Accelerate with AI. Lead with Judgment: Why Mastering Both Is the Defining Challenge for Services Organizations Today.

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By Ty Alibhai, Head of AI, VFP Consulting


There is a version of the AI conversation happening in professional services firms right now that goes something like this: “We need to move faster; AI can help, so let’s go.”

That instinct is not wrong. But it is incomplete, and the gap between that instinct and the discipline required to act on it wisely is exactly where services organizations win or lose in the years ahead.

I have spent a considerable amount of time thinking about this challenge, and more importantly, living it. At VFP Consulting, we are not observing the AI shift from a distance. We are building AI into our products, embedding it in our delivery model, and helping clients navigate it on their own implementations. What I keep coming back to is this: the firms that will lead are not necessarily the ones with the most AI tools. They are the ones that have figured out how to accelerate with AI while preserving, and in fact deepening, the judgment that clients pay for in the first place.

That is harder than it sounds.

The pressure to move faster is not going away

Services clients expect more. Margins demand efficiency. The firms that learn to harness AI as a genuine delivery accelerator will create real structural advantages over those still debating whether to try. But acceleration without judgment is just speed in the wrong direction, or worse, speed that quietly erodes the trust clients place in your team’s expertise.

I see the most immediate and meaningful AI opportunity is in the parts of delivery that are repetitive, documentation-heavy, and synthesis-intensive. The Discovery and Design phase. Requirements management. Resource allocation. Project health monitoring. These are not peripheral to what services firms do. They are the connective tissue of every successful implementation, and they are where significant time is lost on every engagement.

I see the most immediate and meaningful AI opportunity is in the parts of delivery that are repetitive, documentation-heavy, and synthesis-intensive.

This was stated plainly from the stage, and it’s something we’ve seen play out directly with our clients. Organizations that invest in AI before getting their data, processes, and fundamentals right tend to accelerate their existing problems rather than solve them. The firms that see the biggest returns from AI are the ones that first earned them through operational maturity.

What we are doing at VFP

We have been applying Claude, Anthropic’s large language model, to accelerate Discovery and Design work, and the results have been tangible. On a recent engagement, we established a dedicated Claude workspace configured with VFP’s standard PSA requirements baseline from Campfire, session transcripts from client discovery workshops, and supplemental documentation added as the engagement progressed.

The outcomes were concrete: over 300 client-specific functional system requirements were produced, each validated against Certinia’s best practices and VFP’s standard requirements framework, and uploaded directly into Campfire, our Implementation Lifecycle Management (ILM) app for consultant and engineer use. Each requirement was enriched with contextual links to relevant Certinia documentation to support downstream configuration. Beyond that, the team identified more than 20 incremental requirements through AI-assisted transcript analysis, surfacing gaps that manual review likely would have missed. Certinia documentation research was conducted directly within Claude, enabling faster feature lookups without switching tools.

Work that would have taken days of manual synthesis, from hundreds of hours of transcripts, took a few hours. But here is the important qualification: every AI-generated requirement was reviewed and validated by experienced consultants before it went into Campfire. The AI produced a working first draft. The humans determined what was accurate, complete, and appropriate for that client. That model is what scales, and it is the only model I am willing to stand behind.

Campfire: built by consultants, for consultants

Campfire did not start as an AI play. It started because our delivery team was struggling with disparate tools and point solutions to manage implementations. In 2018, VFP consultants built what became RADTest, a tool designed specifically for the way implementation teams actually work. By 2024, that internal tooling had evolved into a commercial product, and Campfire was born. It is now live on the Salesforce AppExchange and built for medium- and large-sized professional services organizations running complex implementations.

The problems Campfire solves are the ones that erode services’ profitability and client trust every single day: scope creep that goes uncaptured and unbilled, go/no-go decisions made without full visibility into testing status, and the friction of coordinating across too many disconnected tools. Clients using Campfire report:

  • 76% less scope creep
  • 34% faster testing cycle
  • 27% more revenue from change orders.

Those are not marketing numbers. They reflect what happens when you give a delivery team the right structure at the right moment.

What makes Campfire genuinely different is the AI Engine at its core. It is a combination of Claude and direct Salesforce API calls, all behind a clean, intuitive interface that consultants can pick up without a learning curve. In practice, it’s straightforward: a consultant feeds a batch of system requirements into the Campfire engine, and the engine builds the solution directly in the customer’s target test environment.

The impact on the Build phase is significant. Build cycles are cut by over 40%, which is meaningful on its own, but the more important outcome is what that time buys back. Instead of spending their hours on point-and-click manual configuration, consultants are free to do what clients are actually paying them for: thinking through the architecture, challenging assumptions, and advising on the best possible solution design. That shift, from administrator to advisor, is where the real value of AI in services delivery shows up.

    Agentforce and Certinia Veda: solving the operational problems services firms know too well

    Our AI work extends beyond our own delivery model. We are now embedding agentic capabilities into client environments through Agentforce and Certinia Veda, and the use cases address pain points that have been part of service operations for as long as I can remember.

    Certinia Veda is an intelligent operations engine built natively on Salesforce. Because it operates within the client’s existing Certinia environment, it works directly against their actual project data, resource availability, and financial records without any external synchronization. It operates within a deterministic, rules-bound framework, which means all AI-generated outputs adhere to the organization’s established business logic and security permissions. I think that architecture is exactly right. The guardrails are not a limitation; they are what make the tool trustworthy.

    The Spring 2026 release brings three capabilities that address what I hear from services leaders most often. The Work Reallocation Agent handles one of the most operationally disruptive events in any services firm: replacing a resource mid-engagement. Whether due to leave, departure, or competing project demands, staffing reallocations are time-consuming and high-stakes. The AI agent identifies all assignments for the resource being replaced, executes searches against the same criteria, including region, practice, group, role, and skills, and proposes best-match replacements so work in flight can continue without delay. What previously took days now happens in minutes.

    The Project Assistant Agent continuously monitors project health, analyzing milestones, tasks, and timecards to surface issues as they emerge rather than after the fact. An overdue milestone, a task running behind schedule, and timecards that do not match the plan. For project managers carrying multiple active engagements, the difference between staying proactive and constantly reacting is significant.

    Generative AI Summaries condense detailed project data, financials, and resource information into concise digests, reducing administrative reporting time and giving project managers up to 20 hours of capacity back per month to focus on delivery rather than data reconciliation.

    The cumulative effect is that Veda redirects human attention away from administrative overhead and toward the decisions, relationships, and judgment calls that genuinely require people.

    The lesson I keep coming back to

    Every AI capability we have deployed, either internally or for clients, shares one characteristic: it amplifies human judgment rather than replacing it. That is a deliberate choice on our part, not a hedge.

    AI in professional services fails when it is positioned as a decision-maker. Our team learned this directly. When we explored AI-assisted process diagram generation, extensive work on prompting and tooling ultimately produced output that did not meet our project standards. We documented that finding, pulled back from that capability for now, and used manual diagram development instead. That is what responsible AI adoption looks like in practice: test it, evaluate it honestly, apply it where it genuinely works, and be willing to say no when it does not.

    The firms that approach AI adoption with that level of rigor will build something durable. Those that chase AI as a positioning exercise, without the governance, validation practices, and human oversight to support it, will create problems at exactly the moments that matter most to clients.

    At VFP, we are building toward a future where AI consistently makes our consultants faster, our processes more consistent, and our clients’ implementations more successful. But we are doing it with the same discipline we apply to every engagement. Speed is only valuable if judgment accompanies it.

    That is the challenge this industry needs to get right, and I think Services Week is exactly the right moment to say it plainly.

    Raul Acosta

    Sales Director

    As an agile, focused and collaborative team player Raul strives to consistently take a holistic approach and make an impact with each networking experience and partnership forged.

     

    With 15+ years of experience in sales strategy, application sales, and relationship management, he excels at solving complex business challenges through data-driven insights, superior customer service, and relevant Salesforce expertise.

     

    As a former trusted advisor at Certinia and Salesforce, Raul has successfully implemented strategies that drive revenue, align business units, engage target audiences, strengthen brand image, maximize productivity, develop people, transform processes, and improve overall customer experience, showcasing his commitment to clients, partners, and colleagues.

    Michael Kelly

    Engagement Director & Head of Project Management

    Michael, with a background in project financial management and analysis, has spent over a decade in various project management roles. Leading clients, project teams, and fellow project managers, he ensures successful project deliveries and implementations. Michael’s PMP Certification enables him to stay current with the latest industry standards and project management practices.

     

    Passionate about his field and role, Michael finds fulfillment in successful projects, tangible results, and meeting client needs.

     

    Throughout his experience in engagement management Michael has successfully led over 25 clients, projects, and go-lives. He has overseen a project budget portfolio of $25 million per year, managing 21 separate project engagement efforts concurrently for his client base. In his career, Michael has hired, trained, and personally managed a team of over 50 project managers.

     

    He has also contributed to the development and training of new agile project methodologies in multiple companies.

     

    Currently, at VFP, Michael has played a crucial role in implementing the new agile methodology across all active projects for their client base in 2023.

    Greg Plaisance

    Managing Consultant

    Throughout his career at VFP, Greg has progressed from the role of Consultant to Senior Consultant and currently serves as a Managing Consultant.

     

    With 15 years of experience in the financial services industry, Greg possesses a diverse skill set that spans Retail Banking, Post Audit, and Consulting. He holds 3 Salesforce certifications and 2 Certinia certifications, showcasing his expertise in areas such as Accounting, Revenue Recognition, Billing, and leadership strategy. Greg’s extensive background equips him with a deep understanding of financial processes, enabling him to offer valuable insights and guidance to clients within the industry.

     

    Passionate about process improvement, efficiency, and leadership he helps companies by managing the systems that support their core objectives, allowing them to focus on their key goals.

     

    Greg aims to build VFP into a premier consulting firm that is highly sought-after by both clients and professionals as a desirable place to work.

    Kristin Hubbard

    Managing Consultant

    Kristin, a seasoned Salesforce and Certinia professional since 2011 specializes in Financial Management, specifically focusing on areas such as Billing, Revenue, and Accounting.

     

    With a degree in Accounting, Kristin began her career as a Billing Specialist, where she actively contributed to the implementation of Salesforce and Certinia, showcasing her problem-solving skills and passion for process improvement.

     

    Recognizing her abilities, she transitioned to the role of Certinia Administrator, playing a crucial role in the system’s global rollout. Later, as a Business Systems Manager, she assumed responsibility for the entire Salesforce platform. Motivated by her love for the job and a desire to help multiple organizations, Kristin pursued consulting, specializing in Certinia ERP and leading consultant teams for approximately eight years.

     

    Since 2018, she has played a vital role in planning and executing the Florida Dreamin event. Recognized as a Salesforce MVP in 2023, she holds 7 Salesforce and 1 Certinia certification, demonstrating her expertise and dedication to growth.

     

    Kristin understands the value of embracing technology and streamlining processes to reduce costs and enhance profitability. With expertise in Salesforce and Certinia, she guides organizations to implement efficient systems, optimize operations, and achieve financial success.

    Ty alibhai

    Managing Consultant

    Ty is a seasoned consulting leader who has focused his experience over the last 15 years on the Salesforce platform and solutions in its ecosystem. He brings 20+ years of business knowledge, consulting experience, and a knack for successful Salesforce and Certinia implementations in the quote-to-cash space. Ty has successfully implemented technology solutions such as Salesforce and Certinia to over 100+ customers over his career and has led/managed consultant teams of 5-10 people.

     

    Graduating from UC Berkeley’s Haas Business School and with a strong background in Computer Science, he launched his career in technology consulting. He focused his career on the Salesforce platform after experiencing success at Salesforce in the early 2000s and growing that knowledge with consulting partners the latter half of his career. His knowledge spans multiple industries, solutions, and market segments from SMB to Enterprise level experience.

     

    As part of his role at VFP, he effectively manages a team of consultants, empowering them to achieve their career objectives. He also leads project teams and ensures the seamless adoption of technology, thereby driving client success at VFP.

     

    Driven by a strong desire to make a positive impact on customers’ lives by simplifying their experience with new systems he excels as a leader, mentoring consultants and guiding project teams to successful outcomes.

    Nick Anderson

    Managing Consultant

    A global Salesforce and Certinia consulting and implementation leader, Nick is an expert in his field with more than 8 years of experience on the platform, specializing in Quote to Cash and Professional Services Automation best practices.

     

    With a focus on mid-market and enterprise accounts, Nick brings a deep knowledge of best practices to all aspects of client projects including change management, business process documentation & improvement, system configuration, revenue recognition and managed services.

     

    With an extensive background in International Business and PSA solutions, Nick is the driving force behind the VFP consultants, helping the team tap into their full potential in order to deliver excellent results.

     

    Never one to back down from a challenge, Nick embraces his ever-changing environment and encourages customers to do the same as a way to drive further success down the road. He stresses the importance of clear communication and building strong working relationships in order to effectively articulate a vision for the future of a business.

     

    Using his own years of consulting experience as a touchstone, Nick’s focus is on developing talent and ushering in customer success for the VFP team across the board.

    Doug Johnston

    Chief Operating Officer

    Building scalable large-capacity services teams in enterprise environments for more than 25 years, Doug is focused on operational excellence and builds high-quality and high-growth companies and teams.  


    As COO, Doug’s responsibilities encompass overseeing all facets of customer services including a Project Management team, internal operations, and a team of expert consultants. His primary focus lies in fostering a high-performing team and culture, guiding its development, providing support, and offering coaching to optimize efficiency.

    Doug’s diverse experiences in industries including software services, government, private sector, medical, and beyond have led to the development of a global team, overseeing projects ranging from small initiatives to multi-million dollar implementations and long-term relationships with clients.


    With unwavering determination, Doug strives to establish a top-tier consulting firm in collaboration with VFP’s CEO, Stephanie Taylor. Together they shared a vision that transcends software implementation, aiming to provide value, challenge conventions, and leverage expertise for optimal outcomes. Though strategies shift with growth, the core objective of building an exceptional company remains a constant in Doug’s journey. 


    Doug joined VFP in its infancy, with a goal to grow the team and scale the operation – which is now doubling year over year, based on a passion for people matched with a deep sense of purpose. With 2x INC5000 placements under 1000, team growth of more than 10,000%, high customer success ratings and stability within the team, his leadership has proved vital to positive growth and long term stability for VFP. 

    Stephanie Taylor

    Chief Executive Officer

    A sought-after leader with a 20+ year history working with global Fortune 500 companies, Stephanie is a business process expert with a deep and well-recognized expertise in the Salesforce and Certinia ecosystems, with a focus on Quote-to-Cash, ERP, CRM, and Financial Management.

     

    Stephanie founded VFP Consulting to offer companies with access to a 360 approach to not just implementing but managing their technology investments over time, from aligning people, process and product needs to long term management that maximizes the investment and fuels growth and business needs over time. 

     

    Front-line experience overseeing 100+ projects and relationships with diverse clients, from mid-market enterprises to billion-dollar enterprises, Stephanie’s expertise spans high-growth businesses, private equity, mergers and acquisitions across various industries. Her leadership at VFP places a premium on the core values behind the name – Vision, Focus, and Passion.