Black Diamond Advisory: Breaking Through the Knowledge Glass Wall

For OneStream implementation partners, expertise is the product. The challenge isn't finding people who know the platform - it’s ensuring that knowledge consistently reaches the client.

Black Diamond Advisory (BDA), a premier OneStream implementation partner, employs more than 130 consultants delivering complex, cross-industry engagements. For years, the firm did what most professional services organizations do: built a Center of Excellence, encouraged knowledge sharing, and relied on its people to carry what they'd learned from one client to the next. It wasn't enough.

"You can only give them what you can remember," says Vincent Valentine, Managing Director at BDA. "You always want to give every client your all, but you're always hamstrung in some way."

The Glass Wall

The problem wasn't a lack of knowledge. It was a lack of access.

Every BDA engagement generated extensive documentation: pre-sales notes, design documents, requirements traceability matrices, code extracts, PowerPoints. Across a firm of 100-plus consultants running multiple concurrent implementations, that added up to an enormous institutional archive. But in practice, it was largely inaccessible.

"You've got all this information, but you can't access it as effectively as you would like," Valentine says. "It's behind this glass wall, you can kind of see it, you know it's there, but you just can't reach it"

The economics were clear. Pulling consultants off billable work to share knowledge was inefficient and unsustainable. Even with best intentions, what reached any given client was only a fraction of what the firm collectively knew.

"You couldn't memorize it all if you even if you wanted to," Valentine says. "Even if you had all the time in the world, you'd never be able to read it all, retain it all, get access to it all."

The result was a quiet but constant compromise. "You ultimately had to make sacrifices," Valentine says. "You end up giving them the best you can with what you have available to you. Maybe that's 5% of what's out there. Maybe that's 2%."

The Realization

The turning point with Auctor wasn't a single feature - it was a shift in perspective.

"About a month in, it really cracked wide-open for me," Valentine recalls. "Not only can I go wide, I can now also go deep."

What Valentine realized was that Auctor wasn't just a way to connect knowledge across clients. It covered the entire implementation lifecycle: pre-sales, requirements gathering, design, code development, unit testing, user acceptance testing, training materials, and admin guides, all within a single platform, all with awareness of everything BDA had built across every engagement.

"That glass wall is no longer there," he says. "I have that access immediately. Our whole team has access immediately."

Intelligence in the Room

One of the most immediate impacts has been during live client calls. During a recent pre-sales call, Auctor monitored the conversation in real time - identifying unanswered questions, highlighting risks, and signaling when to shift direction as the discussion unfolded.

"It actually impacted how we were conducting the call live, the whole team pivoted during the call - together, live" Valentine says. Suggestions received included: "You should move off this topic. You've said something you probably shouldn't have said. These five questions were asked and you've only answered four of them. Revisit this one."

In the old world, the team would have been managing side conversations in a Teams chat. "You couldn't keep up," Valentine says simply.

Delivering at a Different Level

Beyond real-time insights, Auctor has significantly improved both the speed and quality of deliverables. In one month, Valentine produced approximately 20 fully branded presentations while simultaneously contributing to active coding development work and supporting ongoing sales cycles.

"Not only does Auctor produce Word, Excel, and PowerPoint, it's awesome at Word, Excel, and PowerPoint," he says. "I can't get another AI platform to produce a Black Diamond Advisory PowerPoint that I can put in front of a client that also understands the context of the entire engagement."

But the bigger shift, Valentine argues, isn't speed. It's quality.

"It's the quality," he says. "What I've delivered to my clients has fundamentally changed. It's all different for Black Diamond Advisory."

Scaling the ‘Aha’ Moment

For BDA founder Randy Werder, the value of Auctor shows up most visibly in how his people are embracing AI.

Of the firms over 130 consultants, only 5 to 10 had previously experienced what Werder calls an "aha moment," a genuine gut-level understanding of what AI would do for their work. Auctor has been accelerating that realization in a way that other tools haven't.

“Auctor has significantly expedited that understanding,” Werder says. “Other tools can demonstrate value, but Auctor has moved the needle in how our team embraces AI and what it means for their work.”

Part of this adoption stems from usability. Auctor integrates naturally into existing workflows, supporting the full lifecycle of an engagement without requiring behavioral change.

"The UI and ease of use have made a big difference," Werder says. "Not all AI tools have been able to do that."

What It Means for the Business

BDA’s evolution was inevitable. Auctor has simply accelerated the pace and sharpened the direction.

“It’s helped us move faster toward our goals and objectives,” Werder says.

Valentine puts it more simply. After more than a decade in consulting, first at a Big Four firm and then at BDA, he no longer wants to work any other way.

"I can't go back. I refuse to go back," he says. "I don't want to consult any other way ever again because I know there's this new way of doing it that's so much better."

“The quality of what we deliver has fundamentally changed. It’s on a completely different level."

Vincent Valentine
Managing Director, Black Diamond Advisory

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