Proof
/ Professional ServicesGenerative AI Platform for a Business Investigations Services Firm
QR/OS™ Layers
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→ Capability pageBusiness situation
A $15 million business investigations services firm with a fully manual, 10-hour report production workflow and a services-only enterprise valuation multiple.
The challenge
The manual workflow made it impossible to scale revenue without proportionally increasing headcount, suppressing margin and enterprise value. No vendor software provided the configurability, security, flexibility, and generative AI capability needed.
Why it matters
Quantum Rise is building an end-to-end AI platform transforming the manual report production workflow, including an AI Report Builder (RAG), a Workflow Platform (template management + audit trail), a Client Portal with API automation, and a Business Transformation track.
What Quantum Rise delivered
The QR/OS™ approach in practice
- • AI Report Builder: RAG engine cutting drafting time by up to 70% • Workflow Platform: template manager, data source repository, audit trail • Client Portal & phased API automation of 40%+ of external research sources • Business Transformation: process redesign, role retraining, governance stand-up • ~55% overall efficiency improvement targeted
Measurable outcome
$40M enterprise value creation. 4x multiple improvement (services-only to tech-enabled services). 50% efficiency improvement in report production time.
Transformation from a services-only business to a tech-enabled services platform, decoupling volume from headcount growth.
What became repeatable
RAG-based report automation platform: configurable template system + source-linked draft generation + audit trail — reusable for any research-intensive professional services firm.