Case study · From the Pluris libraryReceipt no. 9043
What sucked
A West Coast real estate advisory and design firm had project managers, designers and technical staff each paying for personal AI subscriptions with no shared context.
Their AI work didn't connect to firm files or systems, and nobody had drawn a clear line on what was safe to put into a tool. The partners wanted AI built into how the firm operates, inside a security posture they could stand behind.
What they built
North Group standardized the firm on one connected AI platform, ran a half-day hands-on workshop where each employee built their own role setup, wrote AI guidelines, and produced a ranked automation roadmap and decision playbook for the partners.
What changed
4 hrs to 45 min
Research per project file, self-reported by a project manager
~4,000 files
Archive files catalogued with AI, work that would have taken weeks by hand
0 outside specialists
Newest site launch designed, built and launched in-house with AI
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