FIRSTVAL

10Professional & Business Services

Expertise, measured per delivered hour.

Pipeline, staffing and delivery margin modelled as one engine — where a proposal, a bench week and a write-off all resolve to margin per delivered hour.

North Star

Margin per delivered hour

The value engine, end to end

Discover → Model → Twin → Agents → Govern → Compound

The same six moves we run everywhere, expressed in the physics of this industry.

01

Discover

Where does delivery margin actually leak?

Margin leakage map by engagement type

02

Model

What drives win rate, utilisation and write-off?

Causal delivery model

03

Twin

What happens to margin if we change staffing or scope policy?

Engagement and capacity twin

04

Agents

Who drafts, staffs and monitors day to day?

Delivery support agents

05

Govern

Is client confidentiality absolute across every hop?

Confidentiality and independence control file

06

Compound

Does the margin hold on the next engagement?

Outcome contract + engagement monitor

Where the value is

Value pools and their drivers

Before a twin is built, we agree where the money sits and what moves it.

Value pool

Pipeline conversion

Driver

Proposal quality and qualification discipline

Measured as

Won value per proposal hour

Value pool

Utilisation

Driver

Bench time and staffing fit

Measured as

Billable ratio

Value pool

Delivery margin

Driver

Scope creep, rework, write-off

Measured as

Realisation rate

Value pool

Knowledge reuse

Driver

Whether prior work is findable and reusable

Measured as

Hours saved per engagement

Use cases

Where value is already sitting in Professional & Business Services

Each one is a number somebody already owns, a twin that models it, and an agent that moves it inside a defined authority. Filter by function.

22 use cases

Contract obligation extraction and monitoring

Extracts obligations, dates and liabilities from the contract estate and monitors whether the organisation is actually meeting them.

Moves
Value at risk from missed obligations
Twin
Legal Twin
Capability
Document AI + JSON extraction

Policy and procedure assistant

Answers internal policy questions with the paragraph attached, and says plainly when the policy does not cover the situation.

Moves
Advisory hours per query
Twin
Compliance Twin
Capability
Cited RAG

Data subject and disclosure request handling

Finds the data, redacts what must be redacted, and produces the response pack inside the statutory clock.

Moves
Requests answered within deadline
Twin
Legal Twin
Capability
PII detection + redaction

Cyber-threat detection and triage

Correlates signal across identity, endpoint and network, promotes the alerts that matter and writes the incident timeline for the analyst.

Moves
Mean time to detect and contain
Twin
AI Twin
Capability
Anomaly detection + agentic triage

Data volume and pipeline anomaly detection

Learns the expected shape of every feed and raises the alarm when a pipeline goes quiet — before the report is wrong.

Moves
Data incidents reaching a decision
Twin
AI Twin
Capability
Time-series bounds

Model inventory, validation and drift monitoring

Keeps every model, prompt and agent in one register with its owner, validation evidence and drift status — the artefact the regulator asks for.

Moves
Models in production with current validation
Twin
AI Twin
Capability
MRM tooling

Attrition prediction and retention design

Forecasts departure risk by team and role, identifies the drivers that are actually within management control, and prices the intervention.

Moves
Regretted attrition and replacement cost
Twin
Workforce Twin
Capability
Predictive ML

Role matching and hiring throughput

Matches candidates to roles on capability evidence, with bias testing on the shortlist and a human owning every rejection.

Moves
Time to hire at quality
Twin
Workforce Twin
Capability
Semantic matching + fairness testing

Workforce demand and shift planning

Plans shifts against forecast demand, skills and fatigue rules so service levels hold without overtime absorbing the gain.

Moves
Service level per labour dollar
Twin
Workforce Twin
Capability
Forecasting + scheduling

Procure-to-pay leakage recovery

Finds duplicate payments, missed discounts, off-contract spend and price creep across the ledger, and closes each at source.

Moves
Recovered and prevented spend
Twin
Financial Twin
Capability
Reconciliation analytics

Financial close acceleration

Automates reconciliation, flags the entries that need judgement, and drafts the variance commentary with its supporting figures.

Moves
Days to close
Twin
Financial Twin
Capability
Reconciliation + generation

Rolling revenue and cash forecasting

Replaces the quarterly spreadsheet with a rolling forecast that updates on live signal and shows what changed since last week.

Moves
Forecast error
Twin
Financial Twin
Capability
Time-series forecasting

Lead scoring and pipeline hygiene

Scores leads on what closed before, retires the pipeline that will not, and gives sellers a shorter list they trust.

Moves
Win rate per selling hour
Twin
Sales Twin
Capability
Predictive scoring

Behavioural segmentation

Segments on behaviour and value rather than on demographics, and keeps the segments current as behaviour moves.

Moves
Margin per contacted customer
Twin
Marketing Twin
Capability
Clustering

Next best action and offer

Picks the next touch that most changes the outcome for this customer, and suppresses the contact that would only cost money.

Moves
Incremental margin per contact
Twin
Marketing Twin
Capability
Uplift modelling

One-to-one content personalisation

Matches content to intent at the moment of intent, inside brand and compliance guardrails that are enforced, not advisory.

Moves
Conversion rate at constant spend
Twin
Marketing Twin
Capability
Generation + guardrails

Contextual and consent-safe targeting

Reaches the right audience from context and first-party signal, so performance does not depend on identifiers that are disappearing.

Moves
Cost per acquisition
Twin
Marketing Twin
Capability
Contextual modelling

Physical and high-cost channel targeting

Sends the expensive channel only where it pays, using a profile built on response rather than on list size.

Moves
Response per mailed dollar
Twin
Marketing Twin
Capability
Response modelling

Contact routing and handling cost

Maps the intent, routes it to the cheapest competent resolver, and gives that resolver the case already summarised.

Moves
Cost per resolved contact
Twin
Service Twin
Capability
Intent classification + summarisation

Ticket time-to-resolution reduction

Predicts which tickets will breach, pre-drafts the resolution, and escalates the ones that need a human before the SLA runs out.

Moves
Resolution time and breach rate
Twin
Service Twin
Capability
Predictive + generation

Enterprise knowledge retrieval

One grounded answer across documents, tickets, wikis and recordings — with the source, the date and the owner attached.

Moves
Time to find a defensible answer
Twin
AI Twin
Capability
Multimodal RAG

Planning and itinerary assistants

Answers a complex planning question end to end — options, budget, constraints — and hands over a plan rather than a list of links.

Moves
Assisted conversion rate
Twin
Service Twin
Capability
Agentic workflows

Outcome twins

Twins, levers, features and the agents that run them

Each twin owns a set of levers. Each feature moves one lever. Each agent executes inside a defined authority.

Pipeline Twin

Qualify harder and propose faster on the work that actually closes.

Levers

Win rateProposal cycle timeQualification discipline

Features

  • Proposal drafting from prior work
  • Win prediction
  • Pricing benchmarks

Multi-agent layer

  • Proposal Agent

    Drafts from precedent with sources cited internally.

Capacity Twin

Match the right people to the right work before the bench forms.

Levers

UtilisationBench weeksSkill fitAttrition risk

Features

  • Demand forecasting
  • Skills matching
  • Rotation planning

Multi-agent layer

  • Staffing Agent

    Proposes staffing that fits both the client and the career path.

Delivery Margin Twin

See scope creep and rework while they are still cheap to correct.

Levers

Realisation rateRework hoursChange-order capture

Features

  • Scope drift detection
  • Effort forecasting
  • Change-order drafting

Multi-agent layer

  • Margin Agent

    Flags engagements trending to write-off with the cause.

Knowledge Twin

Make prior work findable, reusable and safe to reuse.

Levers

Reuse rateTime to precedentConfidentiality breaches

Features

  • Grounded precedent search
  • Client-data isolation
  • Redaction on reuse

Multi-agent layer

  • Precedent Agent

    Retrieves usable precedent inside client-confidentiality walls.

Unit economics

ROI calculator — per feature, per unit

Set your volume, switch features on or off, and move each impact to your own evidence. Everything is expressed per delivered hour.

Delivered hours per year

900,000

Contribution per delivered hour

$47

Per-hour economics; substitute per-engagement or per-seat for managed-service models.

Annual program investment

$3.5m

Pipeline Twin

VolumeProposals per partner-hour

4.0% — Precedent found and reused instead of rewritten.

$1.7m

annual value

Capacity Twin

Unit costCost per delivered hour

4.0% — Bench weeks converted into billable fit.

$5.0m

annual value

Delivery Margin Twin

LeakageWrite-off and rework leakage

24.0% — The change order is raised while the client still expects it.

$4.8m

annual value

Knowledge Twin

Unit costResearch hours per engagement

3.0% — Answers with the source document attached.

$3.7m

annual value

Pipeline Twin

Unit revenueRevenue per hour

2.0% — Price set against outcome evidence, not against a rate card.

$3.3m

annual value

Value by feature

Annual value contributed by each active feature at current settings.

Value and ROI vs volume

How engineered value and ROI move as delivered hours per year change. The marker is your current setting.

Cumulative value vs investment

Where the curve crosses the investment line is payback.

Value mix by lever

Which lever the engineered value is actually coming from.

Baseline contribution

$42.3m

Engineered annual value

$18.5m

ROI on program

429%

Payback

2.3 months

Directional model. In an engagement every number here is replaced by your measured baseline, signed off by finance, and written into the outcome contract before any agent goes live.

Scale

How this compounds from one unit to the enterprise

01

One practice, one region

Prove realisation and utilisation on a bounded portfolio.

02

Service line

Same twins, new engagement types; confidentiality walls carried across.

03

Firm

Shared runtime, per-client isolation, one margin-per-hour number.

Integrations

Domain platforms we connect

Vendor-agnostic by design. Connectors are added per engagement — no platform lock-in.

Practice management

  • SAP S/4
  • Workday PSA
  • Kantata
  • NetSuite

CRM & pipeline

  • Salesforce
  • Dynamics 365
  • HubSpot

Knowledge & collaboration

  • SharePoint
  • Confluence
  • iManage
  • Slack

Data & AI

  • Snowflake
  • Databricks
  • Azure OpenAI
  • domain SLMs

Regulations and standards

What we are held to in this industry

Compliance is a design input, not a review gate. Every agent action is logged, attributable and reversible.

Client confidentiality and privilege

Hard isolation between client corpora across every agent hop.

Independence rules

Automated conflict checking before any engagement is accepted.

GDPR

Lawful basis for personnel and client personal data in any model context.

EU AI Act

Transparency for automated staffing and performance-affecting decisions.

Records retention

Engagement evidence retained and disposed to schedule.

Standards supported

ISO 27001ISO 42001SOC 2 Type IINIST AI RMFISQM 1

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