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Insights
Practical takes on operations, data, AI and growth from people who’ve run the work. What actually moves the needle, what’s hype, and what to fix first.
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Which back-office work multi-location operators should centralize first, who to hire for shared services, and how to onboard newly acquired locations.
How to register as a vendor with state and local agencies: documents to gather, portals, commodity codes, certifications, and what to do after you register.
How deal teams tracking dozens of concurrent transactions replace spreadsheets with one pipeline, standard fields and dashboards executives can trust.
What to look for in developers for healthcare projects: HL7 and FHIR skills, privacy habits, integration experience, and how to test for judgment in interviews.
How funds and holding companies standardize board package data across dozens of portfolio companies: one template, a KPI dictionary and no emailed spreadsheets.
What a client portal for a financial firm should include: secure access, document exchange, status tracking, e-signature, and the integrations that drive use.
How AI quoting helps fastener, MRO and industrial distributors read RFQs, match part numbers, apply ERP pricing and send accurate quotes faster.
How consulting firms build utilization reports people trust: clear definitions, role-based targets, forward views, and the data you already have to run them.
How holding companies and PE-backed platforms get consolidated, comparable reporting across portfolio companies running different ERPs, without replacing them first.
Bring it to a working session. 45 minutes, and you leave with a plan whether you hire us or not.
Working sessions
45 minutes with the operators who would actually do the work. We dig into what’s stuck, rough out what it’s costing you, and map the first move. No pitch deck.
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