Case StudyAI GovernanceAdvanced
Giving the board confidence in AI oversight: a 600-person professional services firm.
An illustrative example of how a larger professional services firm could move from scattered AI pilots to board-level oversight, auditable evidence and trained staff.
Daniel Rogers
Co-Founder & COO
- Published
- Last reviewed
Illustrative example: 600-person professional services firm
Professional services
- of AI use and risk for the board
- 1 view
- of AI use and risk for the board
- training for staff, managers and leaders
- Role-based
- training for staff, managers and leaders
- board reporting on AI governance
- Quarterly
- board reporting on AI governance
The challenge
Several teams were running AI pilots independently. The board had approved an AI strategy but had no consistent view of risk, ownership or evidence, and enterprise clients were starting to ask for detail in tenders and audits.
The solution
The firm used TURMA Snapshot to map AI use across offices, TURMA Assured to run a single governance framework with live evidence, and TURMA Passport to train and certify staff by role.
This is an illustrative scenario, based on situations common in larger, more regulated organisations. It does not describe a specific TURMA client, and the figures describe the approach rather than measured results.
The situation
A 600-person professional services firm with several offices had embraced AI enthusiastically. Different teams were piloting different tools. Each pilot had its own approach to data, review and approval.
The board had signed off an AI strategy, but directors couldn’t easily answer basic questions: where AI was being used, who owned the risk, and what evidence existed. At the same time, enterprise clients were adding detailed AI questions to tenders and audits.
What they did
1. Mapped the whole picture
TURMA Snapshot gave the firm one consistent view of AI use across offices and teams, including pilots, approved tools and AI features in existing software. For the first time, the board could see where activity and risk sat.
2. Ran one governance framework
With TURMA Assured, the firm brought every AI use case under a single framework: clear ownership, proportionate risk assessment, consistent policies and evidence kept current as tools and rules changed. Pilots could keep moving, inside agreed guardrails.
3. Trained people by role
TURMA Passport delivered role-based training: essentials for all staff, deeper practice for regular users, and oversight and accountability for managers and partners. Certification gave the firm something tangible to show clients.
4. Reported to the board
The firm introduced quarterly AI governance reporting to the board, covering use, risk, incidents, training and upcoming regulatory changes.
The outcome
Directors moved from uncertainty to informed oversight. Tender responses became faster and more consistent. Teams kept innovating, with fewer surprises and a clear route to approval for new ideas.
Why it works
At scale, the challenge isn’t a lack of AI activity. It’s a lack of a single, reliable picture. Combining visibility, live governance and trained people gives leadership control without slowing the business down.
Clarity, then control, then confidence.
