Insights
Free thinking you can use before you spend a dollar.
Everything here follows one idea: map the work to an initiative your executive team already owns, then work backward to the AI and other technology it needs. Use it with or without me.
The method in one picture
Read the full method →- 01
Executive initiative
What has leadership committed to deliver this year?
ExampleCut customer onboarding time in half
- 02
Outcomes and KPIs
How will we know it worked, and what is the baseline?
ExampleOnboarding from 21 days to 10
- 03
Process and capabilities
Which steps, decisions and handoffs have to change?
ExampleIntake, document review, account setup
- 04
Data and systems
Where does the information live, and who owns it?
ExampleCRM, shared inbox, billing system
- 05
AI and technology
What is the smallest set of tools that closes the gap?
ExampleDocument extraction plus one integration
- IntegrationIntegration is most of the AI projectYears of partner integration work taught me that the model is rarely the bottleneck. What decides success is getting the right data to the right place, with a named owner.
- BuyingTwelve questions to ask before you buy an AI toolA buyer's checklist that keeps the purchase tied to the initiative it is supposed to serve, and protects your data on the way in and on the way out.
- MeasurementHow to tell if an AI pilot is workingDecide what success and failure look like before the pilot starts, and measure against the initiative, not the demo.
Have an initiative in mind?
Book a free 30-minute fit call. Bring one executive initiative and we will sketch the path from it to the technology together.