1. The Challenge
The organisation a multi-disciplinary professional services firm handling sensitive client information across consulting, financial advisory, and project delivery was experiencing a rapid increase in staff experimenting with generative AI tools.
While the firm embraced innovation, the lack of visibility and governance created meaningful risks:
- client data being shared with external AI tools
- no central view of which AI platforms were being accessed
- inconsistent understanding of appropriate vs. unsafe usage
- difficulty assessing the risk of AI-generated content
- no governance framework or escalation process
With client confidentiality and regulatory expectations at the core of their operations, the firm needed structured oversight and safer ways to adopt AI.
2. Our Approach
Peritus delivered a tailored AI Visibility and Governance engagement designed for the needs of professional services organisations.
Our work included:
- Deploying AI usage monitoring across web, SaaS, and productivity tools
- Identifying high-risk usage patterns and data handling behaviour
- Creating clear acceptable-use policies and safe usage guidelines
- Establishing governance processes and incident workflows
- Advising on platform controls, endpoint configurations, and risk mitigation
- Providing staff training on secure and responsible AI usage
- Building reporting dashboards for leadership visibility
This gave the firm the ability to innovate with AI while maintaining compliance and protecting client trust.
3. The Outcome
The engagement delivered immediate visibility and long-term governance improvements:
- Comprehensive insight into AI usage, tools, and data interactions
- Significant reduction in risky AI behaviour and data exposure
- Clear, practical AI usage policies adopted firm-wide
- Early detection and remediation of unsafe prompt or data-sharing practices
- Improved staff understanding of appropriate AI use
- A sustainable governance model supporting ongoing innovation
Peritus enabled the firm to move from unmonitored experimentation to safe, structured AI adoption.
“Peritus gave us visibility we simply didn’t have before. Their approach helped us understand our risks, optimise our controls, and introduce AI safely across the organisation.”
— Head of Operations, Professional Services Firm
