Revonary

Edgefield's AI Foundations program gave us both structure and confidence. Their approach helped us move beyond experimenting with AI to implementing it responsibly and strategically.

Ira Grossbach

Managing Partner

CHALLENGE

Revonary recognized that artificial intelligence (AI) was rapidly transforming the accounting industry. To stay competitive and future-ready, the leadership team—led by Managing Partner Ira Grossbach—wanted a structured, responsible approach to AI adoption across the firm.

The firm's main challenges were:

Building firmwide AI literacy.
Ensuring responsible and ethical use of AI.
Creating alignment across departments.
Translating early enthusiasm for AI into measurable productivity gains.
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Revonary needed a foundation that would both upskill its teams and establish internal ownership to sustain AI progress.

SOLUTION

Edgefield Group delivered a bespoke AI Foundations program to help Revonary adopt AI responsibly and strategically.

The program focused on three key pillars:

Responsible Use and Governance

Drafted Revonary's AI Policy with clear ethical standards.
Established firmwide guidelines for consistency and risk management.

Leadership Enablement and Alignment

Formed an internal AI Committee with cross-departmental representatives.
Created a central hub for AI initiatives aligned with firm priorities.

AI Literacy and Skills Development

Delivered hands-on training on ChatGPT and Microsoft Copilot
Focused on practical applications for automation and productivity

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RESULTS

Within 3 months of working with Edgefield, Revonary had:

Established a firmwide AI Policy and governance structure, ensuring consistent, ethical, and responsible use of AI tools across all departments.
Formed a cross-functional AI Committee to align adoption efforts, promote collaboration, and embed AI enablement into the firm's operations.
Trained staff across multiple teams on ChatGPT and Microsoft Copilot, building practical confidence and accelerating day-to-day productivity.
Extended its partnership with Edgefield Group beyond the AI Foundations program through an ongoing advisory relationship, providing Lead AI Trainer with updated training videos, enablement materials, and biweekly strategy sessions to sustain firmwide AI growth.

Through Edgefield's AI Foundations program, Revonary built the structure, knowledge, and leadership capacity to sustain its AI journey independently.

"The Edgefield team empowered me to become our internal AI champion. Their support has made it possible to continue building AI literacy across our firm and integrate it into everyday work."

Vicki Connolly

AI Lead Trainer

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