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Artificial Intelligence

AEC Services Firm Transforms Business with Enterprise Technology & AI Strategy

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Client Profile & Challenge

Our client is a PE-backed AEC services firm with a global network of professionals providing specialized services such as Forensics, Engineering, Expert Witness Services, and Project Advisory.


Our client was undergoing a prolific period of growth due to both organic momentum and strategic acquisitions. However, the organization was slow to realize ROI due to their reliance on a bespoke technology platform which was expensive to maintain and did not fully address the requirements of many core business functions.

Faced with a critical inflection point in their business, our client needed a Future State Architecture capable of meeting the needs of the business and capable of scaling with the organization. Our client was seeking a partnership to obtain professional guidance on selecting, architecting, and implementing their future state ERP, CRM, Data & AI platform.

Solution Overview

Messina partnered with this client to conduct a deep current state analysis of the business systems, functionality, and data. Key stakeholders across the organization were interviewed to understand critical business use cases across core functions, ultimately defining the selection criteria for future state platforms. 

Once the use cases were defined, Messina’s team of experts conducted a rigorous selection process to find the best-fit platforms to fuel our client’s growth. By conducting a competitive process and using our experienced negotiators, Messina also saved the client millions in licensing and hosting fees.


Platform Selection, Advisory, Analytics, Future State Architecture & Roadmap, Artificial Intelligence (AI)

Technology Used:

Workday, Salesforce, Microsoft Azure


With a best-fit architecture now defined, our client was positioned to realize significant ROI across core business functions to continue fueling their rapid growth. 

Overall savings in licensing costs were projected in the seven-figure range, with additional benefits stemming from the optimization of resources through automation and the removal of bespoke processes. 

Messina is partnering with the client to manage the long-term implementation and ongoing management of the architecture to ensure the value creation plans are realized.