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Protis Global × BI Consulting Services

Search Operations Board · Delray Beach, FL · Chicago, IL
Prepared for CollinSeptember 2026

Every open search, in formation.

3,000+ placements since 1995 · 9 consumer specialty sectors 1

A single Power BI board for search operations: where each active search sits in the pipeline, how fast searches fill by practice, what the placement engine is producing by office and by recruiter, and which clients keep coming back. Three filters drive every number on the page.

1Placements per month

Solid bars are the selected period; hollow bars are the same months one period earlier.

Selected periodPrior periodFees billed (line, $K)

2What this board answers

Three questions from the December 2024 discovery call, answered live.

3Placement flight map Delray Beach ↔ Chicago → client metros

Each arc is a placement route from the office running the search to the metro where the hire landed; arc weight = placements.

Delray Beach searchesChicago searchesClient metro (size = placements)

4Talent pipeline sourcing → placed

Candidates carried through each stage for searches closed in the period; band width = candidates.

5Fees & placements by practice

Retained + contingent fees billed in the period. Selecting a practice above highlights its row.

6Time-to-fill by practice days, signed search → accepted offer

Band = 25th–75th percentile; dot = median. Dashed line = firm-wide median for the period.

7Active searches by stage snapshot, 10 Sep 2026

Every open search, placed on its stage; darker = longer in stage. Amber ring = 30+ days in current stage.

8Recruiter productivity

Placements closed in the period, with active load today.

9Client repeat rate who comes back

A placement is “repeat” when the same client had at least one earlier placement with Protis. Top clients in the period, with first-placement year.

10Ask the data Copilot-style natural-language layer over the same model

Try asking
Which searches have been in client interviews longest?Fees by practice vs last yearMedian time-to-fill for VP roles in ChicagoWhich clients hired twice this year?Offer acceptance rate by recruiter
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How it sits in your environment

YOUR NETWORK · NOTHING LEAVES THE BUILDING Your files policies · SOPs · contracts reports · ERP exports indexed locally GPU One server, in your building open-weight model · your data only in seconds Cited answers every reply links to the source file and page no cloud AI · no third-party processor
One appliance-class server on your rack or in a secured closet. Your files are indexed where they already live; the model runs locally; answers come back with the source page attached.

What that means in practice

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    Your data only, on your hardwareAn open model over your own documents and exports. No third-party AI processor, no data-transfer agreement to review.
  2. 2
    Every answer cites its sourceReplies point to the file and page they were drawn from, so people check the answer instead of trusting it blind.
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    No per-seat licenceThe whole team can ask questions. Cost is the server and our build, not a monthly number that grows with headcount.
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    Works offlineIf the internet connection goes down, the answers still come. Nothing depends on a vendor's uptime or pricing changes.

The short deck

14 slides on how a private AI server is scoped, secured and rolled out. Click through, or take the PDF.

Download the PDF
Private AI on your own server — slide 1 of 14 Private AI on your own server — slide 2 of 14 Private AI on your own server — slide 3 of 14 Private AI on your own server — slide 4 of 14 Private AI on your own server — slide 5 of 14 Private AI on your own server — slide 6 of 14 Private AI on your own server — slide 7 of 14 Private AI on your own server — slide 8 of 14 Private AI on your own server — slide 9 of 14 Private AI on your own server — slide 10 of 14 Private AI on your own server — slide 11 of 14 Private AI on your own server — slide 12 of 14 Private AI on your own server — slide 13 of 14 Private AI on your own server — slide 14 of 14
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