How we work

Align. Diagnose. Deliver.

As a boutique advisory firm, we work with leadership teams in professional services organisations to identify what is holding back AI adoption, set clear priorities and turn them into measurable progress. Most AI programmes begin with technology or training. We begin with leadership, decision-making and the organisational conditions that determine whether the investment will create value.

We work through three connected stages, tailored to the realities of each firm.

Leadership team in a boardroom discussing the AI Readiness Diagnostic — Newbery Advisory

The three stages

Stage 1

Align

Leadership clarity on priorities and ownership

Stage 2

Diagnose

Evidence-based baseline across six critical areas

Stage 3

Deliver

90-day plan with named owners and tracked progress

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If we're not the right fit, we'll say so — and point you toward alternative routes rather than push a programme.

Align

Align

Before diagnosing, implementing or scaling AI, the firm needs a shared direction: what it wants to achieve, where effort should be focused, and which decisions can no longer be deferred.

Without that alignment, investment becomes fragmented, initiatives compete with one another, diagnosis can generate insight without direction, and implementation can create activity without impact.

This is the starting point for correcting course and moving into the next stages with focus, accountability and a clear measure of progress.

The outcome

An aligned leadership team, decisive action and a shared mandate to diagnose accurately, implement with focus and measure the value created.

Diagnose

Diagnose

Many firms can see activity: active licences, available tools, completed training and usage levels. What they cannot see clearly is whether that activity is translating into sustainable adoption and real value.

Our diagnostic assesses six critical areas and twenty-four underlying drivers to identify the causes that conventional metrics fail to reveal, turning an unclear picture into a measurable baseline.

The AI Value Realisation Index (AVRI) converts that analysis into an evidence-based score. It gives the firm a clear starting point, shows which factors are strengthening or weakening performance, and enables progress to be tracked over time.

The score is incorporated into a dashboard that measures progress against the baseline and distinguishes between activity, genuine adoption and value created.

The outcome

A single number that defines the starting point, explains what sits behind it and shows whether the firm is genuinely moving forward.

6critical areas
24underlying drivers
1score to measure progress

Deliver

Deliver

The diagnostic only creates value when its priorities are translated into decisions, operational change and measurable outcomes.

We turn the evidence into a focused intervention, with clear accountability, executive oversight and metrics that show what is working, what remains blocked and where the course needs to be corrected.

Implementation does not end when we leave. We put in place a measurement system that enables the firm to continue tracking, month by month, progress in adoption, maturity, risk and the value created by AI.

This allows the organisation to keep improving, prioritising and optimising its investment using its own data, without relying on permanent external support.

Illustrative — Newbery Advisory Value Dashboard

The line represents a composite index of adoption, productivity, governance and value, scored from 10 to 100.

Hours recovered

120h/month+15%

vs. previous month

AI adoption rate

85%
050100

Compliance risk

Low

Value and maturity index over time

Index (0–100)

02040608010024Month 134Month 245Month 356Month 469Month 582Month 6
+58 ptsin 6 months

The outcome

Change translated into lasting internal capability: a system the firm can use to measure progress, identify where performance is drifting and continue improving after our engagement has ended.

Specialist deep-dives

Specialist deep-dives — People & Talent

AI adoption is having a particularly significant impact on recruitment, people management and workforce decision-making. These are areas where the potential for value sits alongside especially sensitive regulatory, reputational and operational risks.

Newbery Advisory brings direct experience of leading People and Talent functions within professional services firms, enabling us to go deeper into these areas when they form part of the priorities identified.

Areas of specialisation

Hiring AI, Assessed

Assessment of AI use, governance, risk and impact across recruitment and people management processes.

People AI, Applied

Integration of AI into day-to-day HR and Talent work, with a focus on capability, accountability and long-term sustainability

Fees

Each engagement is shaped around the firm's complexity, scope and priorities.

Indicative fees are shared following an initial conversation, once we understand the context and the level of support required.

Scope

Newbery Advisory is a boutique advisory firm specialising in organisational AI adoption, governance, change management and value measurement.

We do not develop software, integrate systems or carry out technical audits, legal certification or model testing.

Where required, we work alongside technology, legal and cybersecurity specialists.

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