Case Study: ProService Hawaii
Kickstarting an AI transformation in PEO
Initial Consultation
In late March of 2025, Rosenblatt founder and CEO, Ryan Walden, lead a one day, in-person consultation with Jordan Conley, ProService Head of Strategy and Technology, and Mikaela Ferguson, Director of AI Product.
“One of the best consultations I have experienced in my career” - Jordan Conley
48 hours after the meeting, the Rosenblatt team returned a 3-month pilot plan with comprehensive JIRA tickets and a clear path to AI-enabling ProService’s new client onboarding process, named “Fridai”.
Fridai
3 months later, the Rosenblatt team delivered an AI-assisted, self-service onboarding experience for new clients, eliminating several onboarding calls from ProService’s existing process. This solution includes both an onboarding web application, and an internal dashboard for adding new clients and tracking their self-onboarding process. By using information collected during client sales calls, our AI agents could pre-fill 80% of all new client onboarding details before they even start their onboarding. By December, all 75 new ProService clients had successfully self-serviced their onboarding without any human intervention.
ProPilot
After success with Fridai, the Rosenblatt team expanded into new projects outside of onboarding. Tasked with improving the ProService call center’s first call resolution (FCR) rates, Rosenblatt launched a new AI agent called ProPilot in only 3 weeks. By week 4, call center employees are already providing incredibly positive feedback, and observed FCR increases by +20%.
Looking Forward to 2026
The success of our two pilot projects have led ProService to commit to doubling their investment in Rosenblatt’s AI leadership through 2026. We look forward to moving past successful pilots and onto reimagining their fundamental operations as AI-first. We believe that by 2027, ProService will become not only the clear leader for AI in the PEO space, but an incredible example of how impactful AI will be to professional services industry abroad.
About Rosenblatt
MIT reports that partnering externally on AI-first products brings them live 6 months sooner and twice as successfully as internal builds. Rosenblatt specializes in AI transformation for mid-market, tech-enabled, professional services. We bring together AI leaders from big 4 consulting firms and founders from exited AI startups to lead companies from fast pilots to complete AI transformations. Click below to schedule a 30-minute meeting with our CEO and founder.