advisory workflows

From document compression to scenario simulation — how we really use AI on client work

News2026-03-12
Three ways AI actually enters advisory workflows

Over the past year AI went from demo to daily tool in our engagements. The effective uses cluster into three:

Three postures

  • Compression: interviews, annual reports and industry research condensed into structured fact lists, humans only verify
  • Scenario simulation: rapid sensitivity combinations on model assumptions, turning debates from guessing numbers into choosing options
  • First drafts: process docs and meeting notes drafted by AI, humans keep judgment and trade-offs

The common thread: AI generates, humans stay accountable. Anything that requires signing your name to a conclusion stays human.

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